ACT! 2008
Sage 50 ACT! 2008 is a single, central repository for critical contact
and customer information captured across your business. Sage 50 ACT! works
with up to 10 users in a network environment, and enables you 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 overall
effectiveness. And, because Sage 50 ACT! allows you to link to Palm OS® and
Pocket PC, you can download the data you need for instant access when you're
on the go.
Stay on Top of Your Deliverables
Sage 50 ACT! helps you stay on top of all your daily responsibilities,
whether it’s a task you must complete, a call with a customer, a meeting
with a co-worker, or an e-mail to a prospect. And, everything you do in Sage
50 ACT! is related to a contact. So, once that item is completed, it’s
tracked on the contact for a complete history of your interactions. Multiple
calendar views including Daily, Weekly, Monthly, and customizable Work Week
views are also provided in Sage 50 ACT!, and calendar pop-ups provide quick
at-a-glance views into the day’s appointments. Calls, meetings, and to-do
items can be filtered by priority, date range or user, with totals being
displayed for each type of activity. Even create your own custom activity
types so you can better track activities key to your business. And, Activity
Alarms will help you stay on top of all your time-sensitive deliverables,
while incomplete activities roll over to the next day to help you ensure
that nothing slips through the cracks.
Easily Integrate with the Tools You Use Everyday
Sage 50 ACT! delivers one of the most robust integrations with Microsoft
Office available today. With Sage 50 ACT!, you can perform key calendar and
e-mail tasks in either Sage 50 ACT! or Microsoft Outlook® and ensure the
data is still captured on your Sage 50 ACT! Contact Record. In addition,
integration with Microsoft Excel® allows for one-click export of Contact,
Group, Company, or Opportunity Lists to an Excel spreadsheet for sharing
with non-ACT! users or for further analysis. And, integration with Microsoft
Word allows you to perform mail merges for communications with prospects and
customers and record a history on each individual contact record.
Forecast and Track Sales Opportunities
Sage 50 ACT! enables sales professionals to track sales opportunities
from initial inquiry through close utilizing the standard sales process or a
process customized to suit your business. Sales opportunities can be viewed
all at once or filter by Users, Estimated Close, Date, Status, Sales Stage,
Amount, or Probability of Close. And, when working an opportunity, you can
simply click follow-up and a new activity will be created automatically with
the opportunity details.
Tailor Sage 50 ACT! to Capture Data Unique to Your Business
Sage 50 ACT! can be adapted to meet your unique requirements so you can
make more insightful business decisions. End-user friendly and adaptable,
users can easily add, delete and edit fields and tabs within Sage 50 ACT!
Layout Designer to meet specific needs. For example, field types can be
designated as Date, Currency, Yes/No, Expansive Memo, and Picture fields to
ensure you are capturing and can report on the right type of data. Priority,
Activity, and History types are customizable so you can define “Billable
Hours” as an activity type instead of just using “Meeting,” “Call,” or
“To-Do.”
Get Up and Running Quickly
Sage 50 ACT! is easy to install. With a Start Here Guide, an easy
step-by-step Installation Wizard, a Getting Started Wizard to help configure
common preferences and settings, and Product Feature Tours, you can get up
and running quickly. Using a personal information manager or PDA software to
manage contacts? No problem. Data can be imported from popular formats
including .csv, Outlook, and Palm Desktop, eliminating the work involved in
re-entering data.
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