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www.winnovative.comvoice: 518.822.8860blog:InsideSmallBizCRM.Winnovative.comTwitter:@InsideSMBCRM
LinkedIn:MScottSchaffernoth
White Paper ACT! 2011: Creating Your
A
utomated
S
elling
M
achine
Automate
yourbusinesswithACT!2011:
sales
marketing
customer-servic
reporting
Bonus content:
14ways toputACT!2011SmartTasks towork foryou
rightnow
!
The Automated Selling Machine: ACT! 2011 Boosts Sales Results by Automating Key Tasks
2
www.winnovative.comvoice: 518.822.8860blog:InsideSmallBizCRM.Winnovative.comTwitter:@InsideSMBCRM
LinkedIn:MScottSchaffernoth
TableofContentsTurnYour BusinessintoaSelling Machine...................................3Meet Your New Personal Assistant: ACT! 2011SmartTasks ....3
WhatareSmartTasks?..................................................................................................3EasilyAutomateKeyTasks...........................................................................................3
IncreaseProductivityandEfficiencyinSales................................ 5TimeMarketingCampaignstoMaximizeResults .........................5
NurtureProspectsAutomaticallywith DripMarketing......................................6
Deliver OutstandingCustomer Service...........................................6Conclusion...........................................................................................7AboutWinnovativeTechnologyConsulting,LLC......................... 8
Smart AutomationWith ACT! 2011
3
www.winnovative.comvoice: 518.822.8860blog:InsideSmallBizCRM.Winnovative.comTwitter:@InsideSMBCRM
LinkedIn:MScottSchaffernoth
TurnYour BusinessintoaSellingMachine
ACT! helps you get more of the two things your business needs most—time andmoney
—by automating key activities and unlocking a rich source of new leads. ACT! includes powerful,easy-to-usetools to help youturn your efforts into aconsistent, systematic lead generation andselling machine.Use Smart Tasks to develop automatedworkflowforschedulingsales activities,sendingmarketingcampaigns and remembering important customer service tasks.Expand your business with highly qualified new leads from ACT! Business InfoServices.
Meetyour newpersonalassistant: ACT! SmartTasks
Have you ever wished you had someone working behindthe scenes to support yoursales efforts?
Welcome to ACT!’s new Smart Tasks.Think of Smart Tasks as your personal assistant, sending emails, adding activities to yourcalendar automatically... Smart Tasks get the job done. You’ll have fewer items on your to-dolistwhile your customers enjoy more consistent, responsiveservice. Meanwhile, youcanfocus onthebigdeals and provide prospects the personal attention required.
WhatareSmartTasks?
Smart Tasksareaseries ofconnectedsteps, performedinsideof ACT!.Smart Tasks will take care of things like reaching out tocustomers that you haven’t heard from in a while or notifyingyou of stalled sales opportunities.Now ACT! canautomatically perform many of your routinesales, marketing, andcustomer service tasks.Workmoreproductively, contact moreprospects, sell more,and support your existing customers—
all without needing to hire new employees!
SimplyAutomateKeyTasks
Smart Tasks enable you to automate the activities that youdo on a regular basis to keep the ball rolling in your sales andmarketing efforts.To create a new Smart Task, you simply define 3 things:
when, who
, and
what
the Smart Task should do.
WHENWHO
FilterTaskswith
'Advanced QueryRulesExample:SelectOpportunitiesworthmorethan$10,000thathavebeenopenlongerthan90days
WHAT
TaskActions can include:
'Sendingan email‘Sending an E-marketingtemplate
Think of Smart Tasks like your personal assistant,sending emails and scheduling your calendar,you set the rules
FireoffSmartTasksby:
'Manuallytriggeringor'SchedulebasedontimeordataeventsExample: 10daysafterOpportunitymovesto“Closed”.'Schedulingacall‘Schedulingacustomactivity
1
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Smart AutomationWith ACT! 2011
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