This document discusses customer relationship management (CRM) and its importance for businesses. It covers topics like social media integration, nurture-based marketing, decision dashboards, trends in inbound marketing and social CRM. The key takeaways are that businesses need a marketing mindset to attract customers with valuable content and make it easy for prospects to find them online through inbound strategies like content marketing and social media engagement.

4. What is ACT and why I need it

5. Need a Trusted System…...for Stuff

6. Knowing what to do, when….

7. Your Most Important Appreciating Asset

8. Who is communicating with my Contacts. When was that last contact made- by phone, meeting, or email?

10. Social Media Integration Stay in touch with your client’s personal online profiles—such as their LinkedIn updates Perform an instant Google search—right from the Contact record! Even add new websites—like Hoovers, Twitter, or ESPN if your customer is a sports fan—essentially have complete Internet browsing capability within ACT! Increase the tab size to see a larger view of the Website Contact’s Website link pulls the URL automatically from the contact record Get directions to their location

11. Social Media: Up close & Personal

14. Stay “Top-of-Mind” with Prospects & Customers What are you doing that works the way THEY want to be contacted?

15. Empowering E-Marketing: Build a Profitable Relationship

20. Marketing Results for a Contact Hot Prospect with reoccurring Interest

21. Decision Dashboards Track key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users. To make more informed, timely decisions.

22. Sales Opportunity Dashboard What’s in the Pipeline and when is the expected close. Track how opportunities move through pipeline to forecast revenue stream

24. Relationships- People still buy from People Success with CRM is like BNI: Know-> Like-> Trust Leadership Team – 2009 Michiana BNI Chapter