By Jon Klubnik • December 28th, 2011

Introducing Sage ACT!2013–Coming Sept 2012

Celebrating 25 years of serving the Contact and Customer Management needs for small businesses and sales teams, Sage ACT! 2013 delivers contemporary new features and enhancements that help you leverage the latest trends in mobility, social media, and e-marketing to propel your sales and marketing success.

With Sage ACT! Premium Mobile, you can stay connected to your business with real-time, mobile access to your Sage ACT! Premium contact, calendar, and opportunity details from your iPhone®, iPad®, or Android device.

Social Updates gives you a unique, insider’s perspective on what your customers care about most. View a collection of your customer’s last 25 posts made on LinkedIn® and Facebook® from their contact record in Sage ACT!.

Further extend your reach with Social Sharing by automatically posting your Sage E-marketing for ACT! campaigns to popular social media sites and allowing recipients to share with their network.
Sage ACT! 2013 also includes enhancements to productivity features like Smart Tasks that now run even when Sage ACT! is closed as well as automatically update fields, like changing the status to Closed-Won once the opportunity has reached the sales fulfillment stage.

Travel light and stay connected to your business with Sage ACT! Premium Mobile.

You’re going places. And to keep that momentum going, it’s critical that your business command center go with you. With Sage ACT! Premium Mobile you can stay connected to your business by accessing your Sage ACT! Premium contact, calendar, and opportunity details from your iPhone®, iPad® or Android® device. No more struggling to recall fuzzy details, or worse, be at a total disadvantage with old information. Stay productive and keep your conversations fluid with the convenience of using familiar functionality to instantly view and capture important customer details in real time. Move forward confidently, knowing accurate updates are securely shared in the database as soon as you touch the save button. All the robust functionality you’re accustomed to, now with easier access and immediate updates.

Sage ACT! Premium Mobile Snapshot:

  • Travel light and stay connected with real-time, mobile access to your Sage ACT! Premium contact, calendar, and opportunity details from your iPhone®, iPad® or Android® device.
  • Easily view, add, and edit Sage ACT! contact details, notes, history, activities, as well as opportunities for a powerful sales advantage.
  • Focus your energy on high priority opportunities by filtering your list view based on date, status, process, and stage—like commitment to buy.
  • Conduct a global search on any text field, even attachments, to find and open precisely what you need, when you need it—fast
  • Boost your effectiveness with a sleek interface that features Quick Actions and follows familiar Sage ACT! functionality like capturing conversation notes after a call, and immediately adding to history in the database.
  • Simply configure and personalize contact layout and opportunity views, by device, to best suit your workstyle and maximize screen real estate.
  • Keep everyone up-to-date and on the same page since workgroups have secured, shared access to the most recent Sage ACT! details.
  • Get the most out of using Sage ACT! Premium, because Sage ACT! Premium Mobile is included with your purchase!

Social Updates provides virtual insight into your customer’s interests to help foster real conversations.

Social media gives you a fast, simple way to stay close to the things your customers care about. Sage ACT! helps you capitalize on this unique insight by integrating with popular social media services and pulling your customer’s recent posts together into one, centralized view on their contact record. Once your “Connect” or “Friend” link is made, Social Updates22 provides you with an insider’s-look by displaying a collection of your customer’s last 25 posts to LinkedIn® and Facebook®, as privacy access allows. You’ll develop a greater understanding of your customer’s needs, opinions, and life events so you can act swiftly with a personalized phone call or a meaningful sales offer and message. Imagine the edge you’ll have!

Social Updates Snapshot:

  • Develop unique insight based on a greater understanding of your customer’s day-to-day interactions through a centralized view of your contact’s last 25 posts made on LinkedIn® and Facebook®.
  • Dig deeper for more information by clicking on a post to display the complete social media profile.
  • Improve your sales and marketing effectiveness by actively watching your customer’s posts and related sentiments so you can gauge delivering the right offer and message, at the right time.
  • Put a face to a name by viewing recommended Sage ACT! contact match-ups and associating them with your LinkedIn Connections or Facebook friends.

Enhancements to Smart Tasks help put more time back on your side.
Your time is too valuable to get bogged down in a mountain of administrative tasks. Sage ACT! Smart Tasks help you handle the things you need to get done every day by automating key activities based on steps you define, like sending a welcome email24 to a new customer. Apply built-in Smart Tasks right out-of-the-box, make changes to fit your specific needs, or easily create your own. And with new enhancements, you can save even more time because Smart Tasks now run even when Sage ACT! is closed—and automatically update record fields once your selected conditions are met, from that point forward. With Smart Tasks, it’s like having your own personal assistant to take care of the small details so you can focus on taking care of business.

Sage ACT! Smart Tasks Snapshot:

  • Get started with one of many sample Smart Task templates and accompanying email templates for the most common activities, and set in motion basic or advanced steps to occur automatically.
  • Set it and forget it! Enable your Smart Tasks to run offline27 from your server so your designated steps can keep moving forward, even when Sage ACT! is closed.
  • Save precious time with data/field triggers that automatically update records once certain conditions are met from that point forward, like changing the status to Closed-Won once the opportunity has reached the sales fulfillment

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