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.
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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.