In today’s sales organisation with customer information stored in multiple databases, contact sheets or even post-it notes, it is difficult for staff to have all the information in the right place at the right time.  Sales performance can be greatly improved if all customer information including key financial data can be accessed quickly and easily.

A link is now available to bring together ACT! and Sage Instant Accounts, bringing together the benefits of a superior Contact Manager product and Sage's entry level accounting software.  So, you can manage both your business contacts and view their accounts at the same time, allowing you see which business contacts are more profitable than others, which contacts are late payers and when they last paid their bills.

A single source of information on your customers
How much of your sales force’s time is spent typing in information that is already held electronically on your systems somewhere? Wouldn’t you rather they were spending their time selling?

If any changes are made to a contact record in ACT! or your customer or supplier details in your accounts system, you can use the Update function to make sure that both records contain the same information. You can also link individual ACT! records to individual Sage account customer or supplier records. 

Transactional information such as invoice numbers, details, amounts owed and paid can now be displayed within each contact record. Credit limit, sales to date and outstanding debt information as well as trading terms and discounts available can now be displayed for each customer or supplier without changing applications or screens.

Incorporating seamless links to Sage accounting software will give you a single view of the customer, share information across the company and link together people and processes.

For further details call our ACT! team on 0800 7813608