This document describes Using ACT!TM & SandlerSM, a software that integrates ACT! contact management software with Sandler Sales training methodology. It allows users to track prospects through the Sandler sales process, schedule activities, and monitor opportunities and pipelines. Key components included are a prospect qualification checklist, sales stages, tracking pertinent information, and custom reports. The process involves entering contact and opportunity details, checking off sales stages, scheduling activities, and utilizing dashboards for monitoring. The goal is to efficiently track prospects and close more business using integrated sales strategies and contact management.

1. [Using ACT!™ & SandlerSM]™

2. [Using ACT!™ & SandlerSM]™ Sandler Training integrated into ACT! from The Dapian Group 7804 Fairview Rd #223 • Charlotte NC 28226 • 704-365-4322 • info@dapiangroup.com • www.dapiangroup.com

3. [Using ACT! ™ & SandlerSM]™ [Using ACT!™ & SandlerSM]™ provides an integrated, efficient and effective sales tracking and sales strategies solution for ACT! users and Sandler Training students

4. [Using ACT! ™ & SandlerSM]™ ACT!™ is the #1 selling contact and customer management software solution that continues to dominate the market by bringing the latest, most intuitive technology to businesses across the globe.

6. [Using ACT! ™ & SandlerSM]™ Sandler TrainingSM teaches an effective sales methodology which has helped sales reps, sales managers, CEOs and business owners around the world.

9. Prospect Qualification Checklist

10. Sandler Sub

11. Farm Club – your best Opportunities after 90 days

12. Top 20 - your best Opportunities within 90 days

13. Prospect Qualification Checklist Report

14. “NOTs” Letter

15. Half Letter

16. 30 Second Commercial

17. Advanced Cold Calling Script

18. Call Debriefing Sheet

20. Track each of the 10 steps in ACT!Sandler ACT!!

22. Check off what stages in the Sandler Sub you have completed

23. Track information gained pertinent to each stageSandler Sub Track pertinent information

26. [Using ACT! ™ & SandlerSM]™ Top 20 - Your best Opportunities estimated to close within 90 days Sandler ACT! Quickly and easily locate, work with and report on your opportunities that you estimate to close within the next 90 days. ACT! automagically places them into your Top 20 Group!

27. [Using ACT! ™ & SandlerSM]™ Then, by using our custom written process, you will learn how to properly use ACT! Contact, Calendar and Communication Management, ACT! Opportunities, ACT! Dashboards, ACT! Groups along with the Sandler components.

32. [Using ACT! ™ & SandlerSM]™ Utilize the ACT! Dashboard The ACT! Dashboard provides one location where you can view and work with Your schedule for today

33. [Using ACT! ™ & SandlerSM]™ Utilize the ACT! Dashboard The ACT! Dashboard provides one location where you can view and work with Your closed sales to date

38. Schedule, track and report on calls, meetings and to-dos

39. Stay in touch with your contacts and make sure nothing “slips through the cracks”

40. Coordinate, track and report on your Sandler sales strategies, andClose more business!

41. [Using ACT! ™ & SandlerSM]™ Want to buy [Using ACT!™ & SandlerSM]™ ? Have questions? Contact us at 704-365-4322 info@dapiangroup.com