|
ACT! from Preact
We complete over 100 ACT! installations every year for businesses that work in numerous industries with varying sized requirements from 1 to 150 or more users.
Our recent projects have included John Lewis Plc, Encyclopaedia Britannica, Port of London Authority, West Notts College and Europe's largest ACT! implementation for Oxford Instruments Plc.
|
 |
| |
|
|
ACT! 2010 - Key Benefits
Instant access to complete contact information
-
See complete contact detail for everyone you do business within one application
-
-
Change the ACT! database layout with bespoke fields including drop-down lists and tick boxes
-
Capture all communications in one database including e-mails, phone call notes and more
-
-
-
-
Attach documents and files to ACT! contacts, histories & activities
-
Link ACT! with Sage 50 Accounts to see contact and financial information about each customer in one interface
|

|
'We have worked with Preact for several years and have always found them to be very proactive and most helpful in dealing with our ACT! installation and day to day support needs. All the team are highly professional and well trained in their roles.’
Conference Centres of Excellence
|
|
|
|
Keep in touch with customers to retain their business
-
Send personalised letters and other documents using ACT! data
-
Send email blasts to multiple contacts to broadcast your marketing message and stay in touch with contacts
-
Integration with Microsoft Outlook enables ACT! users to work in either application to send emails while retaining a copy in both systems for a complete communications history
-
Use Outlook Rules to automatically attach received emails in ACT! or attach multiple inbox messages to ACT! with a single click
-
Create ACT! contacts from Outlook emails to quickly add new records
|
| |
Stay on top of your schedule
-
Schedule calls, meetings and other activities for yourself and other ACT! users
-
-
Set activity priority levels and trigger alarms to make sure nothing get missed
-
Create activity series to automatically schedule a sequence of tasks
-
Share calendars between users to see where everyone is at any time
-
Schedule ACT! activities directly from Microsoft Outlook
-
Keep ACT! and Outlook personal calendars in sync with hourly updates, or manually copy them in a single click, or send iCalendar invites from ACT! to keep everyone up to date with meetings and activities
|
|
Manage sales opportunities to close deals more effectively
-
-
In-built sales and forecasting tools help sales professionals to keep on top of their opportunities
-
Dashboards bring sales data to life providing a graphical overview of active opportunities and monitor progress against sales targets
-
-
Create new opportunity fields to track complete information on each selling opportunity
-
Personalise the ACT! opportunity layout to make it consistent with your selling process
-
Link individual or multiple contacts with each sales opportunity
-
Track communications, activities & documents with each ACT! opportunity
-
Quote in relevant currencies by associating a currency with each database
-
-
|
|
Remote access to contact data
-
Work remotely and automatically synchronise database updates
-
ACT! works across Citrix / Terminal Server configurations
-
Access live data or synchronise across a Virtual Private Network connection
-
Send activities notifications in iCalendar format to access them by Outlook, Blackberry, iPhone, Windows Mobile, Lotus Notes & more
-
Send ACT! contact records in vCard format to access them by Blackberry, iPhone, Windows Mobile, Lotus Notes & more
-
|
| |
|
'The knowledge and support of your ACT! team is excellent. Calm patient staff who listen to your needs and work with you to ensure the database works to meet your needs both on a daily basis and reporting.'
Marie Curie Cancer Care
|
|
|
|
Manage and protect critical contact data
-
No need to re-enter information. Data can be imported into ACT! from Microsoft Outlook, Microsoft Excel and other data sources
-
By centralising data, ACT! avoids the need to manage multiple spreadsheets or databases
-
Control individual user access rights by applying one of five security levels from read only permission to full administrators rights
-
Protect data and minimise manual tasks by scheduling automated database maintenance and back-up processes
-
Make contact records private to protect confidential information
-
Scan for duplicate records to keep the database clean
-
ACT! Premium provides extended user access controls including field level security and team based management
|
|
Gain business insight
-
Includes over 40 reports including 20 sales reports for on the spot analysis. Reports can be customised and new reports added
-
Build user defined dashboards including charts that cover sales, user, contact and activity data
-
Export data into Microsoft Excel for further analysis and pivot table reporting
-
Discover more contact information with direct web links to social networking sites like LinkedIn & Facebook
-
|