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9 Ways to Increase Profits, Increase Productivity and Reduce Expenses for
Your Business Using ACT!
www.crollproductivesynergy.com
What We Are Learning Today
• Setup your ACT!
• Email prospects
• Track history
• Contacts
• Your Calendar
• Using Groups
• See Existing Opportunities
• Multiples leads 1 Company
• Organized To Do
WELCOME
• Outlook Email & ACT
• Calendar Preferences
• Companion Link or ACT! Mobile Live
CONTACTS
• Entering information
• Categorizing
• Privacy Settings - Access
• Assigning Sales People
Contact - Schedule Activities
• Call
• Meeting
• To Do
• History Item/Task
Contact – Email & Correspondence
• Write Email
• Create Letter & Envelope
• Edit a Template
• Choose a Template
Contact – Tabs
• History
• Notes
• Documents
• Secondary Contacts
• Relationships
• Web Info
• Personal Info
GROUPS
• Creating & Editing• Creating an Activity• Writing A Letter• Adding Documents• Notes• Opportunities• Subgroups
• Creating & Editing• Creating an Activity• Adding Documents• Notes• Opportunities• Divisions• Web Info
COMPANIES
• Views • Access & Filter View• Scheduling an Activity• Adjusting Preferences• Clearing Activities• To Do List & Dashboard
CALENDAR
• Creating• Product List • Importing List• Adding People, Groups/Companies• Creating Quote• Customizing Sales Cycle
OPPORTUNITIES
• Integration• Types • Using it• History• Creating & Sending Blasts• How Effective
eMARKETING
• Snapshot of Progress
• Different Styles
• All info one Place
• Customizable
DASHBOARD
CONLUSION
• Create Best Practices
• Integrate Technology
• Use ACT! to Increase– Productivity– Profits– Reduce Expenses
Questions ?
www.crollproductivesynergy.com