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 x1Karen@TechBenders.com

www.techbenders.com