Synthesis, Inc. - Downloads

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05.06.2006

There are so many WONDERFUL reports in ACT! They all tell some information but who has time to distill which report is best? Well, we do! In our organization we have found that these three reports are the best ones to track on a consistent basis who is doing what and is effort making you any money!

Classic ACT! Complete History Summaryhot!

05.06.2006

Consider this report Classic ACT!'s History Summary Classic on steroids! Not only are the Meetings Held, Letter Sent, Calls Completed listed, but also, Emails Sent, Messages Left, Calls Received and more! You will find this a terrific comprehensive sales call report!

Prospecting Sheethot!

05.06.2006

Are you still using a Paper System to track your Prospects instead of the #1 Contact Management Program in America - ACT!? Don't worry, until you do, here is our "low-tech" way of keeping track of folks you have cold-called. Use this in combination with the Sales Follow-up Sheet to keep track of who you called when!

Sales Followuphot!

05.06.2006

Sooner or later you will want to convert to the #1 Contact Management Program in America - ACT!, but until then, use this sheet to see when you have contacted folks and your next scheduled date to do so. Staple this in the Customer File on the left side, or have it as the top page, for a quick reference of who did what, when. Be sure and notate the next day you are to call in your DayRunner.

Sales Tracking Worksheethot!

05.06.2006

Using the Power of Excel, you can track your Customer Follow Up for the initial PO to the Follow-up Phone Call. Just follow along in each field and watch the pertinent information automatically list on the second sheet to tell you how much you sold each month!