As a sales-oriented company,
your most valuable asset is likely your customers. New sales are hard
to come by, so taking care of existing customers and servicing their
needs is vital to your success. Linking ACT! by Sage Sales Force
Automation (SFA) software to your Sage MAS 90
or Sage MAS 200
system can be a significant benefit to your customer service and sales
performance.
By leveraging the
strengths of two industry leaders, your company can gain access to a
series of unique options. For instance, workgroup users operating
within ACT! by Sage can issue sales orders, perform customer inquiries or
view detailed orders and invoices. In effect, the link allows you to
connect the two halves of your business - your front office, which
includes your sales force, and the heart of your business, your
accounting system.
Bi-directional data
transfer exists throughout the link and can be utilized to maximize
efficiency within numerous aspects of your company. It's a complete
front office - back office solution that can boost your company to the
next level of profitability.
FEATURES:
Improve Business
Relationships
ACT!
by Sage puts important
customer information at your fingertips, so you can build
long-lasting customer relationships. You'll be able to keep a
history of every conversation and completed activity, instantly
recall meeting notes for every customer, access customer Web sites
with just one click and much more. By knowing the acute details of
your business relationships you can achieve increased sales and
customer loyalty.
See the Big Picture
In addition to supplying
crucial customer information, ACT! by Sage provides you with an overall
view of your company and its sales process. You can manage groups
of customers by interest, company, account, project and more. Plus,
this sophisticated tool allows you to create subgroups based on
organization structure, location, function, or a customized method.
As a result, you can make more effective and informed management
decisions.
Never Miss a Meeting
In a fast-paced business
world it's essential to stay organized. ACT! by Sage maintains an
electronic schedule for meetings, phone calls and tasks; it can even
be sent to notify you with an alarm so you'll never forget.
Access
Critical Information Whenever/Wherever
Even if you're on the
road, you never have to be without your critical information. ACT!
by Sage lets you download your latest contact information - names,
numbers and activities - right into your Palm OS handheld device.
You can also stay productive and up to date, whether across town
across the country, by taking advantage of the ACT! by Sage
synchronization features.
Manage the Sales Process Throughout the Entire Cycle
Sales success begins
with accurately forecasting business opportunities. ACT! by
Sage
provides an intelligent graphical sales funnel that allows you to
meet your goals with confidence - forecasting each and every
opportunity. The software also offers powerful, customizable
reporting tools for in-depth analysis of sales results. Or, to help
you close more sales, take advantage of built-in sales tips and
expertise authored by the Dale Carnegie Training Institute.
Tight Web Integration
From within ACT! by
Sage
you can utilize a series of valuable Internet options. This
includes the ability to buy targeted leads, create private customer
Web sites, host Internet meetings and view all the latest news about
customers and prospects.
ACT! LINK BENEFITS:
Synchronize Data
Data can be synchronized
between the ACT! database and the Sage MAS 90 or Sage MAS 200 database. The
synchronization can be made for an individual contact, or for a
batch of contacts. This bi-directional data transfer ensures that
all involved parties are kept up to date and it saves valuable
time. You can choose which direction the data flows for each
individual field - if you need to.
Launch Sage MAS 90 and Sage MAS 200 Programs from Within ACT! by
Sage
ACT! by Sage users will
have the ability to launch the following Sage MAS 90 or Sage MAS 200 specific
tasks from within ACT!:
-
Customer
Maintenance/Inquiry
-
Inventory Inquiry
-
Sales Order
Entry/Inquiry
-
Sales Order/Quote
History Inquiry
-
Invoice History
Inquiry
Customize Data Mapping
The Data Mapping option
allows the Sage MAS 90 or Sage MAS 200 customer and contact fields to be
mapped to the equivalent ACT! by Sage contact data fields for data
transfer or synchronization.
Keep a Detailed
Transaction History
Records are kept within
the ACT! by Sage note database for specific tasks run from the ACT!
by Sage menu. Examples include new sales orders, deleted sales orders
and edited sales orders. You can go back at anytime and review this
information, providing more effective customer service and increased
sales productivity.
Security
The ACT! by Sage link
protects your vital accounting information. Full Sage MAS 90 and
Sage MAS 200
security will be in effect whenever an ACT! by Sage user tries to
access a Sage MAS 90 or Sage MAS 200 specific task. In addition, the ACT!
by Sage link Setup Options and User Preferences allows for additional
restriction of certain tasks.
Send us an
email
to schedule an appointment with a Sage MAS 90
▪ Sage MAS 200
sales consultant.
For more information about
Sage
Software products,
visit
www.sagesoftware.com or
call us toll free at (888) 424-4066.
PDF is used with permission from
Sage Software.
