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ACT! 2009 helps you track those details and tasks to better manage — and profit from — your relationships

ACT! 2009 is the ultimate tool for managing and growing your business relationships. It helps you to make contacts, build relationships, and get results. Results that rely on detailed records of your meetings and calls with customers and prospects. ACT! helps you track those details and tasks to better manage — and profit from — your relationships.

Manage your sales process
Forecast and track sales opportunities to effectively manage your sales pipeline. Generate graphs to show every opportunity in your sales pipeline, and then create easy-to-read reports that show you the bottom line. Close more sales using the expert sales assistance of the Dale Carnegie Training ® methodology and sales training tips built into ACT!

Automatically manage and track all activities with an account or an individual contact
Create subgroups within accounts or groups and easily identify all contacts that are part of an account and view all activities related to an account in one place with the central management of account information. Easily organise or distribute leads/contacts by defining group rules. Plus, now you can save detailed information about a specific activity directly to the activity on your calendar. This can be details such as directions to a customer's location or an agenda for a meeting.

Quickly find information on your contacts and never miss an important detail
Automatically track all activities with your contacts and enter notes about your contacts so you have a record of your conversations and activities. Stay completely organised by attaching any file directly to your contact's record so that the key proposal, e-mail, fax or memo that you sent that contact is at your fingertips when they call.

Communicate with your contacts and customers
By creating and reading e-mail messages from within ACT!, a history of the e-mails exchanged between you and your contact is saved within each contact record. ACT! will also track directly on the contact record all the faxes you produce and send and the calls you make from ACT!.

Run your business from within ACT!
ACT! organises the business workflow. Predefine a series of activities and automatically schedule the steps of the series with contacts in a calendar. ACT! also integrates with more software including Microsoft® Outlook, Microsoft® Word, Quicken® QuickBooks, Palm, Pocket PC, Blackberry and many other Handheld organisers and phone systems.

 
 
 
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