10 Ways to Use ACT CRM as a CRM Product
32
CRM: GET YOURSELF OUT OF THE DARK AGES ACT! IS A A WHOLE LOT MORE THAN JUST A ROLODEX!
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Learn how to use ACT CRM as a CRM marketing machine and not just a Rolodex.
Transcript of 10 Ways to Use ACT CRM as a CRM Product
CRM:GET YOURSELF OUT OF THE
DARK AGES
ACT! IS A A WHOLE LOT MORE
THAN JUST A ROLODEX!
I hear it all the time….
• I’m only using 10% of ACT! • I’m moving to XXX-CRM• I don’t know how to get
started!
• Prospecting1
• Sales Pipeline2
• Customer Service3
3 Most Important Elements of CRM
They all start with one thing…..
TIP #1GET A PROCESS!
Money in the Bank
Defi
ned
Proc
ess
Prospecting
Retention(Customer Service)
3 Processes you should have
Sales Pipeline
“Fields”(Last
Results)& Dynamic
Groups
Smart Tasks And/Or
Drip Marketing
You should be using 1 or more of these areas of ACT!
Opportunities
Activity Series
E-Marketing
TIP #2PROSPECT!
What is the average number of attempts to convert a prospect into a customer?
• 50% of sales people quit after only one attempt
• 90% of sales people quit after two attempts.
Time Spent
New
Cus
tom
ers
Crea
ted
Define a Process
Automate your
Follow Ups
Prospecting
Create Templates
TIP #3GIVE GREAT
CUSTOMER SERVICE
What is the average Attrition Rate for American
businesses?
• It costs 7 to 10 times more money to gain a new customer than to retain one
• A 5% increase in customer retention can result in a 25% to 75% increase in profit.
every
Price15%
Poor Quality15%
Poor Relationship70%
WHY DO WE LOOSE BUSINESS?
Time Spent
Reta
in C
usto
mer
s
Keep in
Touch
Give – Don’t Sell!
Customer Service
Improve Customer Service
TIP #4SEGMENT!
Increased Revenues
Defi
ne P
rofit
Cen
ters
DefineFields
Use DYNAMICGroups
Segment
Use Lookups &
Queries
TIP #5MARKET!
Time Spent
Incr
ease
d Pr
ofit
Market to Segments
Measure Your
Results
E-Marketing
Remain SPAM
Compliant
TIP #6GET MOBILE!
You CAN take it with you!
Synchronization
ACT! for Web
Phone Synch
ACT! Mobile Apps
Remote Desktop & Server
ACT! is the only CRM that offers a true
Hybrid Solution
TIP #7CONNECT!
CREATE YOUR OWN WEB LINKS – AND USE THEM!
TIP #8STAY PROTECTED!
Use the ACT! Scheduler
You must run this on the server or computer that contains your database
Use it to run nightly backups
Use it to run weekly maintenance
Use it to automatically sync your remote database
Use it to automate the synching of your Outlook calendar
Warning: Not all “automatic system backups” are capable of backing up SQL
databases.
USE THE ACT! SCHEDULER
TIP #9KNOW YOUR
USER NAME & PASSWORD!
AND YES, EVERY DATABASE HAS ONE….
• Login1• Restoring2• Upgrading3• ACT! for Web Setup4• ACT! Scheduler5
Times when you need that Password
TIP #10GET TRAINING!
• I’m only using 10% of ACT! • I’m moving to XXX-CRM• I don’t know how to get
started!
Learning Curve
Implement 1 yr 2 yr 3 yr
Questions?
Contact Karen FredricksCRM Training, Consulting & Sales
561-470-5450 [email protected]
www.techbenders.com
