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How organized are you?  One of the biggest obstacles I confront when I start working with new act software clients is their level of organization and planning.

My experience has been that it is rare when my act clients can tell me a specific plan they have for utilizing act. I always asked them to tell me what it is that they are trying to accomplish. Because many of my clients are established businesses I asked them about their plans for following up with existing clients. It always amazes me how they quite often don’t really have a plan.

What is your Monday plan?

Do you have a plan for next Monday? Do you have a plan for the first Monday of the month? Do you know who all of your clients are in act? How about prospects? Asking yourself some fundamental questions can help you layout a groundwork of goals that you can then plan for in the future. Existing businesses might want to ask themselves how often they are going to contact their existing clients. Are they going to call them? How about sending an email? A letter?

These are not earth shattering goals based on months of analysis and planning. They are simple everyday goals. Monday goals.

In my opinion the real strength of act is that it allows you to manage and follow-up on the steps that you feel you need to take to reach your goals. If you are super organized and so busy that you need help automating all the steps that you need to take to reach your goals I’d like to introduce you to SAM:

Sales Automation Manager (SAM) adds to ACT™ the power to automatically schedule activities and automatically create correspondence according to patterns (called “campaigns“) you define. Patricia Egan is an act certified consultant and the owner of SAM.

The SAM Catch-22

In the book Catch-22 by Joseph Heller, a lead character faces a dilemma. He would like to get out of the Army and one way that he can accomplish that is if he proves that he’s crazy. But if he is crazy, he shouldn’t have the wherewithal to prove that he is crazy, and therefore unfit for service. Unfortunately, he will never get out of the service.

If you would like to use SAM because you’re disorganized and need this tool to help you manage your act contacts you face a Catch-22. To use SAM effectively you need to be organized and if you’re organized you might not need SAM. In my opinion, very organized act users can take act it up a notch with a tool like SAM.  Below is a video produced by Patricia that will help you decide.

Sales Automation Management for Act by Swiftpage: http://www.egenconsulting.com/sales-automation-manager.html