PRODUCT | Sales Automation Manager

Perfect Followup ... made easy!™

Sales Automation Manager (SAM) adds to ACT! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define.

Sales - It's All About Follow-Up

ACT! is a great contact manager, but it requires that you manually create follow-up activities after a customer interaction (i.e.; a "touch point"). As you probably know, it’s nearly impossible for a busy salesperson to do follow-up consistently and well.

Because SAM lets you predefine follow-up steps for any situation at a touch point, SAM, unlike any other ACT! add-on, finally gives you the ability to achieve Perfect Follow-up.

Sales Automation

SAM allows you to automate everything. You can finally get true "sales automation" with ACT!. Here are some of the automation features that Sales Automation Manager provides:

• Look at fields and choose next steps.
• Wait a number of days.
• Schedule a Call, Meeting, or To-do.
• Merge an email, a letter, or a fax.
• Assign a record manager to a contact.

Sales Automation Manager's features can help you implement campaigns like these:

• Force specific follow-up steps after each sales call.
• Automate client portfolio reviews for a financial analyst.
• Automate the loan processing workflow for a mortgage broker.
• Automatically generate birthday cards.
• Watch for upcoming meetings and email reminders to participants.
• Remind your customers when service or maintenance contracts need to be renewed.

Marketing Automation

Sales Automation Manager was originally designed to automate the sales process, and its powerful features can also implement marketing automation. Here’s a recipe for achieving "total marketing automation" with SAM:

• Generate marketing collateral to get prospects to visit your web site.
• Design a web form to gather their contact information, and especially, to ask "qualifying questions" that indicate the size of the opportunity or urgency.
• Set up Northwoods' Web Prospect to automatically merge the data from the web form into ACT! and insert the contact into the Prospects campaign.
• Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone follow-up, and route the lower priority leads to an automated email campaign.
• Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone follow-up, and route the lower priority leads to an automated email campaign using Northwoods' Mail Merge Mania.

SAM’s flexibility lets you customize campaigns, including “drip” campaigns. For example, SAM can send out personalized letters from your company President, from the CTO, from a specific salesperson, or from a sales engineer.

With careful design, you can reserve your valuable direct human interaction for only the most important clients or the most important touch points.

Workflow

Sales Automation Manager can also automate the workflow of a whole company. Workflow is just a sequence of steps. Because Sales Automation Manager can look at database fields and make decisions about "next steps," it can automatically create Calls, Meetings, and To-dos, and it can guide each customer through the critical steps needed to execute an order. For example: many of our customers use SAM to automate mortgage loan fulfillment steps.

Introductory Videos

We'd really like to simply sit down with you and explain SAM. So--next best case--we've recorded a series of videos you can play on your PC that explain SAM. These introductory videos can be found on the top right hand side of this page.

Other products by Northwoods Software Corporation:

ACT2Excel— ACT2Excel (A2E) is a flexible utility that tries to meet a variety of ACT! to Excel integration demands, including field calculations within ACT!, moving and/or exporting data from the current ACT! contact to a spreadsheet template (great for quotes and invoices), or appending info from an ACT! contact or lookup to an XLS file. FREE TRIAL
Desktop Search Tab— You want to see all your Outlook email to and from contact "John Doe," and you want to see it right inside ACT!. Introducing a plugin that integrates Google Desktop Search into a Contact Tab in ACT! 2006 and newer. Just click on the Tab to instantly see ALL emails and web history related to that current contact as well as related files from your computer including Word, txt, pdf, video, Excel and more. FREE TRIAL
Mail Merge— Helps you create HTML templates and send them quickly to as many ACT! contacts as you need to. Don't struggle with limited Merge tools. FREE TRIAL
Northwoods Automation Bundle— Northwoods Automation Bundle - essential automation for all of you busy salespeople and sales administrators. This bundle features three of Northwoods' outstanding products that work together beautifully. Automate: adding contacts to ACT! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save over $100. FREE TRIAL
Sales Automation Manager— Perfect Followup ... made easy!™ Sales Automation Manager (SAM) adds to ACT! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL
Web Prospect— Enter contact information received from your Web site directly into ACT! without re-typing. Define which Web fields correspond to which ACT! fields. Web Prospect can be set up to enter related data from the Web into ACT! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name & Company match. Supports FrontPage "Send to" Form data. Map any Web field to any ACT! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL

$199 -- 1 User
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SPECIAL BUNDLE OFFER

Take advantage of the Northwoods Automation Bundle and get Sales Automation Manager (SAM), Web Prospect, and Mail Merge, all for only $399. ACT! 2005 or newer users only.

DOWNLOADS

• Free 30 Day TRIAL of Sales Automation Manager

INTRODUCTORY VIDEOS

A series of videos you can play on your PC that explain SAM:

• SAM Introduction (8:54)
• SAM Concepts (13:19)
• SAM - Zero to Campaign (7:51)
• SAM - Word Insert Mail Merge Field (0:51)

System Requirements:

• ACT! 7/2005 or newer
• Word 2000 or Word 2003 (for letters and faxes)
• Microsoft FAX (for faxing)
• An SMTP internet mailbox (for emailing)

Compatible with:

ACT! 7 / 2005
ACT! 8 / 2006
ACT! Premium for Workgroups

ACT! 9 / 2007

ACT! 10 / 2008

Technical Support

provided by Northwoods Software Corporation

CONTACT US  1-800-806-5288
Copyright © 2008 SJR Productions, Inc.
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