In the past, we have encouraged our clients to keep track of not just sales information regarding their clients, but to also make notes when clients tell them about an upcoming big event in their lives or when they share anecdotes. In this way, ACT! has always served as a tool that helps create and maintain a strong relationship with your clients.
But ACT! 2013 has made it even easier to care for those relationships. Let me show you an example.
Last time you spoke to John, you remember him saying that he was going on vacation to Florida soon. You have a follow-up call to make with him today, so you pull up his ACT! record. You made a note in your database that John was headed to vacation in Florida, so you will probably ask him how is vacation went.
But you are also friends with John on Facebook and linked to him on LinkedIn. So now with Sage ACT!’s social media integration, you can select the Social Updates tab to see what John has said recently on his Facebook or LinkedIn account. John mentioned that he went SCUBA diving on his vacation, and you are an avid SCUBA diver too—so now when you call John, you may inquire about the activities he did on vacation and spend a few minutes sharing your enthusiasm for SCUBA diving.
But ACT! 2013 has made it even easier to care for those relationships. Let me show you an example.
Last time you spoke to John, you remember him saying that he was going on vacation to Florida soon. You have a follow-up call to make with him today, so you pull up his ACT! record. You made a note in your database that John was headed to vacation in Florida, so you will probably ask him how is vacation went.
But you are also friends with John on Facebook and linked to him on LinkedIn. So now with Sage ACT!’s social media integration, you can select the Social Updates tab to see what John has said recently on his Facebook or LinkedIn account. John mentioned that he went SCUBA diving on his vacation, and you are an avid SCUBA diver too—so now when you call John, you may inquire about the activities he did on vacation and spend a few minutes sharing your enthusiasm for SCUBA diving.
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By pulling in your contacts’ updates which they shared with you on social media, Sage ACT! 2013 makes it very easy to engage your contacts in meaningful conversation, thereby cementing your relationships with them. And it saves you time—you don’t need to check Facebook and LinkedIn to see what John has been up to, because now ACT! puts it in one place for you.
Social media integration also may help you understand when would be a good time to make an important call. For instance, you may pull up a client’s Social Updates tab to find out they are on vacation, on a business trip, or perhaps they are not working due to personal matters. Social media integration can give you a heads up about what is currently happening in your client’s world, so you can more aptly frame the conversation and its timing so it is most convenient for them.
With this new release of ACT!, managing your contacts is smoother and more social than ever. If you would like to see more, feel free to contact our office at 847-520-0860.
Social media integration also may help you understand when would be a good time to make an important call. For instance, you may pull up a client’s Social Updates tab to find out they are on vacation, on a business trip, or perhaps they are not working due to personal matters. Social media integration can give you a heads up about what is currently happening in your client’s world, so you can more aptly frame the conversation and its timing so it is most convenient for them.
With this new release of ACT!, managing your contacts is smoother and more social than ever. If you would like to see more, feel free to contact our office at 847-520-0860.
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