Sage ACT! Features and Benefits
Who will benefit from using ACT! 2012?
- Sales professionals can keep track of customer and prospect records, manage their diarised activities and also monitor their own selling opportunities through the sales process. Data access options available with ACT! now mean that this information can be delivered across a broad range of platforms from local installation on laptops to web browsers and mobile devices. The 'information anywhere' era has arrived for ACT! users.
- Business owners and managers can accurately analyse their revenue potential, improve visibility of future orders, increase average revenue per sale and increase number of sales
- Marketing professionals are able to analyse contact and customer data, improve campaign visibility and measure ROI. They can also drive powerful email marketing and SMS based communications from within ACT!, and organise follow ups for sales professionals.
- Customer Service and Support staff can ensure customer loyalty and increased satisfaction as ACT! provides a holistic view of the customer in 'Notes' and 'Histories'. Through the application of addons, ACT! can also be extended to include powerful helpdesk tools with automated case escalation and SLA (Service Level Agreement) management.
- Accounting and finance teams are provided with a 360 degree view of the customer's financial, ordering and product availability status by integrating ACT! with Sage Accounting software. Integration also minimises the need to duplicate effort by re-entering customer and order data in both ACT! and Sage Accounts software.
Key features:
- ACT! is a hugely flexible product that can be configured to support specific business processes for Contact and Sales Opportunity management.
- The system provides instant access to information via a wide variety of interfaces including desktop/laptop, web browser and mobile device
- ACT! can store Company records as well as individual Contact records and use dynamic Groups to manage Contacts with common attributes (empowering targeted marketing campaigns and valuable reporting)
- Forecasting and Sales Opportunity tracking is provided via ACT! reports and also one-click export to MS Excel with auto-generation of pivot tables. ACT! Premium users may also use external reporting tools to query ACT!'s powerful Microsoft SQL database tables.
- There is a financial software integration module to integrate ACT! with Sage accounts software, enabling Sales Opportunities generated in ACT! to seamlessly transition into Sage invoices.
- Users may schedule future events and resources for themselves and/or colleagues (and also clients using iCal and vCard features)
- ACT! users may easily exchange data with Microsoft Outlook (and synchronise ACT! and Outlook Calendars and Contacts)
- Effortless synchronisation between ACT! databases means that sales people can work on ACT! from home and securely synchronise data across the internet
- ACT! now includes integration with Social Media platforms and other Web properties, enabling users to draw upon the resources of the World Wide Web to understand more about clients and prospects
More features...
Meeting essential customer intelligence needs, ACT! 2012:
- Provides a user-friendly tool to manage Customer and Contact information that will grow with the business
- Keeps track of all communications with Customers and Contacts (attaching copies of emails sent and received through Outlook to ACT! customer records)
- Improves bottom line with tools for forecasting, tracking and reporting on sales opportunities
- Has pre-defined MS Word document and report templates to choose from, with the ability to customise, saving time and providing effective reporting
- Offers greater customer insight via powerful database mining tools
- Manages time more efficiently by manually or automatically scheduling calls, meetings, and to-do items
- Easily shares and synchronises Contacts and Calendars with Microsoft Outlook or Google Contacts and Google Calendar
- Links to popular Sage accounting products (purchased separately, Sage Instant Accounts, Sage 50 etc)
- Allows users to access important contact anywhere by working mobile devices and web browser