Sage ACT! 2009
Keep your relationship details in one place for a complete, integrated view:
-
Maintain contact details, notes, history, activities, opportunities, documents, and more.
-
Track groups of related contacts and manage your interactions at the company level.
Find the exact information you need instantly when that important call comes in:
-
Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease.
-
Conduct advanced queries for more complex searches.
Stay on top of your daily responsibilities so tasks don’t slip through the cracks:
-
Manage and tie all activities to associated contacts in ACT!.
-
Integrate your ACT! and Microsoft® Outlook calendars for up-to-date schedules in both places.
Manage your leads from first interaction through close, ensuring no sales opportunity is lost:
-
Use the ACT! sales process or a process you customize to manage leads.
-
Track products on each sales opportunity and specify product discounts and costs.
Gain insight into the performance of your business for more informed decision making:
-
Get a comprehensive summary view of your top priorities and sales opportunities using the Dashboard.
-
Run one of 40 preformatted report templates or create your own.
Communicate consistently and successfully so you are always top of mind with your contacts:
-
Integrate ACT! with Outlook for sending and receiving all e-mail communications.
-
Use Mail Merge and preformatted templates to send professional marketing communications with little effort required by you.
For further information please contact us to discuss your requirements further.
