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act! by Sage 2010 features and benefits

Act! by Sage 2010 has various tools to help you manage your day and your customers better, it will help you to manage and profit from your Customer relationships, to improve your return on investment and to improve your efficiency and effectiveness.

Act! has been designed to help you as soon as it comes out of the box. It is one of the simplest single user solutions to set up, requires minimum specialist knowledge and can be set up and running in less than thirty minutes (Multiple user solutions over a network may take a little longer and the inexperienced may require some additional assistance).

Main features of Act!

Ready to use contact management database
A wizard guides you through the creation of your contact database including pre-defined fields and layouts - this means that existing information from other applications such as spreadsheets, other databases or bought in data in text files can be easily imported into your new Act! database.    [top]

Instant, easy access to contact information
One of the most powerful features within Act! is the ‘Lookup’ feature. Just type in the first few letters of the contact's name, company, phone number or other fields and go straight to the person or company you want.    [top]

Group your contacts
Contacts can be dynamically linked to a specific group based on the contents of one or more fields in their record. For instance, any new ‘Customer’ in ‘Lancashire’ who employs ‘more than 20’ employees will automatically be included in the ‘Big Lancastrians’ group, allowing you to easily maintain contact with your larger local clients.    [top]

Efficient calendar and tasks management
Easy scheduling and the ability to automatically check for potential Diary conflicts will ensure that you never forget any important meeting or phone calls.    [top]

Target new prospects
Act! can be used to analyse sales trends and understand the profile of your customers so that you can plan the most effective sales and marketing campaigns.    [top]

Manage Your Sales Pipeline
With it's own built in sales opportunity process or by designing a system that reflects your sales cycle, you can track all communications with the prospect and ensure maximum service levels are maintained through the sales cycle. The built in reporting functions improves accuracy of sales forecasting for a single team member or a whole team.    [top]

Ensure that all sales turn into repeat customers
By linking Act! software to your Sage accounting system you can gain access to all customer information to help you maintain maximum service levels. Act! sets the foundation for a long term relationship and additional sales.    [top]

Easy communication with your contacts
Act! software automatically tracks all communication with your customers including mailshots, letters, meetings and stores them with contact information for easy reference. Make notes on telephone conversations so that you remember what you have discussed.    [top]

Generate business leads
Act! Software is a comprehensive marketing tool that you can use to quickly and easily segment your data and send out specifically targeted and effective mailshots, faxshots and e-mail campaigns to prospects.    [top]

Team co-ordination
Information can be used over a network to co-ordinate all activities whilst also allowing you to synchronise your database with mobile users. Having access to sales process tools will ensure that everyone in your team is fully informed on every contact.    [top]

One-click export to Microsoft Excel
Export all list views from Act! Software to Microsoft Excel with one click for further analysis and manipulation of data. For advanced analysis, pivot tables are automatically created allowing you to see instant graphs of your Act! data (only Available in Act! Professional).    [top]

Act! and Outlook working together
Now it is even easier for Outlook users to use Act! software - access to up to three Act! address books from within Outlook makes e-mailing faster and easier. Act now interfaces directly with Microsoft Outlook and allows the recording of emails in both directions in the contact record, ensuring you have all information instantly at your fingertips! This allows you to access the power of e-mail marketing by creating, sending and receiving professional HTML graphical e-mails.    [top]

Full internet integration
Store complete web pages in Act! including graphics with out even being in Act! and attach them to a customer record.    [top]

Full Integration with Sage Acccounts, Instant, Line 50 and MMS
Integrate Act! with the Sage Line 50 product range, create invoices, check balances and do stock ups within Act!    [top]

 
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