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ACT! Professional for Workgroups - Benefits
A Quick Start
Solution that Fits Your Business
Managing, building and retaining
relationships are vital elements of business success. Delivering
outstanding, professional service to your prospects, customers
and business contacts builds dependable and profitable relationships.
In a team environment, managing all the details and touch
points associated with those relationships can be particularly
challenging, especially in a shared, workgroup environment.
ACT! Professional for Workgroups ensures these challenges
are met cost effectively.
How can ACT!
Professional for Workgroups Grow Your Business
ACT! Professional
for Workgroups is the contact and
customer management solution from
an industry leader in the mid-market
space - The Sage Group plc. 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:
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Streamlining
sales operations |
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Boosting sales
results and profitability |
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Enabling efficient
team collaboration and scheduling |
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Enhancing
employee and customer satisfaction and loyalty |
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Gaining insight
into the business through easy access to comprehensive contact
and customer data |
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Minimising
risk by adopting a proven technology that is secure and scalable |
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Individual and
Team Scheduling
The built-in
Calendar allows your team to
view and print schedules by Day,
Week, Work Week (defined by the
user) or Month. The built-in
Task List in ACT! Professional
for Workgroups gives your team
a comprehensive view of what's
on their plates, allowing them
to filter Calls, Meetings and
To-Do items by Priority, Date
Range or User, even displaying
totals for each type of activity.
Scheduling
activities, individually or for
your workgroup, has never been
easier. When you schedule a group
activity, a notification appears
on each team member's status
bar, users can accept or decline
participation.
The Activity Series feature is a huge time-saver for workgroups.
Define a series of tasks around one particular event, and then schedule
that series to automatically put the activities on other team members'
calendars. These activities remain linked, so when one activity moves,
you're prompted to move the related ones.
The scheduling capabilities in ACT! extend beyond your team to help
you manage resources such as conference rooms or equipment. And conflict
checking ensures that resources aren't double-booked. And, if your
business also uses Microsoft Outlook, ACT! Professional for Workgroups
synchronises with Outlook to keep your entire business up to date.
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Improving Your
Workgroup and Teams
Instant Access to Contact
and Customer Information
One of the most important benefits of ACT! is to provide your team
with instant access to contact details. ACT! is to provides a contact
and customer hub that businesses and organisations rely upon for
up-to-the-minute information about their business relationships.
ACT! Professional for Workgroups stores complete contact and customer
information, including e-mail messages, notes and history, attachments,
documents, activities, sales opportunities and more. It makes it
easy for your team to service multiple contacts within Companies
by allowing you to create Company records, which give your team a
complete picture of the entire relationship. All notes, histories
and opportunities related to the company are all in the same place.
And if core company information changes, each related contact can
be updated.
Communicating
with Your Contacts and Customers
Professional communication with prospects, customers and other
business associates on a regular basis sets your business apart.
This can
be a cumbersome and timeconsuming task; therefore, many businesses
forego this important tactic for establishing and building strong
business relationships. With ACT! Professional for Workgroups,
this process is fast and easy. ACT! includes its own comprehensive
built-in
Word Processor, and works with Microsoft Word so that performing
letter or e-mail mail merges is as easy as selecting your group
of contacts.
Reporting
ACT! Professional for Workgroups makes it easy for you and your
team to track success and gain further insight into your business.
ACT!
comes with more than 40 standard reports, including Phone Lists,
Activity Reports, Relationship Histories, Sales Summaries and
more. ACT! Professional for Workgroups also includes a graphical
Sales
Pipeline, which lets you interactively drill down to see opportunity
details. The easy-to-use Report Designer allows you to create
reports to meet your specific needs. You can output reports to
HTML, PDF,
e-mail and more for easy manipulation of data. List views and
groups can also be exported to Mircrosoft Excel for further analysis.
Forecasting
and Tracking Sales
ACT! Professional for Workgroups makes it easy for you and your
team to track success and gain further insight into your business.
ACT!
comes with more than 40 standard reports, including Phone Lists,
Activity Reports, Relationship Histories, Sales Summaries and more.
ACT! Professional for Workgroups also includes a graphical Sales
Pipeline, which lets you interactively drill down to see opportunity
details. The easy-to-use Report Designer allows you to create reports
to meet your specific needs. You can output reports to HTML, PDF,
e-mail and more for easy manipulation of data. List views and groups
can also be exported to Mircrosoft Excel for further analysis.
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Sage
Award: Accounting Software & Services have
been awarded Sage Line50 Reseller of the year 2002. We would like
to thank all our customers for their custom ... |
ACT!
Award: Accounting Software & Services have
been awarded ACT! Software special
achievement award during November 2003 ... |
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