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Home » ACT! Software » ACT! Professional for Workgroups

ACT! Professional for Workgroups

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ACT! Professional for Workgroups - Overview   ACT! Professional for Workgroups - Benefits ACT! Professional for Workgroups - Features List ACT! Professional for Workgroups - System Requirements

 

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:

 

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

 

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.

 

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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