Using ACT! & Sandler

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Sandler Training integrated into ACT!

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Using ACT! & Sandler

  1. 1. [Using ACT!™ & SandlerSM]™<br />
  2. 2. [Using ACT!™ & SandlerSM]™<br />Sandler Training integrated into ACT!<br />from The Dapian Group<br />7804 Fairview Rd #223 • Charlotte NC 28226 • 704-365-4322 • info@dapiangroup.com • www.dapiangroup.com<br />
  3. 3. [Using ACT! ™ & SandlerSM]™<br />[Using ACT!™ & SandlerSM]™<br />provides an integrated, efficient<br />and effective sales tracking<br />and sales strategies solution<br />for ACT! users and<br />Sandler Training students<br />
  4. 4. [Using ACT! ™ & SandlerSM]™<br />ACT!™ is the #1 selling contact and customer management software solution that continues to dominate the market by bringing the latest, most intuitive technology to businesses across the globe. <br />
  5. 5. [Using ACT! ™ & SandlerSM]™<br /><ul><li>ACT!™ is the #1 selling contact and customer management software solution that continues to dominate the market by bringing the latest, most intuitive technology to businesses across the globe. </li></ul>ACT! is focused on helping you track information so that you can stay on top of your contacts, calendar, communications and opportunities.<br />
  6. 6. [Using ACT! ™ & SandlerSM]™<br />Sandler TrainingSM teaches an effective sales methodology which has helped sales reps, sales managers, CEOs and business owners around the world. <br />
  7. 7. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Sandler TrainingSM teaches an effective sales methodology which has helped sales reps, sales managers, CEOs and business owners around the world. </li></ul>Sandler is focused on providing honest, no-nonsense sales strategies that gives you the tools, insight and confidence to deliver the sales results that you want.<br />
  8. 8. [Using ACT! ™ & SandlerSM]™<br /><ul><li>[Using ACT!™ & SandlerSM]™ starts by adding some components of Sandler Training into ACT!, specifically the:
  9. 9. Prospect Qualification Checklist
  10. 10. Sandler Sub
  11. 11. Farm Club – your best Opportunities after 90 days
  12. 12. Top 20 - your best Opportunities within 90 days
  13. 13. Prospect Qualification Checklist Report
  14. 14. “NOTs” Letter
  15. 15. Half Letter
  16. 16. 30 Second Commercial
  17. 17. Advanced Cold Calling Script
  18. 18. Call Debriefing Sheet
  19. 19. And more!</li></li></ul><li>[Using ACT! ™ & SandlerSM]™<br />The Sandler Prospect Qualification Checklist<br /><ul><li>Know where you are in the sales process
  20. 20. Track each of the 10 steps in ACT!</li></ul>Sandler<br />ACT!!<br />
  21. 21. [Using ACT! ™ & SandlerSM]™<br /><ul><li>In the ACT!/Sandler Prospect Qualification Checklist you can
  22. 22. Check off what stages in the Sandler Sub you have completed
  23. 23. Track information gained pertinent to each stage</li></ul>Sandler Sub<br />Track pertinent information<br />
  24. 24. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Create reports from this information</li></li></ul><li>[Using ACT! ™ & SandlerSM]™<br />The Sandler Sub<br /><ul><li>Track your opportunities as you move through the Sandler Sub</li></ul>Sandler<br />ACT!!<br />
  25. 25. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Create reports from this information</li></li></ul><li>[Using ACT! ™ & SandlerSM]™<br />Farm Club –Your best Opportunities estimated to close beyond 90 days<br />Sandler<br />ACT!<br />Quickly and easily locate, work with and report on your opportunities that you estimate to close beyond the next 90 days. ACT! automagically places them into your Farm Club Group!<br />
  26. 26. [Using ACT! ™ & SandlerSM]™<br />Top 20 - Your best Opportunities estimated to close within 90 days<br />Sandler<br />ACT!<br />Quickly and easily locate, work with and report on your opportunities that you estimate to close within the next 90 days. ACT! automagically places them into your Top 20 Group!<br />
  27. 27. [Using ACT! ™ & SandlerSM]™<br />Then, by using our custom written process, you will learn how to properly use ACT! Contact, Calendar and Communication Management, ACT! Opportunities, ACT! Dashboards, ACT! Groups along with the Sandler components.<br />
  28. 28. [Using ACT! ™ & SandlerSM]™<br />With our custom written five-step process, making effective use of [Using ACT!™ & SandlerSM]™ is simple. All you need to do is:<br /><ul><li>Step 1 - Enter contact and company information into ACT!.</li></ul>Company information<br />Contact information<br />
  29. 29. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Step 2 - Check off the appropriate Prospect Qualification Checklist steps. </li></ul>Sandler Sub<br />Enter pertinent information<br />
  30. 30. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Step 3 - Enter opportunity information into ACT!.</li></ul>Sandler Sub Sales Stage<br />Associated Probability<br />Estimated Close Date<br />Products or services<br />
  31. 31. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Step 4 - Schedule activities</li></ul>ACT! Task List<br />ACT! Monthly Calendar<br />
  32. 32. [Using ACT! ™ & SandlerSM]™<br />Utilize the ACT! Dashboard<br />The ACT! Dashboard provides one location where you can view and work with<br />Your schedule for today<br />
  33. 33. [Using ACT! ™ & SandlerSM]™<br />Utilize the ACT! Dashboard<br />The ACT! Dashboard provides one location where you can view and work with<br />Your closed sales to date<br />
  34. 34. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Utilize the ACT! Dashboard</li></ul>The ACT! Dashboard provides one location where you can view and work with<br />Your opportunity pipeline<br />
  35. 35. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Utilize the ACT! Dashboard</li></ul>The ACT! Dashboard provides one location where you can view and work with<br />Your Top 20 Opportunities<br />
  36. 36. [Using ACT! ™ & SandlerSM]™<br /><ul><li>Step 5 - Stay in touch with your contacts, and…</li></ul>Modify contact information<br />Modify the Prospect Qualification Checklist<br />Modify Opportunity information<br />Follow up on activities (clear current activities and schedule new ones)<br />Utilize the Dashboard<br />
  37. 37. [Using ACT! ™ & SandlerSM]™<br />By implementing [Using ACT!™ & SandlerSM]™ you can easily, efficiently and effectively:<br /><ul><li>Track and report on your contact and opportunity information
  38. 38. Schedule, track and report on calls, meetings and to-dos
  39. 39. Stay in touch with your contacts and make sure nothing “slips through the cracks”
  40. 40. Coordinate, track and report on your Sandler sales strategies, and</li></ul>Close more business!<br />
  41. 41. [Using ACT! ™ & SandlerSM]™<br />Want to buy [Using ACT!™ & SandlerSM]™ ?<br />Have questions?<br />Contact us at<br />704-365-4322<br />info@dapiangroup.com<br />

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