Success Stories
Commercial Roofing Company Streamlines Sales Lead Process
“I had no way to track all the different sales leads coming in from my team of 3 sales people. Becky came to our office and installed the Dashboard product for ACT!, then did both on-site and Webinar training for us. Becky is a very detailed person, and very thorough. She completely streamlined our process.”
— Shannon Bender, Sales Manager, JR & Co. Roofing Contractors
Small Insurance Company Celebrates Customer Birthday
“We do insurance and financial planning for more than 2,000 customers and their spouses. We like to make a personal touch with our clients on their birthdays by sending them a nice letter with a coupon or a free gift. Operating Sooner helped us customize our queries so that we could search the database by birth month—as well as many other improvements. From this point forward, I will call Operating Sooner for anything I need, because I was so pleased with their service. ”
— Debbie Whittlesey, Administrative Assistant, Central Money Services
Training Boosts Sales Strategy for Petroleum Distributor
“I cover eight counties, mostly rural. I needed to be able to sort my customers by town, county, and product, like whether they need propane, gasoline, or diesel. Becky spent a half-day training me, and she was great. I’m a total computer novice, but she bypassed all the techno-babble and made it easy for me to understand. I can’t explain how she does it, but it works. Now I can plan my sales strategy for the next day, or the next week.”
– Blake McGuire, Sales, Lybarger Oil, Inc.
Field sales staff get up and running
“We had a salesman out in the field who needed to be able to synchronize the notes from his laptop with the notes from our three people at the home office. We bought ACT! 2005 for the new synchronizing features, but just couldn’t get it to work. Operating Sooner came in and gave it their magic touch. They got it to synchronize immediately. I was tickled to death with the result. I would call them back in a heartbeat.”
—Jack Highfill, Vice President of Sales, Central Power Products, Inc.
Expand ACT! knowledge and do more
“I had previously worked with ACT! to log calls and schedule activities, but only had limited knowledge. Operating Sooner introduced me to things I did not know how to do in ACT!.”
–Linda Floyd, Marketing Assistant, Solaray Corporation