There are two reports that I rely heavily upon when calling on existing clients or going for the close on Hot Prospects.
A Contact Report and a Who Is – one can be found as a default in ACT! and the other comes as a benefit when using Swift Page Email.
The Contact Report tells you the pertinent information about the Contact – Notes/History/Opportunities which you can filter by any date and time period:
This report (as with every report in ACT!) can be customized to include only the fields you desire. In our version we added our logo and a space for On-Site Notes.
The other report is generated from Swift Page and includes information about the contact in all levels of Social Networking and on-line news. This helps me to break the ice when meeting someone face to face the first time or reconnecting after a break in service:
Earning sales is tough! Why not make it easier with good information at your fingertips. Contact us for information on Creating Reports in ACT! or any type of ACT! training from beginner to management.
Barbara Rogoff opened the doors of Synthesis in 1994 with one client and a great idea: give high-touch detailed service with integrity and consistency. After spending 20+ years in corporate as right-hand to three different CEOs, Barbara learned the importance of organization and keeping a sense of humor!
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