Financial Advisors - BCM is customized for you

[Lon Orenstein]

pinpointtools is pleased to announce the release of pinpoint FinancialAdvisor. This is a customized BCM database, custom views of your data, plus our pinpoint Marketing tool. Also included are a group of our pinpointMessages, Contact Warmers, to send to your prospects and clients throughout the year.

Find out more about pinpoint FinancialAdvisor here -- please consider us a resource and let us know how we can support you!


Thanks,
Lon

PS: We've also got pinpointMortgage for the mortgage professionals and pinpointRealEstate for residential real estate professionals...

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Guest]

Lon,
I am very interested in what you are doing. I am using ACT4Avdvisors 2.0
after an aborted attempt to uprade the their newest version. I also reverse
migrated my database from ACT 2008 to Act6.0.

I recently converted my ACT! database to BCM to get a feel for it, and so
far I am either not impressed or haven't found how to exploit it. For
instance, I would like to be able to click on the e-mail address and get an
e-mail screen. Don't know if I can or how.

As others have posted here, the contact page uses a lot of space for fields
that are irrelevant to my business. My business is contact centered, and then
then we aggregate groups around the contacts. As you know in our industry we
have record retention requirements and I have been working to make that
process as paperless as possible.

I would also like Outlook to use the address book in BCM. I was also
thinking that is would be a beautiful thing if BDM had a field with the path
to the client's documents folder.

So how do we get a peek at what you are doing?

BrianB

 

[Lon Orenstein]

Thanks Brian!

We'll be glad to do an online demo for you to see what we've done.

Yes, there are irrelevant fields in BCM that we just can't do anything about
for now... sigh...

Yes, you can have Outlook use BCM as its address book. Click on Tools,
Address Book, then Tools, Options in the Address Book dialog. You can set
the dropdowns and list to use BCM first as your primary address book.

Send me an email and we'll get you into a demo to discuss what we've done
with pinpoint FinancialAdvisor.

Thanks,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com