Sage ACT! has an Enhanced Import and Start Up
Sage ACT has added simplicity features
Have you had difficulty with all the crazy, hard to understand features in your CRM system? Well, that’s one of the reasons ACT has been so popular and has a huge fan base that just refuse to leave them. ACT is just simple!
ACT has now enhanced the user experience even more! Sage ACT has focused on increasing User Adoption by simplifying several chief areas: The Start Up Page and The Data Import procedure.
Sage ACT – Start up Page
(1) Rather than hundreds of options, the Welcome Page now focuses your attention on 3 options – Creating a database, Opening an existing database, and ACT Support and Help videos.
(2) ACT has now added a large number of high quality videos.
Sage ACT – Data Import procedure
(1) ACT Users can now import directly from Excel, not just a CSV or a TXT file. Now you can use .XLS or .XLSX files too!
(2) ACT now provides you the option for a Typical Import (fast configuration) vs a Custom Import (flexible configuration).
(3) You may be thinking, “I always need it to be flexible though.” Well, Sage ACT addresses that now by providing automatic interpretation of your field labels. So whether you call a column “Company”, “Firm” or “Business Name”, it will be imported into the proper field! That’s smart – and easy! In fact, if you want to update or append the synonym list, you can easily do so – it’s just an XML file!
(4) You can even create new fields on the fly! You now have a One Click option to create fields from the import source file. And the Layout designer will launch if new fields are added! Smart!
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The comparison calculator includes the following CRM software systems: Microsoft Dynamics CRM, Salesforce.com, SugarCRM, Saleslogix, Sage CRM, Sage ACT, and more…
You will be able to plug in your numbers and compare the results between various CRM systems. This tool was created by CRM professionals – and is now available to our readers.
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CRM Comparison Topics include:
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NAICS and Industry information
With this spreadsheet tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models.
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With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers.