Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS
Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878 Email: [email protected] Web: www.boldfield.com
10 (or more) Super Ways to Get More From Sage ACTKaren GibbonsSenior Sage Consultant Boldfield
Be Honest Now!
For existing users How many did you already know? How many do you use?
For new users Think of all the fun you can have
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#1 – Use It
Make sure every contact you make is recorded in history.
The more information you put into ACT! the more effective it will be.
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#2 – Use the Integration with Sage 50
View the Sage 50 account details from the contacts records
Enter products on quotations using the pricing structure setup in Sage 50 – always get the correct price for the contact
On winning the opportunity – post the Sales order or Sales Invoice into Sage 50
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#3 Save Time with Shortcuts
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# 4 Use Smart Tasks
E.G. A smart task action could be if you haven't had any interaction with a contact in over 90 days you are automatically notified
So you can follow up
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#5 Use Access Anywhere
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#6 Use Universal Search
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#7 Use Pipeline Management
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Remember you can alter the stage processes to ones that suit your company,
#8 Test and Measure
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#9 Personalise, Personalise, Personalise
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#10 De-Duplicate Regularly
When you lookup a contact do you find more than one record has been created for the same person?
Use the ACT! Tools option Scan for duplicates regularly to keep your data clean.
#11 Global Update
Need to globally update a field in a number of records at the same time?
Create an ACT! lookup of the records you wish to change , Ctrl & A to select all from the Contact list view, then use edit Copy, Replace or Swap .
#12 Create Activities for Multiple Users
Automatically create a set of activities for multiple ACT! users when updating a field
Under Schedule, then Manage – create your activity series template. In Tools, define fields, set this activity series as the trigger when changing the field.
#13 Keep track of renewals, anniversaries
Need to keep track of renewal dates? Anniversary Dates?
Create the date field as an annual event
Next create a dynamic group to report on events due within the next 30 days
Or use the Lookup, Annual events option
Now you can see renewals
# 14 Calendar Quick Check
Need to quickly check your calendar whilst working on an ACT! record?
Use F4 to show the mini-calendar, right click to show the events on any particular day
#15 Use Sage E-Marketing
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Prevent your marketing campaign/mailshot being treated as spam. Reporting tools on your campaign
#15B Sage E-Marketing in Action
The invite Nice Looking HTML Sent to people in ACT Group
Had Sage or ACT or had shown interest
Clear call to action Personalised Lots of click through Lots of branding
#16 Use ACT Groups
Create groups of customers with the same interest
Those who would be most likely to be interested in a product, service, special offer, seminar, training programme.
Send targeted messages
Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS
Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878 Email: [email protected] Web: www.boldfield.com
Unleashing The Power of Sage and ACTMadingley Hall26th April 2012