Let Sage ACT! Smart Tasks take care of the things you need to get done every day. It’s like your very own personal assistant that places activities in your calendar and sends emails for you. Regardless of whether your tasks have two or 10 steps, it’s completely automated, meaning your customers get service beyond their expectations with little work required by you (hooray!).
To get you started there are many sample Smart Task templates and accompanying email templates for common activities. These templates will kick-start the processes that allow Sage ACT! to remind you it’s your best customer’s birthday, inform you of leads that need to be followed up or even send a welcome email to your new customers.
The best part is you have total control of timing, contact lists and opportunities for each Smart Task.
There are ten Smart Tasks that come with Sage ACT! 2011. You can use these straight away, edit them or create your own. The Smart Tasks visual designer is easy to use allowing you to set in motion a powerful workflow engine. Encourage your entire team to use Smart Tasks so your company’s best practices are followed.
Included Smart Tasks
- Birthday Reminder
- Closed Opportunity Follow Up
- Contacts with No Recent Activity
- High Value Opportunity Alert
- New Contact Welcome
- Opportunity a Week from Close
- Promotional Sales Cycle — Product Enquiry
- Birthday Greeting integrated with Sage E-marketing for ACT!1
- New Contact Welcome integrated with Sage E-marketing for ACT!1
- Incorrect/Missing Information integrated with Sage E-marketing for ACT!1
¹ Requires a subscription to Sage E-marketing for ACT!