Build Contacts, Manage Relationships, Get Results

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1 Build Contacts, Manage Relationships, Get Results ACT! is the world s best selling contact management software with over 120,000 UK registered users. By using Sage ACT!, individuals, small businesses and corporate teams can centralise contact data, transform productivity, stay on top of sales opportunities and achieve a better insight into their customer relationship. Sage ACT! 2013 Pro Entry level contact and sales management software for individuals, sales professionals and teams. ACT! 2013 Pro supports up to 10 users. Sage ACT! Premium 2013 In addition to the benefits of ACT! Pro 2013 the Premium edition offers: Support for users ACT! web access & ACT! Premium Mobile software Extended user security & team based tools

2 ACT! Pro & ACT! Premium 2013 MANAGE CONTACTS Complete contact information in one place Easily find contact relationship detail in one place Manages tasks, sales & marketing lists Sync s contacts between ACT! & Microsoft Outlook Intuitive interface makes ACT! easy to use A strong emphasis on ease of use has made ACT! the market leader for 25 years Simple, easy to navigate interface Easily customisable with user & business preferences Welcome screen includes quick start guides & tips Tracks every contact communication Stores details of every contact conversation & background relationship information Attach s, Microsoft Word documents, PDFs & other files & shortcuts 10 Reasons why ACT! is No.1 for contact management 1 ACT! manages all contact information from one easily accessible database Find any detail stored in ACT! in seconds including search terms in attached Word documents, PDF & Excel files Find any relationship detail in seconds Use the search box or right-click on any ACT! field to run an instant search Auto-complete & previous look-up functions remember earlier search terms Search on multiple fields and ranges - preview results & narrow or expand search filters Run universal searches to find any detail stored in ACT! - including attached documents Quick to install & deploy for an early payback Very affordable - get started from as little as 190 including phone support Extremely versatile - ACT! adapts to almost any type of business & industry Calendars, dashboards & task lists support better time management Scheduling tools enable users proactively manage relationships Sales & forecasting tools help close more effectively & cut selling costs Reports & dashboards create real-time relationship & performance insight Supports remote & mobile users including offline access The leading contact management system for 25 years with over 2m users worldwide ++ See an online demonstration of ACT! at

3 Company Management Link individual contacts with company records Link company and ACT! contact fields to sync updates including address changes Segment Contacts into Groups Save contacts in ACT! Groups that reflect any relevant criteria e.g. sales territories or mailing lists Automate group membership with dynamic rules Add sub-group levels for more segmentation Apply histories, activities & opportunities to all group members GET MORE DONE Schedule Activities Schedule meetings, phone calls & other task reminders Assign a priority level to each activity & trigger pop-up reminders for critical tasks Create your own bespoke activity types Assign activities to other ACT! users Roll-over outstanding activities to the next day to ensure nothing gets missed Includes Scratchpad virtual notepad application to manage reminders & detail outside the ACT! application Multiple calendar & task views Includes daily, weekly & monthly calendars Filter calendars by priority level, activity type and user Automatically sync your personal calendar between ACT! & Outlook or use ical invites to stay in sync Daily task list help users manage their workload Smart Tasks ACT! Smart Tasks help users reduce admin by automatically updating ACT! fields and scheduling reminder activities. Set Smart Task to perform numerous functions. This can include scheduling new activities when a renewal date is approaching or changing a status field when an opportunity is converted. ACT! dashboards provide a graphical overview of scheduled activities to help everyone plan & manage their day ACT! Dashboards Customisable dashboards create extra sales insight including: An overview of outstanding activities Where sales opportunities stand in your pipeline Your top business prospects Sales performance vs target New & recently edited contacts Click any dashboard display to drill down to the relevant contacts. CUSTOMISED FOR YOUR BUSINESS Group ACT! contacts together based on any criteria. Apply sub-groups levels & automate group membership rules. Add & edit ACT! fields for consistent terminology Customise database layouts with free format fields, yes/no tick boxes, drop-down lists, image fields and more Add logos and apply colour schemes to make your database layout consistent with your brand.

4 MOBILE & REMOTE ACCESS MANAGING SALES Use ACT! in the office or remotely via a network connection Hold a local copy of all or part of the main ACT! database, work offline & synchronise updates COMMUNICATING WITH CONTACTS Send personalised letters and mail merges Track sales opportunities through your selling cycles ACT! tracks every selling opportunity through each stage in your sales cycle List multiple products & services per opportunity Assign an estimated close date & a probability of close to each opportunity for effective forecasting Track notes, communications & activities with each opportunity record. Write to individual contacts or mail merge en masse Create ACT! document templates & include personalisation from any ACT! field Attach & preview documents within ACT! Integrating ACT! with Microsoft Outlook s Send Outlook s directly from ACT! & record a copy in ACT! & Outlook sent items Automatically saves a copy of each Outlook sent to the corresponding ACT! record Or, file Outlook s in ACT! in a single click Create new ACT! contacts from Outlook s Schedule new ACT! activities from Outlook Google Integration Gmail: Send & receive s from Gmail and ACT! will saves a history in the contact history Google Contacts: Create new contacts in Google or ACT! and synchronise your database Google Calendar: Sync ACT! and Google calendars and choose which ACT! activity types will sync to Google. merge to customers and prospects Send merges using ACT! templates for newsletters, promotions and other communications Build mailing lists & groups to target specific contacts ACT! E-Marketing supports HTML s, drip marketing, campaign reports & contact call lists based on open & click actions (requires additional purchase) Sales dashboards and pipeline funnels show where opportunities stand at each stage in the sales cycle. Customising the ACT! sales opportunity module Create extra sales fields to capture all the essential information about each sales opportunity ACT! sales dashboards provide an instant overview to show where efforts need to be focused Use the list view to filter opportunities by product, sales stage, probability, amount & estimated close date Copy opportunity list data into Microsoft Excel for further analysis & pivot table reporting. Generate Quotes Create a quote from any opportunity without re-keying contact & opportunity information Add your logo, terms & conditions to quote templates ACT! forecasting and reporting Includes 40+ reports including sales and pipeline reports plus phone lists, activity schedules, contact histories, sales forecasts & more Includes report viewer & favourite reports option Run reports on individuals or multiple ACT! users to assess performance Customise reports or create your own Save ACT! reports as HTML or PDF ACT! E-Marketing powered by Swiftpage sends bulk blasts & tracks recipient actions for campaign reporting & follow-up

5 PROTECTING CUSTOMER DATA Consolidates contact information in one database With ACT! there s no need for people to hold their own contact information in Microsoft Access, Excel or Outlook. Data is centralised and protected in one place for consistency of information and improved data security. Automated database management Automatic ACT! database back-up Automated data synchronisation Schedule automatic data maintenance processes ACT! includes over 40 standard reports including around 20 sales reports - customise or create your own to see the data you need WEB & SOCIAL MEDIA LINKS View online detail specific to the current contact record Links to Google Maps for automated directions to the contact s address from your location using ACT postcode fields Google & Yahoo links run automatic searches based on any ACT! field entry e.g. contact, company name & postcode Social Updates tab lists the 25 most recent posts on Facebook & LinkedIn from your followed contacts Control user access centrally Grant users access rights that reflect their status from read-only to full database administrator rights Define password policies including password expiry periods, formats & re-use permissions Eliminates Duplicate Records Scan for duplicated contacts & consolidate records by easily merging contact fields, notes, histories, activities and opportunities to create a single, complete record. SAGE ACCOUNTING INTEGRATION Inbuilt integration with Sage 50 Accounts Check a customer account balance in ACT! See an account status, credit terms or agreed discount level before quoting View Sage Accounts transactional information in ACT! Send completed ACT! sales opportunities to Sage for invoicing or order processing Synchronise fields & product lists between ACT! and Sage SYSTEM REQUIREMENTS The ACT! Social Updates tab lists recent posts from the contacts you follow on LinkedIn and Facebook Please refer to for the complete system requirements on ACT! Pro 2013 & ACT! Premium 2013

6 ACT! Premium 2013 With dual Web & Windows access, advanced data & user security controls, ACT! Premium offers extended scalability & functions. Supports more users ACT! Premium 2013 supports from users (ACT! 2013 Pro only works with a maximum of 10 users) ACT! Web Access & ACT! Premium Mobile ACT! Premium is supplied with ACT! for Web and ACT! Premium Mobile software. Wherever people work, ACT! Premium lets businesses select how their database will be deployed. Office based personnel can access ACT! data from a Windows client installation, or across Terminal Server / Citrix connection. Remote & mobile staff can also be given the extended flexibility of ACT! web access. ACT! Premium for Web is installed alongside ACT! Premium & data remains on your server. ACT! Premium Mobile can also be deployed at no extra cost enabling access by any HTML5 compatible device including ipad, iphone, Blackberry, Windows Mobile & more. Interactive team dashboards ACT! Premium dashboards display data for multiple ACT! users. In contrast ACT! Pro dashboards only report data for one user. Access ACT! contacts, histories, calendar, opportunities & more detail using ACT! Premium Mobile Manage shared resources Manage key shared resources including meeting rooms, cars and IT equipment by checking their availability through ACT! and book them as part of an activity. Internet Synchronisation Extended synchronisation option for internet sync using Microsoft Internet Information Services to perform this process without ACT! or the main database being open. Deploy ACT! with silent install Install, activate and register ACT! from the server to deploy ACT! to users on the network. Manage ACT! users in teams Group users into teams & grant contact access in bulk to quickly control which teams can access which contacts. Secure data with advanced security controls Field level security restricts user & team access by granting Read-Only or No Access to specific fields Custom user permissions can control which users can delete, synchronise or export data Group scheduling Check availability for other users. Schedule an activity in ACT! Premium for another user & a notification pop-up will appear on each user s screen. ACT! Premium dashboards provide managers with on the spot reporting to assess individual & team performance

7 ABOUT PREACT CRM Preact is an independent Customer Relationship Management (CRM) consultancy working with businesses in the private sector as well as charities and educational organisations. As multiple award winning CRM architects, we've been helping businesses achieve results with CRM since Our experienced team combine strong consultative skills with professional implementation skills and a commitment to customer service excellence. By working with Sage ACT! and Microsoft Dynamics CRM we offer vendor-neutral advice to help businesses choose the best software for their unique requirements, or to help organisations gain greater value from their existing CRM system. OUR APPROACH We work with small and medium sized businesses in numerous industries with deployments varying from or more users. We take a product agnostic approach to pre-sales to help you choose a CRM solution that will meet all your immediate requirements and grow with your business. Our consultants will discuss your plans in depth and help you test our recommended solution before you commit. We re committed to an on-going evaluation of our performance so we actively seek client feedback to ensure we re delivering on our brand promise of exceeding customer expectations. AWARD WINNING ACT! SERVICES By working with ACT! for 20 years Preact are the UK s most experienced ACT! specialists with the biggest independently supported user base including Europe s largest ACT! implementation. Our status as a member of Sage s prestigious Circle Of Excellence and a multiple awardwinning ACT! Businesses Partner reflects our commitment to the application and offers the reassurance of working with a trusted supplier. We offer a full range of technical consultancy, training and support services to assist new and existing ACT! customers. Our ACT! projects have included implementations for John Lewis Plc, Encyclopaedia Britannica, Thorntons, Port of London Authority, Cranfield University, Veolia Water, Alexandra Palace and Marie Curie Cancer Care. Preact Limited All rights reserved.

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