Sage ACT! 2012 Cookbook

Over 90 advanced recipes in this book and eBook for power users of Sage ACT! 2012 to increase the efficiency of businesses
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Sage ACT! 2012 Cookbook

Karen Fredricks

Over 90 advanced recipes in this book and eBook for power users of Sage ACT! 2012 to increase the efficiency of businesses
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Book Details

ISBN 139781849682503
Paperback284 pages

Book Description

Sage ACT! is a top-selling CRM application that helps  businesses to organize contact information, calendars and notes, and ultimately maximize contact relationships in one centralized database to optimize business efficiency and profitability. Recent versions have included the addition of powerful new CRM tools designed to increase the productivity of your business and its sales force.

This cookbook is full of immediately applicable recipes covering ACT! 2012, with a particular emphasis on advanced features in the new release. Many recipes will be relevant to users of ACT! who have not upgraded since 2009, 2010, or 2011  as many advanced features originate from these releases. The content will familiarize you with the new Start Up options and a new design to better navigate the product. You will also learn to use ACT!'s E-Marketing and Opportunity features so that you will be able to easily build your business and keep track of your profits.

This practical cookbook provides numerous recipes that will take you from being an ACT! novice to a CRM pro in no time, as you learn to utilize all of the advanced functionality of ACT! 2012 added in the most recent ACT! versions.

The recipes begin by covering the most basic elements of opening an ACT! database, and advance to include several recipes that will guide you through powerful CRM functionality including creating E-Marketing Campaigns and sending them off to specific segments of your database. If you have information in your ACT! database, you need to be able to use it quickly and logically—this book will help you do just that.

Table of Contents

What You Will Learn

  • Get up and running with the ACT! Welcome page and Navigation Bar
  • Gain the knowledge to relate all of your business contacts
  • Integrate your ACT! database with Google, as well as social networking sites like Facebook and Linkedin
  • Segment your database into Dynamic Groups
  • Learn how to create Company records for your larger accounts
  • Monitor the progress of your sales force by creating Opportunities
  • Fully integrate ACT! with Microsoft Outlook
  • Learn how to perform routine database maintenance
  • Utilize ACT!'s E-Marketing campaign features by creating an HTML campaign
  • Take advantage of ACT! Smart Tasks to automate routine CRM tasks
  • Get acquainted with using the new ACT! Scratch Pad
  • Learn to work with the various ACT! queries

 

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Table of Contents

Book Details

ISBN 139781849682503
Paperback284 pages
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