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Sovereign House
242 Charminster Road
Bournemouth, Dorset,
BH8 9RP, UK.
T: +44 (0)1202 548888
F: +44 (0)1202 546461
E: sales@aspect-systems.co.uk

   

Aspect Systems - Accounting solutions, NOD32 antivirus, networking & hardware

ACT!

Product Overview

ACT! is the number-one selling contact relationship management (CRM) software from Sage which integrates with Sage's market-leading mid-range accounting solutions, including Line50, Line100 and MMS.  Alternatively, ACT! can be run independently of Sage accounts, either networked or stand-alone.

ACT! gives you all the tools you need to build your relationships with your customers and keep track of your sales opportunities.  With ACT! the details of your interaction with customers and prospects are stored in one single central database, available for viewing or editing  by all employees across your organisation. 

ACT! 2007 is available for 1-5 users, ACT! Professional 2007 for 6+ users, and ACT! Professional for Workgroups 2007 for larger workgroups and teams.

Features & Benefits

 
  • A built-in diary facility allows you to schedule phone calls, meetings and to-do items relating to a contact.  A diary item can be scheduled for a single contact or a group of contacts, and once completed, a 'history record' for the item is automatically attached to the contact, maintaining a complete record of customer interaction.  While 'completing' an item, a 'follow-up' activity can also be scheduled, for example where a phone call requires a follow-up call at a future date.
    Multiple calendar views including Daily, Weekly and Monthly are available, and calendar pop-ups and alarms can be set to remind you of the day's appointments.
    Incomplete activities roll over to the next day to ensure that they are not missed.  Calls, meetings and to-do activities can be filtered by priority, date range or user.  Custom activity types can also be created.

  • Microsoft Outlook integration means that emails you send and receive can be attached to the related contact in ACT! to ensure a complete history of all communication with your customers.

  • Microsoft Word integration allows you perform mail-merges for marketing mail-shots with groups of contacts and record a history on each individual contact record.

  • Track Sales Opportunities from initial enquiries through to close by creating customisable 'Opportunity' records. Sales Opportunities can be filtered by user, estimated close date, sales stage, value, or probability of close.  When working with an Opportunity, you can simply click 'follow-up' to create a diary activity, such as a phone call, with all the opportunity details.  When an Opportunity is finalised it can be marked as Won or Lost, together with a reason for later analysis.
    Pipeline and forecasting reports allow you to keep track of your sales opportunities.

  • Link to Sage accounts to see at a glance whether customers are late payers or over their credit limits in order to manage customer relationships more effectively.

  • Attach electronic documents relating to customers, such as Word documents containing terms of business and Excel spreadsheets containing price lists, to individual contact records so that information can be retrieved quickly when dealing with your customers.

  • Import contact records from external data sources, such as bought-in data for mailshots.

  • Download data onto a hand-held device eg. Palm OS and Pocket PC, in order to access data instantly when you're on the go.

  • Synchronise remote data from your sales teams' laptops with your main database, instantly updating any changes made off-line to your contact records.

  • Customise the ACT! database by adding your own fields, tabs and lookups to meet your own unique business requirements.

For an in-depth discussion of your requirements and for product pricing, or to arrange a demonstration of the solutions on offer, please call our Sales Team on 01202 548888 or email sage@aspect-systems.co.uk