Sage ACT! Features and Benefits
With more than 2.5 million individual users and 35,000 corporate customers, Sage ACT! is the number
one selling contact and customer management solution worldwide. The Sage ACT! Product Family offers a range
of solutions geared to individuals, small businesses, and corporate workgroups or teams to assist
in increasing individual productivity, improving sales performance, and providing key insight into
all customer interactions.
Sage ACT! offers flexible deployment options including Windows, web-based, and
mobile access solutions to provide timely access to critical contact and customer information.
Sage ACT! is renowned for exceptional end-user adoption, low overall total cost of ownership (TCO),
and high return on investment (ROI) for both individuals and organizations.
Reasons to consider Sage ACT!
Designed specifically to help establish, manage and build business relationships, Sage ACT! allows you to find new prospects effectively and convert more of these into customers.
Crucially, it also helps you to retain these customers, and therefore generate better margins for your business.
- Target New Prospects: Analyse historical sales trends, understand the profile of your best customers and plan effective marketing and sales campaigns
- Generate Leads: Use existing information or import bought-in data for use in all your communications
- Convert Leads to Sales: Track communications with your prospects, ensuring maximum service levels are maintained through the sales cycle
- Track Sales Opportunities: Accurately forecast where your sales are coming from, when they are coming and for how much, enabling you to plan more effectively
- Link to Sage Accounting Software: Links with Sage Instant Accounts, Sage 50 Accounts, and Sage 200
- Easy Customisation: Amend screens and fields to replicate your business processes
- Work Remotely: Take your contacts with you when you are out of the office
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Top features of Sage ACT!
Forecast, track and act on sales opportunities
By capturing important customer information you can forecast sales and orders and increase sales opportunities.
- Generate leads
- Target new prospects
- Convert leads into customers
- Track sales opportunities
- Measure your business performance
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Manage and share information
With your contact information centralised, customer details can be easily accessed and shared across your business.
- View detailed customer insight and reports
- Access notes, sales history and outstanding to-do items so you know where you when dealing with customers
- Share customer details, notes and sales history across the business to deliver a coordinated and consistent customer service
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Free up your time
The screen layout ensures your contact information, appointments and to-do-lists are never far from your fingertips.
- Instant access to your contacts and diary appointments
- Comprehensive summary views of your top priorities and sales opportunities
- Schedule calls and meetings and prioritise your to-do lists
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Integrate your sales and marketing activity
Send the right message to the right customer at the right time.
- Create, send and measure targeted communications to and from your customers
- Access one of 40 ready-made templates when writing emails, letters and memos to customers or create your own version
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Integrate into your business
Save time by integrating Sage ACT! with your business software.
- Integrate with Microsoft Office, Outlook, Gmail and Sage 50 Accounts
- Capture and integrate data from LinkedIn®, Facebook, Google Maps™
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