-- Capture and organize customer and prospect profile information with
customizable data fields, tabs, and layouts specifically designed for
financial advisors.
-- Leverage client networks by tracking households, relationships, and
family members with quick visibility into conversations held with each.
-- Provide tailored levels of service appropriate for each client's
financial status.
-- Maintain details of each client or prospect interaction with date and
time stamping to help satisfy compliance requirements.
-- Analyze data with dashboard and reporting tools to gain insight into
sales activities and make more informed business decisions.
-- Integrate ACT! data with other everyday applications including
Microsoft® Outlook, Word, and Excel®.
-- Access ACT! data on-the-go with BlackBerry, iPhone, and Palm OS mobile
devices.
ACT! for Financial Professionals is part of the ACT! by Sage product
family. ACT! is the #1 selling contact and customer management solution
used by more than 2.8 million users and over 48,000 additional corporate
customers, including individual professionals, small business owners,
corporate teams, and anyone who regularly works with contacts.
ACT! for Financial Professionals is available for $299.99 per user at
www.act.com/estore and by phoning 866-903-0006. ACT! Premium for Financial
Professionals, recommended for organizations with ten or more users, is
available for $469.99 per user by contacting ACT! Corporate Licensing at
866-903-0006, or from ACT! Certified Consultants located at
www.act.com/certifiedconsultants.
About Sage North America
Sage North America is part of The Sage Group plc, a leading global supplier
of business management software and services. At Sage, we live and breathe
business every day. We are passionate about helping our customers achieve
their ambitions. Our range of business software and services is continually
evolving as we innovate to answer our customers' needs. Our solutions
support accounting, operations, customer relationship management, human
resources, time tracking, merchant services and the specialized needs of
the construction, distribution, healthcare, manufacturing, nonprofit and
real estate industries. Sage North America employs approximately 4,800
people and supports 2.9 million small and medium-size business customers.
The Sage Group plc, formed in 1981, was floated on the London Stock
Exchange in 1989 and now employs more than 14,500 people and supports more
than 5.8 million customers worldwide. For more information, please visit
the web site at www.sagenorthamerica.com or call 866-308-2378.
© 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos,
ACT!, and the Sage product and service names mentioned herein are
registered trademarks or trademarks of Sage Software, Inc. or its
affiliated entities. All other trademarks are the property of their
respective owners.
Contact Information: Media Contact: Ryan Zuk Sage North America 480-368-3818 ryan.zuk@sage.com