PRODUCT | pinpoint Marketing tool

Now Make Money with Your ACT! Data

We've spent the last 17 years teaching people how to use ACT! software to keep track of prospects, manage their relationships with clients, and be more productive in today's digital age. Now, we're going to teach you how to make money using the data you've collected. Introducing our pinpoint Marketing tool -- the best way to stay in touch with your ACT! contacts using emails, letters, calls, meetings, and todos, all combined into Plans. It's a deceptively simple, yet powerful system to understand and use.

There are three basic steps:

1. Create your marketing plan.
2. Apply your plan to one or more contacts.
3. Deliver the marketing -- send the emails and print the letters or postcards.

Read on, please...

Manage Marketing Plans

This is the core of the tool. Create as many plans as you desire, for a wide variety of uses. They can consist of emails, letters (anything you can design using Microsoft Word templates or HTML email templates), plus ACT! calls, meetings, and todos. You can have as many steps in each plan as you want, for as long in the future as you think is necessary. We'd recommend not scheduling more than 3-5 years in advance, depending on your business type, just to keep maintenance of that data at a minimum.

Emails and Letters

You can include steps in your plan that will send out emails and letters. The emails need to use Outlook 2000 or later and the letters must use Word 2000 or later.

You can create templates using either Word or an HTML editor such as FrontPage. Insert merge codes to combine data from ACT! into the body of the template to highly customize and personalize the message.

Enter a Subject for the email or Regarding for the letters and the pinpoint Marketing tool will enter a history in ACT! showing what was sent and on what date. You can assign the step to another user in your ACT! database to delegate the tasks to your staff.

Calls, Meetings, and ToDos

This is where the marketing process turns ACT! into a money making machine. Schedule any combination of ACT! activities and assign them to various people on your staff. When applied to contacts, they show up in ACT!'s task list and calendars just like they were scheduled in ACT!. You have the same options as if they were entered in ACT! also.

To use this as a sales process tool, include the Step number and you'll see where you are in the cycle; or include the Date in the Regarding field to sort your task list to see the oldest items first.

You can schedule X days starting from a Start Date, or -X away from a Target Date. You can also schedule by weeks, months, or years. If you have a highly defined process to implement, specify a day of the week or month; or even the first Monday of each month, for example.

Apply Plan to Contacts

Use the Lookup feature (like in ACT!) to select contacts, then apply the plan to them. Or, use ACT!'s advanced queries to select them and create a group, then apply the plan to the entire group in pinpoint Marketing tool. This gives you a powerful way to target subsets of your ACT! database, or apply plans to individuals based on where they are in the sales or fulfillment process.

Deliver Marketing Activities

Click on a calendar to see all the emails and letters to be sent out that day, then choose to send one or all at once. Emails are sent to your Outlook outbox and letters are sent to your default printer for your PC. ACT!'s History is updated to show which template was sent to which contacts, giving you a chronology of all the marketing activities that each person has received. You will need Outlook 2000 and Word 2000, or higher, to make this work.

$149.00 -- 1 User
$670.00 -- 5 User

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• Free 10 Day TRIAL

System Requirements:

• Minimum requirements for ACT! 2005
• Outlook 2000 or later and Word 2000 or later

Compatible with:

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

ACT! 9 / 2007

ACT! 10 / 2008

Technical Support

provided by pinpoint tools llc

CONTACT US  1-800-806-5288
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