ACT! by Sage 2009 (11.0)

ACT! by Sage 2009 (11.0) is a feature-rich, robust contact and customer management solution specifically designed to meet the needs of professional sales teams, sales management, and internal IT organizations. Your organization will benefit from centralised contact and customer information, powerful sales productivity tools, and an easy-to-implement, easy-to-maintain solution.

Easy to Implement, Learn, and Use
Unlike many contact and customer management or CRM solutions, ACT! is easy to learn and use because it’s designed to work like salespeople work, ensuring end-user adoption. ACT! provides complete information on one screen, a tabbed interface, considerable right-click and one-click functionality, and robust look-up capabilities. With the intuitive layouts and workflows in ACT!, team members can be productive with little to no time spent in training, managers benefit from high levels of user adoption, and support staffs experience minimal requests.

Centralise and Secure Contact Data
ACT! provides a single, central repository for critical contact information captured across your organization, which reduces redundancy and errors, enables improved data control and security, and eases data maintenance tasks. ACT! enables sales teams to access contact details, relationship history, and opportunity information so they can have knowledgeable communications with prospects and customers. It also allows managers to spend more time observing and coaching their teams and less time monitoring data-gathering.
With ACT!, you can set controls, including forced drop-downs, multi-select fields, mandatory fields, and Note and History disablement, so the contact information entered is complete. As a result, the organization will have detailed prospect and customer data and sales management will have the accurate reports they require. And with ACT! you can count on keeping critical contact information when a sales rep leaves, with custom user permissions that enable or disable your team from deleting and/or exporting information to Excel®.

Streamline Daily Functions for Increased Sales Productivity
ACT! delivers a feature-rich solution that streamlines daily functions so your team can focus on selling, not administrative tasks. ACT! provides functionality that allows your sales reps to quickly access information using robust look-ups, stay on top of key deliverables using the Task List and Activity Alarms, generate Instant Quotes1 from an opportunity, manage groups of related contacts for easier tracking and communications, and communicate more effectively using Mail Merge and preformatted templates. By streamlining required functions throughout the day, your reps will stay productive and focus on the critical task of selling.