Spotlighting:
ACT! by Sage, a Partner of:
NORTHBROOK Consulting Group, Inc.

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What's new in ACT! by Sage 2009

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Featured Add-On Product

Learn about

a full service, hosted email marketing solution that is integrated into ACT!. Never leave your familiar application and send to the contacts you want to send to with a single click. 

>>>>>>>>>See our other Add-On Products for ACT! by Sage<<<<<<<<<

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ACT! is not just for small companies anymore. See ACT! Customer Success Stories.

Helping Customers Connect and Succeed for over 20 Years

Why has ACT! been the #1 selling contact and customer manager since 1987? Our customers can tell you best why they chose an ACT! solution, and why they keep using it.

What ACT! by Sage can do for you

With more than 2 million users and 30,000 corporate customers, ACT! by Sage 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, ACT! by Sage gives you instant access to key customer information and can be tailored to meet your specific business requirements. ACT! by Sage 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 ACT! by Sage. 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
  ACT! by Sage is a single, central repository for critical contact and customer information captured across your entire organization. ACT! by Sage 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 ACT! by Sage 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
  ACT! by Sage 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 ACT! by Sage 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 ACT! by Sage 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, ACT! by Sage includes 40 standard reports. Or take advantage of the built-in Report Designer to create custom reports.
• Increase Productivity and Opportunities
  ACT! by Sage 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 ACT! by Sage 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.

ACT! by Sage 2009 Standard Edition specifications (pdf)

ACT! by Sage 2009 Premium Edition specifications (pdf)

ACT! by Sage for Financial Professionals (pdf)

See What's New in ACT! by Sage 2009 (pdf)

Learn about ACT! Platinum Care (pdf)

Upgrade to ACT! by Sage for Financial Professionals (pdf)

Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are property of their respective owners.

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