Sage 50 ACT! 2008
ACT! allows individuals and small business customers to instantly access key contact and customer information, manage and prioritise activities, and track all contact-related communications so you can grow productive business relationships.The latest version of Sage 50 ACT! 2008 (10.0) is designed for small businesses and selling individuals with a need of up to a maximum of ten users on a network at any one time. ACT! Premium for Workgroups, 5- 50 plus users, is even more powerful than ever, easier to use and has addressed the need for each business to work in individual required ways.
ACT! 2008 helps you:
Organise Your Contacts
ACT! is a single, central repository for critical contact and customer information captured across your business - whether you are an individual or a large workgroup or team. ACT! 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.
Stay in Touch
Track all of your critical contact and customer communications on the Contact Record for quick and easy referencing. Utilize the ACT! E-mail Client integrated with 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 you to correspond with multiple contacts, either via e-mail or paper correspondence, and automatically track a history on each Contact Record.
Prioritise Your Work
Stay on top of your deliverables with multiple Calendar views within ACT! 2008, including Daily and a customizable Work Week view. Calls, meetings, and to-do items can be filtered by priority, date range or user, even displaying totals for each type of activity and, Activity Alarms will help you stay on top of all your time-sensitive deliverables.
Track Sales
ACT! enables sales professionals to track sales opportunities from initial inquiry through close utilizing the standard sales process or a process customised to suit their 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 so they always know where they stand.
Report on Activities
Instantly access every important contact or detail 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 40 standard reports that ship with ACT!, 20 of which are specifically focused on sales activities. And, because ACT! has advanced field types such as multiple select, you can better track information that often requires more than one selection such as ID Source or Referred By, and then report accurately on that information. ACT! 2008 Premium for Workgroups offers a host of functionality that is specifically designed to meet the needs of workgroups and teams in the areas of centralised administration, advanced user, contact, and field level security, advanced opportunity tracking, and flexible deployment options.
Information on the move
Take your critical contact and customer information with you so you can be more productive, whether you are in the office or on the road. With ACT!, you can link to a Palm OS® or Pocket PC device so you have the information you need at all times.
Integrate with Sage 50 Accounts
Sage 50 ACT! 2008 now has a free link to either Sage Instant Accounts and Sage 50 delivering an integrated front and back office system. This reduces the need for double entry and gives the user more visibility and useful financial information about contacts.
New enhanced and additional features in ACT! 2008:
- New customisable dashboards given a graphical display of activities, opportunities and activities.
- List Edit Mode so you can now quickly edit information in list view.
- Add document shortcuts to attachments to control database size.
- Add multiple contacts for an opportunity to see all influencers on decisions.
- Consistent labels and structures in groups and companies for better data accuracy.
- Automatic duplicate checking when entering into groups or companies.
- View entire hierarchy of all groups and companies.
- Advanced queries for groups and companies.
- Improved data security by limiting records to users or teams.
- Improved administration rights restricting users from requesting records not in their criteria.
ACT! 2008 Premium and Premium for Web
Sage 50 ACT! Premium gives the ability to share data with 1-100 plus users for workgroup collaboration and sales effectiveness; to synchronise data from multiple users into a central database from inside or outside the company firewall; to assign access rights to specific contacts by users or teams of users; to check team member availability for meetings, calls and tasks; and to send meeting invitations and schedule resources, such as conference rooms and equipment.
ACT! Premium for Web provides users with access to centralized, secure data; enabling remote, travelling, or office-based users access to information in real time through a Web browser. ACT! Premium for Web is supplied Free of charge with ACT! Premium.
Simple server installation allows for easy rollout to users and provides organisations with the security of knowing that critical customer data stays within their firewalls, not on individual user PCs. ACT! Premium for Web delivers all the benefits of hosted Web-based solutions, without the recurring cost of monthly fees.
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