NextStepcrm.com ACT! Consulting Services, Sage Product consulting

ACT! Consulting, Sales, Training and Hosting
"Leveraging ACT! to take you to the next level!"
1.877.305.6932

Email Us Today! info(at)nextstepcrm.com

 

 

What's New in ACT! 2012!

Welcome to NEXTSTEPcrm

NEXTSTEPcrm was founded with the belief that small to mid-sized companies can achieve the organization and productivity of larger companies at a fraction of the cost they spend to do so. With over 15 years of real world experience in ACT! usage, we have the ability to consult not only on the features and benefits of ACT! But also how to apply the program in real world business scenarios.

ACT! Is a very powerful tool and with the proper planning, setup, and training your return on investment would be made in a very short time. The program continues to grow as does your business. So let NEXTSTEPcrm help you and your company transition to the next level of efficiency and productivity.

Use ACT! to Manage Your Customer and Prospect Data Base

ACT! is the #1 selling Contact and Customer Manager in the World!

Without a doubt for the money this is the best program out that will help small to mid-size companies run their business more effectively and with efficiency.  Imagine, having all your customer information at your finger tips.  Besides all the normal contact information, you can create custom fields that will increase the value of the software by tailoring it to your specific needs. 

You can attached proposals, pictures, spreadsheets, documents, emails, and notes.  Schedule calls, meetings, to-dos and with the new Outlook Integration you can do most of this right inside Outlook!  Incredible integration that will save you time and reduce your learning curve as most people are familiar with Outlook. 

ACT! by Sage 2012 has a new drip marketing option that automates your sales efforts and nurtures prospects as well as keeps you in front of your customers. You can run simple to advanced queries on your data.  This is where the power of ACT! can be unleashed, as raw data can now be analyzed and assist you in growing your business. Certified in ACT! we can assist from point A thru Z.  We provide FREE needs analysis, demos, and trial software. 

You will be surprised how easy ACT! is to use.  You can be up and running in no time!  CALL 877-305-6932 or email info(at)nextstepcrm.com.

ACT! Main Contact Screen (demo database)

Why Choose Sage ACT!

#1 Contact and Customer Management choice.

Relax, you're in good company. Sage ACT! is the #1 Contact and Customer Management choice of small businesses and sales teams. When you choose Sage ACT!, you join a successful family of 2.8 million users and 59,000 corporate customers.

Designed for professionals who rely on profitable relationships.
Sage ACT! is designed for professionals, like you, who rely on the development of long-lasting, profitable business relationships. We focused on the features and services that help you organize customer details, get more done in a day, and improve your overall sales and marketing effectiveness, to drive results for your business.

Easy to learn and perform everyday tasks.
Don’t worry about a learning curve. Sage ACT! is a leader when it comes to ease of use. You can accomplish more every day by simply choosing to use Sage ACT! over Microsoft Dynamics® CRM and Salesforce.com1. Why? Because it takes less time to learn and perform everyday tasks, like inputting a new contact, finding that key piece of info you need, and managing your daily to-dos.

A powerful way to grow your business.
With Sage ACT!, you can connect to powerful, subscription-based sales and marketing services that give your business a boost. Services like Sage Business Info Services for ACT!2 powered by Hoover's™ fill your pipeline with new leads3, while Sage E-marketing for ACT!2 makes it easy for you to create, send, and track email marketing campaigns.

Backed by a global company with local expertise.
Sage ACT! is just one of many solutions offered by Sage, a leading global supplier of business management software and services to small and midsized businesses. With a network of over 26,000 partners globally and hundreds of Sage ACT! Certified Consultants(like myself!) for you locally, you get the hands-on help you need to get the most out of Sage ACT

New Features in ACT! by Sage 2012

Sage ACT! 2012 Contact & Customer Manager Adds Google Integration, Universal Search, And Anywhere Access With Sage ACT! Connect
Sage ACT! Connect subscription service provides access and contact/calendar edits via popular smartphones including Android, web browsers including Google Chrome and Safari, and tablets like the iPad


9/6/2011 9:00:00 AM
SCOTTSDALE, AZ (Sept. 6, 2011)—

Sage North America has announced the new Sage ACT! 2012 contact and customer manager plus Sage ACT! Connect1, a Sage Connected Service that lets users access their Sage ACT! contact records and calendar items from virtually anywhere. Sage ACT! 2012 feature additions include Gmail®, Google® Contacts and Google Calendar™ integration, expanded and faster universal search capabilities and a virtual notepad2, among other enhancements that allow Sage ACT! to function as the sales and marketing command center for small and midsized businesses. Visit http://pitch.pe/170353 for a social media version of this announcement with video and supplementary product details.

"Small businesses have many technology choices and turnkey systems that can serve as their sales management activity hub are very appealing,” said Laurie McCabe, co-founder and analyst with SMB Group. “Applications like Sage ACT! that continue delivering new functionality SMBs and start-ups find most useful, such as Google Apps integration and improved mobile support, add quantifiable value for businesses where everyone needs it most, on the front line.”

New Sage ACT! 2012 features and enhancements include:

Google Integration helps users manage business and personal Gmail, Google Contacts and Google Calendar details within Sage ACT!, and likewise view Sage ACT! contact and calendar items while in Google. When users send and receive Gmail, even via a registered business domain email address, history is recorded in the corresponding Sage ACT! contact record. Users can sync all or a subset of Sage ACT! contacts with Google, sync Sage ACT! and Google calendars manually or automatically, and choose which Sage ACT! activity types sync to Google as well as clear activities from either application.


Sage ACT! Connect is a cloud-based subscription service that lets users access and edit Sage ACT! contacts and calendar data virtually anywhere via smartphones including BlackBerry®, Windows Mobile® and Android™, and web browsers including Internet Explorer®, Firefox®, Google Chrome™ and Safari® on laptops and tablets like the iPad®3. Users can also keep Google® and Yahoo!® contacts in Sage ACT! Connect and link Facebook® pictures to contacts.

Universal Search helps users find key documents or pieces of information within Sage ACT! contacts, groups, companies, opportunities, notes, history and attachments. Users can further filter search criteria by date, then display results by relevance and click items of interest to go to those fields or attachments.


Sage ACT! Scratchpad  lets users capture impromptu notes, phone numbers and personal reminders with or without opening Sage ACT!. Users can prioritize and check off items once completed, print lists and push tasks requiring follow-up into Sage ACT!. Items can be sent to Sage ACT! as activities, notes, history and assigned to specific contacts.


In addition to Sage ACT! Connect, other subscription-based Sage Connected Services available for use with Sage ACT! include Sage E-marketing for ACT! to help design, automate and track email campaigns, and Sage Business Info Services for ACT! to identify new selling opportunities by importing targeted prospect lists from Hoover’s™.

Sage ACT! is the #1 Contact and Customer Management choice of small businesses and sales teams designed to build the long-lasting, profitable relationships businesses thrive on. Sage ACT! makes it easy to manage everything related to contacts and schedules, functioning as a business command center that serves up relevant relationship details and connects to powerful, subscription-based sales and marketing services, desktop and web-based productivity tools, and social media to help users achieve the results they seek.

Sage ACT! is used by over 2.8 million individuals and 59,000 companies and integrates with other business solutions including Google, Microsoft® Outlook®, Word, Excel® and Lotus Notes®.

There are more than 70 Sage ACT! Add-on solutions that further extend Sage ACT! 2012 with shipping, project planning, Voice-over-IP and other capabilities available at http://www.act.com/Product-and-Services/Add-on-Solutions.

About Sage North America:


Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North America employs 3,900 people and supports more than 3 million small and midsized business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 13,600 people and supports more than 6 million customers worldwide. For more information, please visit the Web site at www.sagenorthamerica.com. Follow Sage North America on Facebook, www.facebook.com/SageNorthAmerica, and Twitter®, http://twitter.com/sagenamerica.© 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, ACT!, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

 

Important Notes: For Sage ACT!: Review Sage ACT! system requirements at www.act.com/2012systreq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Visit www.actsolutions.com or contact your add-on product provider to determine compatibility for your add-on products. For Sage Connected Services for ACT!: The mobile component of Sage ACT! Connect requires an active data plan. You are responsible for all data related charges to your mobile phone. To facilitate mobile setup, Sage ACT! Connect sends a text message to your mobile phone. Based on your wireless plan, you may receive an extra charge from your carrier for this text message. Sage E-marketing for ACT! is powered by Swiftpage™.

[1]Requires additional subscription.
[2]Sage ACT! Scratchpad is not supported in a Citrix® environment. 
[3]Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.
[4]Sage ACT! Scratchpad is not supported in a Citrix® environment. 
[5]Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

 

 

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FREE Trial Software-Demo-Needs Analysis

Give ACT! a test run. Click HERE and request a download for a fully functional trial version of ACT! by Sage Pro 2012Try before you buy! 

Telephone integration with ACT!  Register NOW and get a FREE 14-day trial!

Servicing Los Angeles, SouthBay, and Long Beach!

Our primary market is the Long Beach, CA area and surrounding cities, but we service both Los Angeles and Orange County. Although with remote access software we can virtually service anyone anywhere! 

One of the areas that separates our company  from others is our small business first hand knowledge.  Having run my own company for several years and using ACT! first hand in the real world,  I can honestly attest to the power and effectiveness of ACT!.   Our no charge needs analysis is the best way to tell if we are a good  fit.  You have nothing to lose, just drop us an email or call and we can start the ball rolling towards a more productive and effective workday!

 

Certified by ACT! by Sage for ALL versions

Windows 6.0 to SQL 2005 - 2012