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ACT! Premium 2008 is supplied with free software that enables ACT! to be linked with Sage Instant Accounts and Sage Line 50.
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To integrate
By linking ACT! with Sage accounting software, users have easy access to complete financial and contact information for every customer within a single interface.
Why link front and back office applications?
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Let sales people see credit terms for each customer in ACT!
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See annual and month to date sales for every customer in ACT!
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Identify customers who are 'on credit hold' or will go in excess of their credit limit from ACT!
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Check the order and payment history for every account to identify buying habits and spot selling opportunities.
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By linking an ACT! contact with the corresponding record in Sage, any field changes made in either system, for example a change of address, will be automatically applied to the other to ensure both remain up to date and avoid duplication of effort.
See complete customer information within the ACT! interface
Seamless links between ACT! Premium and Instant Accounts or Sage 50 offer a complete view of each customer within the ACT! interface making it easy for key personnel to better understand each client including their financial record.
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Full visibility of customers - See credit limits, sales to date, account balance, transactional information as well as trading terms and discounts within one ACT! screen.
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Improve customer and satisfaction - By arming customer facing ACT! users with real time customer financial data they'll be able to use the additional information at their fingertips to better understand clients, recognise profitable accounts and quote correctly to sell more profitably and strengthen customer service.
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Sage Accounting Links
ACT! Link for Sage Instant Accounts
A simple wizard allows contact data to be transferred between ACT! and Sage Instant Accounts. The ACT! accounting tab then allows ACT! users to keep track of current account data. Customer information is synchronised in both systems automatically, so sales staff have an instant view of accurate account details and history without needing to access Instant Accounts.
ACT! Link for Sage Line 50
Includes all the benefits of the Instant Accounts Link with extended features for Financial Controller users allowing them to process sales/purchase orders, create invoices from ACT! at the touch of a button.
System Requirements
NOTE: The ACT! Links for Instant Accounts or Sage Line 50 links ACT! with Sage Accounts and are not a full product of either Sage Instant Accounts or Sage Line 50. These must be purchased separately.
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