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Sage
ACT! by Sage 2007 is a long established,
best-selling, global contact management
solution for businesses of all types.
It has all the features
you need to get your sales, marketing and
customer service operations in order. It's
easy to set up and use, organising you,
your contacts and your business.
ACT! enables individuals
and small business customers to instantly
access key contact and customer information,
manage and prioritize activities, and track
all contact-related communications so you
can grow productive business relationships.
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| Centralize Critical
Customer Information |
| ACT! is a single,
central repository for critical contact and
customer information captured across your
business. ACT! works with up to 10 users in
a network environment, and enables you to
access detailed contact and customer information,
manage individual and team calendars and activities,
capture all customer communications, track
opportunities through the sales process, and
report on overall effectiveness. And, because
ACT! allows you to link to Palm OS® and
Pocket PC, you can download the data you need
for instant access when you're on the go. |
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| Stay on Top of
Your Deliverables |
| ACT! helps you stay
on top of all your daily responsibilities,
whether it’s a task you must complete,
a call with a customer, a meeting with a co-worker,
or an e-mail to a prospect. And, everything
you do in ACT! is related to a contact. So,
once that item is completed, it’s tracked
on the contact for a complete history of your
interactions. Multiple calendar views including
Daily, Weekly, Monthly, and customizable Work
Week views are also provided in ACT!, and
calendar pop-ups provide quick at-a-glance
views into the day’s appointments. Calls,
meetings, and to-do items can be filtered
by priority, date range or user, with totals
being displayed for each type of activity.
Even create your own custom activity types
so you can better track activities key to
your business. And, Activity Alarms will help
you stay on top of all your time-sensitive
deliverables, while incomplete activities
roll over to the next day to help you ensure
that nothing slips through the cracks. |
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| Easily Integrate
with the Tools You Use Everyday |
| ACT! delivers one
of the most robust integrations with Microsoft
Office available today. With ACT!, you can
perform key calendar and e-mail tasks in either
ACT! or Microsoft Outlook® and ensure
the data is still captured on your ACT! Contact
Record. In addition, integration with Microsoft
Excel® allows for one-click export of
Contact, Group, Company, or Opportunity Lists
to an Excel spreadsheet for sharing with non-ACT!
users or for further analysis. And, integration
with Microsoft Word allows you to perform
mail merges for communications with prospects
and customers and record a history on each
individual contact record. |
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| Forecast and Track
Sales Opportunities |
| ACT! enables sales
professionals to track sales opportunities
from initial inquiry through close utilizing
the standard sales process or a process customized
to suit your business. Sales opportunities
can be viewed all at once or filter by Users,
Estimated Close, Date, Status, Sales Stage,
Amount, or Probability of Close. And, when
working an opportunity, you can simply click
follow-up and a new activity will be created
automatically with the opportunity details. |
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| Tailor ACT! to
Capture Data Unique to Your Business |
| ACT! can be adapted
to meet your unique requirements so you can
make more insightful business decisions. End-user
friendly and adaptable, users can easily add,
delete and edit fields and tabs within ACT!
Layout Designer to meet specific needs. For
example, field types can be designated as
Date, Currency, Yes/No, Expansive Memo, and
Picture fields to ensure you are capturing
and can report on the right type of data.
Priority, Activity, and History types are
customizable so you can define "Billable
Hours" as an activity type instead of
just using "Meeting," "Call,"
or "To-Do." |
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| Get Up and Running Quickly |
| ACT! is easy to install. With a Start Here
Guide, an easy step-by-step Installation Wizard,
a Getting Started Wizard to help configure
common preferences and settings, and Product
Feature Tours, you can get up and running
quickly. Using a personal information manager
or PDA software to manage contacts? No problem.
Data can be imported from popular formats
including .csv, Outlook, and Palm Desktop,
eliminating the work involved in re-entering
data. |
