ACT! by Sage

Sage ACT!ACT! is customer relationship management software that is ideal for small and medium sized businesses that need to better manage client data and improve customer service.

ACT! allows you to keep customer related information - such as contact details, contact history and related documents - in one place this will give you a 360 degree view of your customers, their purchasing behaviour and their value.  You will be able to access the information regardless of where you are and develop profitable relationships with your clients.

 

  • ACT! – keep your data organised and in the one place - for up to 10 users
  • ACT! E-marketing – execute successful marketing campaigns
  • ACT! Premium – for 10 or more users

1890882522

 

 

  • Features
  • Benefits
  • System Requirements
  • Case Studies
  • accurate and complete view of your customer data in one place
  • capability to note and flag tasks that are a priority and schedule key tasks as a group or for an individual
  • automate processes with Smart Task to ensure that you input the right information into your customer management solutions 
  • have greater control of your sales pipeline by keeping detailed progress notes, and see the probability of closing for each opportunity 
  • create, send and track emails to and from contacts with the mail merge functionality
  • includes ACT E-marketing to manage email marketing campaigns
  • with ACT! Mobile Live, a cloud-based mobile service, you can access Sage ACT! on your BlackBerry® and Windows Mobile® devices* 
  • data can be accessed by staff online, offline and via mobile technology
  • integrates with Microsoft Office and synchronizes your calendar and contacts with Outlook
  • *Additional charge applies for this service. 
  • have history of emails and conversations to hand when dealing with customer queries
  • manage your resources efficiently with group scheduling, meetings and to-do lists
  • ensure important tasks don’t slip through the cracks by flagging important events
  • forecast where future orders and sales are coming from
  • have total visiblity and control of your sales pipeline, so you can stay in contact with those customers most likely to buy
  • avoid extra costs of contacting companies that no longer exist by keeping your data clean and up to date 
  • customise the views to fit your business - customise field types, activities, layouts, and templates
  • reach your target customers with professional and timely marketing communications
  • no need for extensive IT involvement or external consultants, so it's easy and affordable to deploy
  • continue to work the way that's most familiar to and appropriate for you, with applications such as Microsoft office
  • keep your team completely in sync with any customer they interact with, no matter who/where the customer or team member is 

Please note that these are the shortened system requirements for quick reference.

 Recommended Specification:
An IBM® compatible computer with a 1.8 GHz (or equivalent processor); 1GB RAM
2GB of free hard disk space  
32 Bit versions of Microsoft Windows XP, Windows Server 2003, Windows Vista, Windows Server 2008, Windows 7
64 Bit versions of Windows Vista, Windows Server 2003, Windows Server 2008, Windows 7, Windows 2008 R2
Network Users only: 1Gbps network cards and switches with Microsoft Windows networking
Please ensure that the latest Microsoft updates are installed
Performance will be improved with higher specification computers and networks
Please note it is not possible to run multiple copies of this product on a single computer

Works with Microsoft Office 2003, 2007 and 2010 32 Bit Concurrent User Limits: Windows XP Home, Vista Home Basic and Windows 7 Home Basic 5 users

Premium, Business, Enterprise or Ultimate and Windows XP Professional, Windows Vista Home, Windows 7 Home Premium, Professional, Enterprise and Ultimate 10 users

Notes:

Please note: ACT! Premium for Web is not compatible with Windows Small Business Server 2008

  • Network users only: 1Gbps network cards and switches with Microsoft Windows networking
  • Please ensure that the latest Microsoft updates are installed
  • Performance will be improved with higher specification computers and networks
  • Please note it is not possible to run multiple copies of this product on a single computer
  • Concurrent User Limits: Windows XP Home and Vista Home Basic 5 users, Windows XP Professional and Windows Vista Home Premium, Business, Enterprise or Ultimate 10 users, Windows 7 (all editions) 20 users
  • Important note: In a networked environment, Sage ACT! Pro 2011 has a maximum of 10 users. If you require more users you'll need to buy Sage ACT! Premium 2011 

 

Click here to download in depth ACT! System Requirements.

 

Standing Out in the Herd with ACT! from Sage

 

Eurogene AI Services, Ireland’s fastest growing artificial insemination company, serves the country’s live beef and dairy industries with its international range of exceptional Artificial Inseminartion products and services. In order to enhance service levels, the company recently installed ACT! from Sage.

The Challenge: Creating Lasting Relationships

Eurogene AI Services employs a wide range of professional capabilities to help them serve the needs of existing customers, as well as increase sales and market share within Ireland. These include both a dedicated sales team as well as an expert team of veterinary and laboratory professionals.

To serve new and prospective customers even better, Joe Kirwan, the company’s Commercial Manager, recognised that the company required a system that could act as a central repository of detailed customer-related information.

‘Eurogene used an older CRM system, but I was very frustrated with it,’ Joe explains.

‘As I was considering this, I received an email from Sage Business Partner Specialist Payroll. I discussed our requirements with them, and the result was moving to a centralised ACT! customer relationship management solution.’

Benefits of moving to ACT! from Sage

Though ACT! from Sage has only been recently installed at Eurogene AI Services by Specialist Payroll, Joe is enthusiastic about the benefits that his company will enjoy.

‘Our initial reaction to the new ACT! solution is very positive,’ Joe explains. ‘For instance, Eurogene AI Services’ employees will be able to use ACT! to foster more productive customer relationships. Because of the longer-termed activities that we can enjoy with our many clients, as well as their herds, our employees might not always remember every detail of the past services that we have provided, the objectives that have been achieved, or the results from any past activity.

‘ACT! will change all that,’ he states. ‘Soon, many of our representatives will carry a laptop using ACT! which will be the repository of all past customer histories, as well as providing a method to record current activities.

‘After any customer visit, our representative will be able to summarise that meeting in ACT!, noting any follow-up actions that might be required. All information recorded on their laptops will be migrated to the ACT! central database, located in our main offices. This means that customer data can be constantly shared among all company staff.

‘We will be able to drill down into ACT! in order to determine how we are performing in a variety of segments: geographic, herd type, and similar’, continues Joe. ‘This capability will help us to better serve our existing customers, as well as assisting us in focusing marketing and sales efforts.

‘With ACT! from Sage, we will be better able to act as longer-termed partners to our many customers, helping them to achieve their unique objectives,’ concludes Joe.

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