What is a contact and customer manager?

A contact and customer manager allows you to manage all tasks and information related to developing and maintaining relationships with the people, groups, and companies with whom you do business.

Contact and customer management software provides you with a consolidated view of your contact information so you don't have to jump from one application to another to complete a task, plan your day, or execute your sales strategies.  

Also view WHAT's New- Social Networking and e-Marketing.

More Videos on the value of ACT for your business...

A dream for the "out and about" Sales Person - ACT! Mobile Live (30 day trial)...more

Who typically uses ACT!?

Because ACT! can be used by anyone with contacts or customers, ACT! users include individuals, small businesses, and corporate sales teams looking to enhance the effectiveness of their sales activities and gain an understanding of their customers and their business.

Free download: Rate your Need for a Contact & Customer Management Solution

What ACT! solutions are available?

ACT! offers a variety of solutions to meet your unique and evolving business needs. There are levels for individuals and small business teams- including vertical solutions for real estate and financial service industries.

Julie or Dick would be glad to discuss these options with you to determine the best fit. View what is new in ACT 2010 or sample screen images.

Social CRM: Customer Relationship Management in the Age of the Socially-Empowered Customer

"93% of Americans believe a company should have a presence in social media" - 2008 Cone Business in Social Media Study.

Social CRM is about turning content into Conversations and Relationships.  Adding a social media strategy to your CRM initiatives is critically important to doing business in the 21st century.

Download this Social CRM document about the importance of integrating social media tools and strategies into your traditional CRM effort - to build meaningful relationships. 

Forrester Research report: "Social CRM Goes Mainstream"

Business Success with CRM blog topics: Social Media, influencing the Customer Experience, Success with CRM strategy and tools, Relationship Building,  Results Gained with CRM, Executive Summary of posts, main business success with CRM blog.

Manage contact communications on Blackberry

Access ACT! by Sage from wherever you are with ACT! Mobile Live, a cloud-based mobile service that delivers ACT! to your BlackBerry(R).

With ACT! Mobile Live, you keep the details with you.  You'll always have your ACT! contacts, calendar, meetings notes, conversation history, and upcoming activities, because all of this is easy to find and update from your phone. 

No more missed meetings, misplaced phone numbers, or forgotten customer details simply because you're out of the office and away from your computer.

More here...

See Quickbooks Sales Activity in ACT

Benefits:

Improved productivity.  Less time rekeying data.  Less chance of data errors.

Improved Customer Experience.  Obtain an up to date view of Quickbooks sales invoices and payment history for the person right from the ACT contact screen.

Enhance Business Intelligence for better decision making.  Know the customer's sales history and engage.    

Read more about....  

Produce Understandable and Attractive Quotes:

Are you wasting time creating quotes and revisions?

Are you getting complaints from prospects about the ability to understand a quote?

Integrate your Quoting and Prosposals with QuoteWerks - read more. 

ACT! by Sage is the #1 selling contact and customer management solution used effectively by more than 2.8 million users and over 43,000 additional corporate customers, including individual professionals, small business owners, corporate teams, and anyone who regularly works with contacts. ACT! by Sage Premium Solutions are specifically designed to benefit larger teams of users with increased data sharing capabilities, group scheduling functionality, advanced opportunity tracking and customization capabilities, robust dashboards and reports, and multiple security levels.

The latest about Sage ACT! 2011, is here.

Professional Implementation and Support Available

 Dick and Julie (Father and Daughter) are both ACT-Certified Consultants who are here for you to discuss options that will improve your business and grow strong business relationships.

Sage Partner