ACT! by Sage Industry Solutions Provide Purpose-Built Contact And Customer Management For Financial And Real Estate Professionals

Scottsdale , AZ (May 11, 2010) – age North America, which provides business management software and services to more than three million small and midsized businesses in Canada and the United States, today announced ACT! Industry Solutions for 2010. Industry-specific versions of the ACT! contact and customer manager address the sales and marketing challenges of financial advisors and residential real estate professionals, and now include social media integration, compatibility with the ACT! E-marketing subscription service and new user navigation.

Sage introduced ACT! for Real Estate and ACT! for Financial Professionals because hundreds of thousands of people in these industries use ACT! everyday to help manage their customer relationship. Additionally, Sage offers a range of accounting and ERP solutions including Sage Master Builder and Sage Timberline Office for the construction and real estate markets.

ACT! by Sage for Financial Professionals v12 helps advisors organize and track households, family members, and individual relationships to tailor service levels addressing each client’s requirements. Advisors can analyze ACT! data with dashboard and reporting tools to make more informed business decisions, and use date and time stamping to satisfy compliance requirements.

ACT! by Sage for Real Estate v12 helps residential sales professionals organize and track buyer and seller information using real estate-specific layouts. Users can view important data including sales activities and property listings at a glance using interactive dashboards and reporting tools.

Both ACT! Industry Solutions include:

New Look & Navigation makes ACT! even easier to learn and provides instant access to search functions from any view. Big “easy” buttons take users to tasks most often used and related tasks are grouped for efficient use in contact, group and opportunity views. A new Welcome Page displays help information, tips, news and common tasks on one screen.

Social Media Technology brings social networking profile information from LinkedIn®, Facebook, Twitter(TM), Google News(TM) and Plaxo, among others, into ACT! contact records so users can quickly collect and learn more information about their customers and prospects.

New subscription-based ACT! E-marketing Service provides templates for email design, survey and Web forms for gathering recipient feedback, drip marketing controls for automating campaigns with multiple emails, and a marketing results tab for identifying the most qualified prospects to follow up with based on open and click-through metrics.

Sales Tracking Enhancements display opportunities within customizable ACT! contacts, groups and companies so users can easily track history and set security options for each.

New Dashboard Views & Reports help ACT! users manage their sales pipeline with new contacts and administrative dashboards, 12 new dashboard charts and 13 new reports for identifying and better understanding the biggest sales opportunities.

Compatibility with iCalendar and vCard lets ACT! users work seamlessly with non-ACT users by sending calendar invitations and contacts to Gmail(TM), Apple® iCal®, Windows Live(TM), and Microsoft® Outlook®.

ACT! by Sage is the #1 selling Contact and Customer Manager worldwide with over 2.8 million users. ACT! users can organize all the details of their customer relationships in one place to improve marketing effectiveness, attract new customers, and create more value from existing relationships. Complete sales pipeline visibility helps ACT! users identify and take action on the most qualified sales opportunities. ACT! is easy to use and integrates with existing business solutions including Microsoft® Outlook®, Word, Excel® and Lotus Notes®.

ACT! Industry Solutions are available for $299.99 MSRP (upgrades $199.95 MSRP). Premium ACT! Industry Solutions with additional security and administration features for teams of ten or more are $4699.99 MSRP (upgrade $299.95 MSRP). The optional ACT! E-marketing service begins at $14.95 per month.

Source: Sage