Sage ACT! 2009 Upgrade

The #1 selling contact and customer manager for over 20 years, ACT! by Sage 2009 (11.0) helps individuals and small business owners work more effectively. Easily access a complete, integrated view of your contact relationships, impress contacts with your follow-up, leave no task undone, and make informed decisions to advance your business.

With ACT! 2009 (11.0), you can easily access a complete, integrated view of your contact relationships, impress contacts with your follow-up, leave no task undone, and make informed decisions to advance your business. Since ACT! is easy to learn and use, you get up and running quickly. With more than 2.8 million individual users, ACT! continues to help business professionals like you provide superior service.

Your business life is hectic. Meeting deadlines and handling all the necessary details are urgent priorities for you.

We understand. ACT! was created for people like you who must manage a growing business and associated business relationships. You need more than a paper-based method, spreadsheet, or e-mail system where you spend too much time looking for scattered information.

Choose ACT! and provide superior service to your prospects, customers, or anyone you contact regularly because you have a complete, integrated view of your relationships-- all in one easy-to-access location. Impress contacts with your follow-up, leave no task undone, and make informed decisions so you can successfully advance your business.

What's New in ACT! by Sage 2009 (11.0)?

• Work More Effectively, Maximize Productivity, and Better Serve Your Contacts
  Feedback from customers like you who work with ACT! every day is invaluable to us--in fact, we rely on it when we develop new versions. We observe how customers work with ACT! and ask what would help them work even more effectively. Experience the results for yourself in ACT! Solutions 2009.
• Tighter Outlook Integration Provides Options for Tracking and Organizing E-mail
  New and improved Outlook integration features afford you the flexibility to track and organize e-mails in ACT! en masse or on a case-by-case basis. Or, automate these functions so you can set them once and forget about them. Calendar integration features enable you to create ACT! activities from Outlook for tracking important action items received via e-mail, and copy your ACT! and Outlook calendars automatically1 or with just one click.
• Greater Calendar and Activity Visibility Help You Stay On Top of Your Day
  Improvements to calendar printing and viewing make it easy for you to get relevant snapshots of your schedule and give you a heads up on your scheduled activities at-a-glance. This way you can stay on top of your day and realize maximum productivity gains.
• Powerful Lookups and Search Functionality Quickly Give You the Details You Need
  Lookups and search functionality have been streamlined, helping you find the particular contact or contact details you need quickly, in one lookup-friendly place. Build the most basic or complex searches using a tool that has been simplified and enhanced. And easily recall recent lookups to save time in your day.
• More Database Functions and Automation Options Help Maintain ACT! Details
  With more database functions and automation options, you can spend time managing what is most important to your bottom line and feel confident your ACT! details are fully maintained. Now, ACT! automatically handles periodic database maintenance tasks and provides you with a variety of options for tailoring maintenance to fit your needs. Additionally, know exactly how your ACT! sync is progressing with the streamlined progress bar, reduce the size of your backup files by excluding attachments, and more.

Key ACT! Capabilities and Benefits:

• Keep All Your Important Relationship Details in One Place
Centrally organize your important relationship details so you can quickly access information you need, instead of relying on written Post-it Notes, multiple Excel spreadsheets, or worse--your memory. Populate 60+ pre-defined fields for your prospects and customers, including Contact, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own. For each contact you keep in ACT!, enter Activities, Opportunities, History, Notes, Documents, Secondary Contacts, and more. If this data exists in another system, simply import it to keep everything in ACT!. Because all the details are in ACT!, you impress contacts with your knowledge about their unique circumstances and strengthen your relationships.

• Get up-to-speed quickly and remain productive because ACT! provides you with an intuitive interface, making it easy to learn and use.

• Find the Exact Relationship Details You Need Instantly
With multiple search options available, including lookups and advanced queries, it's easy to find data. For instance, search for all contacts in Arizona or build more advanced searches such as all contacts in Arizona marked as leads. Use right-click functionality on all fields to perform a search from that location and on that entity. And get back to any search you conducted previously by viewing the last several contact lookups. With so many options available to you, you get the exact information you need, without delay.

• Manage Daily Responsibilities and Improve Productivity
Schedule and track activities within ACT! so important calls, meetings, and to-dos are not overlooked. You have multiple options for managing your day, week, or month using one of many calendar views, the Task List for filtering a view of all activities, and the Dashboard which provides a graphical, summary view of your schedule and scheduled tasks. If you work in Microsoft Outlook, copy your ACT! and Outlook calendars automatically to keep activities up-to-date on both calendars. Ensure you stay on top of your deliverables by setting Activity Alarms. Any activities not completed roll over to the next day.

• Communicate Consistently So You Are Always Top of Mind
If you work in Outlook, integrate ACT! with Outlook e-mail for sending and receiving all communications. Or, utilize the ACT! E-mail Client by itself or integrated with Lotus Notes or Outlook Express. However you prefer it, integrating ACT! with your current e-mail solution enables you to work the way you are most accustomed, but also track vital information in ACT! for easy referencing later. The date of the last e-mail you send will appear on the main Contact Detail view to ensure you are reaching out to your contacts with the appropriate frequency. Rely on ACT! to help you track all your communications, no matter which e-mail option you choose.

• Monitor Your Leads from First Interaction Through Close
Ensure no lead is dropped by using the ACT! sales process or a process you customize to suit your business and selling style for managing leads each step of the way. When working a sales opportunity, schedule a follow-up activity which is populated automatically with the opportunity details--ensuring all tasks are covered as a lead moves through the sales process. And track products on each sales opportunity, specifying product discounts and costs for each item. In doing so, you can generate Instant Quotes1 without having to enter additional information.

• Gain Insight into the Performance of Your Business
Interactive dashboards provide a comprehensive summary view of your top priorities and sales opportunities, enabling you to monitor how you are tracking to your goals. Set the Dashboard as your default startup view and begin your workday with a snapshot of this information to understand your priorities for the day.

• Easily Customize ACT! to Fit Your Unique Business Requirements
Requirements Tailor ACT! to capture the data you require. Using the ACT! Layout Designer, add fields and tabs and designate field types (including Date, Currency, Yes/No, Expansive Memo, and Picture) with simple point-and-click technology. Customize ACT! to fit the look of your business by changing layout colors and inserting your logo. Because ACT! can be so highly customized, it is an effective solution for anyone who regularly works with contacts, no matter what industry, as it allows you to track the most basic contact details or complex, specialized information.

• Remotely access relationship details along with your schedule, for the information you need, when and where you need it.

• Integrate ACT! with the applications you use every day including Microsoft Office and popular accounting solutions, to work the way in which you are accustomed.

Sage ACT! 2009 : Datasheet

Sage ACT! 2009 : New Features

Sage ACT! 2009 : Features Comparison

System Requirements:

Client Installation:

• Windows XP SP2* (32-bit only) Home, Professional, Media Center 2004, Media Center 2005; Windows Server 2003 SP2 (32-bit and 64-bit) Web, Standard, Enterprise and Small Business Server; Windows Vista** (32-bit and 64-bit) Home Basic, Home Premium, Business, Enterprise, Ultimate; Windows Server 2008*** (32-bit and 64-bit) Web, Standard, Enterprise.
• Minimum 600 MHz Pentium III processor (or equivalent)
• 512 MB system memory (1 GB recommended)
• Minimum on Vista - 1.8 GHz Pentium IV processor (or equivalent)
• Minimum on Vista - 1 GB RAM
• 1 GB available hard disk space
• CD-ROM drive
• SVGA (800x600) or higher resolution monitor

Note: * Windows XP Professional limits the number of concurrent network connections to 10 (Home Edition limits concurrent connections to 5).
          **Windows Vista limits the number of concurrent network connections to 10 (Home Basic and Home Premium Editions limit concurrent connections to 5).
          ***"Core Server Installation" of Server 2008 is not supported.

Palm OS Minimum Device Requirements:

• Palm OS 3.5-5.4
• 33 MHz device processor
• 8 MB system memory; 500 KB free plus 1 KB for each contact
• Palm HotSync Manager 3.5-4.1.0 (4.1.0 recommended for Windows XP, included with Palm Desktop 4.1.4e) and 7.0.2 (included with Palm Desktop 6.2)

Note: 5. Palm HotSync Manager 7.0.2 is recommended for Vista.

Pocket PC Minimum Device Requirements:

• Pocket PC 2000, 2002 and Phone Edition (Windows CE 3.0)
• Windows Mobile 2003 (Windows CE 4.0 and 4.20.0)
• Windows Mobile 2005, 5.0 and 6.0
• 133 MHz device processor
• 16 MB system memory; 500 KB free plus 1 KB for each contact
• Microsoft ActiveSync 3.5-4.5 (4.5 recommended for Windows XP)
• Microsoft Windows Mobile Device Center 6.1

Note: Microsoft ActiveSync 4.5 is recommended for Windows XP platforms.
          Microsoft Windows Mobile Device Center 6.1 is required for Vista platforms.

ACT! 2008 Works With:

• Microsoft Outlook 2002, 2003, and 2007 (SP3 recommended for Outlook 2002 and 2003)
• Microsoft Outlook Express 6.0 SP2*
• Lotus Notes 6.5, 7.0.2, and 8.0
• Eudora 5.2
• Internet Mail SMTP/POP3
• Microsoft Office 2002, 2003, and 2007 (SP3 recommended for Office 2002 and 2003)
• Microsoft Internet Explorer 6.0 and 7.0**
• Adobe Reader 6.0, 7.0, and 8.0
• QuickBooks Pro, Premier 2006, 2007, and 2008 (requires additional Accounting Link product)
• VMWare Workstation 5.0, 5.5, and 6.0; VMWare Server 1.0.1

Note: *Outlook Express is available on Windows XP and Server 2003.
          **On 64-bit versions of Windows, Internet Explorer (32-bit) is recommended.

Sage ACT! 2009: System Requirements

Product information, specifications, and compatibility are for advisory purposes only, and is the buyers full responsibility to verify with the manufacturer prior to ordering.