标题: Grow your Book of Business with&# [打印本页] 作者: Rex 时间: 2009-5-26 18:53 标题: Grow your Book of Business with a Complete Vi
Grow your Book of Business with a Complete View of Every Client Relationship and Network作者: Rex 时间: 2009-5-26 18:53 标题: Re:Grow your Book of Business with a Complete
ACT! by Sage for Financial Professionals is a comprehensive contact and client management solution that provides a complete picture of your client relationships. Given recent market turmoil, managing every relationship and network effectively is even more crucial to attracting and retaining clients, and ACT! for Financial Professionals helps you do just that.作者: Rex 时间: 2009-5-26 18:53 标题: Re:Grow your Book of Business with a Complete
Access relationship details instantly to impress clients with your memory of their unique financial and personal profile details; leverage their friend and family networks; stay on top of your schedule; foster client loyalty with personalized communications and tailored service levels; and collaborate better with assistants and partners. And with all client interactions tied to the contact record with a date and time stamp, ACT! even helps you satisfy compliance requirements! Take advantage of ACT! for Financial Professionals to keep every client relationship in focus—so you can grow your book of business and maximize your earning potential!作者: Rex 时间: 2009-5-26 18:54 标题: Re:Grow your Book of Business with a Complete
Capture and Secure Business-Critical Information View a complete picture of every relationship with a central and secure repository for critical client and prospect data—whether you work alone or in a team1 of financial advisors—so detailed prospect and client information is always at your fingertips. Logically capture critical financial details for each client, using industry-specific layouts and fields. With ACT! for Financial Professionals, you can track account information, financial profiles, client relationships, family members, advisors, estate planning information, insurance and annuity records, and more. You can even segment clients by category and tier, and record important notes for each contact on the main view for high visibility. For tracking client networks, the Relationships tab allows you to connect contacts to one another and record details about each contact relationship.作者: Rex 时间: 2009-5-26 18:54 标题: Re:Grow your Book of Business with a Complete
Find Client and Prospect Information Quickly and Easily Perform searches by right-clicking on any field (even custom fields) to create a lookup on that field. Or, use the advanced lookup to find more detailed information. You can even perform a keyword search to locate a detail that might be buried in client history, notes, or activity comments. With ACT! for Financial Professionals, you’ll always be able to locate client and prospect information quickly. The next time a client calls and you need to remember information from your last conversation, you’ll be able to pull it up right away, impressing your client by recalling the exact details.作者: Rex 时间: 2009-5-26 18:54 标题: Re:Grow your Book of Business with a Complete
Stay on Top of Daily Responsibilities Schedule activities such as calls, meetings, and to-dos that appear on your Calendar, Task List, and Dashboard. Set activity reminders to ensure that nothing slips through the cracks. Use the Dashboard to see a snapshot of your schedule so you can quickly get a gauge on your daily responsibilities. By staying on top of your follow-ups and meetings, you’ll be more focused and have more time to respond effectively to every client, making each one feel like your top priority.作者: Rex 时间: 2009-5-26 18:54 标题: Re:Grow your Book of Business with a Complete
Communicate Professionally and Consistently Execute well-timed and personal communications to clients and prospects using templates for letters, e-mails, and marketing communications. Integrate with Microsoft® Outlook®3 and Word4 to make the process even easier. You can even create an activity series to ensure a consistent follow-up process with each client segment. Help maintain regulatory compliance with all client interactions recorded in history with a date and time stamp. ACT! for Financial Professionals even helps you ensure letters are sent to the right address with the ability to store and use up to four addresses to designate work, home, and vacation addresses. Promote the current address to the main Contact Detail view as needed.作者: Rex 时间: 2009-5-26 18:55 标题: Re:Grow your Book of Business with a Complete
Do you work in a team? ACT! by Sage Premium for Financial Professionals meets the needs of larger advisor teams1 and offers team security and functionality. It is ideal for teams larger than 10 users to share and assign activity, opportunity, and contact data between advisors and assistants who are working together. With five levels of security and automatic database administration, ACT! Premium for Financial Professionals further enables collaboration and regulatory compliance.作者: Rex 时间: 2009-5-26 18:56 标题: Re:Grow your Book of Business with a Complete
Gain Insight Into Activities Performed and Sales Potential Generate reports detailing activity history, opportunities, and more by choosing from more than 40 standard reports provided in ACT! for Financial Professionals. Use these reports to prepare for a client phone call or quarterly review. In addition to reports, the Dashboard provides a quick snapshot of key clients and activities so you can keep an eye on them at all times. Using reports and dashboards to analyze and view data not only helps you prepare for client meetings and monitor key clients, but also helps you keep tabs on the overall health of your business.作者: Rex 时间: 2009-5-26 18:57 标题: Re:Grow your Book of Business with a Complete
Access Client and Prospect Information On-The-Go Access your calendar and client and prospect information on-the-go so you get the data you need wherever you are. Synchronize ACT! for Financial Professionals data to Palm OS®, Pocket PC, or BlackBerry®5 devices so you have access to it when you’re away from the office. Or, if you prefer, print to over 20 templates designed for popular paper organizers or print any calendar template and the contact phone number for any scheduled activity is automatically printed on the calendar. With ACT! for Financial Professionals, you can stay productive no matter where you are.作者: Rex 时间: 2009-5-26 18:57 标题: Re:Grow your Book of Business with a Complete
Get Up and Running Quickly Leverage the easy-to-learn and easy-to-use ACT! interface to ensure you’ll be up and running in no time, accelerating your time to productivity. ACT! includes a tabbed interface, preference for right-click and one-click functionality, and robust lookup capabilities. And when needed, you’ll have feature tours, online help, documentation, and more at your fingertips to answer your questions quickly and keep you moving forward.
