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ACT! by Sage 2008 (version 10.0)

Key Upgrade Benefits of ACT! by Sage 2008 :

  • New interactive Dashboard with comprehensive, graphical representations of key information
  • Usability enhancements to common features for improved efficiency
  • Improvements to sales opportunity tracking for greater visibility
  • Improvements to Group and Company management for easier tracking

 

New and Improved Features
in ACT! 2008

- For New Users (pdf)
-
For ACT! 2007 users (version 9.0) (pdf)
-
For ACT! 2006 users (version 8.0) (pdf)

Product Tour
of ACT! 2008

- For ACT! 2007 users (version 9.0) (html) , (PowerPoint)
- For ACT! 2006 useres (version 8.0) (html) , (PowerPoint)


INTRODUCING THE ALL-NEW, INTERACTIVE ACT! DASHBOARD

Click to Enlarge - Dashboard
click to enlarge

There’s never been anything like it in ACT! before: a single screen that lets you start your day with critical activity and opportunity data right in front of you.

It’s the all-new, interactive, at-a-glance, customizable ACT! Dashboard in ACT! by Sage 2008 (Version 10.0).

In one place, you can see your calls, meetings, and to-dos for the day; a view of all your activities; the opportunities in your pipeline and what stage they’re in; a view of all your opportunities, a view of best customers; and Closed Sales to Date so you can gauge your success.

You can customize any component or create others to suit your needs.1 And you can click on any of the components for more in-depth information, or to take immediate action.

The increased productivity you’ll experience as a result of this one new feature alone is
more than worth the cost of your upgrade to ACT! 2008. And it’s just one of the new and
improved features in our latest release. Others features and enhancements include::

  • Edit contact fields directly from list views without opening the full
    Contact Record.

  • Add document shortcuts to Activity and History items to ensure you have
    the most up-to-date version of the document at hand, even when non-ACT!
    users make updates.

  • Check for duplicates by first and last name or Groups and Companies to
    ensure your database remains clean and accurate.

  • More accurately track multiple contacts associated with an opportunity.

  • Quickly view detailed opportunity information from the list view.

  • Label subgroups and divisions the way you need to without naming
    restrictions.

  • Perform advanced searches for a particular group or company information.

 

 

Act! by Sage 2008 PremiumShould you be considering ACT! by Sage Premium?

If you need additional team features and functionality including group scheduling and automatic Outlook® calendar sync, advanced opportunity tracking, customization capabilities, automatic database synchronization, backup and maintenance, robust reporting options providing insight into team performance, and more, consider upgrading to ACT! by Sage Premium 2008.

Learn more about ACT! by Sage 2008 Premium >>

     
   

Effective Business Solutions, LLC.
445C E. Cheyenne Mountain Blvd., #117
Colorado Springs, CO 80906
719.538.6015
E-mail our ACT! Consultant

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