Small Business Customer Relationship Management CRM

Why Individuals & Small Businesses use ACT! CRM Solution

Your business is hectic. You cannot afford to miss deadlines and overlook the necessary details of your business. We understand. ACT! by Sage was created for people like you who need to manage every detail of your growing business and all the associated business relationships, which are your livelihood.

Choose ACT! and provide superior service to your prospects and customers because you have a complete view of your relationships. You will also impress contacts with your follow-up, be certain that no task is forgotten throughout your day, and drive revenue for your business by guiding your leads through to close. Decision making will become easier because you will receive detailed performance insight that will help you to grow your business.

In addition, because ACT! integrates with everyday applications like Microsoft® Office and popular accounting solutions like QuickBooks and MYOB, you can continue to work the way in which you are accustomed, reducing your learning curve. Start using ACT! today and accomplish tasks crucial to the success of your business.

Key Drivers and Benefits

Provide Superior Service:
Your pain point - Do you have prospect and customer contact information, notes about each, and documents in disparate places? Do you have a difficult time finding this data at a moment’s notice?

Solution - Keep your relationship details in one place for easy tracking and access so you provide superior service - ensuring your prospects turn into customers and your current customers remain happy. With ACT!, populate 60+ pre-defined fields for your prospects and customers, including Contact, Company, Phone, Address, Web site, E-mail, and ID/Status such as Lead, or add your own. For each contact you keep in ACT!, enter Notes, History, Activities, Opportunities, Documents, Secondary Contacts, and more. If this data already exists in another system, simply import it to keep everything in ACT!. When you receive a phone call from a prospect, just search on his/her name and get to their Contact Record in an instant using powerful search capabilities, including lookups and advanced queries, in an easy-to-use format. Because all the details are in ACT!, you impress your contacts with your knowledge about their unique circumstances to build stronger relationships. And, with all this information at your fingertips, you no longer have to check multiple sources.

Impress Contacts with Your Follow-up:
Your pain point - Is it difficult for you to create professional-looking communications because you simply just do not have the time?

Solution - Touch your prospect and customer base more effectively with professional and timely marketing communications using professional-looking pre-formatted templates, Groups, and Mail Merge functionality. Save time by using pre-formatted templates for HTML, e-mails, letters (including envelopes and labels), and more. Or, for more personal communications, customise templates with your own content and branding. Touching base with your contacts is easy because ACT! enables you to track groups of related contacts so you can group contacts based on their locale, their renewal dates, or with the criteria you specify, keeping Groups up-to-date automatically. And with Mail Merge, you can reach out to multiple prospects and customers at once for both e-mail or paper correspondence. All of these communications are linked to each contact for a complete record of sent communications. You can rely on ACT! to help you build strong relationships through a variety of communication options.

Be certain no task is forgotten:
Your pain point - Do you get stuck dealing with the things nobody else in your business wants to handle or is capable of handling? Do you need a better way of managing your day-to-day responsibilities?

Solution - Manage your daily responsibilities in ACT! to accomplish more every day and be certain nothing is forgotten. You have multiple options for managing your day, week, or month using one of many calendar views, the Task List for filtering a view of all activities, and the dashboard which provides a graphical summary view of your schedule and scheduled tasks. If you work in Outlook, copy your ACT! and Outlook calendars automatically to keep activities up-to-date on both calendars. Ensure you stay on top of your deliverables by setting Activity Alarms. Any activities not completed roll over to the next day. Further, schedule an Activity Series for routine activities you perform, with multiple steps to automate redundant tasks. Because activities in an Activity Series are linked, a due date change to one will realign related activities, helping you to become more productive. All activities are linked to associated contacts so you can determine which of your contacts requires the most time and bill them accordingly. With ACT!, you will realise the benefits of being productive all day, every day. 

Drive Revenue for Your Business:
Your pain point - Do you need a way to ensure your leads are not dropped?

Solution - Manage enquiries from your first interaction through close - ensuring no lead is dropped and driving revenue for your business. Utilise the ACT! sales process or a process you customise to suit your business and selling style for managing leads each step of the way. When working a sales opportunity, schedule a follow-up activity which is populated automatically with the opportunity details - ensuring all tasks are covered as a lead moves through the sales process. And, track products on each sales opportunity, specifying product discounts and costs for each item. For a complete view of your pipeline, view the dashboard for a graphical summary view or run one of 20 pre-formatted sales reports to better understand which sales are tracking to close this month, quarter, or year and where to focus your attention in the coming days or weeks.

Make Decisions with Confidence:
Your pain point - Are you so busy that you do not have time to analyse how you are spending your time to determine where you should focus your attention?
 
Solution - Gauge the performance of your business using dashboards and reports so you know where your time is best spent and which marketing communications are most successful. Interactive dashboards provide a comprehensive summary view of your top priorities and sales opportunities, enabling you to monitor how you are tracking to your goals. Set the dashboard as your default startup view and begin your work day with a snapshot of this information so you understand your priorities for the day. For more detail on your business’ performance, run one of 40 pre-formatted reports, including Activity Reports, Relationship History, Sales Summaries, and more. Or, send most reports to Excel®, HTML, PDF, or e-mail for further analysis. Having a roll-up of this information allows you to understand all aspects of your business’ performance and enables you to make decisions with confidence.

Reduce Your Learning Curve:
Your pain point - Do you use an accounting application, but need a contact management solution that integrates with it so you do not have to manage data in two places?

Solution - Continue to work with the applications you use everyday by integrating ACT! with Microsoft® Office and popular accounting solutions like QuickBooks and MYOB. Send and receive e-mail in Outlook, keep ACT! and Outlook calendars up-to-date in both places automatically, write letters in Word, and export contact and sales opportunity lists into Excel® for further analysis or sharing with non-ACT! users. Additionally, connect your front- and back-office by integrating ACT! with popular accounting solutions for a real-time view of your customer and vendor interactions and eliminate the need to perform duplicate data entries. With so many integration options available, you continue to work with the applications you already know, reducing your learning curve.