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 ordersand 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.

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.


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.
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.
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.
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.
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
  • 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
Map customer and vendor fields to the equivalent ACT! contact data fields for data transfer and synchronization.
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.
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.
ACT! Link Module - printable download of this page (PDF 525 kb)
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