Sage ACT! 2011

Click here for a PDF of what's new and a comparison between ACT! 2011 and older versions. (Opens in a new window!)

A quick summary of just a few features:

• Smart Tasks

• Professionally Designed Email Marketing Templates that compliment Smart Tasks

• Sage Business Info Services for ACT!

• Sage ACT! and Outlook Contact Sync

• Sage ACT! and Outlook Calendar Sync

• Sage ACT! Outlook Calender/Contact Sync for ACT! Premium (access via Web)

• Direct Import from Excel

• Re-designed welcome page with featured windows

• Security that Prevents Sensitive Email History from Attaching to Sage ACT! User Records

Organize the details. Get organized with Sage ACT! so you can zoom in on the details of your customer relationships whenever you need to. When a customer calls unexpectedly, you ‘re instantly prepared with the e-mail they sent you last week, notes from your last phone call, and their Facebook profile to see what they’ve been up to—all at your fingertips.

Market like a pro. Attract new customers and get more from existing relationships using lead/business info and e-marketing services for Sage ACT!. Get the right leads list and then send striking marketing campaigns that you develop using a simple online editor. Quickly spot your hottest prospects right there in Sage ACT! by viewing the ranked call list that shows you who’s most interested.

Control your sales pipeline. Capture prospects and manage them through an out-box-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.

Get more done. Let Sage ACT! handle the things you need to get done every day. Think of it like a personal assistant that sends e-mails for you and puts activitieson your calendar so your customers get the services they expect. Watch as your personal productivity soars, without spending extra time in the office.

Stay in sync. Better coordinate your efforts when speaking to customers, because you and your team have access to all the same relationships details in Sage ACT!. Your team appears completely in sync to any customer they interact with, no matter who they talk to most often. And, you can lock down as many of the dtials as needed to keep sensitive customer information secure.

Automate key activities. 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 e-mails 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 e-mail templates, for the most common activities. These Smart Task templates will set in motion the most basic or advanced process 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. And, best of all, you have total control over the timing, contact lists, and opportunities for each and every Smart Task.

Apply Smart Tasks right out-of-the-box, make changes to fit your specific needs, or create your own. Because Smart Tasks use one of the earlier visual designers on the market and leverage a powerful workflow engine, you can quickly create your own with custom actions. Encourage your entire team to use the Smart Task you create so your company’s best practices are followed.
Get started with Smart Task and Email Templates that are for most common activities including:

• Birthday Reminder
• Closed Opportunity Follow Up
• Contact with No Recent Activity
• High Value Opportunity Alert
• New Contact Welcome
• Opportunity a Week from Close
• Promotional Sales Cycle—Product Enquiry
• Birthday Greeting integrated with Sage E-marketing for ACT!
• New Contact Welcome integrated with Sage E-marketing for ACT!
• Incorrect/Missing Information integrated with Sage E-marketing for ACT!
• Set in motion the most basic or advanced processes to occur automatically
• Control the timing, contact lists, and opportunities for each Smart Task.
• Apply Smart Task right out-of-the-box.
• Create your own Smart Task with custom actions using one of the easier visual designers on the market.