ACT!
The benefits of using ACT! by Sage 2010
Businesses use ACT! by Sage 2010 because it is easy to use and it allows them to be more productive making better use of their rime resulting in better financial return.
In the current economic climate it is important to maximise every customer enquiry or sales lead to increase competitive advantage and increase customer loyalty. According to the Harvard Business review:
ACT! by Sage 2010 Integration
ACT! integrates with Microsoft Outlook
Microsoft Outlook is the preferred email client for most businesses and ACT! fully integrates with Outlook. In your ACT! preferences you can set Outlook to be your default email client, so that all email is sent by Outlook. In addition you can set the ACT! scheduler to synchronise your ACT! calendar with your Outlook calendar, so that all meetings and tasks are pushed through to Outlook.
ACT! by Sage 2010 Dashboards and Reporting
ACT! by Sage 2010 provides powerful dashboard functionality and a report engine for you to get an insight into your business performance.
ACT! Dashboard
Dashboards provide you with one location where you can view and work with important information, such as:
ACT! by Sage 2010 Marketing
Personalised messages with ACT!
ACT! makes it easy to create personalised letters and promotional material using templates and the database fields. ACT! by Sage 2010 integrates with Microsoft Word so that you can:
ACT! by Sage 2010 Activities and History
With the ACT! activities and history tabs you can get a complete view of your relationships and keep your current customers happy while also expanding current accounts, with easy access to all the details about their unique circumstances.
ACT! Activities
Remaining productive all day, while building strong business relationships is crucial to advancing the success of your business. ACT! enables you to prioritise and schedule activities, so that you and your colleagues can keep focused on the tasks you need to complete to achieve growth and revenue.
ACT! Opportunities and Sales Pipelines
Tracking your sales pipeline
An opportunity is a potential sale to a contact. You can track ACT! Opportunities from beginning to end through the sales process, which is divided into stages. At each stage you can determine the likelihood that the sales will close and you can use this information to determine your sales pipeline. By tracking your sales pipeline you can forecast cash flow and focus your attention where it most counts.
ACT! by Sage 2010 Lookup and Groups
ACT! Lookups
The power of ACT! is the ease in which it allows you find information or group data for utilisation. You can find information in several ways:
ACT! by Sage 2010 Contact Management
Managing contacts in ACT!
The central element of ACT! is the contact. A contact is a customer, supplier, business associate, prospect, or anyone that you need to keep track of. All contact information; name, address, phone number, company, web information etc makes up a contact record which is stored in the ACT! database. Normally everything you do will relate to a contact.
ACT! by Sage 2010 Workspace
ACT! Welcome Homepage
ACT! by Sage 2010 has a Welcome Homepage screen that is security aware, which means that it will hide certain options if the user that has logged into ACT! doesn't have the rights to perform those actions. It is also context sensitive, so certain options will be hidden if you are not actually logged into an ACT! database.
ACT! by Sage FAQs
ACT! is a single database to store all your customer information including meetings, to-do items, recent communications, documents and sales opportunities. ACT! enables you and your team to improve customer service and track customer needs by being able to easily search your time stamped opportunities, notes and communications with a contact or company.
ACT! integration with Outlook
All versions of ACT! 2010 integrate fully with Microsoft Outlook 2007 to allow:





