• Overview
  
• Benefits
  
• Features
  
• Line 50 Integration

Overview

ACT! for Line 50 is the latest addition to the Sage product range. Including all the features and functionality of the best selling ACT! for Line 50 helps you manage all the tasks and information related to developing and maintaining business relationships. It effectively integrates the three most frequently used tools - a customer database, a calendar and a task list. 

ACT! for Line 50 is powered by ACT!, the Sage owned, best-selling contact management software application used by small business worldwide. The software has received several awards in recognition of its user friendliness so you can be sure you can get up and running quickly and keeps you focused on running and growing your business

                                                                                                           

Benefits

• Finding and contacting and new prospects.
  
  
• Following up with prospects and clients by telephone, fax, mail, and email.
  
  
• Sending product information, proposals and quotes.
  
  
• Scheduling product information, proposals and quotes.
  
  
• Scheduling reminders, appointments and meetings.
  
  
• Managing customers' post sales requests for service and support.
  
  
• Maintaining accurate records of all contact interactions.
  
  
• Generating reports for reviewing activities and client/account status.
  
  
• Scheduling multiple related activities based on business processes.

Features

Integrates with Sage Line 50 accounts - import your line 50 contacts into ACT! for Line 50 to create new records. Access individual contact accounting information from within the ACT! for Line 50 record screen. See the section on Line 50 integration for further information.

Ready to use contact database - A wizard guides you through the creation of your contact database including predefined fields and layouts. Then begin recording calls, meetings, to-dos, email, faxes, etc. Existing information in other applications can be easily imported into the database.

Fast, easy access to contact information - You can quickly find the information you need. Just type the first few letters of the contact's name, company, phone number, or any other field and go directly to the contact you want.

Effective management by group or account - You can group contacts for more efficient management. For example, a sales manager can group leads by region, or a small business owner can group suppliers and business partners.

Efficient calendar and task management - Easily schedule contact appointments and tasks. Look at tasks in daily, weekly, and monthly views. View tasks, organised by date, type, or priority. Reminders ensure you'll never forget an important appointment, phone call, or to-do.

Comprehensive sales process management - Sales process management tools help sales professionals turn prospects into customers.

Easy communication with contacts - Create instant letters, memos, and faxes to communicate with contacts. Creating customised documents is simple using Microsoft Word® or the built in word processor. Then, using Mail Merge, send these communications and automatically record them in the contact's history.

Telephone integration - Integrate with telephony systems to facilitate automatic telephone dialing, and Caller ID.

Comprehensive reporting capability - A number of ready-to-use reports, such as task lists, are available to help you organise your day. You can also create business and sales reports customised to meet your specific needs.

Team coordination - Information can be used over a network to coordinate all activities. Multi-level security protects it from unauthorised access. You can also synchronise your database with mobile users.

Fully customisable - Tailor the software to match the way you conduct business. Customise the database to hold the information you want. Customise screen layouts for the look-and-feel you want. Customise icons and menus for maximum efficiency. Create macros to automate repetitive tasks and save time.

ACT! for Line 50 and Outlook working together
Seamless integration with Microsoft Outlook is provided so you can use Outlook for e-mail and scheduling of some activities, and use Sage as your Contact Manager.

Line 50 Integration

ACT! for Line 50 integrates with Sage Line 50* delivering to the small business, integrated front office and back office systems developed and supported by Sage.

The integrated solution provides the "big picture" where all the relevant sales, marketing and financial information for any contact is available at the click of a mouse button.

Data can be initially transferred from the existing sales ledger into the contact manager database. Then, through the accounting menu and tab, financial data can be displayed in the contact record.

Credit limit, sales to date and outstanding debt information as well as trading terms and discounts available are displayed. Transactional information such as invoice numbers, details and amounts owed and paid are also displayed.

Create Sales and Purchase Orders (when integrated with Sage Line 50 Financial Controller).
Create quotations (when integrated with Sage Line 50 Financial Controller and Accountant Plus).
Check stock levels

* ACT! for Line 50 integrates with Line 50 version 8 and above.