Selling with Act CRM: How to Use Act to Sell More

In "Selling with Act CRM: How to Use Act to Sell More," Tony Holowitz emphasizes Act CRM as a powerful tool not only for sales but also for customer service and follow-up. He suggests that even established businesses, which may not be actively engaged in daily selling, can leverage Act to improve their customer relationships and avoid losing touch with important contacts.

Tony advocates for a strategic approach to using Act, especially when managing a large database, whether it includes 200 or 20,000 contacts. The core of his advice lies in developing an organized system to prevent contacts from slipping through the cracks. A key part of his method is a "Three Monday Plan," a consistent follow-up system where each contact is reached at least once every quarter. This approach relies on phone calls, in-person meetings, or emails to ensure that each significant contact remains engaged and valued. The intent is to show genuine consideration for each customer by routinely staying in touch.

He underlines that regular engagement is crucial for fostering relationships that encourage repeat business and maintain a positive connection. By using Act to schedule and track interactions, businesses can make sure they stay on top of follow-ups without letting any contact feel forgotten. Tony’s approach in this course reflects his belief in simplicity and consistency, aiming to help Act users avoid the stress of wondering whether they’ve missed a critical opportunity with a contact.

### Key Points:
- Act CRM serves as both a sales and customer service tool by helping businesses stay in touch with essential contacts.
- Consistent follow-ups with all relevant contacts, whether through calls, meetings, or emails, are vital to prevent customer disconnect.
- The "Three Monday Plan" helps ensure that every contact receives attention at least quarterly.
- Regular contact keeps the business present in the client’s mind, encouraging repeat sales and stronger relationships.
- Act CRM provides the structure needed to avoid missed opportunities and maintain high standards of customer engagement.