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 |
| |
|
| |
|
 |
|
