BARRETTEC
0870 922 0945
ACT! Add-ons
Postcoder for ACT!- Your customers will be impressed when you have their address at your fingertips.
- The time to take full details over the phone will be reduced.
- Send Direct to ACT!, collect addresses the way you want them.
- Add information to your addresses with ease within PostCoder.
Sales Automation Manager
Perfect Follow up ... made easy! ™
Sales Automation Manager (SAM) adds to ACT™ the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define.
Sales--It's All About Follow-Up
ACT! is a great contact manager, but it requires that you manually create follow up activities after a customer interaction (i.e. a "touch point"). As you probably know, it’s nearly impossible for a busy salesperson to do follow up consistently and well. Because SAM lets you predefine follow up steps for any situation at a touch point, SAM, unlike any other ACT! add-on, finally gives you the ability to achieve Perfect Follow up.
Sales Automation
SAM allows you to automate everything. You can finally get true "sales automation" with ACT! Here are some of the automation features that Sales Automation Manager provides:
- Look at fields and choose next steps
- Wait a number of days
- Schedule a Call, Meeting, or To-do
- Merge an email, a letter, or a fax
- Assign a record manager to a contact
Force specific follow up steps after each sales call
Automate client portfolio reviews for a financial analyst
Automate the loan processing workflow for a mortgage broker
Automatically generate birthday cards
Watch for upcoming meetings and email reminders to participants
Remind your customers when service or maintenance contracts need to be renewed
Marketing Automation
Sales Automation Manager was originally designed to automate the sales process, and its powerful features can also implement marketing automation. Here’s a recipe for achieving "total marketing automation" with SAM:
Generate marketing collateral to get prospects to visit your web site.
- Design a web form to gather their contact information, and especially, to ask "qualifying questions" that indicate the size of the opportunity or urgency.
- Setup Web Prospect to automatically merge the data from the web form into ACT! and insert the contact into the Prospects campaign.
- Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone follow up, and route the lower priority leads to an automated email campaign.
Workflow
Sales Automation Manager can also automate the workflow of a whole company. Workflow is just a sequence of steps. Because Sales Automation Manager can look at database fields and make decisions about “next steps,” it can automatically create Calls, Meetings, and To-dos, and it can guide each customer through the critical steps needed to execute an order. For example: many of our customers use SAM to automate mortgage loan fulfillment steps.
Requirements
ACT! 7 / 8 / 9 (2005, 2006, 2007) all versions (except for ACT! for Web client)
Word 2003 or later (for letters and faxes)
Microsoft FAX (optional part of Windows) (for faxing)
An SMTP internet mailbox (for emailing)
Mail Merge must be installed for E-mailing (but does not need to be licensed for use with SAM alone.)
Mail MergeBlast out that E-mail
You know how critical it is to stay in touch with your prospects and clients. But the act of sending out a simple newsletter can sometimes make you feel like Sisyphus (the guy that has to push a rock up a mountain for all eternity).
We understand that you want to send the E-mail today and you need it to be simple to do. We offer you Mail Merge.
You want to
- Create a good looking message that is readable when E-mailed
- Easily pick the contacts you want to send to
- Avoid sending to duplicate or obsolete email addresses
- Send knowing that your ISP's limits on email will be handled automatically
- Get it done today
Features
- Simple, intuitive Menu Free™ Interface
- Built in HTML editor that creates HTML optimized for sending in email
- Use Outlook Express Stationery
- Send Dual HTML / Text email or HTML only or Text only
- Supports Embedded Pictures (sent with the HTML email) or web hosted pictures
- Supports .GMT files
- Multiple SMTP Accounts with their own "My Record" data
- Supports ACT 2000/5/6/7/8/9 as data source * Also supports Excel and .CSV
- Automatic Duplicate Removal
- Syntax check on email address
- Bounce Backs handled and tracked automatically
- Unsubscribes handled too
- Very, Very Fast
- PDF documentation & video tutorials
- ACT! 7 / 8 / 9 (2005, 2006, 2007) all versions (except for ACT! for Web client)
- ACT! 5 / 6
- Excel .xls files
- Text .csv files
Web ProspectIntegrate Website Contact forms
Web Prospect reads the mail you receive from your Web site forms and creates contacts in ACT!, saving you hours of re-typing.
You simply define which Web fields correspond to which ACT! fields. Web Prospect can also be set up to enter related data from the Web into ACT! Notes -- for example, products the customer is interested in, or where they saw your ad.
Web Prospect can read E-Mail directly from an Outlook folder, or it can download its own E-Mail directly using a separate POP account.
Features
- Reads input from Outlook folder or a separate POP mailbox
- Creates new contact, or merges if Duplicate found
- Supports FrontPage "Send to" Form data
- Map any Web field to any ACT! field or Notes/History
- Can be setup for complete "hands off" operation
- ACT! does not need to be running - Web Prospect writes directly to the ACT! database via supported interface
- Automate your Web-to-ACT! link!
- No more retyping of contact data received from the Web. No more typos!
- Faster and more accurate than by hand.
Web Prospect is not an template based system. It reads the field names on your web form data and understands what to do with each field. Because of this, you do not have to buy a more expensive version to get multiple form support. You also don't have to keep track of which registrations come from which web forms.
Integrates with Sales Automation Manager (SAM)
SAM is a powerful and flexible campaign automation system for ACT!
SAM includes a license for Web Prospect.
