Sage Software ACT! PREMIUM 2011, 13u 1360213 User Manual
Product codes
1360213
Sage ACT!
|
Product Brief
Take Control of Your Sales Pipeline
Manage prospects through an out-of-the-box Sage ACT! sales process or a process that you personalize to fit your
business. Keep detailed progress notes and see the probability of close for each opportunity. This gives you total visibility
and control of your sales pipeline so you can stay in contact with those opportunities most likely to close.
business. Keep detailed progress notes and see the probability of close for each opportunity. This gives you total visibility
and control of your sales pipeline so you can stay in contact with those opportunities most likely to close.
Get More Done on Any Given Day
Let Sage ACT! Smart Tasks handle the things you
need to get done every day. Think of this as a personal
assistant that puts activities on your calendar and
sends emails for you. It doesn’t matter whether your
tasks have two or 10 steps, it’s all automated so your
customers get the service they expect, with little work
required by you.
need to get done every day. Think of this as a personal
assistant that puts activities on your calendar and
sends emails for you. It doesn’t matter whether your
tasks have two or 10 steps, it’s all automated so your
customers get the service they expect, with little work
required by you.
Get started with one of many sample Smart Task
templates, and accompanying email templates, for the
most common activities. These Smart Task templates
will set in motion the most basic or advanced
processes that allow Sage ACT! to remind you that it’s
your best customer’s birthday, inform you of customers
that haven’t heard from you in a while, even welcome
that new customer who just placed an order.
templates, and accompanying email templates, for the
most common activities. These Smart Task templates
will set in motion the most basic or advanced
processes that allow Sage ACT! to remind you that it’s
your best customer’s birthday, inform you of customers
that haven’t heard from you in a while, even welcome
that new customer who just placed an order.
Access Sage ACT! Anytime, Anywhere
Get anytime, anywhere access with Windows
®
and web options, plus stay connected while out
on the road with Sage Mobile for ACT!
on the road with Sage Mobile for ACT!
2
which
lets you access Sage ACT! contact and calendar
details from your BlackBerry
details from your BlackBerry
®
, Windows Mobile
®,
and Android™ device. You’ll always have your
Sage ACT! contacts, calendar, meetings notes,
conversation history, and upcoming activities,
because all of this is easy to find and update
from your phone. No more missed meetings,
misplaced phone numbers, or forgotten customer
details simply because you’re out of the office and
away from your computer.
Sage ACT! contacts, calendar, meetings notes,
conversation history, and upcoming activities,
because all of this is easy to find and update
from your phone. No more missed meetings,
misplaced phone numbers, or forgotten customer
details simply because you’re out of the office and
away from your computer.
“ Before Sage ACT!, we tried 3x5 cards, Post-it
®
notes,
Microsoft Outlook—and I couldn’t keep the records I
wanted and I couldn’t keep track of anything. Now, when
I get a lead, I just pop it into Sage ACT! and I’m ready to
go. Sage ACT! has incredibly increased the productivity
of my business. If you’re not using Sage ACT!, you’re
wasting your time, you’re wasting your money, and
you’re not building the relationships you need.”
wanted and I couldn’t keep track of anything. Now, when
I get a lead, I just pop it into Sage ACT! and I’m ready to
go. Sage ACT! has incredibly increased the productivity
of my business. If you’re not using Sage ACT!, you’re
wasting your time, you’re wasting your money, and
you’re not building the relationships you need.”
– Linc Miller, Managing Partner, Sandler Training
Sage ACT! user since 2007
w w w . a C t. C o m
Amp up your
emails by using
professionally
designed email
marketing templates
emails by using
professionally
designed email
marketing templates
3
that complement
your Smart Tasks.
your Smart Tasks.