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About ACT!
The #1 selling contact and customer
manager for 20 years, ACT! by Sage
enables individuals and teams
involved in selling or other
contact-driven roles to improve
productivity by helping them
organize contact information, manage
daily responsibilities, and
communicate more effectively. With
contact details at their fingertips,
they can focus on what’s important
to their business - building
stronger customer relationships.
ACT! is easy to learn and use,
customizable, and affordable for
small businesses. With more than 2.7
million individual users and 41,000
corporate accounts in 25 countries,
ACT! continues to lead the industry
in helping customers connect and
succeed.
Organize
Contacts and Leads
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Track contact details, notes and
history, appointments and to-do
items, documents, and opportunities.
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Populate 60+ pre-defined fields
including Name, Company, Phone,
Address, Web site, E-mail, and
ID/Status, or add your own.
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Attach documents directly into
Activities, History, or
Documents tabs. Even when you
are in Microsoft® Word and
Excel, you can attach documents
and spreadsheets to ACT!
contacts so it’s easy to quickly
locate presentations, proposals,
quotes, and more.
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Create Company Records and view
a roll-up of notes, history, and
opportunities tied to contacts
at those companies.
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Use Groups with 15 levels of
hierarchy (14 Subgroups) to
easily organize, communicate,
and schedule related contacts.
Manage daily responsibilities
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Schedule calls, meetings, and
to-dos quickly and easily, and
filter each by priority, date
range, or user. Access each with
five Calendar views including
Daily, Weekly, and Monthly, or
from the Task List.
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Calendar pop-ups make it easy to
view activity details instantly
by mousing over any activity for
an at-a-glance view.
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Use Activity Alarms to stay on
top of deliverables. Incomplete
activities roll over to the next
day.
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Schedule an activity series for
activities with multiple tasks.
Activities are linked to
one another so a date change in
one will realign other
activities if appropriate.
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Synchronize your ACT! and
Outlook calendars to facilitate
appointment scheduling with
company employees not using
ACT!.
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Utilize ACT! Dashboard
components Schedule At-A-Glance
and My Activities to get a fast,
accurate snapshot of key calls,
meetings, and to-dos.
Track sales opportunities
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Use the built-in ACT! sales process
or customize the sales process to
suit your specific needs.
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View all sales opportunities at
once or filter by Users,
Estimated Close Date, Status,
Sales Stage, Amount, or
Probability of Close.
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Use the Product List to easily
enter repeated products or
services and automatically fill
in information such as name,
item number, cost, and price.
And, generate instant quotes1
for any opportunity without
having to re-key information.
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View the graphical Sales
Pipeline and drill down to see
opportunity details.
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Choose from 20+ preformatted
Sales Reports or export to Excel
with one click for further
analysis using built-in,
customizable pivot tables.
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Utilize ACT! Dashboard
components Opportunity Pipeline
by Stage, My Opportunities, Top
10 Opportunities, and Closed
Sales to Date for a graphical
snapshot of how you’re tracking
toward metrics.
Communicate more effectively
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Create, send, and track e-mail
to/from contacts using the ACT!
E-mail Client integrated with
Outlook Express or Lotus Notes®,
or integrate ACT! directly with
Outlook4.
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Track customer correspondence
for a history of all
communications with a contact
and its organization.
·
Quickly identify your last
communication with a contact
using the Last Communication
fields, including Last Reach,
Last Attempt, Last Meeting, Last
Letter, and Last E-mail fields.
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Write letters in ACT! using Word
or the ACT! built-in Word
Processor, which supports
tables, graphics, HTML, and
spell checking. And, use
preformatted templates for
e-mails, letters, and memos, and
easily customize the HTML
graphical templates to e-mail
customers.
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Select a contact or a group of
contacts and perform a Mail
Merge to a letter or e-mail.
Gain
business insight
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Perform a look-up on most fields
or use Keyword Search and ACT!
will highlight the keyword in a
particular note, history,
activity, or opportunity. Or,
perform numeric look-ups such as
greater than or less than
queries.
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Access 40 standard reports
including Phone Lists, Activity
Reports, Referral Source, and
Sales Summaries. Or, use the
Report Designer to create custom
reports and send most reports to
Excel, HTML, PDF, or e-mail.
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Get a pulse on your business in
a single view with
comprehensive, graphical
representations of key
information with the ACT!
Dashboard.
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Tailor ACT! to suit your
business by customizing
Priority, Activity, and History
types, allowing for better
tracking and analysis.
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Customize layouts, including
changing colors, adding logos,
and moving relevant field
displays for greater visibility.
Access while mobile or remote
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Synchronize your ACT! Calendar,
Contact and To-Do information,
Notes, and History items to Palm
OS®, Pocket PC, Windows® Mobile
5.0, or BlackBerry®5 devices.
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Print more than 20 templates
designed for popular paper
organizers so you always have
your schedule with you.
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Print from any ACT! calendar
template and the contact phone
number for any scheduled call is
automatically printed on the
calendar.
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Access critical contact and
customer details through Citrix®
or Terminal Services6 when out
of the office.
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