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101 Tools

Using ACT! 2000 to Develop a Sales Strategy

If you can master the tools in the book, you will be using more features of Act! than 90% of the other users. 

In January everyone wants to get organized and have a great year. Those that grow the most are the people that improve their performance all year long. You are now entering the end of the first half of the year. Have you crushed your quota? 

 

The book is 298 pages in an 8/12x11 format with screen captures to make learning Act! easy. It is for people who really want to sell more not be great computer users; but they know the computer will help do both. 

 

 

Table of Contents:

Introduction Here is why a salesman would write a book in the first place. 


Why Use This Book? Overview
How to Use This Book and An Overview of ACT!
This is how I replace the manual and to make it understandable, by using words a sales person would use.

The Conventions Used in This Book
Your Time is Valuable
The Concept of ACT!
Starting Up
What is “My Record”?
A Tour of the Contacts Window
How to Select a Function/Option
Selecting From Menus ... Type less sell more
Shortcut Menus
Using the Toolbar
Keyboard Shortcuts
How to Use Dialog Boxes...Type less find what you need
Quick Help
Creating a New Database
Creating New Contact Records
How to Enter Information Correctly
Moving Around in the Database What Works for You
Terms Used in This Book

The First Secret of ACT!
Developing a Strategy

The First Step in Building a Strategy
Field Labels and Drop-Down Lists...Put sales training into Act!
How to Customize Fields and Create Drop-Down Lists
Drop-Down and Drop In: Why Use Drop-Down Lists?
Other Fields You Will Need to Build Your Strategy I present ideas from great sales training books in five key pages.
The Second Step in Building a Strategy
Finding Your Best Work — FAST!
The Third Step in Building a Strategy
Setting Goals...How to use as as your coach
The Value of Your Goal
How to Restructure the Contacts Window
Having a Strategy vs. Using a Strategy

The Second Secret of ACT!
The Tools To Organize Your Strategy

Tools to Track Your Sales...Anyone can sell people who want to buy in the next 60 days the key is staying on top of people who will buy 9 months from now.
How to Modify the Stages of a Sale
How to Enter Sales Opportunities
How to Update Sales Progress
How to Complete a Sale
How to Reopen a Sale
Tools to Organize Your Time
Calendars
How to Set Scheduling Preferences
How to Schedule an Activity
More About Alarms
How to Schedule Recurring Activities
How to Reschedule Activities
How to Print Your Calendars
How to Keep Track of Calls, Meetings, and To dos
Activities Tab
Task List
How to Clear Completed Activities
Tools to Organize Your Information
How to View a Contact’s History
How to Record an Unscheduled Activity
How to Enter Notes
How to Attach Files to a Contact Record
Tools to Organize Your Phone Calls
How to Keep Track of Calls–Incoming and Outgoing
How to Automatically Dial a Call
How to Time Your Phone Calls
How to Print a Phone List ... and More
Tools to Organize Your Contacts
Lookups...One of the hidden secrets of Act! is here
How to Index Other Fields
How to Use Keywords...Keywords earn you money and crush your quota
How to Create Custom Lookups
Selected Contacts
Query
How to Sort Your Contacts
How to Edit Several Records at the Same Time
Groups
How to Create a Group
How to Create a Subgroup
What You Can Do With a Group
How to Schedule Activities for a Group
How to Edit Groups
How to Delete a Group
A Discussion of Groups vs. Databases
Tools to Manage Your Database
How to Save Your Records
How to Back Up Your Data
Backing Up Other Files
How to Import Data
How to Map Fields
How to Maintain Your Database
How to Reindex Your Database
How to Check for Duplicate Records

36 pages on the power of letters and how to make Act more powerful
Tools to Write Effective Letters
Build a Strong Relationship
Why Write?
Build a Base of Form Letters...Type less sell more
Tips for Developing Standard Letters
Build a System...six letter concepts that most people do not have
How to Write Letters in ACT!
How to Create One Letter For One Contact
Tips on Naming Your Letters
How to Create a Form Letter
How to Get to Your Letters Fast In this section you'll see how to use the first thirty minutes of the day to reach hundreds of people, each month, with a targeted one to one message. NO JUNK MAIL!!
How to Mail Merge a Form Letter
More About Writing Letters
How to Send E-mail
Setting Up E-mail
Sending an E-mail
Receiving an E-mail
Tools to Write Effective Proposals
How to Create a Proposal

The Third Secret of ACT!
Evaluating Your Strategy

How to Generate Reports
How to Generate Sales Reports
How to Create a Custom Report
How to Add a Custom Report to the Menu
More About Reports
Contact Report
Contact Directory
Phone List
Task List
Notes/History
History Summary...Quick and easy overview of your actions
Activities/Time Spent
Contact Status...May be the most useful report in Act 
Source of Referrals
Group Reports
Sales Reports
Other Report

Conclusion
Thank You and Good Luck

What Works
Write Down Your Successes and Lessons Learned

Bibliography and books for further Reading

 

For more information call 800-735-5717

 

 

Visit our newsletter to see examples of our selling concepts.

This book has 36 pages devoted to letters and proposals that win business and over 55 pages on building a sales strategy.  In addition, if you learn to use everything in the book you will know as much as 90% of the most advanced Act! users. 

 

 

 

    The Zen masters say, "One day with a master is better than reading 1000 books."  You can improve your sales and develop a life long strategy that puts you in the 20% category. 

Send mail to brad.sandy - at - 800sell.com with questions or comments about this web site.
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