The document outlines strategies for effectively adding and managing contacts using the ACT! software. It emphasizes the importance of segmenting contacts, utilizing drip marketing, and maintaining customer relationships through consistent communication. Additionally, it provides a six-step process to build excellent business relationships, from adding contacts to the database to connecting via social media.

1. Act! Smarter Act! Faster
Presented by Elene Marsden
With Kind Permission ©2014 Swiftpage ACT! LLC

2. Act! v16

4. The Smart Way to Add Contacts to Act!
Add Contacts from Web Pages, Lists, Emails and PDF Files
http://contactcapture.com

5. Segment Your Contacts
Prospects
Customers
Top 20%

6. Use Dynamic Rules to Add
contacts to groups

7. Linking Companies and Contacts

8. Linking Companies and Contacts

9. Surveys
Drip
Marketing
Swiftpage
Email
Marketing
Web
forms

10. Grow Your
Database with
Swiftpage List
Builder

11. Offer Incentives to
encourage people to
fill out your survey/
web form

12. Your sign up forms may be hyperlinks

13. Your sign up forms may be hyperlinks
http://www.swiftpage2.com/corazon_it.elene/Surveyv16YouTubeVideos/Survey.aspx

14. The
Templates

16. The Results
The
Results

17. Marketing Results Tab!
1

18. Automate Using Drip Marketing

19. Drip Marketing in Action
New
customers
Retain
current
customers
New
contacts
Networkingnew
contacts
Visitors to
websiteSocial
Media
New
product
launch
Event
Planning

20. New Prospect Campaign
Website
Lead
Prospect
Campaign
1 week
Email 1 Thanks
for your
enquiry
Email 2 Range
of products
2 weeks
Email 3 Trade
Specific offers
3 weeks
Survey
and FREE
Gift

21. Why your database is not just an address book
• Yes –it will keep all your contacts details in one place
• But it should also manage your sales processes to
help you to develop excellent Customer Relationships
SUSPECTS
PROSPECTS
CUSTOMERS
REPEAT
CUSTOMERS

22. Always Have The End In Mind
New
Contact
Add to
Database
Connect
Online
Keep in
Regular
Touch
Convert
Prospect
to
Customer

23. 6 STEPS TO BUILDING
EXCELLENT BUSINESS
RELATIONSHIPS
1.
Add every contact you meet to your database

24. 2.
Add contact details & include the ID Status and Where
First Met fields

25. 3.
Connect with contact on LINKEDIN mentioning the
networking group/event where you met

26. 4.
Check contact’s website to follow on TWITTER &
like their FACEBOOK PAGE

27. 5.
Send them a nice to meet you email from your
templates

28. 6.
Schedule regular marketing / keeping in touch
messages

29. 31

30. Get betterACTnow training videos
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