Sage ACT! Premium


Your business life is hectic. Meeting deadlines and handling all the necessary details are urgent priorities.
We understand. Sage ACT! Premium Solutions were created for teams of people like you—people who must manage their growing business and associated business relationships. You and your team need a way of tracking and sharing information with team members and managers to ensure goals are being met.
Choose Sage ACT! Premium Solutions so you can provide a better customer experience because you have a complete, integrated view of those relationships—all in one easy-to-access location. Maximize productivity so you have time to focus your attention on business-critical activities. Your managers get a detailed snapshot of team performance to ensure targets are being met, while comprehensive reporting helps them make informed decisions to successfully advance the business.
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Sage ACT! makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.

Like the millions of individuals in small businesses and sales teams who use Sage ACT!, you'll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place.

You can even use Sage ACT! like a sales and marketing assistant to get the right leads, send striking marketing campaigns, and track your overall performance. The bottom line, Sage ACT! takes care of the adminis
 


Sage ACT! 2011 helps you get more of what you value most—time and money—by automating key activities and unlocking a rich source of new leads. Let Smart Tasks handle the things you need to get done every day. Think of it as a personal assistant that sends emails for you and puts activities on your calendar so your customers get the service they expect.

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 that info directly into Sage ACT!. Upgrade Sage ACT! today!

Automate key activities.

Smart Tasks 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, with little work required by you. Smart Tasks just get it done.

Get started with one of 10+ pre-loaded Smart Tasks and accompanying email marketing templates for the most common activities. These Smart Tasks will set in motion the most basic or advanced processes that allow Sage ACT! to take care of things like reach out to customers that haven’t heard from you in a while or notify you of any sales opportunities that have been stalled. Smart Tasks will even contact customers that are missing key info from their contact records with a survey that automatically plugs that info back into Sage ACT!. And, best of all, you have total control over the timing, contact lists, and opportunities for each Smart Task.

Apply Smart Tasks right out-of-the-box or make changes to fit your needs. Because Smart Tasks are built on a powerful workflow engine, you can fully customize them with different actions using one of the easier visual designers  on the market. Set up Smart Task guidelines for your entire team so your company’s best practices are followed.

Unlock a rich source of new leads.

Add rocket fuel to your sales and marketing machine with Sage Business Info Services for ACT! . Sage Business Info Services for ACT! pulls highly targeted prospect lists and business info from

1.Requires additional subscription. 
2. In the Sage ACT! Premium web client, administrative functions must be performed on the web server.
3.Requires additional subscription.
 
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 info1 and e-marketing services2 for Sage ACT!. 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 secure.
Compare Versions
ACT! is a feature-rich, robust contact and customer management solution ideal for individuals and small business professionals who have contacts or customers. ACT! Premium Solutions are the ultimate solutions for corporate workgroups and sales teams that depend on strong opportunity management and coordinated teamwork to grow their businesses. Co
Features
Sage ACT! Pro
Sage ACT! Premium
 
Number of Users

1 - 10

1 - 10+*

 
Contact and Customer Manager Functionality
 
Windows® Access
 
Web Access
 
 
Standard Security Settings
 
Enhanced Security Settings
 
 
Group Scheduling Functionality
 
 
Dashboards and Reporting with Team Views
 
 
Advanced Administration and Sync Options
 
 
 
Compare Versions
ACT! is a feature-rich, robust contact and customer management solution ideal for individuals and small business professionals who have contacts or customers. ACT! Premium Solutions are the ultimate solutions for corporate workgroups and sales teams that depend on strong opportunity management and coordinated teamwork to grow their businesses. Co
Features
ACT!
ACT! Premium Solutions
Contact and Customer Management
Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records
Duplicate checking and the ability to merge records
Lookups and Searching
Lookups on all fields
Advanced queries
Sales Opportunity Management
Built-in or custom sales process with multiple steps s
Track product/services, details, and more for each sales opportunity
Calendar and Activity Management
Schedule calls, meetings, and to-dos, plus custom activities
At-a-glance user availability
 
Prospect and Customer Communications
ACT! and Outlook® e-mail integration
Create activities and contacts from Outlook e-mails
Dashboards and Reporting
Dashboard with team views
 
Report on activities by user
 
Data Sharing and Security
View activities for 10+ users on your ACT! calendar
 
Specify user permissions and access
Anywhere Workforce
Windows or offline access
Web
 
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