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Automating the Sales process
We worked with
a large textbook publisher to automate their sales process and
lead distribution. Previously, when they were getting new
sales leads they were being faxed out to each individual
salesperson. Now that they have ACT! the leads are entered in
a central database then synched out to the appropriate
salesperson. Instead of wasting the salespersons time
re-entering the information in their database, now the lead
information is already there with notes and any other
important information to get the salesperson off to a running
start.
Accessing your data from
Anywhere
We helped a small
real estate company to get up and running on ACT! for the Web.
Previously there was no central source of information. Each
one of the agents was "doing their own thing". With ACT! for
the Web, they all have access to all the information, notes
and history about what the client needs. In addition, we
customized the Sales/Opportunity section to show a more real
estate related report. Now management can see what the
different stages of the real estate process each client is in.
The reports we created helped to give management the expected
commissions, expenses and sales stage. For this company, it
was the first time they were able to get a good overview of
what all the agents were doing. In addition, they are
experimenting with PhotoACT, on of the many ACT add-ons that
allow you to see pictures in an ACT database. This lets them
see some pictures of current homes as well as pictures of who
the clients are.
Organizing Clients and
Prospects
We worked with
a small accounting firm to help organize their clients and
prospects. One of the customizations we did was to create
fields for the different deadlines and tax forms which need to
be filed. In essence, we created a schedule for them to get a
better handle on when things needed to happen. In addition, we
utilized ACT! Link for Palm to get their data and schedules on
the partners Palm Pilots. This enables them to have their
schedules and contacts with them wherever they
go.
Building a customer database
We helped a
yacht broker to move their data from a costly on-line system
into ACT!. They had been using this on-line inflexible and
costly system to maintain the information about the boat
sellers and buyers. The information could not be easily
formatted and it didn’t have links to Word processing and
email. Now with ACT! they have all their own data, can easily
add fields, change the structure and of their database if they
need to. In addition, we have set them up with our favorite
addon, ACE mailer, which allows them to easily send HTML email
to any set up contacts and record it to history. This enables
them to more easily communicate with their
customers.
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