ACT! by Sage 2010 – Now Available !!!

Sage UK have now released their brand new version of ACT! by Sage 2010 in early September and it’s a “cracker”.  See below for some of the major changes to this already extremely popular CRM software and contact us at rob@harleygrove.co.uk to request a FREE online demonstration.

Enjoy the newly designed look of ACT! with proven easier to learn and use navigation, instant access to search, related tasks, big “easy” buttons, and the new Welcome page.

You’ve got to see the new look! Not only will you get streamlined layouts, you’ll also have instant access to search from any view—no longer going through the lookup dialog; related tasks that provide you with more options for working with contacts, groups, opportunities, and more; consolidated menus with relevant feature options; big “easy” buttons for tasks you complete most often; and a new button that lets you create anything new, from contacts, to activities, and more.

Take advantage of leading-edge Web 2.0 technology that automatically integrates LinkedIn®, Facebook, Google Maps™ and more with ACT!:

Tap into the endless possibilities of social networking and online resources for instant knowledge about your customers. See your customers on Twitter, LinkedIn®, Facebook, Plaxo, and ZoomInfo, or other sites you choose, to quickly understand more about their interests, their past work history, and their connections. Sites included with ACT! are:

• Twitter (added manually) • LinkedIn® • Facebook • Plaxo • ZoomInfo Contact • Contact’s Web site • Google™ • Google Maps ™ • Google News™ • Weather • Yahoo! Local Info • Yahoo! Person • Google Driving Directions

 

 

 

 

 

 

 

 

 

 

 

Generate actionable demand with end-to-end e-marketing that intelligently and automatically reaches out to your ACT! contacts, runs e-mail marketing campaigns in minutes, and delivers results right to the ACT! Contact Record, saving you money by helping you focus on the right customers.

• E-mail Marketing which allows you to create striking e-mail templates with a simple online editor; send e-mails to contacts, lookups, groups, and companies with a single click directly from ACT!; and track contacts who opened and clicked e-mails.

• Drip Marketing which allows you to create a series of e-mails that are delivered to ACT! contacts over a period of time—automatically. Not only does it save you time, it automatically drives sales processes by delivering Call Lists of contacts that should be called first.

• Survey and Web Forms which enable you to gather valuable feedback from existing contacts so you can build and grow your ACT! database. Survey results are mapped to ACT! fields to ensure the freshest data is available for marketing and selling purposes.  

 

 

 

 

 

 

 

 

 

 

 

Tailor opportunities to fit your selling model:   

Sales tracking functionality in ACT! has been completely redesigned to maximize the way you manage leads. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever, so you can:

• Add new fields and tabs.
• Customize the product/services grid to include the fields you need to track your information.
• Personalize the layout with the colors and graphics that best represent the look of your business.
• Track activities, history, documents, notes, and more—all tied to the sales opportunity.
• Set security options.

 

 

 

 

 

 

 

 

 

 

 

Track customers, sales, and users with new dashboards:

New dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. New dashboard charts include:

• Recently Created Contacts
• Recently Edited Contact
• Contact History Count by History Type
• Contacts by Country
• Contacts by Department
• Opportunities Open by Product
• Opportunities with Contact Info
• Opportunities by Products
• Opportunity Weighted Total by Sage
• Remote Database Information by User
• Remote Database Sync Status by User
• User Status

 

 

 

 

 

 

 

 

 

 

 

Send calendar invitations from ACT! to leading e-mail solutions, like Gmail™, Apple® iCal®, Windows Live™, Microsoft® Outlook®—or any iCalendar connected calendars:

Not all your customers use ACT!. We know that, which is why you can send ACT! calendar invites to customers who use iCalendar connected calendars, like Gmail, and the invitations you send will appear on their calendar. These include:

GmailApple iCalWindows LiveFacebookGroupWise®OutlookLotus Notes®

 

 

 

 

 

 

 

 

 

 

 

 

Contact us at rob@harleygrove.co.uk to request a FREE online demonstration of ACT! by Sage 2010.