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Act! Sage Integration

CRM solutions for complete customer insight

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Information at your fingertips

Act! empowers your teams by giving them access to the information they need, whenever they need it. Users can gain the ability to instantly find a customer, see all the interactions they have had and are planning to have, and view their financial records at a glance.

Improved productivity

Act! streamlines your business processes allowing you to spend less time on maintaining records from two different systems. Easily link our Sage 50 and Act! CRM records together with a smooth and automated process, keeping all your data updated. Spend more time on what matters most - your customers.

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Greater agility

Act! provides creative features for your marketing and sales activities. Create powerful searches, groups, and reports using your combined CRM and accounting data, allowing you to effectively market your products or services, and produce sales orders and invoices directly from within Act! CRM.

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ACT! Link for Accounting

Act! Link for Accounting means no longer having to constantly switch between Act! and Sage 50. You can easily link Sage and Act! records to give your staff the power to explore critical financial data from within Act!

The Link is a productivity solution as well, empowering Users to initiate the creation of Sage invoices and sales orders from within the associate Act! record (Sage Accounts Pro. only).

It’s possible to perform Act! lookups, create groups and build reports within Act! using Sage accounting data as the base criteria from a linked Contact or Company record.

Act! Link for Accounting synchronises data in one direction from Sage 50 into your Act! database, preserving the integrity of Sage data. This means that Act! users are able access only the appropriate client data that they need and your core financial data remains secure.

Once Act! records are linked to corresponding Sage 50 Accounts, synchronisation ensures that they’re kept updated when accounting statuses and histories change in Sage 50.

An automatic linking feature matches and links Act! and Sage 50 records dynamically. It isn’t necessary to link individual records, so the implementation and setup process is seamless and fast. Both Company and Contact records in Act! sync with sage 50 Accounts at the push of a button, saving time and minimising manual intervention.

Logic dictates that Contact and Company records are created in Act! initially (through the enquiry/sales process), and once they become a client a new record must be created in Sage 50. Act! link includes a function which creates the new Customer Account record in Sage 50 from the Act! record, reducing the need for duplication.

An automatic update schedule ensures that your users don't need to worry about linking ad synchronising records between Act! and Sage 50. You can configure the schedule to support your business processes and operational needs to ensure updates are performed as frequently as you desire.

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Why Solutions?

Our expert team will help you understand how Act! CRM can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

As a Swiftpage Diamond tier strategic partner, with many years’ experience in delivering Act! CRM for clients, our team can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals. To find out how Act! CRM can give you complete control over your business, call us today on 0115 824 1323 or email enquiries@solutionsforaccounting.co.uk.

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