Introduction: In the third part of the selling to Act prospects tutorial, Tony Hollywood introduces a highly efficient method to find and manage prospects within Act CRM. He emphasizes the importance of using emails as a crucial aspect of the selling process and demonstrates how to create a group to easily identify prospects who haven’t received an email yet. By organizing contacts into specific groups, users can streamline their prospecting efforts, save time, and focus on targeted sales activities.
- Recap of Previous Tutorials:
- Tony briefly reviews the previous tutorials and the different ways of approaching selling to contacts using Act CRM.
- Identifying Prospects with No Email Sent:
- Tony outlines the need to find prospects who haven’t received an email yet, as the email is a key component of the selling process.
- He demonstrates a step-by-step process to create a group that will hold contacts without any email sent information.
- Simplifying the Prospect Lookup Process:
- Tony highlights the benefits of using groups to organize contacts and quickly access the ones that require attention.
- He explains how groups can be used to automatically filter contacts based on specific criteria, making prospect lookup more efficient.
- Taking Action with Prospects in the Group:
- Tony shows how to use the created group to easily access and work through the prospects that require email or phone communication.
- He explains that as users take action with prospects, they will be removed from the group automatically, streamlining the prospecting process.
- Future Prospecting Planning:
- Tony gives a glimpse of future prospecting planning using groups, such as creating groups based on the last email date for periodic follow-ups.
- He emphasizes the importance of having a plan in place and organizing contacts into groups to stay focused and productive.
Conclusion: By utilizing the power of groups in Act CRM, users can efficiently manage their prospects, easily identify who needs attention, and prioritize their sales activities. Tony’s approach to organizing contacts using groups allows users to streamline their prospecting process, save time, and improve overall productivity. With this valuable insight, sales professionals can effectively work with Act CRM and significantly enhance their selling efforts to achieve greater success in their business endeavors.