Sage ACT!

Sage ACT! is an easy-to-use contact management solution designed for small businesses. It helps you build profitable and meaningful relationships with your contacts and customers, and gives you the tools you need to manage and forecast your sales.

Case studies

See how Sage ACT! helped our customers to do business.

  • Local & Trusted Local & Trusted

    North East England

    Industry
    Sector
    Sage
    Software
    Internet Sage ACT!

    The problem

    Local & Trusted is an online marketplace aimed at bringing tradesmen and homeowners together for their mutual benefit.

    Before using Sage ACT!, they were unable to analyse their contact data in much detail. Their main contact management challenges included keeping their prospect and customer data organised and up to date, and knowing when and how to communicate with their contacts.

    They turned to Sage ACT! for a solution because they were familiar with the brand and it was recommended to them by another small business.

    How Sage ACT! helped

    Sage ACT! helped them bring all their contact information together, leading to more efficient management of communications. It helps them to manage their customer relationships and identify their quality prospects, leading to a higher sales lead conversion rate.

    “ACT! helps me with customer relationships by prompting me and helping me to do what I said I will do, on time, every time”

    Terry McGuinnessOwner, Localandtrusted.com, Local & Trusted

    See more case studies

  • Mark Edwards

    Shrawley, Worcestershire

    Industry
    Sector
    Sage
    Software
    Eco housing Sage ACT!

    The problem

    Mark wanted to keep warm in winter. Fuel bills are on the increase and he wanted to make the heating more efficient. Mark chose a radical solution – build a new home that was low cost and eco friendly.

    Mark needed a contact management solution that would enable him to store all the details of his new contacts and suppliers, manage relationships, track progress and help him stay organised.

    How Sage ACT! helped

    Sage ACT! enabled Mark to have complete control over the collection of suppliers and contacts that helped him build his eco-friendly house.

    Sage ACT! enabled Mark to manage 927 points of contact from an initial idea, a trip to Germany, business planning, the what if’s, the reporting, seeking additional funding and the taking responsibility.

    Mark used ACT! to arrange meetings and trade show visits across Europe, and link every new product, piece of information and contact to each step of his project. He used Sage ACT! to schedule and track activity, review proposals, make decisions and build better relationships.

    "Without ACT! more admin staff would have been needed increasing cost and risk. Without ACT! it never would have happened."

    Mark EdwardsManaging Director, Mark Edwards

    See more case studies

Get in touch

* Calls to this number are free from a BT landline. Calls from other providers may vary.

Got questions?

Q

I want to be able to access important information from my phone. Is this possible with Sage ACT!?

A Yes, Sage ACT! Connect lets you do exactly that, giving you access to customer details, notes, emails and more on the go.