Sage ACT!,
a Partner of:
NORTHBROOK Consulting Group, Inc.
Considering Salesforce.com? Take a closer look.
What's new in Sage ACT! 2011
Featured Add-On Product
OAK!MERGE™ Data import utility for ACT!
Field-by-Field Merging of Data into ACT!
· Add, Update, Skip or Delete records from any of ACT!'s "updateable" tables: Contact, Group, Company, Product or Opportunity. Match on one or more fields, if updating is desired
· Append data to Notes, History or Activities and link them to Contacts, Companies, Opportunities, or Groups
See our other Add-On Products for Sage ACT!
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ACT! Consulting ServicesSee how we can make Sage ACT! into a tool that presents a "win-win" opportunity for all of your users and allows you to exceed your customers' expectations. |
ACT! is not just for small companies anymore. See ACT! Customer Success Stories.
What Sage ACT! can do for you
With more than 2 million users and 30,000 corporate customers, Sage ACT! continues to be the market leader in contact and customer management for individuals, small businesses, and small workgroups within an organization. Specifically designed to maximize user experience, Sage ACT! gives you instant access to key customer information and can be tailored to meet your specific business requirements. Sage ACT! is an easy-to-use solution that offers a low total cost of ownership.
- True Customer Relationship Management (CRM) Capability with link to Sage BusinessWorks
Gives a small company true Customer Relationship Management (CRM) capability at a very low price. Link both BusinessWorks Customers and Vendors to the corresponding contact record in Sage ACT!. All transactions from BusinessWorks are reflected in the ACT! record's history tab. From ACT by Sage!, Sales and Customer Service staff can create and maintain BusinessWorks Customers, Vendors, Quotes, Orders, Invoices, and perform inquiries on these. The data can be synchronized to notebook computers and personal digital assistants (PDAs) for those users out of the office. - Centralize Customer Information
Sage ACT! is a single, central repository for critical contact and customer information captured across your entire organization. Sage ACT! works in a network environment, and enables you to access detailed contact and customer information, manage calendars and activities, capture all customer communications, track opportunities throughout the sales process, and report on overall effectiveness. And because Sage 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. Your customer list is one of your most valuable assets. ACT! lets you manage it and protect its security. - Stay on Top of Your Day
Sage ACT! helps you manage your daily responsibilities – whether it’s a task you must complete, a call with a critical customer, a meeting with a co-worker, or an e-mail to a prospect. And everything you do in Sage ACT! is related to a contact record so you can track all your interactions with that contact for a complete view of your relationship. You can organize your contacts into Groups or associate related contacts to a Company Record. Track virtually unlimited Notes and History, including calls, meetings and to-dos on a contact record and view a roll-up for all contacts on the Group or Company Record. Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an “at-a-glance” view. And Activity Alarms will help you stay on top of deliverables while incomplete activities roll over to the next day so nothing slips through the cracks. - Tailor Sage ACT! to Suit Your Business
ACT! delivers productivity tools that you can use out of the box or tailor to meet your business requirements. For example, you can populate more than 60 pre-defined fields including Name, Company, Phone, Address, Web Sites, E-mail, Last Meeting Date, and Status/ID. Or add new field types and designate them as Date, Currency, Yes/No, Expansive Memo or Picture fields. For better tracking of critical data, you can create your own activity, history or priority types. For example, you can define “Billable Hours” as an activity type instead of using the standard “Meeting,” “Call,” or “To-Do.” And, when it comes time to report on all of your hard work, Sage ACT! includes 40 standard reports. Or take advantage of the built-in Report Designer to create custom reports. - Increase Productivity and Opportunities
Sage ACT! enables sales professionals to track sales opportunities from initial inquiry through close using either a standard or customized sales process. When working an opportunity, sales professionals can simply click “Follow-up” and a new activity will automatically be created with the prospect’s details, ensuring the prospect is properly managed throughout the sales process. View all sales opportunities at once or filter using selected criteria.
Key Capabilities
Contact and Customer Management
- Track and manage complete customer information including contact details, notes and history, appointments and to-do items, communications, associated documents, and sales opportunities. Populate more than 60 pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, Last Meeting Date, and Status/ID, or add your own.
- Create Company Records and view a roll-up of all notes, history and opportunities associated with contacts at that account.
Calendar and Activity Management
- Filter calls, meetings, and to-do items by priority, date range, or user, even displaying totals for each type of activity.
- Use Activity Alarms to stay on top of deliverables.
Notes and History
- View virtually unlimited date- and time-stamped Notes and History.
- Create notes, history, activity and opportunity details using Rich Text Formatting that supports colors, bullets, graphics and URLs.
- Update a note and history for one contact and have the option to update the note for all contacts that share this note.
Lookups and Groups
- Perform numeric Lookups by ranges such as greater than or less than queries.
- Create and save Advanced Queries for reusable searches.
- Track collections of related contacts using the Groups or Company record features for an at-a-glance view.
- Create up to 15 hierarchies of Subgroups for managing information.
Sales Process Automation
- Use the built-in Sales Process or customize it to suit specific business needs.
- Generate history automatically as an opportunity moves through the sales process.
Opportunity Tracking
- View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close. Access and pdate opportunities from main view.
- Use built-in Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price.
- Support multiple products or services for each opportunity.
Customer/Prospect Communications
- Perform mail merges using the Sage ACT! Premium for Workgroups built-in Word Processor and track a history on each contact record.
- Track crucial e-mail communications. Select from three history types including subject line, subject line and first paragraph, and complete ail text.
- Use Rich Text Formatting, spell check, signatures, and adding multiple attachments when e-mailing customers and prospects.
Reporting
- Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, Sales Summaries, and more.
- View graphical Sales Pipeline and graphs for insight into sales trends.
- Choose one of the 20 pre-formatted Sales Reports or export to Excel with one click for further analysis.
- Use the Report Designer to create custom reports. Customization
- Easily add, delete, and edit field and tabs to meet specific individual or organizational needs.
- Field types can be designated as Date, Currency, Yes/No, Expansive Memo, and Picture fields.
- Customize Activity Types, History Types, and Priorities.
Integration with Core Business Applications
- Seamlessly integrate with core business applications such as Sage BusinessWorks and Microsoft® Office.
