SAM is designed to complement ACT!, a leading contact and customer manager. ACT! has many great features, but it requires that you manually create followup activities after a customer interaction (i.e. a “touch point”). As you probably know, it’s nearly impossible for a busy salesperson to do follow-up consistently and well. Because SAM lets you pre-define the follow-up steps for any situation at a touch point, SAM finally gives you follow-up you can count on.
Click here for a video of the product: https://youtu.be/ootHyLNlKak
SAM’s goal is to “automate everything that can be, so the salesperson/ACT user can be most efficient“. Our Sales Automation Manager ACT! addon finally gives you “true sales automation” with ACT!
Our Sales Automation Manager’s automation can:
Sales Automation Manager’s features can help you implement campaigns like these:
Sales Automation Manager was originally designed to automate the sales process, but its powerful features can also implement complete marketing automation. Here’s a recipe for achieving “total marketing automation” with SAM:
SAM’s flexibility lets you customize campaigns, including “drip” campaigns. For example, SAM can send out personalized letters from your company President, from the CTO, from a specific salesperson, or from a sales engineer.
With careful design, you can reserve your valuable direct human interaction for only the most important clients or the most important touch points.
A Completely Automated Sales and Marketing Solution
If your goal is to implement a fully automated marketing and/or sales automation solution, you can save money by purchasing the PEC Automation Bundle. To see a diagram showing you how to fully automate your marketing and sales, click here.
Sales Automation Manager can also automate the workflow of a whole company.
Workflow is just a sequence of steps. Because Sales Automation Manager can look at database fields and make decisions about “next steps,” it can automatically create Calls, Meetings, and To-dos, and it can guide each customer through the critical steps needed to execute an order. For example: many of our customers use SAM to automate mortgage loan fulfillment steps.
Sample Campaigns Included
Sales Automation Manager includes the following sample campaigns:
Optional Integration With Swiftpage Email
We have integrated Sales Automation Manager with the Swiftpage email service. So you can send your emails using EITHER your own SMTP mailbox, OR via the Swiftpage service. Swiftpage is an email marketing solution fully integrated into ACT!. Swiftpage gives you the tools to create templates using a simple online editor or allows you to import your own HTML, send to your contacts directly from ACT! and track opens, clicks, bounces suppressed and more.
The combination of SAM with Swiftpage means ACT! users can now get the combined benefits of SAM’s true sales/marketing automation with the other benefits of the Swiftpage email service. NOTE: Swiftpage support is only available in SAM for ACT 2007 (or later). A separate subscription is required to use Swiftpage email. .
Pricing and Installation
You only need one copy of SAM… your purchase allows the same user to install SAM on two computers.
SAM runs campaigns extremely quickly. Here are some measurements of Sales Automation Manager performance to help you understand how fast SAM’s automation runs (made on a two year old desktop):
Should you experience a problem with installation, we will provide assistance for free. Help with setting up your campaigns and designing a campaign strategy is part of our affordable fee-based practice. Or, we also recommend you work with a local ACT consultant to help you with this and your entire ACT experience. Click here to find a local ACT consultant.
Note – the download trial button is for the current version of ACT. If you want a version that works with ACT 13 through 17, click here:
Note 2: To get the full functionality of SAM, download the Mail Merge trial as well: Mail Merge Trial