Business Success with CRM

Sage ACT! and Outlook Integration Results in More Productivity

  

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Enjoy the benefits of seamless integration that now allows you to have the same contacts in Outlook as you do in Sage ACT!. Plus, Sage ACT! will keep your busy calendar updated in both places, and help you cut back on meeting conflicts with rules that handle them automatically. 

Sage ACT! manages all the details of your business relationships and Microsoft Outlook manages emails, basic contact details, and meetings across your team. Now you can have the best of both worlds and share your Outlook and Sage ACT! contacts and calendar using two-way sync.

Contact Synchronization:

Create new Outlook contacts from Sage ACT! and new Sage ACT! contacts from Outlook. It doesn’t matter where your contacts were created or changed, everything will be kept updated in both places. Plus, you have the option to control which contacts are synced back and forth. Don’t worry about duplicates either, because Sage ACT! will attempt to intelligently link contacts between Outlook and Sage ACT!.

Calendar Synchronization:

Keep your busy schedule updated in both Outlook and Sage ACT!, no matter where you add or modify activities and meetings. Sage ACT! will help you cut back on meeting conflicts with rules that handle them automatically. And, you can choose which activity types in Sage ACT! sync back to Outlook so that your Outlook calendar remains free of your ACT! to-dos.

Sage ACT! 2011 has new synchronization functionality with Microsoft Outlook:  For contacts and Calendars....

Contact Synching Details:

Create new Outlook Contacts from ACT!

Create new ACT! Contacts from Outlook

Control which ACT! Contacts are synched to Outlook 

Contacts are always up to date regardless of where they were created or changed

Calendar Synching Details:

Calendars are always up-to-date, regardless of where events were created or modified

Select which ACT! Activity types to sync to Outlook

No duplicate entries

Sync runs even with Outlook and/or ACT! closed

Users choose which system alarms display in.

View the Napkin Mike videos - entertaining and eductational!

Check out other new productivity enhancements and lead generation capabilities in Sage ACT 2011- what's new!

Increase operational workflow and staying top of mind with your prospective customers - ACT! Smart Tasks, here.

Find more leads like your customers and gain business intelligence on your contact's business.-  Sage Business Info Services, here.

Other articles on Sage ACT! Productivity Tips, are found here.

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