04-27-2008 07:49 PM
I'm new to ACT! These tips would have helped me a lot.
That's all for now. I'd really appreciate it if someone shared their own do's and dont's.
04-28-2008 03:56 PM
04-28-2008 08:06 PM
I've been using ACT! for about three weeks. I'm selling from it, moreso than managing relationships. People visit my website and they contact me. Then I send them a sample, give them choices, find out how I can customize my product for them, etc. For me, it's mostly about keeping all the different customers straight and not forgetting where we are in the process, not sending them samples twice or asking them the same questions over and over. I need to know if the customer is interested and talking to me, or is unresponsive, or has paid already, or has received a sample, and so on.
Does that answer your question?
04-29-2008 07:19 PM
04-29-2008 08:53 PM
I am an long term ACT user and will share with you a way of solving a current situation.
PROBLEM you have to schedule several activities (one after the other) that make part of a BIGGER activity and I want to know how the bigger activity was solved alltogether. For Example "Make a Cake" is made up of several smaller activities like 1) get ingredientes, 2) mix them, 3) bake and 4) eat the cake.
MY SOLUTION instead of creating 4 different activities and clearing them out one by one, I create a one activity and write the BIG TASK followed by the smaller task. As I advance in the process, I change the smaller task and re-schedule the next task and ALWAYS record my advance in the "Details" In this way I only control 1 task rather than 4 (in this example) and at the end I get my BIG task completed. Example: MAKE A CAKE - get ingredientes. When this is accomplished I then rename the task MAKE A CAKE - mix ingredientes (and will register in the "Details, with a time stamp what I already did)
05-06-2008 06:37 PM
I've created a couple of standard processes. This has been very helpful so I'll share it. Since doing this, I can count on certain fields being filled-out completely and correctly (for reports or lookups, e.g.). This keeps me from forgetting something important, like attaching the incoming e-mail to their history.
When sample is requested by e-mail:
When clarification is received
08-16-2008 03:39 PM
While I think your methods are sound I have stopped using the last results field for a number of reasons
a) While it is recorded to history you have to then select to schedule the next history
b) there is limited space to record the interaction with the contact
I prefer to recommend using record history in every case and move the history TAB to the front. Therefore
a) you can record the big picture result in the regarding field and then much more detail
b) You can schedule the next follow up directly from this screen
c) Record histroy can be opened from just about anywhere with right click or CTRL H
d) In later versions you can also attach documents to each interaction if necessary.
e) When recording histroy you can specify the activity type and even use your own if you have added some activity types which you cannot do with last results
08-16-2008 11:49 PM
thank you, thank you, thank you. I'll try it.
Here's a usage question from a recent situation:
Is it possible to create a look-up from the activities reminder pop-up? I may have 5 e-mails scheduled for a certain day - intending to send a templated message like "have you received your samples yet?". All 5 activities come up in the activities reminder window. Then I have to write them down, create a look-up by picking them out one-by-one, then create a mail-merge to them. It would be much better to select them all (or some) RIGHT THERE in the reminder list, and create a mail merge right from there. Or at least create a look-up so I could do the merge next.
ACT! reminds me to mail these 5 people; then makes me do it all manually.
Any techniques or methods to recommend?
08-18-2008 02:54 PM
I recommend customizing the activity regarding drop-down lists to manage repetitive tasks. For example, if you are using "To-Do" as the activity type and choose from your customized regarding drop-down "Rec'd Sample Follow-up" (or something like that), you can schedule those all day long. When you are ready to actually do your mail merge, go to the task list and sort by the regarding columnm (click the column header). All of your "Rec'd Sample Follow-up" activities will be listed together. Highlight them all, then right-click "Go To Contact" (Create Lookup will create a lookup of all contacts on the task list, but Go To Contact will create a lookup of only those highlighted.) There's your lookup for your mail merge. Easy!
Don't forget to clear your activities when you've done them. You can clear them all at the same time also by highlighting them on the task list and right-click "Clear Multiple Activities"
As a side note, I do not recommend using alarms on activities if you don't actually need to be alarmed. Utilizing the power of the calendar and task list will keep you in control of your day and your activities. You'll spend more time getting things done and less time being interrupted to hit the snooze button.