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ACT! Overview
ACT! is a commercial contact relationship manager (CRM) enabling sales
staff to easily track leads, follow up clients and record sales.
Fast, easy access to contact information
You can quickly find the information you need. Just type in the first
few letters of the contact’s name, company or phone number and go
directly to that contact.
Effective management of groups or contacts
By organising your contacts into groups, you can ensure you manage
your prospects and customers in a more efficient way.
Efficient calendar and task management
Easy scheduling, and the ability to choose how you view your
appointments and tasks, will ensure that you never forget an important
meeting or phone call.
Target new prospects
ACT! can be used to analyse sales trends and understand the profile
of your customers, so you can plan the most effective sales and
marketing campaigns.
Convert leads into sales
With it’s own built-in sales process or by designing your own
system, you can track all communications with a client and ensure
maximum service levels are maintained throughout the sales cycle. The
built-in reporting function improves the accuracy of sales forecasting
for a single team member or a whole team.
Ensure that all sales turn into loyal customers
By linking ACT! to your accounting system you can gain access to all
customer information to help you maintain maximum service levels.
ACT! sets the foundation for a long term relationship - and additional
sales.
Easy communication with your contacts
ACT! automatically tracks all communication with your customers
including mailshots, letters, meetings and telephone conversations.
Generate business leads
ACT! is a comprehensive marketing tool. It can be used quickly
and easily to design effective mailshots, faxshots and e-mail campaigns.
Team Co-ordination
Information can be used over a network to co-ordinate all activities
while allowing you to synchronise your database with mobile
users. Having access to sales process tools will ensure that everyone
in your team is fully informed on every contact.
ACT! and Outlook working together
Now it is even easier for Outlook users to use ACT! The ability
to access up to
three ACT! address books from within Outlook now makes e-mailing faster and
easier. A new e-mail function within ACT! also allows users to harness
the power of e-mail marketing by creating, sending and receiving
professional HTML graphical e-mails.
ACT! Integration with Line 50
Sage has integrated ACT! with their accounting package to enable
a seamless flow of information.
Improve customer satisfaction
ACT! will improve existing customer service, loyalty and
revenue. ACT! for Line 50 accounts delivers key account data to your customer-liaison staff.
Full visibility of customers
Credit limits, sales to date, outstanding debt information, trading terms and discounts available can now be displayed for
each customer or supplier from within ACT! With Sage Line 50
Financial Controller, businesses can also process sales orders,
purchase orders or quotations for any contact at the touch of a
button.
Full view of financial information
Transactional information such as invoice numbers, details, amounts
owed and paid can now be displayed within each contact record. ACT!
for Sage Line 50 also offers an enhanced capability to drill down on
more detailed financial information from within the Contact
Management software.
Quick stock availability check
ACT! for Line 50 allows you to keep customers informed about their
orders, with the ability to instantly look up stock levels and
communicate an order fulfilment date quickly and easily.
For more information call (08) 8410 9522.
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