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Throw out your software!
The most common mistake in planning your Customer Relationship Management System is to let the design limitations of your software limit your creativity. Focus on what you would like to accomplish, not the software.
The most common mistake in planning your Customer Relationship Management System is to let the design limitations of your software limit your creativity. Focus on what you would like to accomplish, not the software.
Make ACT! Your Own!
Customize the look and feel of your ACT! Database. Enhance the layout by adding your company logo or creating new fields. Create field pick lists to increase the accuracy of data entry. Create custom activities, letters and e-mails. Include your logo and important selling messages. Customize reports to include information you need to manage employees. Link your data to a PDA if desired.
Customize the look and feel of your ACT! Database. Enhance the layout by adding your company logo or creating new fields. Create field pick lists to increase the accuracy of data entry. Create custom activities, letters and e-mails. Include your logo and important selling messages. Customize reports to include information you need to manage employees. Link your data to a PDA if desired.
Start Clean!
Whether the data will be imported from existing sources or hand entered, it is important to be consistent. Use proper case. Do not enter Mr. or Mrs. in the contact field. Create rules for entering data. For example, are you going to spell out S-t-r-e-e-t or abbreviate it? If possible, eliminate duplicate records before importing them into ACT! Clearly define the source of your data. Try to clean all contact data before importing.
Whether the data will be imported from existing sources or hand entered, it is important to be consistent. Use proper case. Do not enter Mr. or Mrs. in the contact field. Create rules for entering data. For example, are you going to spell out S-t-r-e-e-t or abbreviate it? If possible, eliminate duplicate records before importing them into ACT! Clearly define the source of your data. Try to clean all contact data before importing.
Provide Training!
Provide customized training for all users. Make sure they understand the goals of the Customer Relationship Management System. All users must understand how to create and lookup contacts, schedule activities, create history records and manage their daily ACT! Calendar. Using ACT! must become second nature.
Provide customized training for all users. Make sure they understand the goals of the Customer Relationship Management System. All users must understand how to create and lookup contacts, schedule activities, create history records and manage their daily ACT! Calendar. Using ACT! must become second nature.
Support Your Local User!
Make sure that someone in your organization is playing an administrative role. This individual will need administrative training so they can answer user questions and trouble-shoot common problems. Design a plan for administrative and user support should you have difficulties with your database.
Make sure that someone in your organization is playing an administrative role. This individual will need administrative training so they can answer user questions and trouble-shoot common problems. Design a plan for administrative and user support should you have difficulties with your database.
Do Something with the Data!
Use ACT! reports. Bring them to sales meetings. Share them with your employees. Use them to improve individual and company performance.
Use ACT! reports. Bring them to sales meetings. Share them with your employees. Use them to improve individual and company performance.
