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60 minute webinar covering * Navigation shortcuts and Lookups *Smart ways to add contacts to Act! *Working with Companies and Linking Contacts *Creating Dynamic Act! Groups for E-shots *Creating Swiftpage web-forms for your website and Social Media sites to automatically drop contacts into your Act! database *The advantages of using Swiftpage E-marketing *The Marketing Results tab and Call Lists
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Act! Smarter Act! FasterPresented by Elene Marsden
With Kind Permission ©2014 Swiftpage ACT! LLC
Act! v16
?
The Smart Way to Add Contacts to Act!
Add Contacts from Web Pages, Lists, Emails and PDF Files
http://contactcapture.com
Segment Your Contacts
ProspectsCustomersTop 20%
Use Dynamic Rules to Add contacts to groups
Linking Companies and Contacts
NEW IN ACT! V16
Linking Companies and Contacts
NEW IN ACT! V16
Swiftpage
Surveys
Web forms
EmailMarketin
g
Drip Marketin
g
Grow Your Database
with Swiftpage List Builder
Offer Incentives to encourage people to fill out your survey/ web form
Your sign up forms may be hyperlinks
Your sign up forms may be hyperlinkshttp://www.swiftpage2.com/corazon_it.elene/Surveyv16YouTubeVideos/Survey.aspx
The Templates
The Results
The Results
19
Marketing Results Tab!
Automate Using Drip Marketing7 must have drips!
Drip Marketing in Action
New customers
Retain current
customers
New contacts
Visitors to website- Social Media
Networking- new
contacts
New product launch
Event Planning
New Prospect Campaign
Prospect Campaign
Email 1 Thanks for
your enquiry
Email 2 Range of products
Email 3 Trade Specific offers
Survey and
FREE Gift
Website Lead
1 week 2
weeks 3
weeks
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 CUSTOME
RS
Always Have The End In Mind
New Contact
Add to Databas
e
Connect Online
Keep in Regular Touch
Convert Prospect
to Custom
er
6 STEPS TO BUILDING EXCELLENT BUSINESS RELATIONSHIPS
1. Add every contact you meet to your
database
2. Add contact details & include the ID Status and
Where First Met fields
3. Connect with contact on LINKEDIN
mentioning the networking group/event where you met
4. Check contact’s website to follow on
TWITTER & like their FACEBOOK PAGE
5. Send them a nice to meet you email from
your templates
6. Schedule regular marketing / keeping in
touch messages
Live Demo and Questions
31
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