ACT! is sold as an off -the- shelf, DIY solution to contact
management and for those of you who simply want to set up a
contact database the process is quick and easy. From our
experience we have found that there are many areas that you will
want to investigate further as well as customise to meet your
companies individual requirements. This process usually involves
a steep learning curve and plenty of 'trial and error' type
revelations along the way.
With our expert advice and guidance you can avoid many of the
issues that can slow you and your team down. Creative
Connections will guide you through the customisation to enable
you to:
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Increase efficiency - have your client contact
history at your fingertips
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Achieve targets - generate reports and graphs to
show the sales pipeline
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Identify new business - track your contacts
-
Send individual letters and mailshots - using MS
Word or the built-in word-processor
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Share this information with your field sales people
by synchronisation
Take a look at the ACT! Introduction training outline or for more specific
details e-mail:
consult@creativeconnections.co.uk
New ACT! 2000 Features
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Manage the Sales Process with ACT! Forecast and track
sales opportunities to effectively manage your sales
pipeline.
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Generate graphs easily to show the sales pipeline and
closed sales within a specified timeframe.
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Close more sales using the Dale Carnegie Training
methodology and sales training tips built into ACT!
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Automatically manage and track all activities with an
account or an individual contact
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Create subgroups within accounts or groups in order to
organise the data in a way that reflects the structure of
the account/organisation.
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Easily identify all contacts that are part of an account
and view all activities related to an account in one place
with the central management of account information.
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Easily organise or distribute leads/contacts by defining
group rules.
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Include detailed information with an activity such as
directions to a customer's location or an agenda for a
meeting.
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Use Quicken ExpensAble(tm) expense reporting software with
ACT! 2000. ACT! 2000 provides the option to enter expenses
directly into Quicken ExpensAble when you clear an event
(like a breakfast meeting) from your calendar. This
ensures you don't forget to enter expenses for
reimbursement. (Try the Quicken ExpensAble(tm) trialware
that is included in the ACT! 2000 box.)
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Take advantage of the tight integration with Microsoft
Outlook, which enables you to share calendar information
between the products. Have the best e-mail with Outlook
and the best contact manager with ACT! 2000.
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FoneSync from Paragon Software enables ACT! 2000
users to transfer up to 250 names and numbers from an ACT!
database to a digital phone with the simple click of a
mouse, instead of manual entry. FoneSync(tm) software is
included on the ACT! CD. All you need is a cable for your
digital phone.
Fonesync is supported by most major digital handset
manufacturers, including Ericsson, Nokia, Sony, Panasonic,
and Mitsubishi.
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Use keyword search to look through the entire database,
including notes and details, to find the contact and other
information you need.
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Use the power of the Internet to stay connected with your
contacts.
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