Synthesis, Inc. - Synthesis, Inc. - Administrative Support for Creative People
Success Tips
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Consultants focus on strategy, the big picture, giving your business a global perspective.
Synthesis actually handles the work that results from this strategy!
ACT! Tips
The ACT! Navigation Pane
The newer versions of ACT! have a beautiful layout that resembles Outlook in many ways – there is a large block of buttons and information on the right of the screen. This is great unless you have a complicated layout that runs to the right of the screen and you are of a ‘certain age’ that doesn’t want to have the font size reduced to 8 point!
Dare to Look!
I just went through my ACT! database and deleted all folks with an ID/Status as “Suspect” who have not responded to my repeated attempts to contact them. I felt safe doing this, as those who did express some type of interest were immediately upgraded to Prospect and put in my sales funnel.
This simple process of casting the net to introduce our company and services to new markets every year has allowed us to tap into industries we never would have considered a candidate for our services! But we have learned: Nothing ventured, nothing gained, correct?
Deleting Multiple Contacts / Adding a Note to Multiple Contacts
If you read the sales tip this month by Gary, (my husband, Sales Director and Operations Manager for Synthesis), well you may have noticed he nixed my idea of giving one last shout-out to our Elder Care Providers (a target market for 4th Quarter 2010 and 1st Quarter 2011). In fact, he not only nixed the idea of calling – he wanted all folks who had not graduated from Suspect to Prospect to be deleted from the database – yikes!
You can do blanket replacements in ACT! (Edit / Replace); you can even enter in a single note for multiple contacts (I’ll show you that in a minute). However, you can also (sob!) delete multiple people at the same time but you better know what you are doing!
The Power of Contact Status in ACT!
Are you a manager who just wants the ‘down and dirty’ skinny on current clients, such as the last time they were contacted, who manages them, who referred them in the first place? There’s a great, little-used report in ACT! called Contact Status that gives some terrific detail.
First, create a lookup of your current clients (or any group of people you would like to examine). Then click Reports | Contact Status | Current Lookup:
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ACT! Training
Do you have access to the #1 Contact Management Program in America but can't make it sing?
We can! We have used ACT! since its 2nd ACT! version and credit this program with growing our business exponentially over the years.
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Sales & Marketing Support
Consultants are excellent at helping teams coordinate their efforts so everyone in the company is heading in the same direction.
It's the implementation of that strategy - the consistent 'doing-ness' of sales - where Synthesis provides support.