Sage ACT!

Sage ACT! 2012 is the number one selling contact and customer management software, designed to help small and growing businesses manage their customers & build long-lasting and profitable relationships.

Sage ACT! will get your sales, marketing and customer service running efficently by centralising all your customer and sales information.This means that your staff don't waste time trawling through endless spreadsheets, email folders of Post-it notes looking for information they need.

With customer information at their fingertips, your sales staff will be able to maximise up and cross-sell opportunities.

Sage ACT! can be easily customised to ensure that your business can store the information that is relevant to you.

This can then be easily segmented allowing you to effectively target your customers with the right marketing communications at the right time, improving return on investment.

When you buy Sage ACT! 2011 45 days free technical support with Sage is included to get you up & running.

Sage ACT! Installation & Training

Eureka Solutions is an ACT! Certified Consultant with over 15 years experience in supporting Sage software.  To ensure that your Sage ACT! system is installed correctly and customised to meet your needs, we also offer installation and training from our experienced consultants.  To discuss your requirements please contact us.

Sage ACT! Features & Benefits

Sage ACT! helps you store important customer information, coordinate your sales and marketing, track your performance & build customer relationships, improving sales and marketing return on investment.

• Centralise your customer and sales information:
  Store all your customer information in one place, giving you a complete view of your customer data.  Capture data including phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles and more. You can also attach important documents to specific customers.
• Generate leads:
  Use existing customers information or import bought-in prospect data for your communications. Analyse historical sales trends, profile your customers and plan targeted marketing and sales campaigns.
• Maximise up and cross-sell opportunities:
  With all customer information easily available, sales staff will never miss the opportunity for cross and up-selling, regardless of which sales person picks up a call.
• Target brand new prospects:
  Sage Business Information Service provides pulls highly targeted prospect lists from Hoover’s™ into Sage ACT!. Find new leads based on the traits you’re looking for, along with business info for contacts and companies, including profiles, financials, industry information, news and more.
• Never miss a sales opportunity:
  Plan for the future confidently by forecasting where sales are coming from, for how much they're for & when they're coming. The sales opportunity feature includes the Opportunity List View, Instant Quotes, Sample Sales Processes, and a Graphical Sales Pipeline.
• Stay organised with integrated diary
  Track communications with your customers in the integrated diary and make sure they receive the right message at the right time. View communication and sales history, with five calendar views including Daily, Weekly, and Monthly.
• Automate every day activities:
  Handle your daily tasks using 10 pre-loaded 'Smart Tasks' with accompanying email templates. Reach out to customers you haven’t contacted recently, identify sales opportunities that have stalled, highlight missing contact info and more.  Use them out-of-the-box or customise to fit your needs.
• Measure your performance:
  Gauge the performance of your sales & marketing using dashboards and reports, allowing you to see results at a glance & make the right decisions quickly.
• Customisable Opportunities:
  Customise your products and services, personalise layouts and track activities and sales history unique to your business.
• Sage Emarketing for ACT!
  Build, send and track targeted html marketing campaigns through Sage ACT!. Capture leads from your website, allowing you to nurture those prospects automatically with Drip Marketing plans.  Get instant feedback on email campaigns such as contacts that opened or clicked on links within an email, allowing you identify your hottest leads and improve future campaigns.  ACT! Emarketing is free for 60 days and is priced from £9.95 per month thereafter.
• Easy to set up and use:
  45 days free access to Sage support to get you up & running via telephone, email or online. Simple navigation with 'easy-click' buttons, related tasks, instant search and new Welcome Page with resources, tips, help and news.
• Microsoft Outlook Integration:
  Sage ACT! integrates with Microsoft Outlook Integration to you to synchronise your activities and contacts between your ACT! database and Microsoft Outlook.
  
• Sage 50 Accounts integration:
  Synchronise your sales and marketing data into Sage 50 Accounts to generate quotes and invoices directly to ensure you get paid on time.
• Social media integration:
  Captures and integrates data from LinkedIn®, Facebook, Google Maps™ and more with Sage ACT! contact records.

Sage ACT! Technical Requirements

Important note: In a networked environment, Sage ACT! has a maximum of 10 users. If you require more users you must purchase Sage ACT! Premium. Call our head office on 01355 581 960 to find out more.

Recommended system requirements

• An IBM® compatible computer with a 1.8 GHz (or equivalent processor)
• 1GB RAM
• 2GB of free 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 Server 2008 R2

Notes

• Network Users only: 1Gbps network cards and switches with Microsoft Windows networking
• Works with Microsoft Office 2003, 2007 and 2010 32 Bit
• 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

Additional software

• Microsoft Outlook® 2002, 2003, 2007 and 2010 32 Bit (SP3 recommended for Outlook 2002/2003)
• Microsoft Outlook Express 6.0 SP2
• Lotus Notes® 6.5, 7.0.2, and 8.0
• Eudora® 5.2
• Internet Mail SMTP/POP3
• Microsoft Office 2002/XP, 2003, and 2007 (SP3 recommended for Office 2002/2003)
• Microsoft Internet Explorer® 7.0 and 8.0
• Adobe Reader® 6.0, 7.0, and 8.0
• VMWare® Workstation, VMWare Fusion and VMWare Server
• Citrix using Presentation Server

>Palm OS® minimum device requirements

• Palm OS 3.5-5.4
• Minimum 33 MHz or higher processor
• Minimum 8 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• HotSync® Manager 3.5 and 4.1.0

Pocket PC minimum device requirements

• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile 2005/5.0
• Minimum 133 MHz or higher processor
• Minimum 16 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• Microsoft ActiveSync® versions 3.5 - 4.5 (XP operating systems only)
• Windows Mobile Device Center (Vista operating systems only)

Apple Mac compatibility

Sage software is not compatible with Apple Macs, unless you are running Windows via Apple’s Boot Camp utility.