Valleyhouse - Leading UK Sage Solution Centre for England and Wales

ACT! Professional - Overview

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 popular Sage accounting products (purchased separately, Sage Instant Accounts, Sage Line 50 and Sage MMS)
  • 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 Accounting software
  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 1 to 10 Users
Share data with 5 to 50+ Users  
Independent synchronisation  
Advanced security features  
Enhanced group scheduling  

ACT! SoftwareChoose Valleyhouse as your trusted partner in deploying ACT! in your organisation. We have deep experience in larger, complex, customised requirements as well as simple, cost effective deployments. We cover most of the UK from our base provide a level of support second to none. Call us today or let us call you to find out more.

 

SEE ALSO:

ACT! Professional : Proceed to our tour and look at the advantages of ACT! Professional.

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