Subtitled “Getting your ACT! together.”
Part 3 – What do I do when the phone rings?
This is my favorite reason for keeping my ACT! database up-to-date. The phone rings and someone starts talking like I met them yesterday. And maybe I did meet them yesterday but I can’t remember their name to save my life. So into ACT! I go, datamining like crazy: use caller ID to check the phone number, ask some innocuous question to get the name of the company, or even ask them to spell their last name. One way or another, I look them up in ACT! and, ah-ha! I know who they are, what we’ve talked about in the past and what I promised I’d do for them.
Checking the opportunity tab I can see the specifics of what deal we are working on with their company. And thus, I can have a reasonable conversation without asking them to start the story all over again or, worse yet, tell them that I can’t find my notes of our last conversation.
So, is your ACT! database working as hard as you are?
