To Save Time in Your Sales Process

It would be nice if you could make a single sale and have the revenue sustain your company forever. But in order to grow your organization, a steady stream of income is required.

When a company first starts out, there probably isn’t much of a sales process, or team, in place. The one or two sales hires target prospects, introduce them to your company, and close deals according to their own preferred methods.

However, as your business grows, sales leaders will need to implement a repeatable, scalable process to turn a trickle of income to a steady, predictable stream. With all salespeople using the same systems and playbooks and adhering to the same process, the sales organization becomes a well-oiled machine instead of a Frankenstein-esque contraption stuck together with duct tape.

What’s the secret to accelerating sales growth? While people and process usually precede systems, sales is somewhat of an exception. The right customer relationship management system (CRM) can actually help empower people and define process.

Learn how a CRM system can accelerate your business’ growth, bring in profitable, happy customers, and enable your sales team to sell better and faster. 

Using CRM to Extend Existing Key Business Strategy

A recent client is well known for their great customer experience in obtaining accurate pricing, product
availability and ease of placing orders. Their Picas Greenhouse Production software capabilities handle financial, inventory, shipping, logistics planning, production, and wireless warehouse management.  

The production software did a good job with taking their product and getting it to the customer. However, the relationship communications with their customers were lacking. There is a need to have a systematic approach to consistently attract, retain and grow profitable customers. There was a need for the core capabilities of CRM - customer relationship management system.  An integrated systems approach is required in today's connected world.

Selling could be more Effective

While visiting with a growing small business founder and CEO recently, Robert mentioned that one of the key challenges in the business was to have a more integrated system and not so many parts and pieces that are not talking with each other. There were segmented groups of people (silos) that were not working as a fully functioning team.  Information with one group was not easily shared with another group.  Robert wanted help in designing and creating an "integrated CRM system".  He had read the Aberdeen Group report that "businesses integrating disparate systems enjoy an 88% greater year-over-year increase annual revenue compared to others".

Business Apps that increase productivity with Act! Premium Cloud Subscription.

Integrated connection between Act! and Zapier popular Apps automate everyday tasks to help you nurture leads, update contacts, communicate with your team, and learn more about your customers. Make your own ZAP with Triggers + Actions.

What is a ZAP?  A ZAP is a connection between two apps made of a trigger and an action.  Whenever the trigger event happens, Zapier will automatically make the action event happen for you!

What are Triggers, Searches, and Actions? Triggers, Searches and Actions are the foundation that power your integration.  

Triggers- watch for events in your apps, then kick off a sequence of Searches and Actions.

Searches- look up existing data.

Actions- create new items. Together these three complete your tasks automatically.

Meet Vanessa as we follow her through her busy day, managing sales and follow up activities. She is struggling to reach out to prospective customers and what she really needs is an effective way to build and manage the business in order to increase sales.  

Manage your day and easily share conversations in real time

Learn how to grow the business, organize meetings and monitor performance. Watch how Vanessa can access a customer group or company records to discover useful information including contact details and social updates.  Using the calendar she can plan for upcoming meetings where presentations activities are completed. She can then use her mobile phone or tablet to get direct access to her contacts and create notes so that her team can keep track of all conversations in real time.

Need to eliminate duplicate effort in updating your CRM, Excel or Word?

Our clients that use the ACT Hosted Premium  are looking for a better solution to easily create quotes and integrate the Quote>Order>Invoice process with their ACT CRM. The ACT solution offers a generic quote development tool that is Microsoft Excel based, but is not customizable to most businesses needs.  ACT users are looking for help in obtaining solutions that would help them develop a quoting tool to their specific business needs.

How long does it take for your sales team to create a quote in MS Word? 15mins. to a half hour? How many times have they sent the quote out to the customer and with incorrect totals or pricing due to manual updating?