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Blytheco Home | Sage Software | BusinessWorks | Modules | ACT! Link
ACT! Link Module —
Sage BusinessWorks |
Increase Customer Satisfaction, Efficiency, and Profitability with the New
Sage BusinessWorks ACT! Link
In today’s highly competitive business environment, it is of paramount importance to cultivate and
maintain the best possible customer and vendor relationships. To help you achieve that goal, Sage
Software has teamed two of its leading applications,
ACT! by Sage and Sage BusinessWorks, to
provide a well-rounded solution that will help you maintain customer loyalty and vendor
responsiveness. With comprehensive receivables and payables functionality at your disposal, you will
have the tools to enjoy profitable customer and vendor relationships for the long term.
With the Sage BusinessWorks ACT! Link, you are
assured of seamless integration that will help your
company achieve greater efficiency and productivity.
For instance, users operating within ACT! can issue sales orders, perform customer inquiries, or view detailed orders and invoices. In effect, the
two products allow you to connect the two halves of yourbusiness—your front office, which
includes your sales force, and the heart of your business, your accounting system.
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In addition, bi-directional data transfer is available throughout the system, further boosting efficiency
company-wide. The Sage BusinessWorks ACT! Link serves as a complete front office-back office
solution that can elevate your company to the next level of profitability. |
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Features: |
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ACT! puts important customer and vendor information at your fingertips.
You’ll be able to keep track of every conversation, completed activity, instantly recall
meeting notes, access customer Web sites with just one click, and much more.
By knowing the fine details of your business relationships you can achieve
increased sales and customer loyalty. |
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ACT! provides you with an overall view of your company and its sales process.
Manage groups of contacts by interest, company, account, project, and more. To help
you make more effective management decisions, you can create subgroups based on
organization structure, location, function, or a customized method. |
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In a fast-paced business world it’s essential to stay organized. ACT! maintains an
electronic schedule for meetings, phone calls, and tasks; it can even be set to notify
you with an alarm so you’ll never forget. |
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Data can be synchronized between the ACT! database and the Sage BusinessWorks
database. The synchronization can be made for an individual contact, or in batches.
This bi-directional data transfer ensures both databases are kept up to date improving
customer and vendor communications. |
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Launch Sage BusinessWorks tasks directly from within ACT!, and your sales force can
enjoy automatic updating of all accounting information without ever having to switch
between applications. Without having to navigate through the accounting software,
their learning curve and training time is reduced to an absolute minimum, greatly
increasing productivity. With the modules below linked, you can launch the following
accounting tasks from within ACT!:
- Accounts Receivable – Maintain customers and invoices, and perform customer
inquiries
- Order Entry – Maintain quotes and sales orders, and perform direct invoicing as well
as quote, sales order, and invoice inquiries
- Accounts Payable – Maintain vendors, enter invoices, and perform vendor inquiries
- Inventory Control and Purchasing – Maintain purchase orders and perform purchase
order inquiries
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Map customer and vendor fields to the equivalent ACT! contact data fields for data
transfer and synchronization. |
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A history entry is recorded in ACT! when accounting transactions are posted, providing
your sales and purchasing teams with information necessary to maintain effective
relationships with your customers and vendors. Examples include new sales orders,
deleted sales orders, and edited sales orders. |
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The Sage BusinessWorks ACT! Link protects your vital accounting information. Full
Sage BusinessWorks security is in effect whenever an ACT! user tries to access a Sage
BusinessWorks-specific task. In addition, tasks will only display in ACT! if the user has
been granted security rights in Sage BusinessWorks. |
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 ACT! Link Module - printable download of this page (PDF 525
kb) |
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Questions? Please call us at (949) 583-9500 x130 or email us at
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