ACT! Premium allows you to:
Organise Your Contacts
ACT! Premium for Workgroups is a single, central repository for critical contact and customer information captured across your business – whether you are an individual or a large workgroup or team. ACT! enables you to access detailed contact and customer information, manage individual and team calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall effectiveness.
Stay in Touch
Track all of your critical contact and customer communications on the Contact Record for quick and easy referencing. Utilise the ACT! E-mail Client integrated with Lotus Notes® or Microsoft Outlook Express®, or integrated directly with Outlook to send outbound e-mails to contacts and create contact history on the Contact Record. ACT! Mail Merge allows you to correspond with multiple contacts, either via e-mail or paper correspondence, and automatically track a history on each Contact Record.
Prioritise Your Work
Stay on top of your deliverables with multiple Calendar views within ACT!, including Daily and a customisable Work Week view. Calls, meetings, and to-do items can be filtered by priority, date range or user, even displaying totals for each type of activity. Activity Alarms will help you stay on top of all your time-sensitive deliverables.
Track Sales Opportunities
ACT! enables sales professionals to track sales opportunities from initial inquiry through close utilising the standard sales process or a process customised to suit their business. When working an opportunity, sales professionals can simply click follow-up and a new activity will be created automatically with the opportunity details – ensuring the prospect is managed as it moves through the process. Sales professionals and sales management can view and report on all sales opportunities so they always know where they stand.
Report on Activities
Instantly access every important contact or detail using advanced Lookups or Keyword Searches. At the end of the week or month, it’s easy to report on activity or milestones with one 40 standard reports that ship with ACT!, 20 of which are specifically focused on sales activities. Given that ACT! has advanced field types such as multiple select, you can better track information that often requires more than one selection such as ID Source or Referred By, and then report accurately on that information.
Securely Administer and Deploy
ACT! Premium offers a host of functionality that is specifically designed to meet the needs of workgroups and teams in the areas of centralised administration, advanced user, contact, and field level security, advanced opportunity tracking, and flexible deployment options.