Sage ACT! Premium

Sage ACT! Premium is used in over 20 countries around the world, as an effective and affordable contact and customer manager. This mass market has allowed ACT! to become a world leader in CRM software.

As fully Accredited Sage Business Partners and leading UK Sage ACT! Premium specialists we will help you get the most from the software.

• Free expert advice from Advisors and Sage Experts who use the product with Free online trial and onsite demonstrations also available
• Top quality Sage services at great value for money. Including installation, setup, Sage courses, customisation and on-going Sage Support .
• As well as Sage ACT Premium we are also experts in Sage 50 Accounts , Sage Payroll , Sage 50 HR, Forecasting Software and more.

Sage ACT! Premium will help you manage your contacts:

• Schedule phone calls, meetings, appointments and to-dos for yourself and other ACT! users
• View the task list and calendar see what you and your colleagues are doing where and when
• Create groups to quickly lookup and monitor contacts meeting any specified criteria e.g. location, products bought or type of business
• Synchronise contact information with your mobile device (ACT! Mobile Live required – additional purchase)
• Import contacts quickly and easily from Excel

Sage ACT! Premium will help you analyze your business:

• By recording your business opportunities ACT! enables you to forecast revenue and highlight weak areas of the sales process
• Monitor how busy your employees are using activity reports and dashboards
• Run any of over 60 built in reports e.g. a ‘referred by’ allowing you to analyze where your business comes from

Sage ACT! Premium will help you manage your communications:

• Create email and letter templates easily in Word
• Subscribe to ACT! E-marketing to send HTML templates and track who has opened emails and which links they’ve clicked on
• Link to your digital phone system and simply click on contact numbers to make calls

Up to 200 users:

Sage ACT! Premium is the next step up from Sage ACT! Pro as it allows more than 10 concurrent users (up to 200 users).

Centralise your customer and sales information

Use ACT! To store all your customer information in one place, everything from phone numbers, e-mails, conversation notes, meeting and activity history, to documents and social media profiles and more. You can also attach important documents to specific customers.

Web access

ACT! Premium allows users to work remotely and update the database in real-time by logging onto the database through a web browser – this eliminates the need for remote users to synchronise.

Generate leads

Use existing customers information or import bought-in prospect data for your communications. Analyse historical sales trends, profile your customers and plan targeted marketing and sales campaigns.

Set security within your databases

Specify which contact records different users can access and set which fields they can view, or edit.

Target brand new Prospects

Sage Business Information Service provides pulls highly targeted prospect lists from Hoover’s™ into Sage ACT!. Find new leads based on the traits you’re looking for, along with business info for contacts and companies, including profiles, financials, industry information, news and more.

Never miss a sales opportunity

Plan for the future confidently by forecasting where sales are coming from, for how much they’re for and when they’re coming. The sales opportunity feature includes the Opportunity List View, Instant Quotes, Sample Sales processes, and a Graphical Sales Pipeline.

Stay organised with integrated diary

Track communications with your customers in the integrated diary and make sure they receive the right message at the right time. View communication and sales history, with five calendar views including Daily, Weekly, and Monthly.

Automate every day activities

Handle your daily tasks with 10 pre-loaded ‘Smart Tasks’ with accompanying email templates. Reach out to customers you haven’t contacted recently, identify sales opportunities that have stalled, highlight missing contact info and more. Use them out-of-the-box or customise to fit your needs.

Measure your performance

Gauge the performance of your sales and marketing using dashboards and reports, allowing you to see results at a glance and make the right decisions quickly. Use reports to compare Team performance.

Customisable Opportunities

Customise your products and services, personalise layouts and track activities and sales history unique to your business.

Sage E-marketing for ACT!

Build and send marketing campaigns through Sage ACT! Capture leads your website, automate emails with Drip Marketing plans, and quickly identify your hottest leads. Free for 60 days, priced from £9.95 per month thereafter.

Easy to set up and use

45 days free access to SageCover support to get you up and running via telephone, email or online. Simple navigation with ‘easy-click’ buttons, related tasks, instant search and new Welcome Page with resources, tips, help and learning videos.

Microsoft Outlook Integration

Integrate your Sage ACT! and Outlook contacts and keep your calendars up to date.

Sage 50 Accounts integration

Import your into Sage 50 Accounts to generate invoices directly.

Social media integration

Capture and integrate data from LinkedIn®, Facebook, Google Maps™