Sage ACT! Premium Solutions 2011 (13.0)
ACT Premium - Customer Relationship Manager, ACT Contact Management - St. Paul, Minneapolis, Minnesota
Sage ACT! 2011 helps you get more of what you value most—time and money—by automating key activities, taking customer communications to the next level, and unlocking a rich source of new leads.
Sage ACT! 2011 (13.0) Product Information
Let Sage ACT! Smart Tasks handle the things you need to get done every day. Think of this as a personal assistant that puts activities on your calendar and sends emails for you so your customers get the service they expect. Amp up the emails you send by using professionally designed email marketing templates that complement your Smart Tasks.
Once your customers are taken care of, shift your focus to Sage Business Info Services for ACT!, which pulls highly targeted prospect lists from Hoover’s™ and puts them directly into Sage ACT!. (requires additional subscription)
Features and Benefits
Organize the details. Get organized with Sage ACT! so you can zoom in on the details of your customer relationships whenever you need to. When a customer calls unexpectedly, you’re instantly prepared with the email they sent you last week, notes from your last phone call, and their Facebook profile to see what they’ve been up to—all at your fingertips.
Market like a pro. Attract new customers and get more from existing relationships using lead/business info and e-marketing services for Sage ACT!. (requires additional subscription) Get the right leads list and then send striking marketing campaigns that you develop using a simple online editor. Quickly spot your hottest prospects right there in Sage ACT! by viewing the ranked call list that shows you who’s most interested.
Control your sales pipeline. Capture prospects and manage them through an out-box-of-the box Sage ACT! sales process or a process that you personalize to fit your business. Keep detailed progress notes and see the probability of close for each opportunity. This gives you total visibility and control of your sales pipeline so you can stay in contact with those opportunities most likely to close.
Get more done. Let Sage ACT! handle the things you need to get done every day. Think of it like a personal assistant that sends emails for you and puts activities on your calendar so your customers get the service they expect. Watch as your personal productivity soars, without spending extra time in the office.
Stay in sync. Better coordinate your efforts when speaking to customers, because you and your team have access to all the same relationships details in Sage ACT!. Your team appears completely in sync to any customer they interact with, no matter who they talk to most often. And, you can lock down as many of the details as needed to keep sensitive customer information
Automate key activities. Sage ACT! Smart Tasks handle the things you need to get done every day. Think of this as a personal assistant that puts activities on your calendar and sends emails for you. It doesn’t matter whether your tasks have two or 10 steps, it’s all automated so your customers get the service they expect, with little work required by you.
Get started with one of many sample Smart Task templates, and accompanying email templates, for the most common activities. These Smart Task templates will set in motion the most basic or advanced processes that allow Sage ACT! to remind you that it’s your best customer’s Birthday, inform you of customers that haven’t heard from you in a while, even welcome that new customer who just placed an order. And, best of all, you have total control over the timing, contact lists, and opportunities for each and every Smart Task.
Apply Smart Tasks right out-of-the-box, make changes to fit your specific needs, or create your own. Because Smart Tasks use one of the easier visual designers on the market and leverage a powerful workflow engine, you can quickly create your own with custom actions. Encourage your entire team to use the Smart Tasks you create so your company’s best practices are followed.
Take customer communications to the next level. Amp up the emails you send by using professionally designed email marketing templates that complement your Smart Tasks. Because Smart Tasks are fully integrated with Sage E-marketing for ACT! (requires additional subscription), you get access to templates that allow you to send cheery Birthday greetings and welcome new customers. You can edit those emails to include additional content, graphics, and links that point to your website. Or, use the other email marketing templates you get when you subscribe to Sage E-marketing for ACT! with the Smart Tasks you create.
Leverage so much more than just the email templates integrated with Smart Tasks. Sage Emarketing for ACT! gives you the ability to collect info from your customers too. Use Smart Tasks and Sage E-marketing for ACT! together for gathering updated or missing contact details. Send your customers an email that includes a link to an online survey requesting those details. Once the survey is completed, those details are automatically populated back into Sage ACT!. No need for you to manually sift through your database or send one-off email requests.
Track the interest level of your Birthday greetings or custom emails you send that are associated with Smart Tasks, like sales opportunity follow-ups, by viewing which customers are opening what you’ve sent. View those results right there in Sage ACT! to determine best next steps.
