Act Clever Members: My Goals for You

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: In this heartfelt message, Tony Hallewitz shares his goals for those embarking on the Selling with Act training. As a seasoned professional with experience in Act and sales, Tony aims to empower participants with the knowledge and skills they need to excel in their roles. He understands that different individuals may have varying levels of experience with Act, and thus he tailors his training to cater to both newcomers and seasoned users.

  1. Tailoring the Training:
  • Tony acknowledges that individuals taking the Selling with Act training may come from diverse backgrounds and levels of experience. He specifically mentions working with a person named Steven, who is new to Act and is navigating an established Act database. Tony’s training is designed to cater to individuals like Steven by providing insights and guidance on the best approach to using Act effectively.
  1. The Fundamentals:
  • Tony highlights the significance of the Fundamentals section in the training, emphasizing that it can benefit both beginners and experienced Act users. Even if users have some prior knowledge of Act, the Fundamentals section fills in any gaps and enhances their overall understanding.
  1. The Selling with Act Training:
  • The core of Tony’s goals lies in the Selling with Act training, which is geared towards empowering users to leverage Act for sales and marketing purposes. This section provides guidance on interpreting the data, making informed decisions, and using Act as a powerful sales tool.
  1. Asking the Right Questions:
  • As users go through the training, Tony encourages them to come away with questions for their employers, sales managers, or bosses. These questions will help clarify their goals and expectations, ensuring that Act is used to its full potential in achieving organizational objectives.
  1. Understanding the Data:
  • For those working with an established Act database, Tony advises getting intimate with the contacts and understanding the data. Knowing the goals for prospects and clients and having a plan for working with them is crucial for success.
  1. Setting Staff Goals:
  • Tony emphasizes the importance of setting clear goals for staff members and ensuring that expectations are communicated effectively. This approach enhances Act’s effectiveness and minimizes the need for excessive reporting.
  1. Expanding Act’s Accessibility:
  • Lastly, Tony recommends considering Act’s presence beyond desktops and laptops. Act’s availability on mobile devices such as phones and tablets can enhance its usability and empower users to access critical information on the go.

Conclusion: In this inspiring message, Tony Hallewitz conveys his genuine desire for the success of Act users. By tailoring his training to different experience levels, encouraging proactive questioning, and stressing the importance of understanding data and setting clear goals, Tony provides a roadmap for using Act as an effective sales tool. He concludes by offering his assistance and encouraging participants to reach out with any questions. With Tony’s guidance, users can confidently embark on their journey with Act and excel in their sales and marketing endeavors. Thank you for watching, and have a wonderful day!