Archive for ACT!

ACT! Gets Social

Tuesday, September 22nd, 2009

I have been using the 2010 version of ACT! for a little over a week now, and so far, I really like what I see. The upgrade process worked flawlessly. I like the user interface changes and so far the program seems to be a little more responsive than the last version did on the same machine.

One of the new features of ACT! is the Web Info tab on in the Contacts and Companies sections.  Shown below, the Web Info tab gives you quick access to several social sites such as LinkedIn, Facebook, and Plaxo. You can also view the local weather for your contact as well as perform a quick Google News search as you are dialing the phone.

ACT_Web

I really like the LinkedIn feature for managing my “cold” prospects. Typically when I have a list of prospects that I build from a service like ReferenceUSA, I will do a quick search in LinkedIn to see if I have any second level connections to the person or their company. If I have a second level connection I will ask for an introduction. Otherwise, I will just add them to my cold calling list. Since I import these lists into ACT! anyway, this new feature saves me a little bit of time on each contact and just makes the workflow feel a lot smoother.

ACT! does provide the ability to add your own links to the Web Info tab.

What’s your favorite ACT! feature?

Drip Marketing With Swiftpage

I mentioned in a previous post that I am part of a partnership with ACT! and Swiftpage

I am very excited about this partnership. I have spent most of my career automating business systems to make them reliable, consistent, cost effective, and measurable. I really like what Swiftpage brings to small business.

Swiftpage helps put your sales and marketing initiatives on cruise control. With it, you can build and deliver multi-step marketing plans that use different media (phone calls, letters, postcards, fax, and e-mail).

A strong drip campaign can operate like a sales rep or customer service rep for a fraction of the cost.

You can even send messages based on the recipients actions – send one message to the people who opened your e-mail and a different one to the people who didn’t.

Drip Marketing Beta (or Pilot) Program

I have put together a new program to help small business get up and running as quickly and effectively as possible with Swiftpage. Since this is a new program, there will be a beta phase as we work out the normal bumps that are part of a new service. The good news for you is, you can save some big bucks. Here’s how it works:

I will work with you to design your drip marketing campaign.  Together we will plot out the objectives of the campaign, what each step will consist of, the look and/or copy of each step and to whom it is going to go to and when.   

I will then set it up for you in SwiftPage. I will also work with you to follow up, evaluate, and make adjustments to your campaign as necessary.

The beta test investment is $899 and in exchange you agree to excuse any lumps and bumps in the process and be willing to give us feedback on the program as well.

After the beta period, this service will be competitively priced between $2500 – $4500, so this is a sizzling hot opportunity. 

If you are interested in participating, please contact me so we can have a short discussion to make sure that this program is right for your business.

P.S. SwiftPage works great with ACT! If you own ACT!, I’ll show how the two work together to create a great small business CRM system. If you don’t have ACT! but want to set it up, we can price that separately for you and get you up and running quickly.

One + One + One = $329 of Savings For You

Monday, June 22nd, 2009

This is one of those deals that almost seems too good to be true, so I had to triple check to make sure it was right before I passed it on.

Through the synergies of a couple of different partners, small business owners can get a great deal on some great software tools to them grow their business.

image The first deal comes from Palo Alto Software, who are bundling their Marketing Plan Pro software with ACT! 2009. The price of this bundle is $259.95 – a $150 savings over the price of purchasing them separately. You can learn more about the Marketing Plan Pro & ACT! 2009 bundle here.

But the deal gets sweeter because Swiftpage is offering a free one year subscription to their service ($179 value) to owners of ACT! 2009.

What that means is for $259.95 you get three great software tools to help you create and implement your marketing system AND you save $329.

I use and support all three of these products, so feel free to contact me if you have any questions or need help determining if these products make sense for your business.

ACT! + Swiftpage = Great Small Business CRM

Friday, June 19th, 2009

As part of the Authorized Duct Tape Marketing Coach network, I recently became more involved with a couple of tools that, when used together, provide a very robust and very affordable CRM system for small businesses and independendent professionals.

Swiftpage, the number one integrated email marketing solution for ACT! by Sage, introduces a marketing automation platform to its already robust service – giving you the tools to automatically reach out to your ACT! Contacts, Groups, Look Ups and Companies.

Regular readers here know I have a passion for technology and automating systems. I've written about small business CRM here in the past. I was critical of ACT a couple of years ago when the version at that time did not work with Office 2009. It also had some serious performance issues at that time. I'm happy to say I've been using ACT version 11 for a while now, and all of those issues appear to have been fixed.

I also used to write about Outlook with Business Contact Manager, but I eventually stopped using that product because of the lack of Activity Series and some other automation shortcomings.

So far, I am very pleased with the ACT \ Swiftpage combination. Swiftpage provides very robust campaign management and allows you to work with your ACT contact database, so you can avoid the issue of having customer data in different systems (a pet peeve of mine).

Here are a few things that Swiftpage can help you do:

On Demand Marketing - World -Class Email Marketing – Integrated into your ACT! environment gives you the ability to Create, Send and Track Email Marketing blasts.

Survey Tool – Gather valuable data from prospective or current customers and automatically build new or update your existing ACT! contacts.

Sales Force Automation -

  1. Swiftpage Call List – A ranked list of your most interested contacts based on the way the interacted with your email marketing blast.
  2. Send As – Allow one user to send on behalf of your entire sales team
  3. Snapshot tab – Gather valuable contact profile information from the web with a single click and more.

Marketing Automation - Swiftpage Drip Marketing – Swiftpage Drip Marketing blends simple functionality, like the ability to automatically send a sequence of marketing messages to a contact that fills out a form on your website, with intelligent technology that will send different messages to contacts based on their previous actions. For example, send a postcard to those that did not open the previous email – automatically!

I'll be posting more about this great combo and how to use it to grow your business. In the meantime, I'd love to hear about your experience using these tools.