Our Minnesota Lookups, Queries & Reports Seminar was a great success and we would like to offer the same valuable opportunity to all of our clients. We will be holding a two hour Lookups, Queries & Reports Webinar on December 2nd at 10AM (CST).
You've invested a lot of time putting information into Act!. Now it’s time to use that information to better understand your business and to build a strategic plan for upcoming sales efforts.
Act! has a variety of powerful search features. During this seminar we will:
•Explore the search options provided by Act!
•Discuss when to use each type of search.
•Explore basic Act! reporting capabilities.
Participation will be limited to 25 attendees. Reserve your spot today!
Earlier this month we discussed contacting quiet clients using Act’s advanced query function. But what do you do if you want to edit an existing advanced query to modify the lookup results?
You can use the following steps to modify your existing Advanced Query:
1. Launch Act!.
2. Click the Lookup menu, point to Advanced, and then click the Advanced Query option. The Advanced Query dialog box appears.
3. Click the Open icon. The Open dialog box appears.
4. Locate (browse if necessary) your existing advanced query, and then click Open. The Advanced Query dialog box reappears with your query displayed.
5. Click the desired line to modify, and then click Edit. The following Edit dialog box appears.
6. Make your desired changes, and then click OK.
7. Your change will be displayed in your advanced query.
8. Click the Save icon to save your changes.
9. Click OK to close the Advanced Query dialog box. And there you have it!
Have you used Act!’s Advanced Query function? How has it been useful to you? Share in the comment section below.
Last month we talked about one way to make good use of your summer down time. Are you also looking for ways 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 haven’t gotten around to calling you yet. Reminding them that you’re available and happy to help may result in the rewarding reply, “I’m so glad you’ve called, I could really use your help!”
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 select Lookup from the file menu, 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 run the opposite search—contact clients you haven’t spoken to in 60 days who do not have an email address on file. 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 or email us.