If you have a message that you wish to send to one or more contacts at a time, ACT! can make that very easy. You can send e-mails, addressed individually to a single contact, a lookup, a
selected Group or Company. Here's how:
1.
Select Tools >> Preferences >> E-mail tab and choose your e-mail system.
Note: Internet Mail or MS Outlook can be used to send e-mails that use rich-text formatting. Other e-mail systems can send only plain-text messages from ACT!.
2.
Set the Composing Options to Send e-mails in: HTML (or Plain Text, as per your choice).
3.
To create a template, select Write >> Edit Template. Select a template and click Open.
4.
Edit the template as desired (add text, your signature, etc.) and save the template.
5.
Now, lookup contacts you wish to send your email.
6.
Select Write >> E-mail Message and follow the prompts to select the template to be used for your email and send it.
I often add new contacts to my ACT! database. I also frequently look-up contacts and schedule activities for them. Each of the activity takes at least 2-3 minutes which is very time consuming, considering that I work on at least 20 contacts every day. Is there an easy way to do this?
AddressGrabber Suite is a popular ACT! add-on that speeds-up the three most frequently performed activities in ACT! – entering contacts, looking up contacts and scheduling activities.
1.
AddressGrabber – Auto-extracts name, address, email, phone and other contact information from any source and enters them into ACT! in 5 seconds.
2.
Turbo Lookup – Brings up matching results even as your are typing in your request (To Lookup “Steven Johnson” just type “st jo”).
3.
Quick Scheduler – Understands instructions in simple English and schedules activities (Just type “call John Locke at 11 am next Monday” to schedule an activity for John).
With AddressGrabber Suite, you save time and increase your productivity with ACT! by 10X times. Download your free 10-day trial or call our sales specialists at 888-227-9175 for a free 10-minute demo.
Successful sales and marketing professionals prospect constantly. They understand that prospecting is critical to a company's survival; without which, revenues will soon run dry up.
Ask yourself: What percentage of my current business is from new customers? For successful businesses, new customers are a significant percentage of their current total business.
Determine the days, the time, and methods you plan to use for prospecting every week. Establish a routine for these activities and stick to it. It will not only ensure your company's future growth, but also your own personal success.
Often, customer dissatisfaction is a result of not understanding what is important to your customers. Though you will satisfy your customer's general needs, you might not understand or deliver things that are of primary importance to your customer.
Make efforts to understand specific aspects of your product or service that matter the most to your customers. Understanding this will help you discover and address dissatisfaction as it originates.
The Bay Area ACT! User Group is meeting on August 19, 2008 at the Stuken Building, 859 Mabury Road, San Jose, CA 95133 from 6:30 PM.
Find out more about the ACT! User Group Meetings near your city.
Participate in ACT! User Group Meetings to exchange and learn new ideas and keep up with the latest developments in ACT!. These meetings are ideal for both new and experienced ACT! Users.
Remember to back-up and Reindex your
ACT! database every week
