Search for new companies and Import new leads Ĭontact Synching Outlook Integration Contact Synching.Improved Default Layouts for improved navigation High portion of support calls around “getting started”.Redesigned Welcome Page – easier navigation.New in ACT! 2011 Smart Tasks Outlook Integration Getting Started Business Info Services Security The Benefits of ACT! Platinum CareĪCT! Online User Community Engage and interact with other ACT! users through a variety of different communication forums and tools Extended Benefits - Extend ACT! with special add-on offers and discounts available only to Platinum Care members.
Sandler Sales Training - One full year of access to Sandler Broadcast Center: eLessons, DISC Assessment, and Podcasts - Plus one complimentary training session. Access to Business Specialists - Speak with our business specialists in our Expert Forums.
This first-of-its-kind service for ACT! gives you astonishing value including: Upgrade Assurance - Always have the latest version of ACT!.
Help you get it right the first time and avoid costly mistakes Free whitepaper: The six CRM mistakes to avoid800. Recognize that no two businesses have the same needs, budget, or goals That's why we: Focus on business objectives, process and people We know stuff!You want your business to succeed - and so do we. On the verge, incorporated Why talk with us? It's simple. Build one-to-many relationships to track equipmentsupport agreements, policies, and more. Slide 17Custom Tables Extend ACT! capabilities. )Select your favorite reports for faster access. Information by UserContacts DashboardRecently Created ContactsĬontact History Count by History TypeSlide 16 Relationships tab Reports viewLinks contacts based on their relationships (family, business, whatever. Yahoo! Slide 15Dashboards in ACT! 2010Admin DashboardUser Status Upgrading from an older version? Here’s what else you’ve been missing:Slide 12The New Look of ACT!Ĭustom TablesSlide 13Opportunities: OverviewActivities, Notes, Histories and documents can be associatedĭefault for Opportunities is still the list viewįields can be defined for Products/ServicesSlide 14Web Info TabLinks to social networking sites and more:LinkedIn Value for the Price:Sage ACT!Pro :$169.95Premium: $299.95Connected ServicesBusiness Info: Free, $24.99, $49.99 PUPM *E-marketing: $14.95 - $54.99 PUPMMobile: $10 PUPM*Early Bird Pricing Sage Business Info Services for ACT!Business Information:Contact ProfileĬompany NewsImport Companies Import ContactsEmail AlertsBusiness Info links display in-context Hoover’s data Sage Business Info Services for ACT!Learn more about the contacts/accounts you work with todayFind and import new prospects into ACT!Turnkey IntegrationMultiple Tiers1: Directory (Free)2: Reference (1)3: 400 leads/ month (1)(1) paid subscription required Smart TasksPre-defined Smart Task templates offer an out-of-the-box value for usersPre-defined Smart Tasks with Sage E-Marketing for ACT! templates available Smart Tasks (aka Workflow)Automate common tasks to enhance customer experience10 pre-defined templatesGraphical DesignerFully extensible engine Major EnhancementsSmart TasksSage Business Info ServicesOutlook Contact and Calendar SyncIntegration with Sage 50 now Peachtree in 2011Import from Excel Introducing Sage ACT! 2011Click to view video! Sage ACT! Market PositionTarget Market:Workgroups of sales professionalsBuyers:ProfessionalsSales, Sales ManagersSmall Business OwnersEnterprise Sales DepartmentsIndustries:Horizontal with selected verticals Focused on Financial Services, Insurance, and Real Estate High value, Sage ACT! is free from hidden costs and costly investments in IT stacks or monthly hosting fees Let’s the customer design views, add fields and tabs, edit drop-downs, and customize templates. 56,000 customers with > 10 usersOver 3M users Premium version Designed for small businesses and sales teams. Sage ACT! At-a-GlanceMake Contact, Build Relationships, Get Results.#1 Worldwide Contact and Customer Manager. Sage ACT! 2011Social media and automation meets the world’s #1 contact manager.