Introduction: Greetings, everyone! I’m Tony Holowitz, and in this blog post, I want to share some of the workflow techniques I employ while using ACT Premium Cloud in my day-to-day business. As an experienced ACT consultant, I have developed a streamlined approach that maximizes efficiency without compromising data integrity. Join me as I walk you through my sample ACT CRM workflow.

Step 1: Research While the Phone Rings When making phone calls to clients or prospects in your ACT database, use the time while the phone is ringing to gather valuable information. Follow these steps:

1. Select Contact’s Name: Before making the call, select the contact’s name to proceed with the research.

2. Right-Click for Search: Right-click on the selected name and use the “Search inside bar” feature (available in browsers like Microsoft Edge) to initiate a quick web search.

3. Gather Information: Utilize the search results to learn more about the contact, such as their LinkedIn profile.

4. Save Image and Information: If relevant, save an image and useful information for future reference by right-clicking and using the “Save image as” and “Drag and drop” features.

Step 2: After the Call After completing the call, record essential details for accurate tracking and follow-up:

1. Record Call History: Click on the “History” button to record the date of the call and other relevant information about the conversation.

2. Send Follow-Up Email: Utilize pre-written email templates to send follow-up emails promptly.

3. Utilize Calendly: Include Calendly links in your emails for efficient scheduling of future calls or meetings.

Step 3: Organize Contacts for Efficient Follow-Ups To ensure effective follow-ups, consider using ACT’s “Groups” function to organize contacts based on specific criteria. For instance, group prospects who require follow-up calls every 90 days. By grouping contacts strategically, you can prioritize outreach efforts and manage interactions more efficiently.

Step 4: Search and Report with ACT Fields Utilize searchable ACT fields, such as “Last Email Date” and “Last Call Date,” to find contacts that require attention:

1. Search Last Email Date: Use the search function to find all prospects who have not received an email in the last 90 days.

2. Search Last Call Date: Similarly, search for all prospects who have not been called in the last 90 days.

Conclusion: By implementing an efficient workflow and leveraging ACT’s features smartly, you can optimize your CRM management, save time, and enhance productivity. My sample ACT CRM workflow emphasizes the importance of research, data entry, and strategic organization to ensure that no contact falls through the cracks. Remember, ACT is a powerful tool that, when used wisely, can significantly boost your business success.