Act4Advisors CRM software for Financial
Home | Products | Addons for ACT! | ACT! E-Marketing
  • ACT! E-Marketing

ACT! E-Marketing

ACT! E-Marketing

How to get started in ACT! E-Marketing

Follow these easy steps to get started right away:

  1. Select the ACT! E-marketing icon from the Contact view in ACT!.

    ACT! E-Marketing
  2. Fill in your information and enter the following in the
    Reseller field: AFS.Mkt
    ACT! E-Marketing

  3. Start sending your emails!

Reach Your Contacts

Swiftpage gives you the tools to create beautiful email templates, send directly from your
database and track your messages. You can also schedule to send, or choose to send as a different user or the record manager of each contact.

Grow Your Database

Surveys and Web Forms from Swiftpage allow you to gather valuable information and map your survey responses directly back to specific fields in your database.

Qualify Your Leads

Swiftpage creates a ranked Call List of the most interested contacts based on your email
recipients’ interactions with your message. The Marketing Results Tab tells your sales team who to call and what to talk about in one view.

Automate Your Business

Swiftpage Drip Marketing gives you the ability to create a sequence of messages that are
automatically delivered to your ACT! contacts. Set up an Autoresponder emails to automatically contact your survey respondents when they complete your surveys. And with Drip Marketing Autoloader survey respondents are automatically loaded into a Drip Marketing Campaign.

Software4advisors, software4advisors.com, CRM for financial, Financial CRM, ACT! CRM Software, Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT! for Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps...

Home | Products | Services | Support | Contact Us | Disclaimer | Privacy Statement | Sitemap

software4advisors.com | act4advisors.com | scanandorganize.com | kb.actforadvisors.com | crm4advisors.com

ACT! is a registered trademark of Swiftpage, Inc. Act4Advisors Addon for ACT! is a trademark of Allied Financial Software, Inc. Copyright 1999-2012 AFS