In past weeks, you’ve learned how easy it is to use
and even customize the Web Info Tab to gather data about your existing
prospects and contacts. If you are looking for new business, you will need to
find new prospects to tell about your great products and services. Sage ACT!
2011 includes Sage Business Info Services (powered by Hoovers™) that help you find
new leads based on the traits you’re looking for, along with business info for
known contacts and companies, including profiles, financials, industry
information, news, and more.
With Sage Business Info Services for ACT! you can:
Find new leads.
Keep your contact database up to date by importing address and
Start with a free version for basic company, financial, and
Sign up for a subscription to get more detailed company, contact,
competitive, and lead info.
This week, we’ll explore how to locate new leads
using Sage Business Info Services for ACT!.
Locating Leads with Sage Business Info
Services for ACT!:
1. From within Sage ACT!,
click the Sage Business Info Service button on the Contacts or Companies
2. The Sage Business Info
Services for ACT! search page provides both a keyword or more structured search
To perform a keyword search for
contacts, click the People tab
and type one or more keywords. To search for companies, click the Companies tab and type one or more
To build a search using predefined
criteria, click the + sign to
the left of each criterion (e.g. Company Location, Company Size, etc.) and
then select one or more criterion to begin filtering the entire Hoovers ™
3. After you have typed one or more keywords, click
the Search button. If you have built
a query using the selected “Build a List” criteria, click View Results.
4. From the list of results, select one or more Companies or Contacts
and then click the Import Selected
button to begin a typical import of the data to Sage ACT!.