10 Ways to Use ACT CRM as a CRM Product
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Learn how to use ACT CRM as a CRM marketing machine and not just a Rolodex.
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10 Ways to Use ACT CRM as a CRM Product
- 1. CRM: GET YOURSELF OUT OF THE DARK AGES ACT! IS A A WHOLE LOT MORE THAN JUST A ROLODEX!
- 2. 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!
- 3. • Prospecting1 • Sales Pipeline2 • Customer Service3 3 Most Important Elements of CRM
- 4. They all start with one thing…..
- 5. TIP #1 GET A PROCESS!
- 6. Money in the Bank DefinedProcess Prospecting Retention (Customer Service) 3 Processes you should have Sales Pipeline
- 7. “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
- 9. 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.
- 10. Time Spent NewCustomersCreated Define a Process Automate your Follow Ups Prospecting Create Templates
- 11. TIP #3 GIVE GREAT CUSTOMER SERVICE
- 12. 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
- 13. Price 15% Poor Quality 15% Poor Relationship 70% WHY DO WE LOOSE BUSINESS?
- 14. Time Spent RetainCustomers Keep in Touch Give – Don’t Sell! Customer Service Improve Customer Service
- 15. TIP #4 SEGMENT!
- 17. TIP #5 MARKET!
- 18. Time Spent IncreasedProfit Market to Segments Measure Your Results E-Marketing Remain SPAM Compliant
- 20. You CAN take it with you! Synchronization ACT! for Web Phone Synch ACT! Mobile Apps Remote Desktop & Server
- 21. ACT! is the only CRM that offers a true Hybrid Solution
- 22. TIP #7 CONNECT!
- 24. CREATE YOUR OWN WEB LINKS – AND USE THEM!
- 26. 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.
- 27. USE THE ACT! SCHEDULER
- 28. TIP #9 KNOW YOUR USER NAME & PASSWORD! AND YES, EVERY DATABASE HAS ONE….
- 29. • Login1 • Restoring2 • Upgrading3 • ACT! for Web Setup4 • ACT! Scheduler5 Times when you need that Password
- 30. TIP #10 GET TRAINING! • I’m only using 10% of ACT! • I’m moving to XXX-CRM • I don’t know how to get started!
- 31. Learning Curve Implement 1 yr 2 yr 3 yr
- 32. Questions? Contact Karen Fredricks CRM Training, Consulting & Sales 561-470-5450 x1 Karen@TechBenders.com www.techbenders.com
Notas do Editor
- This template can be used as a starter file for presenting training materials in a group setting.SectionsRight-click on a slide to add sections. Sections can help to organize your slides or facilitate collaboration between multiple authors.NotesUse the Notes section for delivery notes or to provide additional details for the audience. View these notes in Presentation View during your presentation. Keep in mind the font size (important for accessibility, visibility, videotaping, and online production)Coordinated colors Pay particular attention to the graphs, charts, and text boxes.Consider that attendees will print in black and white or grayscale. Run a test print to make sure your colors work when printed in pure black and white and grayscale.Graphics, tables, and graphsKeep it simple: If possible, use consistent, non-distracting styles and colors.Label all graphs and tables.
- What will the audience be able to do after this training is complete? Briefly describe each objective how the audiencewill benefit from this presentation.
- This is another option for an Overview slide.
- This is another option for an Overview slide.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Keep it brief. Make your text as brief as possible to maintain a larger font size.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Keep it brief. Make your text as brief as possible to maintain a larger font size.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- This is another option for an Overview slide.
- Use a section header for each of the topics, so there is a clear transition to the audience.
- Add slides to each topic section as necessary, including slides with tables, graphs, and images. See next section for sampletable, graph, image, and video layouts.