ACT! Sales & Marketing

Meeting Your Sales Goals

Managing your sales pipeline and a sales team strategy is easy using the built-in ACT! sales opportunity tracking and forecasting tools. You can view all opportunities at once, and then filter by estimated close date, sales stage, amount, probability of close, etc. Analyzing your sales pipeline couldn’t be easier – ACT! even has an interactive graphical Sales Pipeline Report, which allows you to drill down to see details.

Store complete information and provide instant access to all customer details.

Easy to use scheduling ensures you keep on top of your to-do items and meetings.

Track your sales opportunities with ease, using the built-in forecasting tools.

Target New Prospects

 You can use ACT! to easily analyze historical sales trends, understand the profile of your best customers and, using this information plan effective marketing and sales campaigns.

 Generate Leads

 ACT! is a comprehensive tool for marketing, you can quickly and easily use existing information or import bought-in data for direct mail shots, fax shots and e-mail communications. For example, select groups of prospects you wish to mail shot and, with the superb integration with Microsoft Word and Outlook, create an effective direct mail campaign including html e-mails.

 Convert Leads to Sales

With its own built in sales process system or by designing your own system you can track all communications with the prospect, ensuring maximum service levels are maintained through the sales cycle and business is closed quickly and efficiently. Built-in reporting improves accuracy of sales forecasts for a single team member or the whole sales team.