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Fast Tip Friday: Easier Prospecting with Sage Business Info Services for ACT! #SageACT

by on ‎01-28-2011 10:34 AM (2,784 Views)

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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 phone info.
  • Start with a free version for basic company, financial, and industry info.
  • 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 toolbar.



2.  The Sage Business Info Services for ACT! search page provides both a keyword or more structured search tools



  • 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 keywords.

  • 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 ™ database.


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!.