11-11-2008 10:52 AM
I need some help learning more about what ACT! can do. But first here is a little background:
Our Company (mom-n-pop music store) has recently purchased ACT 9.0 multi-user, I am really the only administrator, with 3 sales persons each working onsite (at retail showroom) with several lines of musical insturments to promote. We also have a bsuiness manager that schedules the lessons and piano tunings and deliveries. I have been with the company only 3 short months. We just recently started to implement ACT! Our current (soon-to-be former) CRM was Outlook on Exchange. Everyone here likes the look-n-feel of Outlook. They like how everything (calendars as well as contacts) is in 'nested' folders. I have been so busy importing and updated information (on a large scale) that until recently I haven't had time to do anything but data entry. Our sales staff, each do their own thing, but none really use ACT to the extent I am reading in this forum. So I guess my question/inquiry is two part:
1. How can I learn more of what our Company can do with ACT (without putting consulting $$$ out)? I would appreciate any and all advice, direction, and tips. Online tutorials???
2. How can I try to implement ACT in our sales persons daily routine? (keep in mind I am new to the company and work with people that know our business a lot better than me). In particular, I am interested in:
1) Adding new contacts (the phone doesn't ring 'by accident')
2) Setting up multiple calendars (5 teachers and their respective lessons schedule(s))
3) Trouble ticketing (for status updates on our special orders, like guitar parts)
4) BI (Marketing to our database of customers. Email, tele-marketing, snail mail, etc)
I would really like to see our sales staff use ACT! more, for everyone's benefit.
11-11-2008 12:02 PM
1. Try the QuickStart Guide or tutorials from http://www.act.com/community/training/index.cfm
Also see if there's a User Group near you and join
2. 1. Standard function in the tutorials above
2. 2. You need one license per user, then see this ACT! Knowledge Base article - http://tinyurl.com/5zapn2
2. 3. You might use the Sales opportunities, or if you need more, maybe this - http://www.resource-dynamics.com/helpdesklite.asp
2. 4. Most is standard, but for more than 100 emails merged, you should use Swiftpage
11-18-2008 10:48 AM
I shall try to find a tutorial for our ACT! version (9).
I shall also "dig deeper" into the capabilities of our version.