ACT! Video Testimonials
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Company Featured: Mindspace, Inc.*
Industry Sector: Business Services
Product Featured: ACT! by Sage Premium
Number of Users: 3
Organization Overview: Mindspace is a full-service advertising, public relations, and interactive agency. The company embraces its Client First philosophy, offering clients its best ideas, thinking, and efforts in a collaborative environment. With business-to-business and business-to-consumer clients on both coasts, this highly decorated, international award-winning agency is building a loyal following of clients and employees.
Key Business Benefits: Using Salesforce.com for over a year, Darren Steele, Principal and Strategic Director at Mindspace, finally replaced the system with ACT! after Salesforce.com proved unsuccessful in increasing productivity and efficiency. Due to the cumbersome and ineffective application, Mindspace resulted to a chaotic system of posted notes and spreadsheets despite paying a monthly fee for Salesforce.com. Unlike Salesfocre.com, ACT! is easy to implement, learn, and use and has helped the media agency understand how to successfully build their business. With ACT!, Mindspace is finally able to effectively manage sales pipelines for the first time since operations began in 2002.
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Company Featured: Assisted Living Locators*
Industry Sector: Business Services
Product Featured: ACT! by Sage Premium
Number of Users: 7
Organization Overview: Assisted Living Locators is a no-cost referral service. With over 25 years of eldercare experience, the nationwide company provides seniors and their families with expert advice on long-term care and senior housing.
Key Business Benefits: Angela Olea, Executive Director of Assisted Living Locators, explains that with the current state of the economy and with stiff competition in the industry, ACT! helps their company remain an industry leader by providing the functionality to maintain solid client relationships. Replacing an inefficient file and index-card system to track an increasing customer base, the staff is now able to effectively keep up with all leads, clients, and vendors. ACT! has enabled Assisted Living Locators to build long-term, strong customer relationships through continuous and successful communication.
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Company Featured: Charter Capital*
Industry Sector: Business Services
Product Featured: ACT! by Sage Premium
Number of Users: 10
Organization Overview: Charter Capital is a family-owned equipment finance company. Since 1977, the commercial finance firm has been providing clients with customized financing solutions for their equipment and technology acquisitions at competitive rates.
Key Business Benefits: As a highly sales driven organization, Greg Miller, partner of Charter Capital, explains how ACT! provides the functionality to maintain customer relationships at a much lower cost than competing solutions, such as Goldmine and Salesforce.com. Beyond a standard contact management solution, ACT! is easily customized to fit the needs of their sales force and organization by incorporating specific client information, such as the Dun & Bradstreet Credit Scoring Report®. Seamless integration with Microsoft® Outlook® and customized email templates allow Charter Capital to direct communication and marketing campaigns at specific clientele depending on industry or vertical. With ACT!, Charter Capital is able to effectively manage its sales forecast and as a result, knows where the business stands on any given day.
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Company Featured: Sandler Training – Total Increased Performance, LLC*
Industry Sector: Educational Services
Product Featured: ACT! by Sage Premium
Number of Users: 4
Organization Overview: Sandler Training – Total Increased Performance, LLC is a franchise of Sandler Systems, Inc. Sandler Training is a world leader in innovative sales and sales management training. For more than 40 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology.
Key Business Benefits: In order to improve tracking of their extensive customer and prospect base, Linc Miller, Managing Partner, explains how his company went from a combination of 3x5 index-cards, posted notes, and Microsoft Outlook to using ACT! to manage all sales and marketing activities. As a result, ACT! has tremendously increased the productivity of employees and efficiency of business operations. ACT! E-marketing has dramatically saved the franchise time and money and ACT! for Web allows the company to access their database anytime and from anywhere when travelling around the country and overseas.
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Company Featured: First Insurance Corporation*
Industry Sector: Management Services
Product Featured: ACT! by Sage Premium
Number of Users: 9
Organization Overview: First Insurance Corporation (FIC) is a multi-state marketing organization representing health insurance carriers and respectable agents in the health insurance industry. As a full-service managing general agency, FIC provides product training, field underwriting, claims resolution, marketing support, and policy service assistance.
Key Business Benefits: Serving as the liaison between insurance agents and insurance companies, FIC must accomplish the challenging task of effectively maintaining strong relationships through seamless communication. Tara Dewane, Marketing Director of FIC, details how the integration of ACT! with Microsoft Outlook has increased efficiency and allowed the business to be completely paperless. FIC is able to deliver tailored, multi-state e-marketing campaigns to customers using five highly customized ACT! databases with 50,000 contacts each. Using ACT! for over 11 years, FIC is able to stay above the competition as ACT! continues to grow with the business each year.
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Company Featured: Superior Cleaning Equipment*
Industry Sector: Wholesale Trade – Durable
Products Featured: ACT! by Sage Premium, CompanionLink, Sage BusinessWorks
Number of Users: 10
Organization Overview: Superior Cleaning Equipment is a dealership for industrial cleaning and environmental equipment systems. The company is best known for a reliable, high quality product line, a superior service center, the largest parts inventory in the U.S. Southwest, and strong use of technology.
Key Business Benefits: Acquiring the company with no existing contact management solution, Greg Sprunk, President of Superior Cleaning Equipment, quickly adopted ACT! to replace the cumbersome note-card system. Increased productivity with ACT! allows the business to employ half of the sales staff necessary if ACT! was not in place. ACT! enables management to effectively direct its sales staff by being able to view the daily performance of each representative. A centralized database allows for easy access to all relevant customer materials, such as site plans, images of locations, and quotes, necessary to expedite and close sales deals. Integration with Sage BusinessWorks allows sales representatives to increase customer satisfaction, efficiency, and profitability by having direct access to all important accounting information.
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Company Featured: Sextant Advisory LLC*
Industry Sector: Business Services
Product Featured: ACT! by Sage Premium
Number of Users: 9
Organization Overview: Sextant Advisory, LLC is an aviation professional services firm specializing in helping clients save money by operating more efficiently. The seasoned group of business aviation professionals focuses on saving clients money by enhancing business development, and by implementing a proprietary financial analytical application that leads to more efficient operations.
Key Business Benefits: Patrick Donaldson, Principal and Owner of Sextant Advisory, explains how ACT! has increased sales and productivity by enhancing management visibility into the sales processes to monitor performance, assist sales representatives, and provide rewards when earned. In-depth, custom reports and dashboards allow for the implementation of focused and personal marketing campaigns by targeting only those customers and prospects appropriate for specific sales initiatives. In-line with business processes, ACT! provides a frame of reference used to tailor the sales approach taken for specific clientele.
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Company Featured: 5Star Life Insurance Company*
Industry Sector: Life Insurance
Product Featured: ACT! by Sage Premium
Number of Users: 4 (3 remote)
Organization Overview: 5Star Life Insurance Company is a wholly owned subsidiary of 5Star Financial Services Company. 5Star Life Insurance Company is rated A– (Excellent) by A.M. Best for financial strength and operating performance. It is a related enterprise of AFBA, The 5Star Association, which has provided life insurance for military personnel, federal civilians, and their dependents for over 50 years. The 5Star Association now covers in excess of 500,000 Individuals and has $35 billion of insurance in force.
Key Business Benefits: Through the powerful sync functionality of ACT! by Sage Premium, 5 Star is able to automatically share information hourly across the organization with multiple offices using ACT!. The contact, calendar, and activity management features within ACT! allow the life insurance company to effectively communicate with its customers. The sales opportunity management module allows managers to easily analyze sales data in order to uncover failures within the organization and to identify why a particular sales opportunity was unsuccessful. This process enables managers to work with and assist the sales team to ensure goals are met. ACT! has enabled 5 Star to credit $4 million of new customer business annually and to achieve sales increases of 25 – 40 percent a year.
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Company Featured: RE/MAX – Breckenridge, CO*
Industry Sector: Residential Real Estate Products Featured: ACT! by Sage Premium, ACT! by Sage Premium for Web, ACT! Handheld Contact for Blackberry Number of Users: 3 (2 remote)
Organization Overview: The RE/MAX franchise network is a global real estate system of franchisee owned and operated offices and their affiliated independent professionals. RE/MAX affiliates lead the industry in professional designations, experience, and production. RE/MAX in Breckenridge, CO is the number one broker in the area focusing on providing customers with luxury homes in the resort community.
Key Business Benefits: During tough economic times, the success of RE/MAX depends upon the relationships it builds. It requires a solution that provides instant access to a complete and integrated view of customer relationships in order to maximize productivity and focus on successful business decision in a declining real estate market. After 20 years of using ACT! by Sage, RE/MAX decided to research contact management alternatives to see if there is a better solution offered in the industry. After implementing a real estate focused contact management solution, RE/MAX returned to Sage by deploying ACT! by Sage Premium for Web and ACT! Handheld Contact for Blackberry to expand its access capabilities. Customer information is collected and stored in a single location, accessible to the entire team. Web-based and Blackberry access keeps staff productive when they are away from the office and supports an anywhere workforce. Access to all customer details anywhere, anytime allows RE/MAX Breckenridge to build strong relationships and as a result has become the top-selling office in the region.
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Company Featured: KeeVac Industries Inc*
Industry Sector: Specialty Vehicle Sales
Product Featured: ACT! by Sage Premium
Number of Users: 2
Organization Overview: KeeVac Industries sells and finances waste service vacuum trucks, portable toilet trucks, and vacuum septic and liquid waste trucks. In addition, Keevac custom designs and builds sanitation service trucks to meet customers' specific needs.
Key Business Benefits: With just two years of in-market experience, the company needed a contact management system to acquire and effectively retain new customers. KeeVac looked at several contact management solutions, including Goldmine, but ultimately decided on ACT! by Sage Premium because of the intuitive platform and easy customization capabilities to fit the company's growing needs. With large ticket sales of $100,000 on average, ACT! has helped shorten sales cycles of high-priced products by allowing KeeVac to effectively communicate with prospects throughout the entire sales process. ACT! provides up-to-date, current customer information, which allows the sales team to be mobile and in the field while continuously communicating and interacting with potential customers.
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Company Featured: Turnock Companies*
Industry Sector: Insurance Benefits Broker
Products Featured: ACT! by Sage Premium, ACT! Link for use with QuickBooks
Number of Users: 5
Organization Overview: Turnock Companies is a leader in providing solutions, strategies, products and services to brokers, businesses, families, and individuals. The company assists benefit brokers, employees, dental associations, and other member organizations with the design and implementation of employee benefit programs.
Key Business Benefits: When the Turnock Companies first decided to search for a contact management solution, the company was using several Rolodexes to keep track of the growing customer base. Right out of the box, ACT! by sage Premium was easy to use by the entire organization, including new hires, and required no additional adjustments to the database platform. The company has experienced increased productivity while communicating to customers and prospects through Outlook integration features, such as Quick Attach, and the notes feature within ACT!, which allows the company to record customer details otherwise forgotten and overlooked. The Turnock Companies was able to effectively launch an e-mail marketing initiative to a niche market which allowed the company to acquire 3,000 new customers.
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Company Featured: Kidzsmart Concepts Inc.*
Industry Sector: Publishing – Children Literature
Product Featured: ACT! by Sage Premium
Number of Users: 17
Organization Overview: With offices in Canada and the United Kingdom, Kidzsmart Concepts creates and publishes custom activity books and promotional printed media for marketing to children that communicates the customer's brand or message. Products are built to engage, entertain, and educate kids, but most importantly are developed to deliver a signature family experience that uniquely achieves each client partner's goals.
Key Business Benefits: The multinational corporation, located in Canada and the United Kingdom, uses ACT! by Sage Premium to effectively communicate with customers throughout North America and across the Atlantic. Custom-made products provided by Kidzsmart require that the corporation communicates continuously with customers in order to meet specific consumer needs. Kidzsmart easily customized fields in ACT! to capture valuable information about their customers helping them to create tailored marketing initiatives and increasing their marketing momentum.
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*Customers are participants in the Sage Customer Reference Program and may be eligible for participation-based incentives. |
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