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Finding
and contacting new prospects |
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Following
up with prospects and clients by telephone, fax, mail and e-mail |
|
Sending
product information, proposals and quotes |
|
Scheduling
reminders, appointments and meetings |
|
Scheduling
multiple related activities base on business processes |
|
Managing
customers' post sales requests for services and support |
|
Maintaining
accurate records of all contact interactions |
|
Generating
reports
for reviewing activities and client |
 |
ACT! 6.0 Key Features
and Benefits |
 |
READY
TO USE CONTACT DATABASE: |
|
A
wizard guides you through creation of your contact database including
pre-defined fields and layouts. Then begin recording calls, meetings,
to-dos, e-mails, faxes, etc. Existing information in other applications
can be easily imported into the database.
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|
FAST,
EASY ACCESS TO CONTACT INFORMATION: |
|
You
can quickly find the information you need. Just type the first
few letters of the contact's name, company, phone number or any
other fields and go directly to the contact you want.
|
|
EFFECTIVE
MANAGEMENT BY GROUP OR ACCOUNT: |
|
You
can group contacts for efficient management. For example, a sales
manager can group leads by region or a small business owner can
group suppliers and business partners.
|
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EFFICIENT
CALENDAR AND TASK MANAGEMENT: |
|
Easily
schedule contact appointments and tasks. Look at tasks in daily,
weekly and monthly views. View tasks, organise by date, type or
priority. Reminders ensure you'll never forget an important appointment,
phone call or to-do task.
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COMPREHENSIVE
SALES PROCESS MANAGEMENT: |
|
Sales
process management tools help sales professional turn prospects
into customers.
|
|
INTEGRATES
WITH SAGE LINE 50 & LINE 100: |
|
Including
sales and purchase order processing, quotations (in Line 50 only),
sales history and contact details. Integration only available with
ACT! for Line 50 and Line 100.
|
|
EASY
COMMUNICATION WITH CONTACTS: |
|
Create
letters, memos, HTML e-mails and faxes to communicate with contacts.
Use Microsoft Word or the built in word processor. Then, using
mail merge, send these communications and automatically record
them in the contact's history.
|
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COMPREHENSIVE
REPORTING CAPABILITY: |
|
A number
of ready to use reports, such as task list are available to help
you organise your day. You can also create business and sales
reports customised to meet your specific needs.
|
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TEAM
CO-ORDINATION: |
|
Information
can be used over a network to co-ordinate all activities. Multi-level
security protects it from unauthorised access. You can also synchronise
your data with mobile users with colleagues...
|
|
FULLY
CUSTOMISABLE: |
|
Tailor
the software the
software to match the way you conduct business. Customise the database
to hold the information you want. Customise screen layouts for the
look and feel you want. Customise icons and menus for maximum efficiency.
Create macros to automate repetitive tasks and save time.
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|
ACT!
AND OUTLOOK WORKING TOGETHER: |
|
Seamless
integration with Microsoft Outlook is provided so you can use Outlook
for e-mail and scheduling of some activities and use ACT! as your
contact manager.
|
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FULL
INTERNET INTEGRATION: |
|
Access web sites within
ACT! and attach any web page to ACT! contact. |
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