crm software for financial services professionals - act software
TRANSCRIPT
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Hi Everyone, I’m Page Swift
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Act! CRM Software is #1
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Act! is for everyone…
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and especially for Financial Services Professionals!
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Act! is based on Contacts – the people you do business with.
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Leads, Prospects, Members,
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Managers, Employers, Partners,
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Bankers, Brokers, Traders,
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Agents, Investors, Insurers,
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Attorneys, Accountants, Associates…
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…well you get the idea…
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Most importantly Your Clients!
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Act! helps you keep track of all that valuable information about your relationships in a single,
organized view.
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With the Act! Database customized for Financial Services Professionals,
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store basic Contact details
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and personal information.
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Identify planning options for investment, retirement and their estate.
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Keep track of accounts under management,
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other assets
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and policies.
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Store Contact Details and associated Notes
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Histories
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Emails
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Activities
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Sales
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works with Microsoft Office
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Web Applications
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Popular Websites
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and Social Media
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Act! has powerful Search features
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to find the information
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when you need it!
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Act! is your business’s information center!
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Use the opportunities area to bring other assets in‐house
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or additional investments and manage your pipeline.
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All of your Contacts can be organized into Groups and segment your database.
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You can also use Groups to keep track of seminars including participation, details and results.
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You can also create Companies to bring together the related Contacts into a single view.
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Use the Calendars to keep track of your schedule ‐
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you’ll have Monthly, Weekly and Daily views so follow‐up is easy!
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Check out your results with Act!’sDashboards
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and over 50 Reports.
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And with any of the Act! list views you’ll have the one click Export to Excel feature for quick and easy
reporting.
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Take your Act! on the Go!By synchronizing a laptop
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or with the Premium version by using the Web or Web Mobile access.
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Don’t worry about growing your TEAM
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or your COMPANY,
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Act! grows with your business and adding users is easy!
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And Act helps you grow your business ‐ it now includes basic Email Marketing.
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Market like a pro and send professional looking emails to a targeted segment of your database.
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Let people know when you have new plans or programs, seminars, events and newsletters ‐
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then watch the results come in!
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Now the only place to buy Act! with the customized for Financial Services Professionals
database is at www.actplatinum.com
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the number #1 Diamond Select Partner in the United States and where you will find the latest
Sales, Promotions and Coupons!
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Get Act! and Get Growing!