ACT CRM Link for Sage Line 50 and Sage Instant
In today’s sales organisation with customer information stored in
multiple databases, contact sheets or even post-it notes, it is difficult
for staff to have all the information in the right place at the right time.
Sales performance can be greatly improved if all customer information
including key financial data can be accessed quickly and easily.
Sage 50 ACT! 2008 is integrated with Sage Instant Accounts, and Sage 50
Accounts, bringing together the benefits of a superior Contact Manager
product and Sage's market leading accounting software. So, you can
manage both your business contacts and view their accounts at the same time,
allowing you see which business contacts are more profitable than others,
which contacts are late payers and when they last paid their bills.
A single source of information on your customers
How much of your sales force’s time is spent typing in information that
is already held electronically on your systems somewhere? Wouldn’t you
rather they were spending their time selling?
If any changes are made to a contact record in Sage 50 ACT! or your
customer or supplier details in your accounts system, you can use the Update
function to make sure that both records contain the same information. You
can also link individual ACT! records to individual Sage account customer or
supplier records.
Transactional information such as invoice numbers, details, amounts owed and
paid can now be displayed within each contact record. Credit limit, sales to
date and outstanding debt information as well as trading terms and discounts
available can now be displayed for each customer or supplier without
changing applications or screens.
Incorporating seamless links to Sage accounting software will give you a
single view of the customer, share information across the company and link
together people and processes.
Please note: Sage 50 ACT! Link for Instant Accounts and Sage 50 Accounts
are not a full product of ACT! or Sage accounts. These separate
software applications (which are available free of charge) link Sage 50 ACT!
2008 with Sage Instant Accounts and Sage 50 Accounts.
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