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