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Guide to ACT!

Use ACT! software to manage your customer contact information and more

By Shannon Tani


ACT! by Sage is undoubtedly one of the best contact management systems available on the market. When you use the ACT! contact management software, you are able to keep track of your customers and the various interactions you have with them.

One of the best things about the ACT! content management system is that you can use it out-of-the-box or customize it to match your specific needs.

Here are just a few of the ways that you can use ACT!:

1. Keep track of customer contact information in the ACT! software.

2. Set reminders about customers for your customer service or sales agents.

3. Record the call history with all of your customers through the ACT! computer software.

Action Steps
The best contacts and resources to help you get it done


Read reviews of ACT! software from recent years

While the newest version usually has more bells and whistles, sometimes a previous year's edition can suit your needs just fine and offer great savings as well.

I recommend: You can find an ACT! 2007 software review at PriceGrabber.com. ACT! 2008 software reviews are over on Smarter.com. Consumer reviews are candid and at times harsh. Nevertheless, they will definitely help you make your decision.

Purchase ACT! online

You don't even have to leave the office in order to get your own copy of the ACT! contact management software. You can purchase it from several different websites.

I recommend: Purchase ACT! computer software directly through the main website. Alternatively, for lower prices, you can purchase through buycheapsoftware.com.

Customize ACT! contact management to suit your unique needs

Are you disappointed that ACT! cannot do something that you wanted it to? Never fear! ACT! is easily customizable to perform a variety of tasks.

I recommend: When you purchase ACT through value added resellers, you will be getting a much higher level of service. These sellers can help you customize the software to fit your needs. Find a value added reseller near you. An ACT! certified consultant can also help you use ACT! to meet your needs.

Get help with your ACT! software

You don't have to go it alone. There are plenty of resources for you to find the help you need to understand your software.

I recommend: Find an ACT! premier trainer in your area. They teach your employees how to use the software, which should make integration a breeze. You can also purchase a support plan or check the discussion groups to see if your issues have already been resolved.

Tips & Tactics

Helpful advice for making the most of this Guide

  • •  Have an IT professional review your current computer hardware and software setup. You want to be sure that ACT! contact management software runs smoothly without any incompatibilities.
  • •  ACT! offers special versions geared towards financial professionals and real estate professionals. If you are in 1 of these fields, it is better to purchase the specialized version.
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Use ACT! software to manage your customer contact information and more.
ACT! by Sage is undoubtedly one of the best contact management systems available on the market. When you use the ACT! contact management software, you are able to keep track of your customers and the various interactions you have with them.One of the best things about the ACT! content management system is that you can use it out-of-the-box or customize it to match your specific needs. Here are just a few of the ways that you can ... Read more
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