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#3005 Niching Your Database with ACT! Groups & Companies

Here's how to do "database segmentation" correctly--or as we like to call it: "slicing and dicing." Setting up Dynmaic Groups helps you talk to customers and prospects in a much more relevant way in your email marketing and drip marketing campaigns.

$27.00

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Niche marketing is the secret to having more meaningful conversations with contacts, thereby increasing your sales because you talk about their interests, not yours. In this tutorial we demonstrate one of the most sophisticated, yet easy-to-implement ACT database features: Dynamic Groups and Company records.

So many ACT users miss this feature and end up spending extra time plodding through their entire ACT database everytime they want to create a new lookup.

We’ll cover how to set up Dynamic Groups to…
   * Categorize 1,000s of contacts with just a few mouse clicks
   * Territorialize sales regions by geo, account or product type
   * Dynamically add and subtract contacts from groups based on criteria you set up in your database
   * Manage email opt-outs and bouncebacks with minimal effort so you have more time for marketing
   * Create unlimited subgroups to drill down into your customer and prospect info

Set up Company Records To…
   * Increase large-account penetration at the COMPANY level
   * Attach vendor and referral partner’ activities to company info–even though they don’t officially work at those companies
   * Update all contacts automatically when there’s a company change of address or acquisition

Media:

WMV (Windows Media)

Duration:

60 Minutes

Bonuses:

* Speakers notes * Query operator cheat sheet * Groupless (free utility) to find contacts not in groups