Introduction: Welcome to 365 ACT! Tips by Tony Holowitz, where we unveil valuable insights to help you make the most of ACT! – your ultimate contact manager and organizer. In this first tip, Tony emphasizes the importance of having a clear plan when using ACT! and how prioritizing customers and prospects can lead to business success. Let’s delve into the details and discover how to leverage ACT! effectively.

1. Forget About ACT! – Focus on Your Plan: Before diving into the myriad features of ACT!, Tony advises users to forget about the software initially. Instead, grab a yellow piece of paper and start crafting a plan. ACT! is a powerful tool, but its effectiveness depends on the specific actions you take to implement your plan. So, first things first – identify your goals, objectives, and the actions you need to take to make your plan a reality.

2. Stay Organized to Maximize ACT! Efficiency: Tony stresses the importance of organization. If you were disorganized before implementing ACT!, the software won’t magically transform your organization. Being organized and having a clear plan are prerequisites for effectively using ACT!. Remember, ACT! is a tool to enhance your productivity, not a substitute for organization.

3. Prioritize Customers and Prospects: For most businesses, the core focus lies in taking care of customers and cultivating prospects. To optimize your use of ACT!, set clear goals for customer management. Decide how often you’ll call, email, or meet with them. Establish your expectations and define what actions are necessary to nurture your customer relationships.

4. Apply the Customer Approach to Prospects: As you treat your customers as a priority, take the same approach to your prospects. Understand their importance in the sales pipeline and strategize how you’ll interact with them. Create a plan that outlines how often you’ll reach out to prospects and what methods you’ll use to engage with them.

5. Customer and Prospect Management: The Key to Success: In the world of business, customers and prospects are the heart of success. Tony underscores the significance of effectively managing these relationships. If you take care of your customers with dedication and attention to detail, use the same principles to manage your prospects effectively.

Conclusion: In this first top ACT! tip, Tony Holowitz enlightens us on the importance of creating a plan and prioritizing customers and prospects. By focusing on organizational goals and effectively managing these critical relationships, you set yourself up for success. As you embark on your ACT! journey, remember that it’s not just about the software; it’s about having a well-thought-out plan that aligns with your business objectives. Stay tuned for more valuable tips from Tony as we explore the power of ACT! together. Thank you for being part of our 365 ACT! Tips community!