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“How Do You ACT!?”

74% Response Rate Using ACT!

• Purchase more than new customers
• Cost less to sell to
• Refer five or more other customers to your business

ACT! Software is the least expensive, most versatile customer database for the money. Here are 19 ways you can use ACT! software to manage your customer relationships in a typical day:

Morning…

1. Open ACT! and review your commitments for the day
2. With 1 click, batch your list of meetings, calls and to-do’s.
3. Knock out the day’s follow-up phone calls
4. Make notes in each customer record while you’re on the phone
5. Schedule a follow-up call on your live calendar, which alerts you if there’s a scheduling conflict
6. Set meetings with other team members via email and request their approval before confirming (just like Outlook!)
7. Reschedule calls and meetings based on customer input
8. Delegate customer follow-ups and administrative items to your assistant to handle in your database. Verify they’ve completed the tasks you’ve assigned without a live conversation or an email
9. Act on your “light-bulb marketing moments” in real time. For ex., your customer mis-understands an important product benefit. Once it’s explained, he buys. How many other customers may also misunderstand that same benefit? Modify an email template and blast a technical brief to other qualified customers. Include an order form.
10. Group important contacts with missing email addresses. Send the same briefing to them via short, personalized letter. Invite them to your website to sign up for a one-time discount (so you can capture their email address for future marketing campaigns).
11. ACT! automatically records a history of your calls, emails and letters, so you have a complete “diary view” of all communications and activities (unlike in Outlook!)

Midday…

The day is young, and you’ve already finished your follow-up calls, sent an email and direct mail campaign and cleaned up your database. Now let’s process orders and write up estimates!

1. Open the opportunity entry recorded in your ACT! pipeline, and close it out. (That sale closed in only 17 days, your best time-in-funnel yet.)
2. Turn in paperwork to Accounting. Because your company’s accounting software is supported by ACT!, they can access the sales information without having to re-enter it. (Next time you pull up this customer in ACT!, you’ll see this new sales activity.)
3. Create a new quote for a new prospect. The total amount is automatically recorded in your pipeline.
4. Grab a sandwich; it’s lunchtime.

Afternoon…

Time to prospect. But before you pick up the phone and start “dialing for dollars,” let’s work the leads you already have on your desk.

1. Scan your business cards from this week’s trade show into your ACT! database using your business card scanner.
2. Download 30 hot prospects from an online membership list directly into ACT! (with no data entry), including contact name, title, company, address, phone and email.
3. Create a personalized introduction letter.
4. Assign a task to your marketing assistant to send “Nice Meeting You” letters to these 2 groups of contacts along with product information and your business cards.
5. Schedule an “activity series” at a rate of 10 call backs per day. You automatically set a “mail – call – mail” sequence, including a follow-up call in 10 days (to get permission to email them) and an emailed tech brief after 15 days.

You now have 3 marketing “touches” scheduled up front, 2 of which do not even require your follow-through. As new leads are qualified, you’ll add them to your sales pipeline, too.

End of the Day…

Run a quick Pipeline Report, then smile. You covered more ground today than 3 of your competitors!