|  
PRODUCTS & SOLUTIONS
SUPPORT & SERVICES
USER COMMUNITY
PARTNERS
COMPANY
BUY ONLINE
 
 
 
Press Releases

<-PREVIOUSLIST ALLMAINNEXT     ->
 
Contact: Ryan Zuk
Sage
Tel: 480-368-3818
E-mail: ryan.zuk@sage.com
Region: North America

Sage North America Announces ACT! by Sage for Financial Professionals 11

Contact and client management system helps financial advisors build and maintain client relationships

Untitled Document

Scottsdale, Ariz. – April 7, 2009 – Sage North America today announced ACT! by Sage for Financial Professionals 11, a contact and client management solution that helps financial advisors develop their client and prospect relationships. ACT! by Sage Premium for Financial Professionals 11, also available today, helps larger advisor teams securely collaborate, share contacts, and manage activities on a shared database. Complete product details are available at www.act.com/products/financial.

ACT! for Financial Professionals 11 features and enhancements include the ability to link relationships between multiple contacts, improved Microsoft® Outlook® integration, expanded search capabilities, and options for scheduling automated database maintenance.

ACT! for Financial Professionals helps users:

  • Capture and organize customer and prospect profile information with customizable data fields, tabs, and layouts specifically designed for financial advisors.
  • Leverage client networks by tracking households, relationships, and family members with quick visibility into conversations held with each.
  • Provide tailored levels of service appropriate for each client’s financial status.
  • Maintain details of each client or prospect interaction with date and time stamping to help satisfy compliance requirements.
  • Analyze data with dashboard and reporting tools to gain insight into sales activities and make more informed business decisions.
  • Integrate ACT! data with other everyday applications including Microsoft® Outlook, Word, and Excel®.
  • Access ACT! data on-the-go with BlackBerry, iPhone, and Palm OS mobile devices.

ACT! for Financial Professionals is part of the ACT! by Sage product family. ACT! is the #1 selling contact and customer management solution used by more than 2.8 million users and over 48,000 additional corporate customers, including individual professionals, small business owners, corporate teams, and anyone who regularly works with contacts.

ACT! for Financial Professionals is available for $299.99 per user at www.act.com/estore and by phoning 866-903-0006. ACT! Premium for Financial Professionals, recommended for organizations with ten or more users, is available for $469.99 per user by contacting ACT! Corporate Licensing at 866-903-0006, or from ACT! Certified Consultants located at www.act.com/certifiedconsultants.

About Sage Software
Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Our products support accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of accounting and business management software solutions and related products and services for small and mid-sized businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.2 million customers and employs over 13,000 people worldwide. For more information, please visit the Web site at www.sagesoftware.com/moreinfo or call (866) 308-2378.

Read more Sage Software press releases


Sage CRM Solutions