Introduction: Welcome to the first tip in the ACT Top Ten Tips series by Tony Holowitz. In this tutorial, we will explore the significance of setting specific goals in ACT CRM to enhance contact management and optimize business efficiency. By defining your objectives and utilizing key ACT features, you can improve communication, stay organized, and foster better relationships with your clients and prospects.

1. Understanding the Importance of ACT Goals: Tony emphasizes the importance of having clear goals when using ACT CRM. Instead of generic goals, he encourages users to set specific objectives related to their business needs. He highlights the two primary types of ACT contacts: clients and prospects.

2. Client Goals for Regular Contact: For clients, Tony introduces the concept of creating two main goals every month, with the first one falling on the first Monday of the month. These goals may include reaching out to clients through emails, calls, or meetings. ACT’s tracking capabilities help users stay on top of their client interactions.

3. Leveraging ACT’s “Latest Activities” Tab: The “Latest Activities” tab in ACT is a valuable resource that tracks various interactions with contacts. Tony demonstrates how ACT records the date and type of communication, such as emails, calls, and meetings. This feature allows users to maintain a history of their contact interactions and assess their performance.

4. Utilizing the “Last Edit Field”: The “Last Edit Field” plays a crucial role in managing contact updates. Tony explains that whenever changes are made to a contact’s record, this field automatically updates with the latest modification date. By searching for contacts based on their last edit date, users can identify contacts that need attention and ensure timely follow-ups.

5. Applying Goals for Proactive Contact Management: Tony advises users to think strategically about how they want to reach out to their contacts. Whether it’s through meetings, calls, or emails, ACT provides the means to keep track of these interactions. By adhering to set goals and using ACT’s capabilities effectively, users can prevent contacts from slipping through the cracks.

Conclusion: Setting goals in ACT CRM is a fundamental step in streamlining contact management and improving business productivity. By focusing on specific objectives for client and prospect interactions, users can leverage ACT’s tracking features to stay organized and ensure consistent communication. Embrace these actionable tips by Tony Holowitz to unlock the full potential of ACT CRM and achieve your business goals successfully. Thank you for reading, and have a wonderful day!