Product Description
* The fun and easy introduction to the latest update to ACT!, the leading contact management/customer relationship management (CRM) software that allows users and organizations to manage their business relationships effectively
* Shows how ACT! keeps customer info in one place, providing instant access to names, phone numbers, addresses, appointments, call histories, follow-up activities, etc.
* Author Karen Fredricks is well-known in ACT! circles and is the ideal person to cover all the bases, such as setting up a contact database; adding, deleting, sorting, and finding contacts; scheduling activities; using the basic ACT! reports; creating sales opportunities; and much more
* Addresses the new relational feature that allows all contacts in the same company to be grouped together
From the Back Cover
Catch this new ACT! and build better relationships
Organize customer information, schedule activities, create reports, and more
Its time to ACT! on your intention to improve customer relationship management! ACT! 2005 offers great new tools, and with this book in hand, you have a top expert showing you how to use them. Manage contact information and activity histories, keep track of companies and sales opportunities, create broadcast e-mails, and make every client feel important.
The Dummies Way
- Explanations in plain English
- "Get in, get out" information
- Icons and other navigational aids
- Tear-out cheat sheet
- Top ten lists
- A dash of humor and fun
Discover how to:
- Customize your contact database
- Schedule appointments and keep notes
- Automate routine processes
- Design customized reports
- Create and track sales opportunities
- Integrate with Outlook®, Excel, and other programs
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