Unleashing the power of act act software

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Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878 Email: enquiries @ boldfield.com Web: www.boldfield.com Sage ACT Andy Irvine Managing Director, Boldfield

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Description of ACT Software and What's new in the 2012 Version

Transcript of Unleashing the power of act act software

  • 1. Sage ACTAndy IrvineManaging Director,BoldfieldCambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BSTelephone: +44(0)1954 789978 Fax: +44(0)1954 782878Email: [email protected] Web: www.boldfield.com

2. Sage ACT! Overview Number one contact and customer managementchoice of small businesses and sales teams Designed to help develop profitable relationships An industry leader when it comes to ease of use A powerful way to grow your business Sage has expertise in understanding UK businesses 3. Demonstrated Leadership for over 22 Years Over 2.8 million registered users and 53,000 corporate customersOver 30,000 in UK 4. Lets Hear from Mike 5. Communications 6. Calendar 7. Dashboards 8. Email Marketing 9. Whats New in - Sage ACT! 2012 Virtual Notepad with Sage ACT! Scratchpad Faster, More Expansive Universal Search Seamless Interaction with Gmail, Google Contacts, and Google Calendar Accounts Integration 10. Ditch Your Pen/Paper To-do Lists Sage ACT! Scratchpad: Quickly capture notes, phone numbers,and personal reminders, with or withoutopening Sage ACT! Prioritize and check off completed items,print the list to take it with you, or pushupdates into Sage ACT! with just a fewclicks Send items to Sage ACT! as activities,notes, and historyeven assign them tocontacts 11. Find What You NeedFaster Universal Search: Quickly find that info you need in yourcontacts, groups, companies, opportunities, notes, history, and attachments Filter your search criteria View and search results displayed byrelevance and double-click links to thedocument 12. Work Seamlessly with Google Gmail: Send and receive emails from Gmail and Sage ACT! will keep a history of thoseemails for a complete view of your communications with that contact Specify one of three default history types to record emails, including subjectline, subject line and message, and email attachment 13. Work Seamlessly with Google Google Contacts: Create new Google Contacts from Sage ACT! Create new Sage ACT! Contacts from Google Sync all or just a subset of your Sage ACT! contacts with Google 14. Work Seamlessly with Google Google Calendar: Sync your Sage ACT! and Google calendars manually or automatically using pre-programmed intervals Set conflict resolution Choose the activity types that sync to Google Specify if you want alarms displayed in Google, Sage ACT!, or both 15. ACT Connect Sage ACT! Connect: Get to your Sage ACT! contacts and calendar from any computer with a webbrowser, including Internet Explorer, Firefox, Google Chromeeven Safari Access from popular tablets, like the iPad Sync with your BlackBerry Windows Mobile Android Import Yahoo and Google Contacts Link Facebook pictures 16. Integration with Sage 50 Credit ControlInformationSage ACT! Link Quotesfor Sage 50 & Instant InvoicesAccounts Orders Product & Price List Business benefits of having Accounts and Sage ACT! Efficiency and productivity through front and back office integration Joined up end to end process make the business more effective Get a more rounded view of business to drive growth 21 17. Your Business Centre Links toOfficeE Marketing Social Media Accounts 18. Version Differences - Summary Version Features Sage ACT! 2012Sage ACT! Scratchpad, a convenient, virtual notepad Universal search that looks in contacts, groups, companies, opportunities, notes, history,and attachments Seamless interaction with Gmail Google Contacts and Google Calendar sync Access to Sage ACT! contacts and calendar from supported web browsers, populartablets, like the iPad, and mobile phones with Sage ACT! Connect Confirmation message after you import from sources like Excel and other Sage ACT!databases Menu that displays exact install times and components requiredWorks with Internet Explorer 9 and Firefox 4 Smart Tasks, which is like workflow, only easier Sage ACT! 2011 Leads with Sage Business Info Services for ACT! powered by Hoovers Outlook contact and calendar sync Direct import from Excel, no .csv required Mobile access to contact and calendar details from Android devices with Sage Mobile for ACT! Works with Microsoft Office 2010 and Windows 7 ACT! by Sage 2010 View LinkedIn, Facebook, and more from within Sage ACT! Email marketing with Sage E-marketing for ACT! Mobile access to contact and calendar details from BlackBerry and Windows Mobile deviceswith Sage Mobile for ACT! Reports view Simplified navigation Welcome page with feature tours, help, and news from Sage Customisable opportunities ACT! by Sage 2009 Related contacts Seamless interaction with Microsoft Outlook email ACT! by Sage 2008 Graphical dashboards Duplicate checking by first and last name Duplicate checking for groups and companies Advanced Queries for groups and companies ACT! by Sage 2007 Last email field Specify linked contact and company fields1 Field-level security En masse security for notes, history, and opportunities 2 ACT! by Sage 2006 Customisable opportunity field names and types Citrix and Terminal Services 3 Automatic database backup and sync ACT! by Sage 2005 Multi-select values Customizable drop-downs Rich text formatting Attach documents to activities, notes, and history Groups with dynamic group membership Company records Multiple calendar views Opportunity list view Instant quotes using supported versions of Microsoft Excel and Word Sample sales processes Graphical sales pipeline Preformatted reports Export to Excel 1 This feature is only available in Sage ACT! Premium. 2 This feature is only available in Sage ACT! Premium. 3 This feature is only available in Sage ACT! Premium.