Didyou know that ACT! is available in a version designed for financial advisors?ACT! by Sage for Financial Professionals is a comprehensive contact andcompliance management solution that equips you and your team with the tools youneed to enhance client retention and growth. This solution, designedspecifically for financial advisors, enables you to organize prospect andclient data and associated financial information, maintain frequent andrelevant interaction with contacts, and stay on top of activities to keep pacewith your demanding schedule. Here’san example of how ACT! for Financial Professionals can help financial advisorsreach out to their contacts. BREAK HERE Manyfinancial services firms like to send out birthday cards to their clients. Oneway of doing that using ACT! For Financial Professionals is to utilize theAnnual Event Lookup function. Onceyou have completed a lookup for all birthdays in a given month, you can do amail merge either by e-mail or word processor to create a personalized greetingfor your client. ACT! For Financial Professionals contains a number oftemplates that you can customize to reflect your organization’s look. Thenusing the simple wizard, just send out the correspondence to each individual inyour lookup. Here’sthe process step-by-step. 1. Lookupbirthdays in a given month: a. Lookup –Annual Events
2. Create alookup list: a. ClickCreate Lookup
3. From theLookup , select all the contacts by clicking Tag All from the menu bar. 4. Then, usethe Mail Merge wizard to either send a greeting via e-mail or printed letter: a. Write –Mail Merge b. Followthe prompts to complete the procedure
5. Choose whether you want to send yourgreeting through e-mail or if you want to use the Word Processor to print yourgreetings. Either way, ACT! will record in History that the greeting was sent.
6. Browsefor the form you will be using. ACT! has many pre-defined templates you cancustomize to reflect your industry or organization.
7. Choosethe lookup (which in this case it will be the current lookup) to which you wantto send the greeting.
8. ACT! forFinancial Professionals completes the mail merge and displays a summary.
9. ACT! forFinancial Professionals displays your output. | 
发表于 2008-5-4 05:43
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