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Sage ACT! 2011 - Practical Tips for Sales Managers and Reps

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Uploaded by on Oct 4, 2010

ACT! 2011 is the Sales Tool for this generation of Sales Managers. Here are a few ways that ACT! can help you remember and even achieve your day to day tasks. (a) Lead Generation. Culling Leads from Hoovers to fill up the pipeline. (b) Smart Tasks for Leads. e.g. Automatically sending a Welcome Email to new prospects and leads. (c) Smart Tasks for Contacts. e.g. Placing a reminder on the calendar to call important contacts. (d) Smart Tasks for Opportunities e.g. Automatically sending a Birthday Email or Placing a reminder on my own calendar to follow up.

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