Do You Need
Computer Training?
 
> feedback
 I thought the class went very well. It was nice to be able to see the screens while you were talking about them. There was enough information to begin to understand ACT, but not enough to overwhelm you. I am looking forward to ACT 2 at the end of the month. (Great job on teaching the Old and New ACT at the same time). Thanks Tony!
 

Good starting point Tony. I've jumped into ACT as of this weekend - entered "Status / ID" for everyone. Started today to use "Task List"...CANNOT get my screen to look like yours. Missing phone #'s on task list and in main contact screen, cannot seem to make more condensed to see "Assistant's name", for instance. Mostly "set-up / preference" woes, I expect...but a bit frustrating, getting started. Maybe need a (brief) Phone conference w/ you to help.

 

 

ACT! 2
So you have an ACT! database with hundreds (or maybe thousands) of leads and the question you keep asking yourself is what do I do now?

This class is for small businesses, sales managers and salespeople that use ACT!, but now want to turn ACT! into a sales machine.

Most businesses have prospects and customers they deal with on a daily basis and we will show you how to make sure no one slips through the cracks by formulating a plan to give great customer service.
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ACT! 2 Class Outline
Opening Comments
Quick review of ACT! 1
 
Getting your work done
Starting your day With ACT
Making Calls
Going to Appointments
To-dos: getting stuff done.
The Calendar and Task List
Clearing Items
Never Erase
Private Items
Finding contacts more options
 
A prospect inquires, now what?
Following up on things you’ve done.
Letters
Form Letters
Emails
Labels
Follow-up Calls
Your Layout: Does it Work
Revisiting Fields & Layouts
A quick look at ACT! and Required Fields
Contacting your Prospects (Telephone, Email and Mail).
Email Marketing
ACT! Email Options
Email: Outlook or ACT!
The Email Tutorial
The most important field in ACT! revisited
To-do’s and other types of activities
Filters in ACT!
Follow-up: email, letters and faxes
Form Letters
Templates Word Processing & Email
Labels
Word Processor: Word vs. ACT!
Scheduling for others
Task List revisited
Task List versus Calendars revisited
Review your schedule
 
Prospects & Clients
Organizing your Prospects
Prospects are everywhere!
Planning your day, week, month or year
Starting to Sell & Market with ACT!
Types of Customers
Your best prospect and my pet peeve
Loving your Customers: Don't Forget Them
 
Fine Tuning ACT!
ACT! on a network (briefly)
Preferences in ACT!
Rollovers
Reports
Sales Opportunities
Activity Series
Calendars
www.getmyacttogether.com



 
   

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