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ACT! Consultant - Melbourne | CRM Software Help | Help with ACT!

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Thanks for getting me in on the Act! As you are aware our three separate organisations have a huge database but we didn\'t really know who was who and from where we knew them from. So with Act, we are able to differentiate between our OH&S clients from our website clients and those again from our consulting clients and meet their needs better. Also Act is able to give us so much more with ability to target special needs or certain criteria for particular ad campaigns such as a specific direct marketing campaign for our workshop clients and another for particular suburbs close to our consultancy room, thus having diverse interests being properly targetted. Having all this available on Bartercard and the training too from Kaz was very beneficial. I can now get everyone focussed on the right plans for our customers needs.

 

Date of Posting: 01 October 2009
Posted By: Steve Nespor
Show Some Enterprises, Melbourne



'Act is a system I can trust and rely on to help me regularly keep in contact with my clients. It has streamlined my customer relationship management with me knowing the frequency and when I have contacted existing and potential clients'.

 

Date of Posting: 10 September 2009
Posted By: David McGillivray
Successful Business Strategies, Melbourne
www.sbstrategies.com.au



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Tips and Tricks

Writing Letters:

From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.
 

Creating a Mail Merge:

ACT! makes it really easy to create a mail merge -- a mass personalised letter created for multiple contacts at once.

When you need to send a letter to more than one contact in your ACT! database, you can use the Mail Merge feature in ACT! to send a template-based letter in one short procedure. By following the simple steps in the ACT! Mail Merge Wizard, you can write a single template-based letter to multiple contacts in an ACT! database. If you've used the mail merge features in other programs, you'll probably find that ACT!'s Mail Merge is much more user-friendly.