ACT! by Sage

Any individual, workgroup or corporate team that needs to improve professional relationships can benefit significantly from contact and customer management.

Key Features

• The updated interface with enhanced design makes ACT! easier to use
• Instant access to contact and customer information
• Store company records
• Forecasting and sales opportunity tracking
• Financial software integration (separate module)
• Scheduling events and resources
• Easily exchange data with Microsoft Outlook
• Effortless Synchronisation
• One click export to Microsoft Excel

Covering all your contact and customer management needs ACT! by Sage:

Who will benefit from using ACT! by Sage?

• ACT! by Sage software
• ACT! Link for Pocket PC
• ACT! Link for Palm OS
  

Contact us for further information.

Anytime, Anywhere Access to Centralized Customer Information

ACT! is a single, central repository for critical contact and customer information captured across your entire organization. ACT! is a customer-hosted solution that enables you to access detailed contact and customer information, manage team calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall team effectiveness.

With ACT! by Sage for Web, remote, travelling, and office-based users can access, update and share centralized data in real time through a Web browser. By alleviating the need for remote employees to synchronize their computers with the corporate database, you can feel confident that you always have up-to-date customer information.

Increase Productivity and Opportunities

ACT! by Sage for Web enables sales professionals to track sales opportunities from initial inquiry through close using either a standard or customized sales process. When working an opportunity, sales professionals can simply click Follow-up and a new activity will automatically be created with the prospect's details, ensuring they're properly managed throughout the sales process. Sales professionals and management will always know where they stand. They can view all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.

Opportunity fields are customizable for advanced flexibility. Use drop-down lists with selectable field values to ensure data consistency when creating a new opportunity. Change field names and field types to capture information important to your team. In addition, fields can be adapted and customized to generate a field history, to make a field mandatory, to disable the editing of a field, and the change the field length.

Centralized Administration Allows for Easy Roll-out to End Users

ACT! by Sage for Web is installed on a server and no end-user software installation is required. Since the software is centrally managed and administered, remote employees have access to the most recent product updates, as well as all of the layouts and reports utilized in the main office. Layouts and reports can be created once and accessed by both Windows and Web users instantly, saving valuable time. Because ACT! by Sage for Web maintains the easy-to-use ACT! Windows experience, it requires less training and support time to get users up and running quickly.

Works with ACT! by Sage Premium

ACT! by Sage for Web was developed to work either as a standalone product or in conjunction with ACT! by Sage Premium. Equipping users with ACT! by Sage Premium provides them with a full-featured offline client for those times when they don't have an internet connection, and allows them to synchronize information to PDA devices.

Data Resides Securely Behind Your Firewall

ACT! by Sage for Web is installed on your company server, behind the firewall. Rest assured knowing your data is secure and that you don't have to worry about getting your data back from a third-party hosting company if you decide to discontinue a monthly hosting service.

Advanced Contact and User Security Provides Additional Control

Five security levels are offered in ACT! by Sage for Web: Administrator, Manager, Standard, Restricted, and Browse-only rights. As many users are set up with Standard access, administrators can also control which of these users can delete data and/or export data to Excel® to enforce additional security. It's also easy to assign contact access to new employees or newly formed teams.

In today's sales organisation with customer information stored in multiple databases, contact sheets or even post-it notes, it is difficult for staff to have all the information in the right place at the right time. Sales performance can be greatly improved if all customer information including key financial data can be accessed quickly and easily.

A link is now available to bring together ACT! and Sage Instant Accounts, bringing together the benefits of a superior Contact Manager product and Sage's entry level accounting software. So, you can manage both your business contacts and view their accounts at the same time, allowing you see which business contacts are more profitable than others, which contacts are late payers and when they last paid their bills.

A single source of information on your customers
How much of your sales force's time is spent typing in information that is already held electronically on your systems somewhere? Wouldn't you rather they were spending their time selling?

If any changes are made to a contact record in ACT! or your customer or supplier details in your accounts system, you can use the Update function to make sure that both records contain the same information. You can also link individual ACT! records to individual Sage account customer or supplier records. 

Transactional information such as invoice numbers, details, amounts owed and paid can now be displayed within each contact record. Credit limit, sales to date and outstanding debt information as well as trading terms and discounts available can now be displayed for each customer or supplier without changing applications or screens.

Incorporating seamless links to Sage accounting software will give you a single view of the customer, share information across the company and link together people and processes.

For further details call the specialist ACT! team on 0845 245 0276

As well as offering the many features and benefits of a Contact Manager, ACT! is available to integrate with Sage MMS accounting software via an additional application called ACT! by Sage Link for MMS. This integration provides small businesses with an integrated front office and back office system designed, developed and supported by Sage and its reseller community. ACT! integrated with Line 100 includes an accounting menu and an accounting tab for displaying relevant financial data in the contact record.

The link includes all the additional features of the ACT! by Sage Link for Sage 50 and allows you to open the "stock lookup", "account lookup", "quotations", "Sales and Purchase Order Processing" windows within Sage MMS. There is also a "customer price enquiry" button which opens the relevant SOP screen in Sage MMS.

The user can further drilldown to view details of sales and purchase orders from this customer and to launch the Stock Item Balance screen.When integrating the two software packages data can be initially transferred from the existing sales ledger records to populate the ACT! database. Data synchronisation options are then made available to determine the ongoing nature and flow of the data between the two applications. As a result selected financial data can be displayed in the contact record within ACT! This can include credit limit, sales to date and outstanding debt information as well as trading terms and discounts available to that particular customer.

An additional tab also displays transactional information such as invoices associated with the contact. In this case invoice numbers, details and amounts are displayed as well as information relating to the amounts paid against the invoice.

ACT! for Palm OS® is the first-ever, complete Contact Management system designed specifically for Palm OS ® handhelds. It's ACT! on the Palm and comes complete with a powerful contact database that tracks notes, histories, activities, and sales opportunities for your best contacts along with a linked calendar and task list. All UK settings are supported for Palm OS v4.0 and v4. 1. Version 3.5 will support state and zip settings. Now you can have your ACT! with you everywhere - whether in the office or on-the-go!

Have complete customer information with you on-the-go
ACT! for Palm OS® allows you to store multiple addresses, phone numbers, e-mail addresses, websites, and more for each contact - so that you can track every activity that has taken place with each of your contacts whilst you are on the move.

Stay on top of your schedule with ease
ACT! for Palm OS® helps you manage your working day with full diary features, a task list and reminder functions. All are linked to your contacts, meaning you are never more than a few steps away from the full history of your dealings with that contact. You need never call the office for information again!

Meet your sales goals with confidence
Enter new sales opportunities easily by choosing from customised drop-down lists for product and type. You customise these lists in ACT! and you will see the same choices in ACT! for Palm. ACT! for Palm is a vital tool in improving your sales and salesforce effectiveness and communication.

Complete integration with desktop component, or ACT!
Groups and subgroups created on the desktop will be on the Palm for easy management of account-based activities.

Easy synchronisation
Import contacts, activities and tasks directly from Palm desktop into desktop component then sync these items to your device.

ACT! for Web harnesses the power of the best selling Contact Manager and makes it accessible to you anytime and anywhere.

With ACT! for Web, entire work groups can access, update and share complete customer information in real time using your Internet browser - without database synchronisation or additional software requirements for remote users.

Database screens and user specific security rights as easily customised. And because your complete customer database is stored on your company's web server, you're assured that this most valuable company asset is safe and secure inside your company firewall.

8 reasons for you to implement ACT! for Web

ACT! LinkT for Pocket PC is the fastest, easiest way to access and update your ACT! information with your Pocket PC. ACT! LinkT for Pocket PC integrates seamlessly with ACT! 6.0 whilst synchronising your ACT! data directly through Microsoft ActiveSync - allowing you to manage your schedule when you're away from your desk!

Carry customer information with you on-the-go
Synchronise over 30 predefined contact fields and up to 20 ACT! notes and history items for each contact - so that you have all the information you need for each of your contacts with you at all times. Create new notes and activities and then add these automatically to ACT! during your next sync to ensure that all contact information is up to date for your next visit.

Stay on top of your schedule with ease
Manage your working day with full diary features, a task list and reminder functions by synchronising all your ACT! functions with your device. All are linked to your contacts, meaning you are never more than a few steps away from the full history of your dealings with that contact. You need never call the office for information again!

Manage your to-do items with your task list in hand
View timeless ACT! Activities e.g. to-dos, meetings etc. in the task list on your device, once these activities have been completed on your device they will be cleared in ACT! too. Edit tasks including alarms and notes and synchronise changes back to ACT! when complete.

Integrate seamlessly with ACT! 6.0
Quick and easy synchronisation with ACT! means changes can be automatically synchronised with your Pocket PC whilst it's still in its cradle using Microsoft Activsync. Choose to synchronise all of your records or selected groups.

Please Note: ACT! LinkT for Pocket PC is not ACT! on your Pocket PC. It is a link that takes your ACT! data and synchronises to your Pocket Outlook with your contact, calendar and to-do information so you can have it with you at hand, at all times.