Manage daily responsibilities
Schedule calls, meetings, and to-dos quickly and easily, and filter each by priority, date range, or user. Access each with five Calendar views including Daily, Weekly, and Monthly, or from the Task List.
Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an at-a-glance view.
Use Activity Alarms to stay on top of deliverables. Incomplete activities roll over to the next day.
Schedule an activity series for activities with multiple tasks. Activities are linked to one another so a date change in one will realign other activities if appropriate.
Synchronize your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!.
Utilize ACT! Dashboard components Schedule At-A-Glance and My Activities to get a fast, accurate snapshot of key calls, meetings, and to-dos. [TOP] |
Gain business insight
Perform a look-up on most fields or use Keyword Search and ACT! will highlight the keyword in a particular note, history, activity, or opportunity. Or, perform numeric look-ups such as greater than or less than queries.
Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries. Or, use the Report Designer to create custom reports and send most reports to Excel, HTML, PDF, or e-mail.
Get a pulse on your business in a single view with comprehensive, graphical representations of key information with the ACT! Dashboard.
Tailor ACT! to suit your business by customizing Priority, Activity, and History types, allowing for better tracking and analysis.
Customize layouts, including changing colors, adding logos, and moving relevant field displays for greater visibility. [TOP] |
Track sales opportunities
Use the built-in ACT! sales process or customize the sales process to suit your specific needs.
View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price. And, generate instant quotes1 for any opportunity without having to re-key information.
Choose from 20+ preformatted Sales Reports or export to Excel with one click for further analysis using built-in, customizable pivot tables.
Utilize ACT! Dashboard components Opportunity Pipeline by Stage, My Opportunities, Top 10 Opportunities, and Closed Sales to Date for a graphical snapshot of how you’re tracking toward metrics. [TOP] |
Use As-Is or Customise to Suit Your Team
ACT! can be used as-is or highly customised to fit your expectations, while still allowing for the accurate reporting you need to manage your team.
Individuals can filter data in the Dashboard view while teams can add fields and tabs as needed.
The layout can be individually customized to you company by changing colors or adding your logo, or by adding custom priority, activity, and history types.
The customiation capability at the organizational level drive user adoption, provide consistent information and reports needed by management, and reduce administrative burden on IT.
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Integrate with Existing Applications
ACT! improves sales team productivity by integrating with existing applications such as Microsoft Outlook e-mail and calendar, Word, and Excel.
ACT! also integrates with accounting solutions, allowing individuals to work the way they want within applications they already know.
In addition, this enables your organization to leverage existing technology investments and keep everyone productive.
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Access while mobile or remote
Synchronize your ACT! Calendar, Contact and To-Do information, Notes,
and History items to Palm OS®, Pocket PC, Windows® Mobile 5.0, or BlackBerry®5 devices.
Print more than 20 templates designed for popular paper organizers so you always have your schedule with you.
Print from any ACT! calendar template and the contact phone number for any scheduled call is automatically printed on the calendar.
Access critical contact and customer details through Citrix® or Terminal Services6 when out of the office. [TOP] |
Important Notes for all customers: It is highly recommends you carefully review all ACT! system requirements at www.actbysage.co.uk/2009systreq to ensure that your system meets these requirements.
Compatibility with ACT! Solutions:
ACT! 2010 cannot be used in conjunction with ACT! Premium 2009 or ACT! Premium for Web 2009.
When used in standalone environments, ACT! Premium and ACT! Premium for Web solutions are only compatible with their respective same editions. When used in conjunction with each other, ACT! Premium and ACT! Premium for Web editions must be the same.
Regarding ACT! for Palm OS®:
ACT! 2010 (11.0) solutions are not compatible with ACT! for Palm OS® 2.0. Regarding ACT! Link for use with QuickBooks: ACT! Link for use with QuickBooks 3.x is not compatible with Windows® Vista™.
Regarding ACT! Add-on Solutions: Certain ACT! add-on solutions may not be compatible with ACT! 2010 solutions. Please check with your add-on product provider to determine compatibility.
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1 Requires Microsoft Excel and Word 2002, 2003, or 2007.
2 You must purchase one license of ACT! per user.
3 Published minimum system requirements are based on single user environments. Actual scalability and number of networked users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: www.act.com/2009systreq. You must purchase one license of ACT! per user.
4 During setup, users must select if they want to access Outlook e-mail through the ACT! E-mail client or direct integration with ACT. ACT! must be added as an Outlook address book to use this feature.
5 Requires additional purchase.
6 Citrix and Terminal Services require specific configurations. Citrix is supported using Presentation Server 3.0 and 4.0. |
