Is Sage ACT! right for me?
Features & Benefits
- 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 brand 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
- Never miss a sales opportunity:
Plan for the future confidently by forecasting where sales are coming
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 Emarketing 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 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
Sage ACT! 2011 helps you store important
customer information, coordinate your sales and marketing, track your
performance & build customer relationships. In short, it's a vital
member of your sales and marketing team:
- Convert prospects into customers
Sending the right message to the right
customer at the right time is vital to converting a sale. ACT!
co-ordinates your marketing and automatically saves a record in
your diary, meaning you’ll be able to see your contact & sales
history at the touch of a button.
- Centralise your customer information
No need for complicated spreadsheets. Keep
all your customer information in one place, including phone
numbers, e-mails, conversation notes, meeting and activity history,
documents, social media profiles and more.
- Get to know your customers
Get easy insight into what your customers bought, when they bought it and why. Easy access dashboards
and reports that give you a snapshot of exactly what makes your
customers tick, ensuring you can offer them the best possible
- Unlock a rich source of new leads - NEW!
Sage Business Information Services
pulls profiled prospect lists and business info from Hoover’s™ directly
into Sage ACT!. It fills in the gaps in your database and gives you
access to more than 65 million companies and 85 million executives.
- Automate every day tasks - NEW!
Save time by automating the key things you do every day. ‘Smart Tasks’ notify
you of any sales opportunities that have stalled, contacts
customers that are missing key info and much more, and are fully
customisable to fit your business.
- Manage your customers on the move - NEW!
For an additional charge you’ll receive ACT! Mobile Live,
meaning you can access ACT! via your Blackberry or over the
internet so you’ll never be out of touch with your customers.
- Easy to set up and use
45 days expert telephone support
and the Welcome page helps you get up and running. Once you’re
in handy related tasks, ‘easy-click’ buttons & instant search
options make using ACT! a breeze.
- Integrate easily into your business
Don’t waste time manually entering data into
ACT! - it directly integrates with Microsoft Outlook, Gmail,
Windows Live, Lotus Notes, Eudora, Google Maps, Sage50 Accounts,Facebook, LinkedIn® & much more!