ACT! 2010 Key Capabilities

Organise Contact Information

ACT!bySage 2010 is a central tool used for critical contact and customer information across a business - whether used by individuals ora large workgroup or team. ACT! enables users to access detailed contact and customer information, manage individual and team calendars and activities, capture all customer communications, track opportunities through the sales process, and report on effectiveness.

Stay in Touch

Track all critical contact and customer communications on the Contact Record for quick and easy referencing. Utilise the ACT! E-mail Client integrated with Outlook, Lotus Notes or Microsoft Outlook Express, or integrated directly with Outlook to send outbound e-mails to contacts and create contact history on the Contact Record.ACT! Mail Merge allows users to correspond with multiple contacts, either via e-mail or paper correspondence, and automatically track a history on each Contact Record.

Prioritise Workloads

Stay on top of deliverables with Calendar views including daily and customisable work week views. Calls, meetings, and to-do items can be filtered by priority, date range or user. Activity Alarms will help users to keep on top of time-sensitive deliverables.

Track Sales

ACT! enables the tracking of sales opportunities from initial inquiry through close utilising the standard sales process or a process customised to suit the individual business. When working an opportunity, sales professionals can simply click follow-up and a new activity will be created automatically with the opportunity details - ensuring the prospect is managed as it moves through the process. Sales professionals and sales management can view and report on all sales opportunities.

Report on Activities

Instantly access every important contact using advanced Lookups or Keyword Searches. At the end of the week or month, it's easy to report on activity or milestones with one of 40 standard reports that ship with ACT!, 20 of which are specifically focused on sales activities. ACT! by Sage Premium 2010 offers functionality that is specifically designed to meet the needs of teams in the areas of centralised administration, advanced user, contact, and field level security, advanced opportunity tracking, and flexible deployment options.

Sage 50 Accounts Integration

ACT! by Sage 2010 will link with Sage 50 Accounts delivering an integrated front and back office system. The link from ACT!, is supplied free with the software.

New enhanced and additional features in ACT! 2010:

New easy to use interface that improves navigation for common and related tasks.New welcome page includes handy hints and tips for help with ACT! functions. Customiseable opportunities allow users to adapt the opportunity view to reflect the individual business. New dashboards for at-a-glance overviews of detailed information. New streamlined reports view makes accessing important data quick and simple. ACT! E-marketing provides an integrated email marketing solution for targeting a specific audience with campaigns. Social Media Integration, ACT! now integrates profiles and other information from social networking sites.

E-Marketing

• Drive Contacts to Events
• New Product Launch
• Lead Management
• Retain and Up sell Customers
• Product Education
• E-newsletters