Perfect Followup Made Easy^®

Sales Automation:

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!

Northwoods' Sales Automation Manager's automation can:

• Look at fields and decide next steps
• Schedule Calls, Meetings, or To-dos
• Wait a number of days
• Merge and send emails, letters, or faxes
• Assign different record managers to incoming leads - in round-robin fashion, or by zip code, state, etc.
• Much more…

Sales Automation Manager's features can help you implement campaigns like these:

• Turn new Prospects into Customers
• Implement “Drip Marketing” for your new prospects
• Periodically stay in touch with your best customers
• Send out your monthly newsletter
• Send out monthly "dunning notices" for overdue invoices
• Automatically schedule a long series of To-Dos needed to fulfill an order
• Automate client portfolio reviews for a financial analyst
• Automate the loan processing workflow for a mortgage broker
• Automatically generate and send birthday cards
• Watch for upcoming meetings and then email reminders to participants
• Remind customers to renew service contracts or renew maintenance contracts

Marketing Automation

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:

1. Generate marketing collateral to cause prospects to visit your web site.
2. Design a web form to gather their contact information, and especially, to ask "qualifying questions" that indicate the size of the opportunity or urgency.
3. Setup Northwoods WebProspect to automatically merge the data from your web forms into ACT, and also insert the contact into a Prospects campaign.
4. Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone followup, and route the lower priority leads to an automated email campaign.  

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 Northwoods Automation Bundle. To see a diagram showing you how to fully automate your marketing and sales, click here.

Office Workflow

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:

• Birthday Card- Sends a birthday card to each contact in the campaign 
• Faxit- Sends a fax to each contact in the campaign
• Renewals- Sends a reminder to renew an annual contract
• Sample Annual Premium Notice- Sends a reminder to renew an insurance premium
• Sample Sell Condos- Shows how to automate real estate sales
• Sample Web Prospects- Illustrates how to automate marketing to people who visit your website
• Simple Email Followup- Sends a sequence of emails to contacts
• Status Reporter- A campaign specially designed to send you status reports on the progress of your campaigns
• Test- A campaign that includes tests of various features, and which you can add to yourself

Requirements

• ACT! 2005-2009 and beyond - all versions (except for ACT! for Web client)
• Word 2003 or later (for letters and faxes)
• Microsoft FAX (optional part of Windows) (for faxing)
• A standard (SMTP) internet mailbox (for emailing) /or/ the Swiftpage email service
• Northwoods Mail Merge must be installed for E-mailing (but does not need to be licensed for use with SAM alone.)

Optional Integration With Swiftpage Email

Northwoods has integrated Sales Automation Manager with the Swiftpage email service. So you can now 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. Click here to learn more about the Swiftpage email service.

Pricing and Installation

You only need one copy of SAM... your purchase allows the same user to install SAM on two computers.

• We strongly recommend you install one copy on the same computer that hosts the ACT! database (your "server"). This gives SAM the fastest access to your database.

• The other copy can be installed on the "campaign designer's" computer

• We recommend that our SAM Client program be installed on the "office administrator's" computer and/or database user's computers. The SAM Client allows contacts to be added to campaigns, and correspondence to be sent out, but prevents modification of the campaigns.

Performance

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 running ACT 2007):

• 1700 contacts per minute
• 7000 campaign steps (transitions) per minute

Introductory Videos

We'd really like to simply sit down with you and explain SAM. So--next best case--we've recorded a series of videos you can play on your PC that explain SAM. Click here to get started. Click here to read the User Guide.
NOTE: if you are using a different browser than Internet Explorer, and can't see the videos, let us know and we can email you the direct links to the videos. 

Consulting Available

We can help a bit to get you started, but for long term assistance we recommend that you work with a consultant who is familiar with our product.  Click here to locate a consultant who can help you implement an automated process using Sales Automation Manager. 

Testimonials

Many of our customers depend on SAM to "run their business".  Let us know if you would like to submit a testimonial.  Click here to read a few testimonials.

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Got a question? Click here.

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