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ACT FOR Sage Pastel


How can ACT Improve Your Business?

Target new Prospects
You can use ACT! to easily analyse historical sales trends, understand the profile of your best customers and using this information, plan effective marketing and sales campaigns.

Generate Business Leads
ACT! is a comprehensive tool for marketing; you can quickly and easily use existing information or import bought–in data for direct mailshots, faxshots and email communication. For example, select groups of prospects you wish to mail and with the superb integration with Microsoft Word, create an effective direct mail campaign including HTML e-mails.

Convert Leads to Sales
With its own built in sales process system or by designing your own system, you can track all communication with the prospect, ensure maximum service levels are maintained through out the sales cycle and close business quickly and efficiently. Built in reporting improves accuracy of sales forecasts for a single team or a whole sales team.

Improve Customer Relations
ACT! automatically tracks all communication with your customers including mailshots, letters, meetings and when linked to Sage Pastel accounting packages provides essential financial information. This ensures a professional interface with your customers and lays the foundation for a long-term relationship and additional sales.

ACT! is a must-have business solution, which connects your people and processes and technology to deliver the highest levels of customer service to your customers.

Used by millions and praised by industry experts, ACT! is the best-selling Contact Management solution in the world. It is a powerful package that can support both you and your team throughout the sales cycle.

Choosing the Right Solution
The right solution is vital if your business is to successfully implement an efficient contact and customer management solution. We recognise that not all businesses have the same needs and have developed the New ACT! Professional range to meet your business needs.

Why Buy ACT! Professional

Any individual, workgroup or corporate team that needs to improve professional relationships can benefit significantly from contact and customer management.

Key Features

  • The updated interface with enhanced design makes ACT! easier to use
  • Instant access to contact and customer information
  • Store company records
  • Forecasting and sales opportunity tracking
  • Financial software integration (separate module)
  • Scheduling events and resources
  • Easily exchange data with Microsoft Outlook
  • Effortless Synchronisation
  • One click export to Microsoft Excel

Covering all your contact and customer management needs ACT! Professional:

  • Provides a user-friendly tool to manage your customer and contact information that will grow with your business
  • Easy to install - no dedicated IT specialised required
  • Keeps track of all communications with your customers and contacts
  • Improve your bottom line with tools for forecasting, tracking and reporting on sales opportunities.
  • Has pre-defined templates to choose from, with the ability to customise, saving time and effective reporting
  • Gain greater customer insights by accessing, organising and managing contact details.
  • Manage time more efficiently by scheduling calls, meetings, and to-do items.
  • Easily share and synchronise contacts and calendars with up to 10 users
  • Links to Sage Pastel
  • Take important contact information with you by working with Palm OS and Pocket PC handhelds.

Who will benefit from using ACT! Professional?

  • Sales Professionals can keep track of customers and business associates
  • Business Owners and Managers can accurately analyse their revenue potential, improve visibility of future orders, increase average revenue per sale and increase number of sales
  • Marketing Professionals are able to manage their contacts and customers, improve campaign visibility and ROI
  • Customer and Support Functions can ensure customer loyalty and increased customer satisfaction by providing a holistic view on the customer through the customer notes and history
  • Accounts and Finance teams will be provided with a 360 degree view of the customer' financial, ordering and product availability status by linking ACT! with Sage Pastel Accounting software.

ACT! Professional for Workgroups

Key Features

  • Instant access to contact and customer information
  • Forecasting and sales opportunity tracking
  • Back-office integration
  • Store company records
  • Easily import data from Microsoft Outlook
  • Advanced Synchronisation
  • Share data with 5 users and more per database
  • Accommodate up to 100,000 contacts
  • Check team members availability
  • Synchronise to a central database from within or outside the company firewall
  • Assign access rights, by user, to specific contacts or teams of contacts
  • Organise users into teams to grant access to specific contacts
  • How can ACT! Professional for Workgroups Grow Your Business

Designed from the ground up with a workflow optimised for workgroups and sales teams, ACT! Professional for Workgroups gives users an intuitive, yet powerful, way to capture and share information in a collaborative environment. This proven technology, used by millions worldwide, enables business teams to benefit from using ACT! Professional for Workgroups in the following ways:

  • Streamlining sales operations
  • Boosting sales results and profitability
  • Enabling efficient team collaboration and scheduling
  • Enhancing employee and customer satisfaction and loyalty
  • Gaining insight into the business through easy access to comprehensive contact and customer data
  • Minimising risk by adopting a proven technology that is secure and scalable
  • ACT! Partner Community

ACT! Professional for Workgroups is sold and implemented through a network of highly skilled ACT! Partners. Our Partners are dedicated businesses that provide the technical expertise and experience to successfully implement your ACT! Professional for Workgroups solution.

  • ACT! Professional ACT! Professional for Workgroups
  • Organise your data for quick and easy access
  • Manage and grow your business relationships
  • Stay on top of your schedule
  • Forecast and track sales opportunities
  • Share customer information securely
  • Link to Pocket PC and Palm OS handhelds
  • Works with Microsoft Outlook
  • Share data with 5+ Users per database
  • Independent synchronisation
  • Advanced security features
  • Enhanced group scheduling

Please call 0845 456 3103 for further information and pricing.