We’ve all heard it many times, success in sales is all about the relationship.
So how well do you know your customers?
You may already know a customer’s birthday and work anniversary. But what about going the extra mile to know the name of a spouse or children?
Sound overwhelming? Act! makes it easy!
Here are three different ways Act! helps you quickly manage family information and easily access it as well.
Your Act! database is already designed with a Spouse field, so it’s convenient to add it there. Change the Salutation field to John and Jane if you send a message to both. Children’s names can be added under Notes.
Use the Secondary Contact tab to add names of spouse and children.
Create separate contact records then use the Relationship tab to connect family members together.
Know more, so you can DO more with Act!