Introduction: In this tutorial, Tony Hollywood delves into the practical aspect of selling using Act CRM. He emphasizes the importance of having a plan for Monday morning to effectively start selling to prospects. Tony shares the necessary steps, including making phone calls, sending follow-up emails, and using helpful software tools to streamline the process. By following these steps and leveraging Act CRM’s features, users can improve their sales process and increase their chances of success.

1. Setting the Stage:

• Tony provides a brief recap of previous tutorials, which covered Act CRM fundamentals, layout customization, and data organization.
• He emphasizes the need for a Monday plan to start selling and introduces the steps for selling to prospects.

2. The Monday Plan: Phone Call and Follow-up Email:

• Tony explains the first two steps of the Monday plan: placing a phone call and sending a follow-up email.
• He recommends pre-writing email templates to streamline the process and suggests using software tools like Template Phrases and Banana Tag for easier email management.

3. Making a Phone Call:

• Tony demonstrates the process of making a phone call to a prospect.
• He highlights the importance of recording the outcome of the call, either “Left Message” or “Spoke,” for tracking and follow-up purposes.

4. Sending a Follow-up Email:

• Tony shows how to access Microsoft Outlook from Act CRM to send a follow-up email to prospects.
• He utilizes the Template Phrases tool to efficiently insert pre-written email content.

5. Benefits of Using Banana Tag:

• Tony explains the significance of Banana Tag, a software tool that tracks email opens and link clicks, providing insights into prospect engagement.
• He illustrates how to interpret the Banana Tag results and use them to tailor further communication.

6. Effective Sales Process:

• Tony stresses the importance of planning and strategizing the sales process.
• He encourages users to think through potential outcomes, plan follow-up steps, and create personalized emails for prospects.

Conclusion: By implementing the Monday plan and following the outlined steps for making phone calls and sending follow-up emails, Act CRM users can improve their sales process and efficiently engage with prospects. Tony emphasizes the need for thoughtful planning and leveraging software tools like Template Phrases and Banana Tag to maximize sales efforts. With these practical strategies, users can effectively sell to prospects and achieve greater success in their sales endeavors.