on 07-21-201011:25 AM - last edited on 08-05-201008:33 AM by tmergel
I’m just starting to explore all of the time-saving new features in Sage ACT! 2011. I’m pretty excited about how much more organized I think I can be with this version of Sage ACT!. Particularly in ways that will mean a lot to my customers—like not forgetting to do the little personal things that set my business apart.
Just this morning, I was checking out the pre-built Smart Tasks templates and I found one that automatically reminds me when it is a contact’s birthday.
The Smart Tasks are super easy to tweak, so I can edit this template to do just about anything I want. I can set it to remind me for all contacts, or just for existing customers. It can even schedule a phone call on my calendar, so I can say “Happy Birthday” personally.
Or I could sing the Birthday Song. Yeah, that would be fun . . .
I wonder if my customers would think that’s over the top?
Maybe I should modify the Smart Task so that it sends an automated birthday e-mail. The greeting could include a special offer, like 10% off their next order. They might like that better than my singing.
However I decide to use this Smart Task, one thing is for sure—I’m never going to forget another birthday. And that’s reason enough to celebrate! Happy Birthday everyone!