Are you looking for another way to drum up some sales in these occasionally quiet summer months? You can always use ACT! to figure out which of your clients have been particularly quiet in the last few months. Sometimes clients have work for you to do, but they just have not gotten around to calling you yet. Reminding them that you are available and happy to help may result in the rewarding reply,“I’m so glad you’ve called, I could really use your help.”
And the good news is, there is a very simple way to pull up a list of the people you haven’t spoken to in any given number of days. All you need to do is use the advanced query function. To get to the advanced query window, you just select Lookup from the file menu, then select the Advanced dropdown, and then select Advanced Query. Once that window is open, you can run a search like this:
You can make changes to this query as needed to suit your business needs. Do you want to pull up contacts who you haven’t talked to in 60 days who are also located in a similar geographic region? Add city, state, or zip code parameters to your query. Are you thinking of sending out a mass email to reach out to your clients? Try adding a filter to your search that assures that the email field contains data—that way all contacts pulled up are the ones you have email addresses for. And while you’re at it, you can do the opposite search—contact clients you haven’t spoken to in 60 days who do not have an email on file, and then you can ask if they would like to receive your email communications when you give them a call.
There is really a very large scope of creative ways to filter your clients to contact them. While you have a minute to breath, why don’t you do yourself a favor and start reaching out to your quiet clients today—with any luck, they may just reach back with a project for you.
Are you interested in learning more ways that ACT! can aid in your business development strategies? Please give us a call at 847- 520-0860.