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From the #1 selling contact and customer manager, powerful, easy-to-use ACT! 2005 helps selling professionals and
small businesses make contact, build relationships and get results. It lets you:
- Gain greater customer insights by accessing, organizing and managing contact details.
- Manage time more efficiently by tracking calls, meetings, and to-do items.
- Improve your bottom line with tools for forecasting, tracking and reporting on sales opportunities.
- Easily share and synchronize contacts and calendars with up to 10 users and import data.
- Take important contact information with you by working with Palm OS® and Pocket PC handhelds.
Key Features
- Instantly access customer information
- Store complete contact information including e-mail, notes, history, attachments and more.
- Import data from Microsoft® Outlook, Palm™ OS Desktop and other sources.
- Choose from 60 standard contact fields—or create your own.
- Customize your database to access information the way you want.
- Add new fields types—including Yes/No, picture and memo fields.
- Find anyone or any contact detail instantly with Lookups and Keyword Search.
- Access information on the go with Palm OS or Pocket PC handheld devices*.
- Manage and grow business relationships
- Create Company Records to see the entire business relationship.
- Customize Activity, Priority and History types to help you work your way.
- Organize data into Groups and 15 levels of Subgroups for individual treatment.
- Include virtually unlimited date- and time-stamped Notes and Histories to easily recall important details.
- Use rich text formatting to change colors, fonts and more.
- Attach presentations, proposals, and more to Activities, Notes and History items.
- Share Notes and Histories between contacts, update one and all corresponding will automatically update.
- Track completed activities for each relationship so you know what happened and when.
- Add virtually unlimited Secondary Contacts to easily find assistants, family members and more.
- Create, send and track e-mail using the built-in ACT! e-mail.
- Link correspondence to contacts for a record of what was sent/received.
- Write letters using the built-in Word Processor or easily use Microsoft® Word.
- Send letters, e-mail and more with mail merges.
- Save time with standard letter, e-mail and memo templates.
- Consolidate and eliminate duplicate records for the cleanest data.
- Stay on top of your schedule 24/7
- Schedule calls, meetings and to-do items quickly and easily.
- View today, daily, weekly, monthly, work week and mini-month calendars.
- Set alarms so you never miss an important meeting or event.
- Track and sort five different Activity Types—or create your own.
- Create custom History Types and Priority Levels to help you manage time.
- Get immediate notification of any scheduling conflicts.
- Schedule recurring activities in one easy step.
- Rollover all incomplete to-dos to the next day so you never miss an important task.
- Schedule multiple activities around a single event and automatically add those activities to calendars.
- Set Global Events—like holidays and company events—to appear on everyone’s calendars.
- Share calendars between users to help see where everyone is.
- Update with Microsoft Outlook to keep your company calendar up-to-date.
- Help improve your bottom line
- Forecast sales with confidence using built-in sales and forecasting tools.
- View and filter all opportunities in one place with Opportunity List View.
- Choose from the ACT! sales process—or create your own.
- Create or import your product list with item number, cost and price—so everyone has the same data.
- Generate instant quotes without re-entering data**.
- Use the built-in sales reports—or create your own using the improved Report Designer.
- Track opportunities through the sales cycle with the Interactive Pipeline Graph.
- Export your opportunity list to Microsoft Excel for easy data analysis and reporting***.
- Be more efficient with secure, shared data
- Get up and running right out of the box.
- Synchronize in the background so all users don’t lose productivity.
- Assign up to five security levels to allow different access to information.
- Link with popular accounting programs like Peachtree® and other leading accounting programs.
- Print any view without having to specify a template.
- Make records—like Notes, Histories and Activities—private to keep confidential information to yourself.
- Works with Microsoft Outlook.
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