PRODUCT | B.E.A.T.

Convert your customers to Raving Fans

B.E.A.T. the Competition is an in-depth system that will help you not only increase productivity by streamlining key elements to your business -- but it will also help you increase your business efficiency through a powerful, recently added feature.

"The ACT! system that Cindy put together has been absolutely awesome. It has allowed us to track our pipeline better and free up more time to generate new business. Ninety percent of my business comes from my database and without this system I wouldn't have a business." -- David Jaffe

Features and Benefits

• Convert your customers to clients -- convert your clients to Raving Fans.
• Effectively communicate why a client should work with you and your team.
• Effectively communicate where your future value is to your client when they hire you and your team.
• Effectively communicate your Standards of Excellence so clients know what to expect from you and your team.
• Effectively manage your time so you can meet the commitments you issue to your clients and strategic alliances.
• Provide consistent, professional communication.
• Create strong, long-lasting relationships with your clients by keeping detailed Conversation Logs.
• Schedule pro-active activities that ensures delivery of the promises you and and your team committed to your clients.
• Provides status to client and business partners during loan process.
• Custom Activity series built to manage prospects -- In Contract -- Closed Transactions.
• Custom letter, email, fax templates that facilitate referral business as well as promote strategic alliances.
• Track referral from key sources, alliance and non-traditional referral partners.
• Market systematically to clients, strategic alliances and spheres of influence.
• Synchronize with Palm Pilot to maintain an up-to-date calendar.
• Synchronize with Outlook contacts.
• Synchronization with processing software is available -- removing double entry provides the tools to work smart rather than working hard.
• Create an annuity business with consistent delivery.
• Assists you and your team in creating an extraordinary experience rather than the sale of a commodity.
• Manage by report -- increase efficiency and productivity.

"CD Consulting Group is one of the leading business automation companies in the mortgage industry. I have always been impressed with how responsive Cindy and her team are to meeting the needs of the industry and her clients." -- Todd Duncan

Download a Free 30-Day Trial today!

$495 - $395 -- 1 user

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B.E.A.T. 2005 (v7) & newer Includes:

• B.E.A.T. 2005 (v7) & newer software for ACT! versions 2005 (v7) & newer Premium.
• BONUS Software includes 700 Marketing Letters, faxes, emails and scripts and 30+ custom reports. Plus powerful added features!

B.E.A.T. 2004 Includes:

• B.E.A.T. 2004 software for ACT! versions 2000 and 6.0.
• BONUS Software includes 700 Marketing Letters, faxes, emails and scripts and 30+ custom reports. Plus powerful added features!

DOWNLOADS

• Free 30 Day TRIAL***
  
• View B.E.A.T. 2005 (v7) & 2006 (v8) SCREEN SHOTS
  
• View B.E.A.T. 2004 SCREEN SHOTS*
• Sample B.E.A.T. Letters*
• Sample B.E.A.T. Reports*
• Template Table of Contents**
• B.E.A.T. Report List**
  
• Installing BEAT for ACT! 2005 (v7) & 2006 (v8)*
• How to Install BEAT 2004 for ACT! 6.0 or ACT! 5.0*

*Requires:
Adobe Acrobat Reader
**Requires: Microsoft WORD

***FREE TRIAL asks for Install Password: The Install Password is: Call_800-847-1607_To_Register

"We have hired consultants in the past to assist us with automation. When the project was completed we had a screen that looked pretty, but was not necessarily effective. Cindy Douglas and the team at CD Consulting Group have the gift of listening - they hear what you ask for as well as what you don't communicate to produce a database that promotes client intimacy with systematic, consistent delivery - the difference between satisfied customers and Raving Fans."
-- Jim McMahan

System Requirements:

• To install B.E.A.T., you must have an ACT! database open. You will be asked for an install password during installation. Please use: Call_800-847-1607_To_Register (exactly how it appears here).
• ACT!
• Windows 95/98 or XP compatible with Microsoft Office 2000/2002 or XP (Office 2003 requires a ACT! hotfix)

Compatible with:

ACT! 5
ACT! 6
ACT! 7 / 2005
ACT! 8 / 2006

ACT! 9 / 2007

ACT! 10 / 2008

Technical Support

provided by CD Consulting Group

CONTACT US  1-800-806-5288

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or registered trademarks of their respective companies.