Frequently Asked Questions

The burning queries you all want to know — answered

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Chatswood NSW 2067
Sydney, Australia
Tel: +61 2 9921 6500
Fax: +61 2 9921 6519

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Fax: +61 3 8681 3455

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Got a question for us? With millions of businesses around the world using Sage ACT!, chances are we've heard that question — and answered it — before. Below are a few of the most common questions we get asked here at Sage. If your question isn't answered below, please feel free to contact us via the contact form at the bottom of the page.

 

Topics and questions

New to Sage ACT!?

Product information

Licensing

Support and training

Software Assurance

New to Sage ACT!?

 

What is Contact Management and what difference will it make to my business?

Contact Management is a means to store all your customer information in one place. It gives you visibility into all your interactions with your contacts; be they prospects, customers, suppliers — essentially anyone you do business with. The benefits to your business are many, but most importantly having contact management in place will help you build, maintain and enhance your all-important relationships with your customers.

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Can I trial Sage ACT!?

Yes. A free 30-day trial is available for the Sage ACT! Pro. You can pick this up from the Sage ACT! eStore.

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I am using the 30 day trial, will all the work I have done in Sage ACT! remain when I purchase?

Yes. When you purchase your Sage ACT! licence, you simply register the software and any information entered, or customisations made will remain.

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Product information

 

What is the difference between Sage ACT! Pro and Sage ACT! Premium?

The key differences between Sage ACT! Pro and Sage ACT! Premium lie in:

  • The number of users that can be accommodated
  • Visibility into team views and dashboards
  • Web access
  • Levels of security
  • Administration and synchronisation options

Read more…

As everyone's requirements are unique, we recommend chatting to a Sage ACT! Certified Consultant to find out which solution is right for you.

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Can I access Sage ACT! via the Cloud?

Yes. The Sage ACT! Connect subscription allows users to access their contacts and calendar via your browser from your laptop or tablet, including the iPad®. From here you can choose to sync to your mobile device. Learn more about Sage ACT! Connect…

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Can Sage ACT! be used in the field?

Absolutely. Sage ACT! is a very flexible solution that gives many access options. Whether you are on premise or on the road, online or offline, you will be able to take that important customer information with you.

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What are Sage ACT! Connected Services?

Connected Services are subscription services which help you take Sage ACT! to the next level. There are three available;

  1. Sage ACT! Connect — Access your contacts and calendar via the cloud, using your laptop, tablet or mobile device. Learn more.
  2. Sage E-Marketing for ACT! — A powerful e-marketing tool to help you execute highly targeted email campaigns and closely track the results. Learn more.
  3. Sage Business Info Services for ACT! — Build highly targeted lists of leads sourced from the Hoovers™ database of 68 million companies worldwide. Learn More.

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Will Sage ACT! integrate with MYOB® or Quickbooks®?

Yes, integration is available for both MYOB® and Quickbooks®.

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What are the primary differences among Sage ACT!, Sage SalesLogix and Sage CRM?

Sage ACT! is a contact and customer manager, whereas Sage SalesLogix and Sage CRM are CRM products. CRM products by definition include Sales, Marketing, Service and Support competencies, and have opportunities and activities aligned with a company or account. While all three products are highly customisable, Sage SalesLogix, and Sage CRM allow further customisation of business process and workflow.

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Licensing

 

Do I need a licence for every user?

Yes. Licensing for Sage ACT! is done on a named user basis. This means that each individual using Sage ACT! will require their own licence.

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Can I get upgrade pricing?

If you have a licence of a previous version of Sage ACT!, you are eligible for upgrade pricing to take you to the latest version. If you require additional licences, these can be purchased at the new licence rate. You can also upgrade from Sage ACT! Pro to Sage ACT! Premium.

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Support and Training

 

What support is available?

When you buy Sage ACT! you are entitled to 30 days installation support free of charge. For information on inclusions for this please visit our support page. Outside of this period we recommend enlisting the expertise of either:

  1. An ACT! Certified Consultant
  2. The Sage ACT! Support team

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Who are ACT! Certified Consultants?

ACT! Certified Consultants (ACC's) are trained experts in Sage ACT! software and there are 50 in Australia and New Zealand. ACC's can provide you with fantastic return on your investment by tailoring Sage ACT! to your business, whilst providing you and your team with the skills to make the most of your solution. Find an ACC.

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Where can I get training?

Training is an important way to ensure you get the greatest return on investment for your Sage ACT! solution. The best place to get training is from your ACT! Certified Consultant. They will be able to offer a range of training options from classroom, online or onsite, tailored to your needs. Will I get support with earlier versions of Sage ACT!? The Sage ACT! Support team supports the current version in addition to the two versions prior.

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Does Sage ACT! work on a 64-bit operating system?

Yes. Windows Vista® SP2 and Windows 7 SP1 are supported in 64-bit. Please refer to the system requirements for more details.

Software Assurance

 

What is Software Assurance?

Software Assurance is the easy way to ensure you get the latest software each year. It is 12 month cover for any new releases of Sage ACT!

When you purchase a Sage ACT! licence, you automatically get 12 months cover. After your first year you will be given the opportunity to renew and ensure you continue to get the latest and greatest from Sage ACT!

Learn more about Software Assurance.

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If I am current on Software Assurance at the time of a new release, will I receive that version?

Absolutely. By being current on Software Assurance at the time of release, you guarantee yourself the new version at no extra cost.

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Why should I renew my Software Assurance each year?

By renewing your Software Assurance you are getting the best bang for your buck. Software Assurance equates to just 20% of the new licence value, so it really is great value. By staying current you guarantee yourself ownership of the latest Sage ACT! solution, which is released annually.

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