Unleashing the power of act 10+ ways to get more out of act

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Super Tips to Get the Most Out of ACT

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  • 1. 10 (or more) Super Ways to GetMore From Sage ACTKaren GibbonsSenior Sage ConsultantBoldfieldCambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BSTelephone: +44(0)1954 789978 Fax: +44(0)1954 782878Email: enquiries@boldfield.com Web: www.boldfield.com

2. 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 have2 3. #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.3 4. #2 Use the Integration with Sage 50 View the Sage 50 account detailsfrom the contacts records Enter products on quotationsusing the pricing structure setup inSage 50 always get the correctprice for the contact On winning the opportunity postthe Sales order or Sales Invoiceinto Sage 504 5. #3 Save Time with Shortcuts5 6. # 4 Use Smart Tasks E.G. A smart task action could be ifyou havent had any interactionwith a contact in over 90 days youare automatically notified So you can follow up6 7. #5 Use Access Anywhere7 8. #6 Use Universal Search8 9. #7 Use Pipeline ManagementRemember you can alter the stage processesto ones that suit your company,9 10. #8 Test and Measure10 11. #9 Personalise, Personalise, Personalise11 12. #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. 13. #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 . 14. #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 activityseries template. In Tools, define fields, set this activityseries as the trigger when changing the field. 15. #13 Keep track of renewals, anniversaries Need to keep track of renewal dates? AnniversaryDates? Create the date field as an annual event Next create a dynamic group to report on events duewithin the next 30 days Or use the Lookup, Annual events option Nowyou can see renewals 16. # 14 Calendar Quick CheckNeed to quickly check your calendar whilst working on anACT! record? UseF4 to show the mini-calendar, right click to show the events on any particular day 17. #15 Use Sage E-Marketing Prevent your marketing campaign/mailshot being treated as spam. Reporting tools on your campaign17 18. #15B Sage E-Marketing in Action The invite Nice Looking HTML Sent to people in ACT Group Had Sage or ACT or had showninterest Clear call to action Personalised Lots of click through Lots of branding 19. #16 Use ACT Groups Create groups of customers withthe same interest Those who would be most likely tobe interested in aproduct, service, specialoffer, seminar, trainingprogramme. Send targeted messages 20. Unleashing The Power of Sageand ACTMadingley Hall26th April 2012Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BSTelephone: +44(0)1954 789978 Fax: +44(0)1954 782878Email: enquiries@boldfield.com Web: www.boldfield.com