Sales Manager for ACT! 2000, 5.0 and 6.0
Are you frustrated with ACT!'s weak Sales/Opportunities tab or with trying to use ACT!'s user fields to track your sales? Do you need to track products, calculate discounts and commissions, print quotes and generate forecasts? Do you need to produce sales reports for your manager or coordinate sales efforts with your sales team and assistants?
... then Sales Manager for ACT! is the system for you!
Are you a Manufacturer’s Rep, representing multiple manufacturers or principals and struggling to track your business? Would you like to tell your manufacturers what business is in the pipeline for them with just a click of the mouse?
... then Sales Manager for ACT! is the system for you!
Sales Manager for ACT! is the way for salespeople and manufacturer's reps to track sales and generate quotes, forecasts, proposals, bids, projects or whatever your company calls them!
Sales Manager for ACT! Guided Tour
ACT! 2000 / 5.0 / 6.0 Integration
All Sales Manager for ACT! forecasts are automatically linked to the corresponding customer in ACT!. No import or export needed!
The exclusive Sales Manager for ACT! tab in ACT! automatically displays the critical details of all your forecasts for the current contact. To see more information, just double-click a forecast in the list.
Sales Manager for ACT! completely replaces ACT!'s very limited Sales/Opportunities system. Now you have a fully integrated products database, quote generation, commission tracking and more!
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Forecast List
Sales Manager for ACT! stores an unlimited number of forecasts in its industry-standard Microsoft Access database. On the Forecast List screen, you can quickly sort and search through your forecasts.
You can control which data columns are displayed both for the forecasts (top section) and line item details (bottom section).
"Tag mode" lets you quickly select several forecasts for reporting or quote generation.
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Customizable Forecasts
The Forecast screen shows you all the key information about each sale you are working on. Track the customer, type of account, responsible rep, sales stage and notes all from one easy-to-use window.
Just like ACT!, Sales Manager for ACT! is fully customizable. Over a dozen user-definable fields let you track whatever custom information your business needs. You can search, sort and report on all fields including your user-defined ones.
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Multiple Line Items
Each forecast can have an unlimited number of line items, shown here on the Amount Details screen. Line items can include both products and services and are fully integrated with the Products database.
Discounts and commissions are calculated for you automatically. You can even enter custom pricing on an item-by-item basis and track partial shipments.
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Reports and Charts
Sales Manager for ACT!'s reports let you instantly see what's happening in your sales pipeline, including multiple types of 30/60/90 day projections. You can also break down your sales by manufacturer, product, status and date range.
Managers: Want to know how your whole department is doing? Most reports fully support multiple salespeople and let you sort, chart and compare the members of your team. See right away who's a top performer and who is falling behind!
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Quotes and Orders
What good are sales if you can't actually print an order for your customer to sign? Not a problem with Sales Manager for ACT!!
Create an unlimited number of custom sales forms for quotes, orders, project progress, signoff and anything else you need. All forms are generated right out of Microsoft Word so no special skills are needed to create and customize your forms. Print your logo, address, payment policies etc. on each quote you send out. |
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Products Database
Track everything you sell in the customizable Products Database. Sales Manager for ACT! supports unlimited manufacturers and product lines, and tracks both the manufacturer's part number and your own SKU.
Just like on the forecast records, you have several user-definable fields available to track custom information about each product. Does your company need to track weight, shipping cost, color or size? Sales Manager for ACT! lets you do that easily.
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Discounts and Commissions
Volume discounts? Sales Manager for ACT! can handle it -- forget about calculating that by hand each time.
Different commission levels for each manufacturer and price point? A piece of cake in Sales Manager for ACT!.
Just enter in the discount and commissions schedules for each manufacturer or product, and Sales Manager for ACT! does the calculations for you on each sale.
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Pacing: Track Your Progress!
How are you doing this month? Are you hitting your sales goals? Are you beating last quarters numbers? How is that Christmas bonus looking?
Sales Manager for ACT! Pacing screen shows you your status at a glance. Just put in your sales targets each month and Sales Manager for ACT! will do the rest. |
Network Support and Synchronization
Get your whole team in sync with Sales Manager for ACT!. You can share data on a network, or all keep individual databases on your PC's hard drives. Do you work at home or on the road? Not a problem -- Sales Manager for ACT! lets you synchronize your sales data, even by email. | |
