ACT! BY SAGE
Instantly access customer information.
| • | Store complete contact information including e-mail, notes, history, attachments and more | | • | Import data from Microsoft® Outlook®, Palm™ Desktop and other sources | | • | Choose from 60 standard contact fields - or create your own | | • | Customize your database to access and manage information the way you want it | | • | IMPROVED! Add new field types - including Yes/No, picture and memo fields | | • | IMPROVED! Find anyone or any detail instantly with Lookups or Keyword Searches | | • | Access information on the go with Palm OS or Pocket PC handheld devices (1) |
Manage and grow business relationships.
| • | NEW! Create Company records to see the entire business relationship | | • | IMPROVED! Organize data into Groups and 15 levels of Subgroups for individual treatment | | • | IMPROVED! Add virtually unlimited date and time-stamped Notes and Histories to easily recall important details | | • | NEW! Use rich text formatting to change colors, fonts and more | | • | NEW! Attach presentations, proposals and more to Activities, Notes and History items | | • | NEW! Share Notes and Histories between contacts - then change a note, and it’s automatically updated in all places | | • | Track completed Activities for each relationship so you know what happened and when | | • | IMPROVED! Add searchable Secondary Contacts to easily find assistants, family members and more | | • | IMPROVED! Create, send and track e-mail using the built-in ACT! by Sage e-mail | | • | Link correspondence to contacts for a record of what was sent and received | | • | IMPROVED! Write letters using the built-in word processor or Microsoft Word | | • | IMPROVED! Send letters, e-mail and more with mail merges | | • | Save time with standard letter, e-mail and memo templates | | • | NEW! Consolidate and eliminate duplicate records for the cleanest data |
Stay on top of your schedule 24/7.
| • | Schedule calls, meetings and to-do items quickly and easily | | • | IMPROVED! View daily, weekly, monthly, work week—even mini-month calendars | | • | Set alarms so you never miss important meetings or events | | • | NEW! Track and sort five different Activity Types—or customize and create your own | | • | NEW! Create custom History Types and Priority Levels to help you manage your time | | • | Get immediate notification of any scheduling conflicts | | • | Schedule recurring activities in one easy step | | • | IMPROVED! Schedule multiple activities around a single event and automatically add those
activities to users’ calendars | | • | NEW! Set Global Events—like holidays and company events—to appear on everyone’s calendars | | • | Share calendars between users to help see where everyone is at any given time | | • | Manage tasks easily—incomplete activities roll over to the next day so nothing falls through the cracks | | • | IMPROVED! Update your calendar with Microsoft Outlook |
Help improve your bottom line.
| • | IMPROVED! Forecast sales with confidence using built-in sales and forecasting tools | | • | NEW! View and filter all opportunities in one place with Opportunity List | | • | IMPROVED! Choose from the built-in sales process—or create your own | | • | NEW! Create or import your product list with item number, cost and price—so everyone has the same data | | • | NEW! Generate instant quotes (2) for any opportunity without re-entering data | | • | IMPROVED!Use the built-in sales reports—or create your own using the improved Report
Designer | | • | IMPROVED! Track opportunities through the sales cycle with interactive pipeline graphs | | • | NEW! Export your opportunity list to Microsoft Excel (3) for easy data analysis and reporting |
Be more efficient with secure, shared data.
| • | Get up and running in minutes—with up to 10 users sharing data (4) | | • | IMPROVED! Synchronize in the background so all users have the most up-to-date data | | • | IMPROVED! Assign up to five security levels to allow different access to information | | • | IMPROVED! With popular accounting programs like Peachtree® and other leading accounting programs | | • | NEW! Print any view without having to specify a template | | • | IMPROVED! Make records private to keep confidential information to yourself | | • | Works with Microsoft Outlook (5) |
| (1) | ACT! by Sage handheld links provide one-way updates from the desktop to the device. | | (2) | Requires Microsoft Word 2000, 2002 or 2003 and Excel 2000, 2002 or 2003. | | (3) | Requires Microsoft Excel 2000, 2002 or 2003. | | (4) | You must purchase one license per user. | | (5) | Requires Microsoft Outlook 2000, 2002 or 2003. |
DOWNLOAD
>> ACT! by Sage 2005 Datasheet PDF
>> ACT! by Sage 2006 Premium Datasheet PDF
>> ACT! by Sage 2006 Standard Datasheet PDF
>> ACT! by Sage 2006 Features Tour for New Users PDF
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ADDITIONAL INFORMATION
For more information on ACT! by Sage, please contact our sales department at (800) 354-4228, ext. 204 or email at sales@infinityinfo.com. |
