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eBook Logo - Moving from ACT! to Microsoft BCM or CRM Get our Free eBooks
Learn what business life is like after you leave ACT! and move to Microsoft Business Contact Manager or Dynamics CRM.  Lon's eBooks give you the scoop from "How to make the move" to "Your Daily Doings".  Click on the links below to download for Free!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Here's what you get:

  • Database customized with industry specific fields for the contact record.
  • Customized industry specific fields for the sales opportunity record.
    Views of your data customized for your industry
    .
  • Drip marketing capabilities with the pinpoint Marketing tool.
  • Action plan/Business Process scheduling with the pinpoint Marketing tool.

Some pinpoint Solutions will have additional features. Click below to see details on each product page. 


pinpoint Solutions

Business Contact Manager 2007
Customized for YOUR Business

Mortgage • Real Estate • Financial Planning

 

We've taken Microsoft Business Contact Manager and created CRM applications that speak your business language.



Save valuable time with the industry specific fields that have been added to the contact and sales opportunity records of BCM.  You may want to do some tweaking of your own, and that works fine.  Nothing is locked down. We've already done the bulk of the work for you.

You also get customized views into your data, based on the typical requirements of your business, so you can get TO the data you need quickly.

Create "drip" marketing campaigns you can apply to groups of contacts with just a couple of clicks of the mouse. Makes sending multiple emails and letters over differing periods of time a breeze.

Automate other business processes and action plans just as easily - steps can include tasks, appointments, letters and emails. Rest assured that you're on top of things with nothing "falling through the cracks".

New industries are being added all the time. If you don't see yours listed below, send us an email and let us know what you need!


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