Question 4: Have you ever wanted an automated way to create and deliver customer communications, instead of spending hours or days creating them individually?
To generate future business, you need to regularly deliver marketing materials, promotions, and other communications to your prospects and customers. Unfortunately, it takes a lot of time to build and deliver these communications by hand. And, frankly, you’d rather spend your time selling. But, you can’t overlook the increased business that springs from personalized, automated communications and marketing materials. You just need a fast, easy way to get it done.
The marketing tools included in a contact and customer manager take you far beyond the one-off communications of a PIM. Using the a built-in Word Processor or integrated use of Microsoft Word, you can create personalised correspondence, including mail merge letters, e-mail, envelopes and mailing labels, and document templates. For professional e-mail marketing, some contact and customer managers include customizable HTML templates and an e-mail client that works with Microsoft Outlook, Outlook Express, Lotus Notes, Internet Mail, and Eudora®.
As an added convenience, all correspondence is linked to each contact for a complete record of what has been sent. This is especially convenient for tracking follow-up calls and tasks, as well as the effectiveness of the mailing or e-mail.
Question 5:Have you ever wanted to make an application work the way you want it to work, or wished multiple applications would work together?
Gaining flexibility in the way you work enables you to do more, even when you don’t have more time. The ability to form-fit an application to your needs, as well as to integrate it with other applications, increases your productivity, efficiency, and creativity.
Out of the box, a contact and customer manager such as ACT! delivers instant flexibility by conforming to the way you conduct business, rather than making you conform to it. The solution allows you to customize field labels and types, globally customize screen layouts, and even custom-tailor every view, if you desire this level of specialization.
Gaining flexibility in the way you work enables you to do more, even when you don’t have more time.
You can easily customize drop-down lists with standard entries that your business uses and designate field types (e.g., Yes/No, unlimited memo, picture, etc.), so that you always capture consistent information. For even greater productivity and efficiency, modify the navigation bar and menus to support the way you like to access information and navigate within the application.
Beyond customization, contact and customer managers provide flexibility by allowing you to integrate the solution with your other frequently used applications. Think of how much more quickly you could perform daily activities by combining contact and customer management with tools such as Microsoft Office, Lotus Notes, and more. Or, some organizations opt to integrate with QuickBooks or Peachtree accounting software, so that select users can see estimates, invoices, sales, and payments from within their contact and customer manager for a complete customer view.
About the Author:
Richard Milland has 19 years experience experience working with ACT and other Customer Relationship Management (CRM) software.
Act Today is the leading provider of Customer Relationship Management (CRM) software and solutions in Australia. It provides one convenient system to manage your entire customer relationship. This is done by bringing a number of programs people regularly use such as client database, contact history, diary and reminder system, To Do lists, email and mail merge programs all within the one easy to use program saving you and your team time.
Richard believes that there are several stages to a successful implementation of ACT. The most important being:
* Understanding the client’s objectives so that he can design a system that will achieve their goals.
* Creating templates and reports so that the client can maximise the information recorded in Act. Identifying ways of optimising Act with other systems – eg. quoting, phone, campaign management, web sites, mailouts- the list is extensive!
* Importing data from other sources like MYOB, Outlook or the competition.
* Training is what brings it all together, training is best done in small chunks while ensuring the client has time to use the product between sessions.
As a certified Act consultant, Richard knows Act. As a business Consultant he ensures that companies get the best out of Act, enabling them to deliver great service, and exceed customer expectations.
Have a look at http://www.anderson-gray.com
Article Source: ArticlesBase.com – The Seven Essential Questions – Part 3
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