Sage ACT! Pro 2012

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Sage ACT! gets your sales, marketing and customer service running like clockwork - centralising all your customer and sales information and helping you convert sales opportunities into paying customers.

Get a clear view of your contacts

• Store contact information, notes, documents, sales opportunities & sales histories.
• Stay organised and have every detail about your prospects and customers at hand.
• Organise contacts into groups and companies for easy viewing and co-ordinated communications.
• Instantly search your entire database with quick search.
• Integrate with the latest version of Sage Instant Accounts & 50 Accounts to create invoices, sales and contacts.
• Access your contacts and calendar from your mobile phone or online with Sage ACT! Connect (additional charge applies)

Convert prospects into loyal customers

• Track, progress and rate sales opportunities from initial contact through to a completed sale.
• View and filter opportunities by sales rep, interest, notes, decision makers, competitors and probability of conversion.
• Generate quotes in Excel, Word, Sage Instant Accounts and Sage 50 Accounts and store them against your contacts in ACT!
• Import leads from a database of 68 million companies and 85 million contact with Sage Business Information Services (additional charge applies).

Communicate intelligently with your customers

• Talk to your prospects and customers in a way that suits you - email, letter, fax and more.
• Analyse sales trends and customer profiles to make the right contact at the right time.
• Choose from a selection of templates or customise your own to make the right impression.
• Save time and effort by selecting groups of customers to contact at once.
• Keep a detailed customer history so you don’t duplicate communications.
• Create, send and record integrated campaigns with Sage E-marketing (additional charge applies)
• View insightful graphs, dashboards and 40+ reports to give you a snapshot of how you’re performing.

Work more efficiently every day

• Quickly capture notes, reminders and phone numbers with the Scratchpad handy desktop notepad.
• Stay organised by creating a prioritised to-do list in Scratchpad, mark items as complete and import them into ACT! in just a few clicks.
• Automate everyday jobs and your most frequent processes with Smart Tasks.
• Set up Smart Tasks easily using pre-defined templates, such as important appointments and emails.

Fit ACT! into your business with ease

• Consolidate all your calendars and email accounts with ACT! so you won’t miss a trick.
• Write emails in Microsoft Outlook and Gmail and automatically record them in your ACT! contacts.
• Sync all or some your ACT! contacts with Outlook and Gmail.
• Sync your ACT! calendar with Outlook and Google calendars at scheduled intervals.
• Save information from LinkedIn and Facebook to get a complete picture of your contacts.

Take look at the’ In Depth’ tab to find out more.

In-depth information about Sage ACT! Pro

Get up and running easily

• 45 days free technical support for new customers.
• Voucher to spend on any of our training courses.
• Intuitive, easy-to-follow interface means you’ll be up to speed in no time.
• Welcome page gives you handy hints, tips and the latest news.
• Set up ACT! with your own business and user preferences.
• Built-in templates for emails, tasks and processes to help you get started.

Store all your contact & customer information

• Save all your contact information in one place.
• View a complete communication history for all your contacts.
• Create customised filters so you can view your database however you like.
• Instantly search your entire database to find the information you need quickly.
• Create bespoke data fields to suit your business, including free text, drop-down lists, tick boxes and images.
• Sync your contacts Sage 50 Accounts and Instant Accounts – no more duplicates.
• Run customer reports at the click of a button to see quick overviews and summaries.
• Work smarter by allowing all your employees can access the same information simultaneously.

Keep on top of all your sales opportunities

• Simple dashboard gives you an instant view of all your sales activity.
• Create, monitor and nurture leads from first contact to conversion.
• Track sales opportunities each stage of your sales cycle.
• Forecast your sales by estimating close dates and probability of closing.
• Highlight sales trends, historical performance and forecasts with a selection of intuitive and customisable reports.
• Export your reports to Excel with one click to gain even more insight.
• Filter sales opportunities by sales rep, interest, notes, decision makers, competitors and probability of conversion.
• Generate and import quotes from Microsoft Word to help you win new business.
• Generate quotes and invoices in Sage 50 Accounts and Sage Instant Accounts, and link them directly into ACT!

Communicate better with your contacts

• Communicate with your contacts by email, letter, fax and more.
• Send specific messages to individuals, or communicate in bulk with mail merge.
• See a full communication history for every contact at a glance to make sure you don’t duplicate messages.
• Analyse historical sales trends, preferences and profiles to make sure you send the most effective messages possible.
• Use pre-prepared templates or customise your own with personalised layouts.
• Send emails from Microsoft Outlook and automatically save them in ACT!
• Use ACT! email merge to send targeted newsletters, promotions and other communications to all your contacts.

Save time and work more efficiently

• Handy dashboard gives you a quick overview of any outstanding tasks.
• Storing all your relationship information in one centralised location saves time and ensures information is never lost.
• Manage daily responsibilities by scheduling and tracking activities like phone calls and meetings.
• Manage your time effectively with the built-in calendar and sync it with Outlook to stay up-to-date.
• Customise your dashboards to get a quick and easy snapshot of the information you need.
• Use the powerful new search tool to quickly search your whole database.
• Use Smart Tasks to automate everyday processes.

A perfect fit with your business

• Use the ‘Web’ tabs to integrate ACT! with online content:
• Assign websites to specific contacts
• In-built Google & Yahoo links run automated searches using contact fields
• Add Linkedln, Facebook and MySpace profiles to contacts
• Find your contacts using integration with Google Maps
• Link with iCalendar and vCard to keep your information up to date.
• Integrate with Microsoft Outlook, Lotus Notes and Gmail to keep your records accurate.
• Integrate with Sage Instant Accounts and Sage 50 Accounts to sync your contacts, view transactions and generate quotes and invoices.

Looking for more - try Sage ACT! Premium

• Available for 1-100+ users so you can work faster and smarter.
• Scalable as your business grows - add more users and expand your database.
• ACT! for Web included so you can access your contacts and database  remotely.
• Share dashboards and reports between users so your team is always up to date.
• Assign specific user rights to different data fields for added security.
• Synchronise your data remotely and across your network without ACT! open.

Get the most out of ACT! with connected services

• Make sure you get the full benefit of ACT! with Sage Connected Services, which give you even more flexibility and opportunity for your business.
• Sage ACT! Connect: remotely connect to your  ACT! data using a mobile device - including Blackberry, Android, iPad and Windows Mobile
• Sage E-marketing: design, build and send targeted email communications to your contacts, and build online landing pages to win more business.
• Sage Business Info Services: import leads from a database of 68 million companies and 85 million contacts, and filter down to find the perfect leads for your business.

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 0800 694 0569 to find out more.

General Technical Requirements

• 10Gb free disk
• 2Ghz processor or higher
• 1Gbps Network speed recommended.

Memory (RAM)

• 1Gb RAM – Windows XP
• 2Gb RAM – Windows Vista, 7, Server 2003, Server 2008, Small
• Business Server 2011
• 4Gb RAM – For all PCs running a 64-bit operating system

Operating Systems

Please ensure you have the latest Microsoft Updates and Service Packs installed.

• Windows XP 32-bit
• Windows Vista
• Windows 7
• Windows Server 2003
• Windows Server 2008
• Windows Small Business Server 2011

Note: Sage ACT! Premium for Web is not supported on Small Business Server 2008 or 2011.

See full system requirements for Sage ACT! (pdf)

Apple Mac compatibility

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