Introduction

Welcome, ladies and gentlemen! I’m Tony Holowitz, and I thank you for joining this class on selling with Act. While Act is widely recognized as a contact manager, it’s an incredibly effective sales tool. Whether you’re in an established business focusing on customer service and follow-up or actively selling, Act can be your ally. Let’s explore how!

Utilizing Act for Selling and Customer Service

Understanding Act’s Potential

Act is not just for managing contacts; it’s a great tool for both selling and customer service. The philosophy behind using Act revolves around knowing your contacts and not letting any slip through the cracks.

Strategies for Working with Contacts

The key to using Act efficiently lies in a combination of techniques and strategies. Here’s what you can do, whether you have 200 or 20,000 contacts:

1. Understand Your Database: If you can’t identify the number of clients and prospects, you might not fully grasp what’s in your Act database.
2. Avoid Missed Opportunities: Keep track of contacts to prevent missed connections or lost repeat business.

The Three Monday Plan

I’ve developed a practical method called the “Three Monday Plan” that I use in my office. This plan ensures every relevant contact in Act is reached at least once a quarter. Here’s how it works:

1. Weekly Contact: Each Monday, reach out to a portion of your contacts.
2. Methods of Communication: Touch your contacts via phone call, in-person meeting, or most commonly, an email.
3. Purpose: The goal is to remind them you’re thinking about them, maintaining a connection that may lead to sales or repeat business.

Never Letting Contacts Slip

If you have important contacts in Act, you must ensure they don’t slip through the cracks. Avoiding mistakes like forgetting to contact someone can be crucial in sustaining business relationships and sales.

1. Regular and Consistent Contact: Act is a fantastic tool to help maintain consistent communication with all your contacts.
2. Avoiding Mistakes: With proper usage, Act can help you avoid losing touch with vital contacts.

Conclusion: Make the Most of Act CRM

Act CRM offers a tremendous opportunity to not just manage contacts but enhance your selling and customer service capabilities. By employing strategies like the Three Monday Plan and understanding the potential of Act, you can truly harness its power.

Ladies and gentlemen, thank you for being here. My name is Tony Holowitz, and I greatly appreciate your time. Have a phenomenal day, and good luck with your Act endeavors! Thank you!