Sage Software ACT! PREMIUM 2011, 1u 136021 User Manual
Product codes
136021
Sage ACT!
|
Product Brief
Sage
8800 N. Gainey Center Dr., Suite 200
Scottsdale, AZ 85258
www.act.com | 866-903-0006
©2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, ACT!, and the Sage product and service
names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities.
All other trademarks are the property of their respective owners.
B51100 10-22496/0710
names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities.
All other trademarks are the property of their respective owners.
B51100 10-22496/0710
About Sage North America
Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North America employs 4,000 people
and supports 3.1 million small and midsized business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now
employs 13,100 people and supports 6.2 million customers worldwide.
Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North America employs 4,000 people
and supports 3.1 million small and midsized business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now
employs 13,100 people and supports 6.2 million customers worldwide.
Manage Relationships
Search and Instantly Access
Be More Productive
Unlock New Leads
Market Effectively
Sell More
Measure Results
Integrate with Existing
Business Solutions
Eliminate Double Entry
Personalize Sage ACT!
Access from Anywhere
Administer and Maintain
Keep everything—phone numbers, emails, conversation notes, meeting and activity history, documents, social media profiles,
and more—in Sage ACT!.
and more—in Sage ACT!.
Find the exact customer relationship details you need using the most basic keyword search to a more advanced field search.
Work more efficiently with Smart Tasks that automate key activities like sending emails for you and putting activities on your
calendar. Get started with one of 10 pre-loaded Smart Task templates
calendar. Get started with one of 10 pre-loaded Smart Task templates
3
or simply customize your own version.
Obtain leads you can use with Sage Business Info Services for ACT!
2
that pulls highly targeted prospect lists and business
info from Hoover’s
™
and puts them directly into Sage ACT!.
Create and send email and drip marketing campaigns, track open and click-through rates, and manage opt-outs
with Sage E-marketing for ACT!
with Sage E-marketing for ACT!
2
.
Track each lead through the sales process where you can capture detailed progress notes, include your products and services,
and see the probability of close.
and see the probability of close.
View 50+ reports and dashboards, or for deeper analysis, send most reports to Excel
®
and use connections to third-party
report writers.
Take full advantage of familiar solutions you’ve already invested in, including Microsoft
®
Outlook
®
, Word, Excel, and
Lotus Notes
®
—over 10 business solutions in all.
Integrate your Sage ACT! and Outlook contacts and eliminate double entry, plus keep your calendars in sync—no matter
where changes were made.
where changes were made.
Tailor Sage ACT! to fit the way you run your business by designing views, adding fields and tabs, editing drop-downs,
and customizing templates.
and customizing templates.
Get anytime, anywhere access with Windows
®
and web options, plus stay connected when you’re out of the office with Sage
Mobile for ACT!
2
from your BlackBerry
®
, Windows Mobile
®,
or Android™ device.
Use Silent Install
4
administration and activation, and take advantage of automatic backup, maintenance, and synchronization options.
Get Web Access and Added Team Functionality
Consider Sage ACT! Premium, designed for teams who need
to efficiently share relationship details. Sage ACT! Premium
gives you and your team access to a central database from
Windows
to efficiently share relationship details. Sage ACT! Premium
gives you and your team access to a central database from
Windows
®
and the web so everyone is completely in sync.
Plus, it has team features such as enhanced security, group
dashboards and reports, and advanced administration.
dashboards and reports, and advanced administration.
1 Based on a Keystroke Level Modeling competitive study conducted by Sage and Measuring Usability, LLC in May 2009. Competitors included Microsoft Dynamics
®
CRM and Salesforce.com.
2 Requires additional subscription.
3 Three of the pre-loaded Smart Task templates require a subscription to Sage E-marketing for ACT!.
4 Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order
3 Three of the pre-loaded Smart Task templates require a subscription to Sage E-marketing for ACT!.
4 Delivered as an MSI package. Software to distribute an MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order
to activate. Silent Install is only available in Sage ACT! Premium.
*Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.
Important Note:
Sage ACT!: You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Review Sage ACT! system requirements at
www.act.com/2011systreq. Visit www.actsolutions.com or contact your add-on product provider to determine compatibility for your add-on products. Sage ACT! 2011 now supports Firefox
Sage ACT!: You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Review Sage ACT! system requirements at
www.act.com/2011systreq. Visit www.actsolutions.com or contact your add-on product provider to determine compatibility for your add-on products. Sage ACT! 2011 now supports Firefox
®
3.5
and 3.6 and 32-bit version of Microsoft Office 2010!
Sage Connected Services: Review Sage Mobile for ACT! system requirements at www.act.com/mobilesystreq. Sage Mobile for ACT! requires
an active data plan. You are responsible for all data related charges to your mobile device. To facilitate device setup, Sage Mobile for ACT! sends a text message to your mobile device. Based on our
wireless plan, you may receive an extra charge from your carrier for this text message. Sage E-marketing for ACT! is powered by Swiftpage
wireless plan, you may receive an extra charge from your carrier for this text message. Sage E-marketing for ACT! is powered by Swiftpage
™
. Import functions for Sage Business Info Services for
ACT! must be performed on the web server when using Sage ACT! Premium (access via web).
With Sage ACT! you can: