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