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How to Add Custom Activity Types to Your ACT! Toolbar? |
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Do you often create custom activity types in ACT! and would you like to add a shortcut icon on the toolbar?
Here is how you can do it:
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Click on Tools menu, point to Customize, and then click Menus and Toolbars. The Customize Menus and Toolbars dialog box appears. |
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Under the Commands tab, from the list of Categories, click Schedule. |
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From the list of Commands, click Other, and then drag this command to the toolbar. |
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With the Customize Menus and Toolbars dialog box still open, click the down arrow next to the Other button (on your toolbar) to view your custom activity types. |
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Drag the desired activity type from this drop-down menu to the desired location on the toolbar. |
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To remove the Other button; before closing the Customize Menus and Toolbars dialog box, right-click the Other button, and then click Delete . |
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Once complete, click Close to exit the Customize Menus and Toolbars dialog box. |
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Speed-up the Most Frequent Activities in ACT! |
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I often add new contacts to my ACT! database. I also frequently look-up contacts and schedule activities for them. Each 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.
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AddressGrabber – Auto-extracts name, address, email, phone and other contact information from any source and enters them into ACT! in 5 seconds. |
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Turbo Lookup – Brings up matching results even as your are typing in your request (To Lookup “Steven Johnson” just type “st jo”) |
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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 866-299-7314 for a free 10-minute demo.
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Create Multiple Ties with your Customers |
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A recent research note in the Journal of Marketing highlighted the importance of having multiple ties with customers. This involves being connected to your customer in more ways than just through the one product you sold.
Ask yourself - Do my customers:
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own more than one product offered by my company? |
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subscribe to company newsletters or other publications, blogs, etc? |
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attend webinars, webcasts, etc. that are created for educating them? |
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connect with my company on online social networks - LinkedIn, Twitter, etc.? |
Answering 'yes' to more than 2 of the above would mean you have multiple ties with your customer. Remember, such a relationship can help you maintain sales or even boost it in a volatile economy.
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Respond Effectively to Negotiation Tactics |
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Though the signs of economic recovery are strong, the pressure to reduce costs remain and so customers continue to squeeze sales people for discounts and concessions.
Here are 2 things you can do to avoid mistakes and respond strongly when negotiating with customers:
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Think value: Whenever your customer asks for a discount, think about the value that your product brings to your customers. |
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Don’t concede too much, too soon: Never rush in with offers and discounts. Is there something that the customer can do for you? Can she use her social media reach to benefit your company or product? |
These can help you avoid common mistakes that sales people make during negotiations and minimize damage.
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| Case Study |
| Y2Marketing discovered a HOT BUTTON in ListGrabber that saved their agents 25 hours a week entering leads into ACT!. Read the full story |
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