There is sales power to tap into by simply making full use of the Groups and Advanced Queries functions in your Act! database.

This quick, how-to webinar will show you how to organize your contacts into groups for targeted, effective communications, such as grouping by:

  • Customer birthdays in the same month…then send greetings
  • Subscription or contract renewal dates…then send reminders
  • Client skills set…then send job opportunities
  • Recent purchases…then send send thank you’s

You’ll also see how creating advanced queries creates lookups in a snap for cross-sell and up-sell opportunities.


Know more so you can DO more with Act!