Overview

ACT! by Sage 2010

ACT CRM Software is a great Sage CRM Solution that provides you with all of the important tools you need to build and maintain successful customer relationships. Act by Sage Software is a simple but powerful contact management system. It centralises your contact information, organises your diary, tracks sales leads and can organise marketing campaigns. In short, it's a vital member of your sales and marketing team. Happy customers are the key to business growth. And with ACT CRM Software, you'll learn how to keep your current customers on your side, and ensure that you'll never miss a new opportunity. Act CRM provides a great Sage CRM Solution. Act CRM helps you to keep your relationship details in one place for a complete, integrated view:

• Maintain contact details, notes, history, activities, opportunities, documents, and more
• Track groups of related contacts and manage your interactions at the company level.
   
  ACT by Sage Software helps you to find the exact information you need instantly when that important call comes in:

• Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease
• Conduct advanced queries for more complex searches

ACT by Sage Software helps you to stay on top of your daily responsibilities so tasks don't slip through the cracks:

• Manage and tie all activities to associated contacts in a CRM Software
• Integrate your ACT CRM and Microsoft® Outlook calendars for up-to-date schedules in both places

ACT CRM helps you to manage your leads from first interaction through close, ensuring no sales opportunity is lost:

• Use the Act CRM sales process or a process you customize to manage leads
• Track products on each sales opportunity and specify product discounts and costs

ACT by Sage Software helps you to gain insight into the performance of your business for more informed decision making:

• Get a comprehensive summary view of your top priorities and sales opportunities using the Dashboard
• Run one of 40 preformatted report templates or create your own

ACT by Sage Software helps you to communicate consistently and successfully so you are always top of mind with your contacts:

• Integrate Act CRM with Outlook for sending and receiving all e-mail communications
• Use Mail Merge and preformatted templates to send professional marketing communications with little effort required by you

Sage Act Software is a great CRM solution!

What's new

Attach multiple emails
Select a number of Microsoft® Outlook® emails from different senders and attach them quickly to ACT! contacts

Activity scheduling from emails
Create ACT! activities within Outlook emails and the contact and regarding/subject line is pre-populated

One-click calendar copy
Copy an ACT! calendar to an Outlook calendar quickly from the main ACT! toolbar

Simplified lookups
Search by only part of a name or title; switch between contact, group or company to modify a search without starting over; advanced queries from main lookup toolbar carry previous searches over for refining

Fast access to previous contact lookups
View the last several contact lookups by type, date, timestamp, and number of contacts in a query

Calendar filters applied on printouts
Print an ACT! calendar with selected users, type, priority, and date range applied

Automated tasks
Automate calendar copying, database backups and maintenance from ACT! Scheduler (previously only available in ACT! Premium)

Streamlined sync progress bar
See progress of database synchronisation by steps and time remaining

Features

Act by Sage helps you to keep your relationship details in one place for a complete, integrated view:

• Maintain contact details, notes, history, activities, opportunities, documents, and more
• Track groups of related contacts and manage your interactions at the company level

Sage Act Software helps you to find the exact information you need instantly when that important call comes in:

• Perform lookups on all fields and entities, such as Contacts, Groups, and Companies, with ease
• Conduct advanced queries for more complex searches

Act by Sage helps you to stay on top of your daily responsibilities so tasks don’t slip through the cracks:

• Manage and tie all activities to associated contacts in ACT!
• Integrate your ACT! and Microsoft® Outlook calendars for up-to-date schedules in both places

Act by Sage helps you to manage your leads from first interaction through close, ensuring no sales opportunity is lost:

• Use the ACT! sales process or a process you customize to manage leads
• Track products on each sales opportunity and specify product discounts and costs

Act! by Sage Software helps you to gain insight into the performance of your business for more informed decision making:

• Get a comprehensive summary view of your top priorities and sales opportunities using the Dashboard.
• Run one of 40 preformatted report templates or create your own.

Sage Act Software helps you to communicate consistently and successfully so you are always top of mind with your contacts:

• Integrate ACT! with Outlook for sending and receiving all e-mail communications
• Use Mail Merge and preformatted templates to send professional marketing communications with little effort required by you

Requirements

Important note: In a networked environment, ACT! by Sage 2010 has a maximum of 10 users. If you require more users you must purchase ACT! by Sage Premium 2010.

Recommended system requirements

• An IBM® compatible computer with a 1.8 GHz (or equivalent processor); 1GB RAM; 1GB of free disk space;
• 32 Bit versions of Microsoft® Windows® XP, Windows Server 2003, Windows Vista, Windows Server 2008;
• 64 Bit versions of Windows Vista, Windows Server 2003, Windows Server 2008.

Notes

• Network Users only: 1Gbps network cards and switches with
  Microsoft Windows networking
• Works with Microsoft Office 2002/XP and all later Editions
• Concurrent User Limits: Windows XP Home and Vista Home Basic 5 users, Windows XP Professional and Windows Vista Home Premium, Business, Enterprise or Ultimate 10 users

Additional software

• Microsoft Outlook® 2002, 2003, and 2007 (SP3 recommended for Outlook 2002/2003)
• Microsoft Outlook Express 6.0 SP2
• Lotus Notes® 6.5, 7.0.2, and 8.0
• Eudora® 5.2
• Internet Mail SMTP/POP3
• Microsoft Office 2002, 2003, and 2007 (SP3 recommended for Office 2002/2003)
• Microsoft Internet Explorer® 6.0 and 7.0
• Adobe Reader® 6.0, 7.0, and 8.0
• VMWare® Workstation 5.0, 5.5, and 6.0; VMWare Server 1.0.1

Palm OS® minimum device requirements

• Palm OS 3.5-5.4
• Minimum 33 MHz or higher processor
• Minimum 8 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• HotSync® Manager 3.5 and 4.1.0

Pocket PC minimum device requirements

• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile 2005/5.0
• Minimum 133 MHz or higher processor
• Minimum 16 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• Microsoft ActiveSync® versions 3.5 - 4.5 (XP operating systems only)
• Windows Mobile Device Center (Vista operating systems only)