using act! & sandler

[USING ACT!™ & SANDLERSM]™

[USING ACT!™ & SANDLERSM]™

Sandler Training integrated into ACT!from The Dapian Group

7804 Fairview Rd #223 • Charlotte NC 28226 • 704-365-4322 • [email protected] • www.dapiangroup.com

mailto:[email protected]

http://www.dapiangroup.com/

[USING ACT! ™ & SANDLERSM]™

[USING ACT!™ & SANDLERSM]™provides an integrated, efficient

and effective sales trackingand sales strategies solution

for ACT! users andSandler Training students


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.


• 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.

ACT! is focused on helping you track information so that you can

stay on top of your contacts, calendar, communications and

opportunities.


Sandler TrainingSM teaches an effective sales methodology which has helped sales reps, sales managers, CEOs and business owners around the world.


• Sandler TrainingSM teaches an effective sales methodology which has helped sales reps, sales managers, CEOs and business owners around the world.

Sandler is focused on providing honest, no-nonsense sales

strategies that gives you the tools, insight and confidence to deliver the sales results that you want.


• [USING ACT!™ & SANDLERSM]™ starts by adding some components of Sandler Training into ACT!, specifically the:• Prospect Qualification Checklist• Sandler Sub• Farm Club – your best Opportunities after 90 days• Top 20 - your best Opportunities within 90 days• Prospect Qualification Checklist Report• “NOTs” Letter• Half Letter• 30 Second Commercial• Advanced Cold Calling Script• Call Debriefing Sheet• And more!


• The Sandler Prospect Qualification Checklist• Know where you are in the sales

process• Track each of the 10 steps in ACT!

Sandler

ACT!!


• In the ACT!/Sandler Prospect Qualification Checklist you can• Check off what stages in the Sandler Sub you have completed• Track information gained pertinent to each stage

Sandler Sub Track pertinent information


• Create reports from this information


• The Sandler Sub• Track your opportunities as you move

through the Sandler Sub

Sandler

ACT!!


• Create reports from this information


• Farm Club –Your best Opportunities estimated to close beyond 90 days

Sandler

ACT!

Quickly and easily locate, work with and report on your opportunities that you estimate to close beyond the next 90 days. ACT! automagically places them into your Farm Club Group!


• 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!


• 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.


• With our custom written five-step process, making effective

use of [USING ACT!™ & SANDLERSM]™ is simple. All you need to do is:• Step 1 - Enter contact and company information into ACT!.

Company information

Contact information


• Step 2 - Check off the appropriate Prospect Qualification Checklist steps.

Sandler Sub Enter pertinent information


• Step 3 - Enter opportunity information into ACT!.

Sandler Sub Sales Stage

Associated Probability

Estimated Close Date

Products or services


• Step 4 - Schedule activities

ACT! Task List

ACT! Monthly Calendar


• Utilize the ACT! Dashboard

The ACT! Dashboard

provides one location where you can view

and work with

Your schedule for

today



The ACT! Dashboard


and work with

Your closed sales to date



The ACT! Dashboard


and work with

Your opportunity

pipeline



The ACT! Dashboard


and work with

Your Top 20 Opportunities


• Step 5 - Stay in touch with your contacts, and…• Modify contact information• Modify the Prospect Qualification Checklist• Modify Opportunity information• Follow up on activities (clear current activities and

schedule new ones)• Utilize the Dashboard


• By implementing [USING ACT!™ & SANDLERSM]™ you can easily, efficiently and effectively:• Track and report on your contact and opportunity information• Schedule, track and report on calls, meetings and to-dos• Stay in touch with your contacts and make sure nothing “slips

through the cracks”• Coordinate, track and report on your Sandler sales strategies,

and

Close more business!


Want to buy [USING ACT!™ & SANDLERSM]™ ?Have questions?

Contact us at704-365-4322

[email protected]

using act! & sandler

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