Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS

Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878 Email: enquiries@boldfield.com 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: enquiries@boldfield.com Web: www.boldfield.com

Unleashing The Power of Sage and ACTMadingley Hall26th April 2012