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Work Smarter with Sage ACT! 2011 #SageACT

by on ‎07-28-2010 09:06 AM - last edited on ‎08-05-2010 08:36 AM by (3,514 Views)

You’ve probably seen a lot of blog posts about Sage ACT! 2011, but that’s only because we are really excited about this release.  The enhancement I am most excited about in this release is the addition of Smart Tasks.  Smart Tasks allow you to automate routine tasks in Sage ACT!, which helps you be more productive.  While we were preparing for this release, we did a lot of user testing on this feature and we got some really great feedback from our users on what they thought of Smart Tasks and I’d like to share some of what we saw.


One user told us very confidently after we described the feature that this feature would not help him at all.  After all, he explained, he’s just a small business owner and doesn’t need to use official processes in his day to day activities.  We asked him to try to use the feature anyway just so we could see how he reacted to the design of it.  About 10 minutes later, he told us that he always calls his customers 3 days after one of his employees makes a service call to see how it went and with Smart Tasks, he can automatically schedule that call so he doesn’t have to try to remember to schedule it.  “Wow,” he said, “This is going to save me a lot of time!”


Another user we tested with was a manager of a sales team in a large organization.  We didn’t get very far into the explanation when he asked if he could use this to encourage his sales team to follow best practices depending on the stage or of an opportunity.  We told him that it probably could and asked if he’d like to try.  In a few minutes, he had set up Smart Tasks to prompt his sales team to follow certain steps on opportunity steps that would help them close more deals and was delighted with the feature. 


These are just two ways in which Smart Tasks can help make you more productive every day.  We have a lot of other ideas as well and are planning on sharing them with you in a special webcast on August 24th .  If you’d like to register for the webcast, just visit .


By the way, if you’re interested in learning more about the technical aspects of Smart Tasks, Xavier Musy posted about that yesterday and he will be hosting a technical webcast next month.  You can read more about that here: .