Links to Instant Accounts, Line 50 or MMS

In today’s sales driven organisation, with customer information stored in multiple databases, other computerised formats and paper based systems, it is difficult for staff to have all the information in the right place at the right time.

Sales performance can be greatly improved if all customer information, including key financial data, can be accessed quickly and easily.

Sage have developed a series of links to integrate ACT! and Sage Accounting software, bringing together the benefits of the best-selling Contact Manager in the world and the leading accounting software in the UK.

So now you can manage both your business contacts and view their accounts at the same time, allowing key decision makers to see which customers are most profitable, and which contacts are late payers and when they last paid their bills.

Sage ACT! links from ACT! 6.0, ACT! Professional, ACT! 2008  and Sage 50 ACT! 2008 to Instant Accounts, Line 50 and MMS are available from Bluebird Sales and Marketing.

To download the ACT! 2008 to Sage link, visit our downloads section.

A single source of information on your customers

How much of your sales force’s time is spent typing in information or asking Finance or Customer Service departments for information that is already held electronically on your systems somewhere?

Wouldn’t you rather they were spending their time selling? If any changes are made to a contact record in ACT!, or your customer or supplier details in your accounts system, you can use the update function to make sure that both records contain the same information. You can also link individual ACT! records to individual Sage customer or supplier records.

A complete business management system

Incorporating seamless links to Sage accounting software will give you “a single view of the customer”, the ability to share information across the company, and link together your sales, marketing and customer service people and processes.

Full visibility of customers

Credit limit, sales to date and outstanding debt information as well as trading terms and discounts available can now be displayed for each customer or supplier without changing applications or screens. Transactional information such as invoice numbers, details and amounts owed and paid are also displayed.

Customer and staff satisfaction

ACT! Links for Instant/L50/MMS will improve existing customer service, loyalty and revenues - delivering key account data to your customer facing staff.

PLEASE NOTE:

ACT! Link for Instant/L50/MMS is not a full product of either ACT! or Sage Instant Accounts, Sage Line 50 or Sage MMS. This separately priced software application links ACT! with Sage Accounts.

Contact us for further information.