Get Your ACT! Together Kim Kendall ACT! Product & Technical Specialist
What is it? <ul><li>A Shared Database … </li></ul><ul><ul><li>Contacts </li></ul></ul><ul><ul><ul><li>Customers </li></ul>...
What can it do? <ul><li>Mail-merge </li></ul><ul><ul><li>Letters </li></ul></ul><ul><ul><li>E-mails </li></ul></ul><ul><li...
What can it do? <ul><li>History </li></ul><ul><ul><li>Letters </li></ul></ul><ul><ul><li>E-mails </li></ul></ul><ul><ul><u...
What can it do? <ul><li>Secondary contacts </li></ul><ul><li>‘Living’ documents </li></ul><ul><li>Relationships </li></ul>...
Types? <ul><li>Local ‘server’ </li></ul><ul><li>Locally hosted web solution </li></ul><ul><li>Fully hosted </li></ul>
Communications… <ul><li>Sync to mobile </li></ul><ul><ul><li>Direct connection </li></ul></ul><ul><ul><ul><li>CRM solution...
Add Fields – Why? <ul><li>Business advantage </li></ul><ul><li>Segment </li></ul><ul><li>Record what they’ve got </li></ul...
Field Types… <ul><li>Alpha-numeric </li></ul><ul><ul><li>Character </li></ul></ul><ul><ul><li>Initial-Caps </li></ul></ul>...
More Customers <ul><li>Get more names and addresses </li></ul><ul><ul><li>Sign-up form on website </li></ul></ul><ul><ul><...
Look after Customers <ul><li>“ More than two thirds of customers take their business elsewhere because of indifference ” <...
e-Marketing <ul><li>Find – Introduce – Build Trust </li></ul><ul><li>Segment Customers / Prospects </li></ul><ul><li>Make ...
…and finally <ul><li>Whenever you need help… </li></ul><ul><li>   01258 456640 </li></ul><ul><li>   07799 404723 </li></...
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Get Your ACT! Together

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Most people have heard of Customer Relationship Management (CRM) but not everyone knows what they can do with such a system. ACT! by Sage is an inexpensive CRM application specifically designed for SMEs. This presentation gives a brief introduction.

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Get Your ACT! Together

  1. 1. Get Your ACT! Together Kim Kendall ACT! Product & Technical Specialist
  2. 2. What is it? <ul><li>A Shared Database … </li></ul><ul><ul><li>Contacts </li></ul></ul><ul><ul><ul><li>Customers </li></ul></ul></ul><ul><ul><ul><li>Prospects </li></ul></ul></ul><ul><ul><ul><li>Suppliers </li></ul></ul></ul><ul><ul><ul><li>anyone... </li></ul></ul></ul><ul><ul><li>Tasks </li></ul></ul><ul><ul><li>Calendar </li></ul></ul>
  3. 3. What can it do? <ul><li>Mail-merge </li></ul><ul><ul><li>Letters </li></ul></ul><ul><ul><li>E-mails </li></ul></ul><ul><li>Group people </li></ul><ul><li>Company view </li></ul><ul><li>Opportunities </li></ul>
  4. 4. What can it do? <ul><li>History </li></ul><ul><ul><li>Letters </li></ul></ul><ul><ul><li>E-mails </li></ul></ul><ul><ul><ul><li>Out </li></ul></ul></ul><ul><ul><ul><li>In </li></ul></ul></ul><ul><ul><li>Call Notes </li></ul></ul><ul><ul><li>Files </li></ul></ul><ul><ul><li>Field changes </li></ul></ul><ul><ul><li>Quotes… </li></ul></ul>
  5. 5. What can it do? <ul><li>Secondary contacts </li></ul><ul><li>‘Living’ documents </li></ul><ul><li>Relationships </li></ul><ul><li>Accounts information </li></ul><ul><li>E-Marketing </li></ul>
  6. 6. Types? <ul><li>Local ‘server’ </li></ul><ul><li>Locally hosted web solution </li></ul><ul><li>Fully hosted </li></ul>
  7. 7. Communications… <ul><li>Sync to mobile </li></ul><ul><ul><li>Direct connection </li></ul></ul><ul><ul><ul><li>CRM solutions own sync </li></ul></ul></ul><ul><ul><ul><li>CompanionLink </li></ul></ul></ul><ul><ul><li>Wireless </li></ul></ul><ul><ul><ul><li>via Google </li></ul></ul></ul><ul><ul><ul><li>Handheld Contact </li></ul></ul></ul><ul><li>Dialer </li></ul><ul><li>Skype </li></ul>
  8. 8. Add Fields – Why? <ul><li>Business advantage </li></ul><ul><li>Segment </li></ul><ul><li>Record what they’ve got </li></ul><ul><li>Know when they got it </li></ul><ul><li>Know what they haven’t got </li></ul>
  9. 9. Field Types… <ul><li>Alpha-numeric </li></ul><ul><ul><li>Character </li></ul></ul><ul><ul><li>Initial-Caps </li></ul></ul><ul><ul><li>Lowercase </li></ul></ul><ul><ul><li>Uppercase </li></ul></ul><ul><ul><li>Memo </li></ul></ul><ul><li>Numeric </li></ul><ul><ul><li>Number </li></ul></ul><ul><ul><li>Decimal </li></ul></ul><ul><ul><li>Currency </li></ul></ul><ul><li>Date / Time </li></ul><ul><ul><li>Date </li></ul></ul><ul><ul><li>Time </li></ul></ul><ul><ul><li>Date / Time </li></ul></ul><ul><ul><li>Annual Event </li></ul></ul><ul><li>Address </li></ul><ul><li>Others </li></ul><ul><ul><li>Phone </li></ul></ul><ul><ul><li>Picture </li></ul></ul><ul><ul><li>Yes / No </li></ul></ul><ul><ul><li>E-mail </li></ul></ul><ul><ul><li>URL address </li></ul></ul><ul><ul><ul><li>www </li></ul></ul></ul><ul><ul><ul><li>callto:// </li></ul></ul></ul>
  10. 10. More Customers <ul><li>Get more names and addresses </li></ul><ul><ul><li>Sign-up form on website </li></ul></ul><ul><ul><li>AddressGrabber……..LeadReseacher </li></ul></ul><ul><ul><li>Buy a targeted list </li></ul></ul><ul><li>Importing </li></ul><ul><ul><li>Get the data right first </li></ul></ul><ul><ul><ul><li>Pay attention to names and salutations </li></ul></ul></ul><ul><ul><li>Don’t open a CSV file directly in Excel </li></ul></ul><ul><ul><ul><li>Use Data->Import External Data->Import Data… </li></ul></ul></ul><ul><li>Make EVERYONE a Salesperson </li></ul>
  11. 11. Look after Customers <ul><li>“ More than two thirds of customers take their business elsewhere because of indifference ” </li></ul><ul><li>Make your Customers feel special </li></ul><ul><li>Market to them based on what they’ve got and what would be useful to them </li></ul><ul><li>Don’t just take – give something back </li></ul>
  12. 12. e-Marketing <ul><li>Find – Introduce – Build Trust </li></ul><ul><li>Segment Customers / Prospects </li></ul><ul><li>Make it informative / useful </li></ul><ul><li>Why use? </li></ul><ul><ul><li>Inexpensive </li></ul></ul><ul><ul><li>Really key statistics </li></ul></ul><ul><ul><li>Surveys </li></ul></ul><ul><ul><li>Drip Marketing </li></ul></ul><ul><li>Sender Policy Framework </li></ul>
  13. 13. …and finally <ul><li>Whenever you need help… </li></ul><ul><li> 01258 456640 </li></ul><ul><li> 07799 404723 </li></ul><ul><li> [email_address] </li></ul><ul><li>www.kendall-it.co.uk </li></ul>
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