Sage (UK) Limited: Business software and services

Manage your time better
Thanks to the new Dashboard feature, you’ll have all of your contacts and appointments at your fingertips. You can schedule calls and meetings, prioritise your to-do list, and manage your resources efficiently by using Group Scheduling.

Better all-round customer and internal communication
With all of your contact information centralised, customer details can be easily accessed and shared by all of your colleagues.

You can view their notes and history, which means you’ll always be on the ball should a query arise, and you can also see if there are any to-do items that may be outstanding.

Track your sales opportunities and act on them
By capturing important customer information, you can look at optional sales opportunities.

You can also accurately forecast where your sales are coming from and what the orders will be, enabling you to plan more effectively.

Communicate with your clients more effectively
Get up to speed on your client's situation in an instant by viewing their last communication.

You can also create, send and track emails to and from contacts, and access the ready-made templates when writing emails, letters and memos to customers.

Track and view sales opportunities more accurately
Quickly review detailed opportunity information to gain clearer information and improved business predictability.

Quickly and easily organise and search all of your Group and Company information
Benefit from a cleaner database and improve your ability to extract vital customer information.

Building and maintaining good relationships with your customers
Because you’ll be better organised you should know what your customers want, and when they want it.

Get an instant overview of current activities
Whether it's daily tasks, sales opportunities or deals in progress – the new Dashboard allows you to bring together all of your vital information so you can see at a glance where you are and what needs attention.

Do everything a lot faster
Our key features have been improved to make them easier for you to use. The result? Much greater efficiency and more time to spend doing business.

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.

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.

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.

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.

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.

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.