Are you meticulous about your sales pipeline? Are you using ACT! to help manage your prospects and projects? Because if you already have ACT!, you could be using the opportunities feature to manage and track sales opportunities as they go through the sales process, and even better—you can then analyze your past opportunities to gain insight into your strengths and weaknesses as a salesperson.
To successfully leverage your opportunities in ACT!, you can start by adding prospects you meet to your database and then creating opportunities for the potential services or products that interest them. Then as you move through the sales process, you can update the opportunity to reflect where you are at. If the default list of stages in a process does not mirror your own, the stages are editable. This means that ACT! can be customized to match your business needs, giving you the ability to be nimble. ACT! will keep up with you.
Once you’ve started creating opportunities for prospects and potential projects, you can then fully manage your pipeline through ACT!. You can easily pull up your opportunities by opening the opportunities tab on the left navigation panel, and then filter which opportunities you would like to see. You can then get a feel for what business may be coming in in the next few weeks, months, or years (for those longer sales cycles). And because each stage in a process has a probability for closing, you can calculate the probability of what your business can expect to bring in.
You can also pull up opportunities from the past—in particular those marked lost. What part of the sales cycle were you in when the opportunity was lost? Do you see any patterns? By examining your lost opportunities, you can better understand what you may want to work on to get better results in the future. If you pull up your won opportunities, you can similarly review what made deals go well to assure you continue with those practices.
With these features geared toward selling, ACT! helps set you up for success. By providing you with tools that support an effective sales process, ACT! can help you fast-track your business. Would you like training on using ACT! for sales success? Contact us at 847-520-0860, or email us at firstname.lastname@example.org
Summer is finally, maybe, just about here—depending where you live, of course. And summertime, while lovely for all things outdoors and vacation related, can also be a slower time for business. Due to this slow down, some businesses find themselves looking for projects that are aimed at helping improve how they run their business.
Well if you use ACT!, we have a small project for you: organizing your database to find customer anniversaries. Why do this? Sending anniversary cards is just a nice way to say, “I recognize how long you have been using our services and I appreciate your business.”
In fact that’s almost exactly what you can say in your anniversary cards. So how do you use your database to send out these cards?
Easy. Create a custom field
on your contact view and name it “contract start,” “client start date,” or “anniversary” and make it a habit of filling it out once you gain a new client. When you create the field, you can set it as an annual event
to make running your query even easier. If you set it as an annual event, you can easily go to Lookup, Annual Event, and then you can simply select your custom field from the dropdown, select current month, and then click Find Now.
The list that pops up is all of the contacts with anniversaries in the current month. From the search window you can print the list, schedule a to-do, or even pull up the contacts as a lookup for further refinement.
What you want your cards to say is up to you and can reflect your company’s values. We recommend scheduling a recurring activity for someone on your team so they can remember to send out the cards every month. This method makes it easy to say thank you to your clients without having to spend a lot of time trying to track whose anniversary is when. Plus it will give you something to do this summer that will make your clients happier. Would you like some help setting up custom fields or sorting the contacts you already have? Please call our office at 847-520-0560 for help.
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Defaults are specific to each report. In order to change the default report settings in ACT!, you must edit the desired report template and change the report filter settings. Follow these steps for each report that you want to change:
Is there an ACT! tips, feature or topic you'd like us to cover? Please tell us about it in the comment section below.
- Choose the Reports menu, and click Edit Report Template.
- Select the report that you want to change, and click Open. The report opens in the report editor.
- Choose the Edit menu in the top navigation bar (next to ‘File’), and click Define Filters. The Define Filters dialog box appears.
- Set options as desired under each tab.
- Click OK when you have finished making changes.
- Choose the File menu, click Save, and then close the report editor.
If you have more activities scheduled in ACT! than there are time for in the day, and
you find yourself manually moving uncleared activities around one by one... there's an easier way. You can change your ACT! preferences to automatically roll over uncleared activity types to today. To set up this feature, follow the steps below.
- In ACT!, click on the 'Tools' option in the top navigation bar and scroll to 'Preferences'.
- Select the 'Calendar & Scheduling' tab and open your 'Scheduling Preferences' pane.
- At the top, you'll notice each activity type you have set up listed, as well as a variety of settings options.
- Highlight each activity type that you'd like to have automatically roll over when you start ACT! each day and check the 'Automatically roll over to today' box.
- While you are there, feel free to customize your other default scheduling preferences, such as activity type priority, duration and alarms. You can also customize how cleared activities appear on your calendar, enable schedule conflict checking and more!
- Click 'Ok' to save your changes, and you're done.
From the same 'Calendar & Scheduling' tab, you can also personalize your calendar views and your default calendar settings. The flexibility of ACT! allows you to quickly organize your contacts, activities and calendar as you see fit, helping you move on to more important tasks of the day.
Does your company host webinars, seminars, workshops or other events throughout the year? Do you have an organized, accurate system in place for capturing and tracking registration information? Does this system require you to manually enter that information into your ACT! database?
We recently hosted a lunch and learn workshop where our guests learned how to use custom ACT! fields and tables, dynamic groups, and the ACT! E-marketing tools to more efficiently organize and track their event details, even eliminating the need for manual entry of registrant information! The guests were amazed at how easy this was to accomplish and marveled at the time it will save them. And
they left with our Event Email Marketing Checklist
, which provided the step-by-step setup instructions that we use when planning our own events.
If you are interested in learning about how you can more efficiently plan and organize your events, contact us at (847) 520-0860. And don't forget to download our Event Email Marketing Checklist
today! We hope you find it useful.
Plus, visit our free ACT! resources
page for additional marketing articles and white papers. We'd love to hear how you use ACT! to plan and organize your events!