ACT! Customer Relationship Management

Is Sage ACT right for me?

• Centralise your customer and sales information:
  Store all your customer information in one place, including phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles and more. You can also attach important documents to specific customers.
• Generate leads:
  Use existing customers information or import bought-in prospect data for your communications. Analyse historical sales trends, profile your customers and plan targeted marketing and sales campaigns.
• Target new prospects:
  Sage Business Information Service provides pulls highly targeted prospect lists from Hoover’s™ into Sage ACT!. Find new leads based on the traits you’re looking for, along with business info for contacts and companies, including profiles, financials, industry information, news and more.
• Never miss a sales opportunity:
  Plan for the future confidently by forecasting where sales are coming from, for how much they're for & when they're coming. The sales opportunity feature includes the Opportunity List View, Instant Quotes, Sample Sales Processes, and a Graphical Sales Pipeline.
• Stay organised with integrated diary
  Track communications with your customers in the integrated diary and make sure they receive the right message at the right time. View communication and sales history, with five calendar views including Daily, Weekly, and Monthly.
• Automate every day activities:
  Handle your daily tasks 10 pre-loaded 'Smart Tasks' with accompanying email templates. Reach out to customers you haven’t contacted recently, identify sales opportunities that have stalled, highlight missing contact info and more.  Use them out-of-the-box or customise to fit your needs.
• Measure your performance:
  Gauge the performance of your sales & marketing using dashboards and reports, allowing you to see results at a glance & make the right decisions quickly.
• Customisable Opportunities:
  Customise your products and services, personalise layouts and track activities and sales history unique to your business.
• Sage E-marketing for ACT!
  Build and send marketing campaigns through Sage ACT!. Capture leads your website, nurture those prospects automatically with Drip Marketing plans, and quickly identify your hottest leads. Free for 60 days, priced from £9.95 per month thereafter.
• Easy to set up and use:
  45 days free access to our award-winning SageCover support to get you up & running via our telephone, email or online. Simple navigation with 'easy-click' buttons, related tasks, instant search and new Welcome Page with resources, tips, help and news.
• Microsoft Outlook Integration:
  Sage ACT! manages all the details of your business relationships and Microsoft Outlook manages emails, contact details and meetings across your team. Integrate your Sage ACT! and Outlook contacts and keep your calendars up to date.
• Sage 50 Accounts integration:
  Synchronise your sales and marketing data into Sage 50 Accounts 2011 to generate quotes & invoices directly & ensure you get paid on time.
• Social media integration:
  Captures and integrates data from LinkedIn®, Facebook, Google Maps™ and more with ACT! contact records
• Expert Training available:
  Courses around the country to give you the skills to use ACT! to its full potential.

Sage ACT! Technical Requirements

Important note:

In a networked environment, Sage ACT! 2011 has a maximum of 10 users. If you require more users you must purchase Sage ACT! Premium 2011. Call 0845 3727007 to find out more.