Build Contacts, Manage Relationships, Get Results

Transcription

1 Build Contacts, Manage Relationships, Get Results ACT! is the world s best selling contact management software with over 120,000 UK registered users. By using Sage ACT!, individuals, small businesses and corporate teams can centralise contact data, transform productivity, stay on top of sales opportunities and achieve a better insight into their customer relationship. Sage ACT! 2012 Pro Easy to use contact and sales management software for individuals, sales professionals and teams. ACT! 2012 Pro supports up to 10 users. ACT! Premium 2012 In addition to the benefits of Sage ACT! Pro: Supports users Includes Web access software Extended user security & team based tools

2 MANAGE CONTACTS Complete contact information stored in one place Ensures time isn t wasted searching for contact communications & duplicating effort Manages tasks, sales & marketing lists Sync contacts between ACT! and Microsoft Outlook Intuitive interface makes ACT! easy to use A strong emphasis on ease of use has made ACT! the market leader for over 20 years Simple, easy to navigate interface Easily customisable with user & business preferences Welcome screen includes quick start guides & tips Tracks every contact communication Stores details of every contact conversation & background relationship information Attach s, Microsoft Word documents, PDFs & other files & shortcuts 10 Reasons why ACT! is No.1 for contact management 1 ACT! manages all contact information from one easily accessible database Find any detail stored in ACT! in seconds including search terms in attached Word documents, PDF & Excel files Find any relationship detail in seconds Use the search box or right-click on any ACT! field to run an instant search Auto-complete & previous look-up functions remember earlier search terms Search on multiple fields and ranges - preview results & narrow or expand search filters Run universal searches to find any detail stored in ACT! - including attached documents Quick to implement to achieve an early payback. Very affordable - get started from as little as 190 including phone support Extremely versatile - ACT! adapts to almost any type of business & industry Calendars, dashboards & task lists support better time management Scheduling tools enable users proactively manage relationships Sales & forecasting tools help close more effectively & cut selling costs Reports & dashboards create real-time relationship & performance insight Supports remote & mobile users including offline access, The proven leading contact management system for over 20 years with over 2m users worldwide ++ See an online demonstration of ACT! at

3 Company Management Multiple calendar & task views Link individual contacts with company records Add company division levels to reflect the hierarchy of each office & department that you deal with Link company and ACT! contact fields so that changes only need to be applied once Includes daily, weekly & monthly calendars Filter calendars by priority level, activity type and user Automatically sync your personal calendar between ACT! & Outlook or use ical invites to stay in sync Daily task list help users manage their workload Segment Contacts into Groups Save contacts in Groups that reflect any relevant criteria like sales territories or mailing lists Automate group membership with dynamic rules Add sub-group levels for more segmentation Create histories, activities & opportunities for all groups members GET MORE DONE Activity Scheduling Schedule meetings, phone calls & other tasks to make sure that nothing gets missed Assign a priority level to each activity & trigger pop-up alerts to be reminded about time critical tasks Create your own custom activity types Assign activities to other ACT! users Roll-over any outstanding activities to the next day to ensure nothing gets missed Includes Scratchpad virtual notepad application to manage reminders & detail outside ACT! Smart Tasks ACT! Dashboards Customisable dashboards bring ACT! data to life including: Overview of outstanding activities Where sales opportunities stand in your pipeline Your top business prospects Sales performance vs target New & recently edited contacts Click any dashboard display to drill down to the relevant contacts. Set ACT! Smart Tasks that automatically send s and schedule reminders for you. Removes manual processes - watch as your productivity soars without spending extra time at work. Set tasks to run automatically or activate on-demand Set Smart Task to perform numerous functions including ing alerts when sales opportunities are neglected, schedule activities when a customer renewal date is approaching & send new customers a welcome s Create & edit tasks in the graphical interface ACT! dashboards provide a graphical overview of scheduled activities to help everyone plan & manage their day CUSTOMISED FOR YOUR BUSINESS Customised fields & database layouts Group ACT! contacts together based on any criteria. Apply sub-groups levels & automate group membership rules. Add & edit ACT! fields for consistent terminology Support free format entry fields, yes/no tick boxes, drop -down lists, image fields and more Add logos and apply colour schemes for the perfect ACT! layout in line with your brand

4 MOBILE & REMOTE ACCESS MANAGING SALES Use ACT! in the office or remotely via a network connection Hold a local copy of all or part of the main ACT! database, work offline & synchronise updates COMMUNICATING WITH CONTACTS Send personalised letters and mail merges Track sales opportunities through your selling cycles ACT! tracks every selling opportunity through each stage in your own sales cycle(s) List multiple products & services per opportunity Assign an estimated close date & a probability of close to each opportunity for effective forecasting Track notes, communications & activities against each opportunity record. Write to individual contacts or mail merge en masse Create ACT! document templates & include personalisation from any ACT! field Attach & preview documents within ACT! Integrating ACT! with Microsoft Outlook s Send Outlook s directly from ACT! & record a copy in ACT! & Outlook sent items Automatically saves a copy of each Outlook sent to the corresponding ACT! record Or, file Outlook s in ACT! in a single click Create new ACT! contacts from Outlook s Schedule new ACT! activities from Outlook Google Integration Gmail: Send & receive s from Gmail and ACT! will saves a history in the contact history Google Contacts: Create new contacts in Google or ACT! and synchronise your database Google Calendar: Sync ACT! and Google calendars and choose which ACT! activity types will sync to Google. merge to customers and prospects Send mass merges using ACT! templates for newsletters, promotions and other communications an entire customer base or build mailing lists & groups to target specific contacts ACT! E-Marketing supports HTML s, drip marketing, campaign reports & contact call lists based on open & click actions (requires additional purchase) Sales dashboards and pipeline funnels show where opportunities stand at each stage in the sales cycle. Customising the ACT! sales opportunity module Create extra sales fields to capture all the essential information about each sales opportunity ACT! sales dashboards provide an instant overview to show where efforts need to be focused Use the list view to filter opportunities by product, sales stage, probability, amount & estimated close date Copy opportunity list data into Microsoft Excel for further analysis & pivot table reporting. Generate Quotes Create a quote from any opportunity without re-keying contact & opportunity information Add your logo, terms & conditions to quote templates ACT! forecasting and reporting Includes 40+ reports including sales and pipeline reports plus phone lists, activity schedules, contact histories, sales forecasts & more Includes report viewer & favourite reports option Run reports on individuals or multiple ACT! users to assess performance Customise reports or create your own Export reports to HTML or PDF ACT! E-Marketing powered by Swiftpage sends bulk blasts & tracks recipient actions for campaign reporting & follow-up

5 Automated database management Automatic ACT! database back-up Automated data synchronisation Schedule automatic data maintenance processes Control user access centrally Grant users access rights that reflect their status from read-only to full database administrator rights Define password policies including password expiry periods, formats & re-use permissions Eliminates Duplicate Records ACT! includes over 40 standard reports including around 20 sales reports - customise or create your own to see the data you need WEB 2.0 TECHNOLOGIES Scan for duplicated contacts & consolidate records by easily merging contact fields, notes, histories, activities and opportunities to create a single, complete record. Web Links Tab View online information specific to the current contact record Links to social networking sites like LinkedIn, Facebook & MySpace enable ACT! users to research contacts, discover their interests & even interact with them online from ACT! Links to Google Maps provide automated directions to the contact s address from your location Google & Yahoo links run automatic searches based on any ACT! field entry like a contact name, company name or postcode Create new search links to sites like Twitter to find contacts or information specific to their business PROTECTING CUSTOMER DATA Consolidate contact information in one database With ACT! there s no need for people to hold their own contact information in Microsoft Access, Excel or Outlook. Data is centralised and protected in one place for consistency of information, better communication and improved data security. ACT! links to social networking sites like LinkedIn enabling users to gather more contact information & network with people online from within ACT! SAGE ACCOUNTING INTEGRATION Inbuilt integration with Sage 50 Accounts Check a customer account balance in ACT! See an account status, credit terms or agreed discount level before quoting View transactional information Send completed ACT! sales opportunities to Sage for invoicing or order processing Synchronise fields & product lists between ACT! and Sage SYSTEM REQUIREMENTS Please refer to for the complete system requirements on ACT! 2012 Pro & ACT! Premium

6 ACT! Premium 2012 With dual Web & Windows access, advanced data & user security controls, ACT! Premium offers extended scalability for larger teams. Supports more users ACT! Premium 2012 supports from users (ACT! 2012 Pro only works with a maximum of 10 users) Dual Web Access Licensing ACT! Premium is supplied with ACT! for Web software. Wherever people work, ACT! Premium lets businesses select how their database will be deployed. Office based personnel can access ACT! data from a Windows client installation, or across Terminal Server / Citrix connection. Remote & mobile staff can also be given the extended flexibility of ACT! web browser access. ACT! Premium for Web is installed alongside ACT! Premium & data remains on your server so doesn t incur recurring hosting costs that are typically associated with web-based CRM systems. Benefits of using ACT! Premium for Web include: No client installation Access to real time contacts, sales and calendars No need for data synchronisation No need for mobile users to carry local databases Shares the same database as ACT! Premium users working from a Windows client installation Central database management means administrators control user access from one location Users can log-on to ACT! from a Web &/or Windows interface Works with Firefox so Mac users can access ACT! data ACT! Premium includes web access software enabling mobile & remote users to share real time contact information Secure data with advanced security controls Field level security restricts user & team access by granting Read-Only or No Access to specific fields Custom user permissions can control which users can delete, synchronise or export data Group scheduling Check availability for other users. Schedule an activity in ACT! Premium for another user & a notification pop-up will appear on each user s screen. Manage shared resources Manage key shared resources including meeting rooms, cars and IT equipment by checking their availability through ACT! and book them as part of an activity. Internet Synchronisation Extended synchronisation option for internet sync using Microsoft Internet Information Services to perform this process without ACT! or the main database being open. Interactive team dashboards ACT! Premium dashboards display data for more than one user, even across teams. With rich graphical displays, managers can clearly check performance at a glance to see how staff are performing. Customise dashboards to see the data needed to measure performance Use activity, contact, opportunity & user ACT! dashboards or create your own Click a dashboard component and drill down to see the underlying data Manage ACT! users in teams Group users into teams & grant contact access in bulk to quickly control which teams can access which contacts. ACT! Premium dashboards provide managers with on the spot reporting to assess individual & team performance

7 ABOUT PREACT CRM Preact is an independent Customer Relationship Management (CRM) consultancy working with businesses in the private sector as well as charities and educational organisations. As multiple award winning CRM architects, we've been helping businesses achieve results with CRM since Our experienced team combine strong consultative skills with professional implementation skills and a commitment to customer service excellence. By working with Sage ACT! and Microsoft Dynamics CRM we offer vendor-neutral advice to help businesses choose the best software for their unique requirements, or to help organisations gain greater value from their existing CRM system. OUR APPROACH We work with small and medium sized businesses in numerous industries with deployments varying from or more users. We take a product agnostic approach to pre-sales to help you choose a CRM solution that will meet all your immediate requirements and will grow with your business. Our consultants will discuss your plans in depth and help you test our recommended solution before you commit. We re committed to an on-going evaluation of our performance so we actively seek client feedback to ensure we re delivering on our brand promise of exceeding customer expectations. AWARD WINNING ACT! SERVICES By working with ACT! for over 15 years we are one of the UK s most experienced specialists with the biggest independent ACT! user base including Europe s largest supported ACT! implementation. Our status as a member of Sage s prestigious 2011 Circle Of Excellence and a multiple awardwinning ACT! Businesses Partner of the Year reflects our commitment to the application and offers the reassurance of working with a trusted supplier. We offer a full range of technical consultancy, training and support services to assist new and existing ACT! customers. Our ACT! projects have included implementations for John Lewis Plc, Encyclopaedia Britannica, Thorntons, Port of London Authority, Cranfield University, Veolia Water, Alexandra Palace and Marie Curie Cancer Care. Preact Limited All rights reserved.