The NEW SalesRep is Here!
The SalesRep seamlessly integrates with Act!, the premier CRM solution, tailored specifically for sales professionals. With 30 years of experience in designing custom database layouts for sales experts, we’ve channeled this expertise into developing an add-on that stands as the most advanced and potent sales productivity tool available for the Act! CRM system.
Here are some Items we have for you!
New adjustable modern look to both Act and the SalesRep to make it fit your style. All the information you need to capture for your clients/prospects is available like, the marketing/communication information, products, services and more.
Stay on top of important dates with our new Alerts feature. Be reminded on or so many days before a specific date, create activities automatically from alerts, create alerts off other custom date fields.
New pop-out button on screens allows you to move an Act! screen outside the Act program framework and onto another monitor, giving more flexibility in viewing and interacting with Act data.
Get a quick overview of emails, tasks, company members, comments and more with the new Snapshot sidebar on the contact detail view of your Act database.
Campaign Results is an application that extracts the information from your Act Marketing Campaigns and gives you analytical information about how well your target audience has responded to your email campaigns. It also helps clean up your database prior to sending out a campaign by connecting directly to BriteVerify to verify if the email addresses that you’re sending to our valid or not. This powerful application helps you to know how well you’re campaign are doing as you send them out.
Tracking contacts, sometimes you don’t want to create an activity for someone to remind you about something important, but you want to be able to track those contacts and keep them top-of-mind that you need to deal with in the short term, the Radar feature will allow you to do that and track exactly what you need to be reminded of without having an activity. Adding people to your radar list and removing them from the radar list once you’re done with them is simple and easy to do.
- Track anything, like: products, services, equipment, inventory, support anything you can think of.
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New Modern UI (Buttons, Grids, Screens)
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New Date Filter options (Last, Next, Current for Month, Week and Year)
- Headers Wordwrap
- New Saved Views (saves column order, filters and other options for quick view switching)
- New left Navbar search options when on list views
FileManager, the best document management solution for Act!, and is included in the SalesRep so you can leverage its powerful features. Link important documents to Act! Contacts, companies or opportunities. Scan and email directly from the contact screen. All this will enable your staff to increase performance and move towards a paperless office.
