Showing results for 
Search instead for 
Do you mean 

Get more from #SageACT and turn your business into an automated selling machine!

by on ‎10-20-2010 11:29 AM - last edited on ‎10-20-2010 11:36 AM by (3,686 Views)

Would you like to automate some of your daily sales, marketing, and customer service tasks, so you can have more time to focus on big opportunities? Sage ACT! Smart Tasks—included with Sage ACT! 2011—connect a series of steps into a workflow that can schedule calls, send emails, and more.


Think of Smart Tasks like your personal assistant, sending emails for you and adding activities to your calendar automatically, based on directions you set. Smart Tasks get the job done. You'll notice you can get more done each day and you have fewer small items left on your to-do list.


You define each Smart Task using an easy, drag and drop visual workflow wizard. You can set up a Smart Task to sequence the steps based on completion, for example, scheduling a call after it has delivered an email marketing campaign. Or you can fix the time intervals between steps. For example, after an opportunity moves to the closed stage of the sales cycle, wait three days and then send a new customer welcome email.


With a good set of well-designed Smart Tasks, sales persons and business owners can work more efficiently and stay on top of important follow up activities. Using Smart Tasks, you can implement multi-stage—yet affordable—marketing campaigns, and time the sequence of communications to achieve the best results. Smart Tasks can also help you promote higher customer satisfaction by automating tasks such as sending surveys or requesting up-to-date contact information.


New capabilities in Sage ACT! 2011 are designed to help busy professionals save time and money by improving productivity throughout the organization. Automate key activities so that you can get more accomplished every day and expand your business with a rich source of new, highly qualified leads. With Sage ACT! 2011, you can quickly build an automated selling machine inside your business!


Click here to see the Smart Task feature in action~