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ACT! for Palm OSŪ Features & Benefits
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Instantly access every contact detail!
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Powerful features and benefits make this a must have
tool for people on the move...
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Five Key Reasons to purchase ACT! for Palm OS
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Carry complete customer information with you
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 Store
multiple addresses, phone numbers, e-mail addresses, websites
and more for each contact - so that you can track every
activitythat has taken place, with each of your contacts
whilst you are on the move.
- For each contact synchronise over 60 ACT! fields including
15 user defined giving you all the information you require
for that contact.
- Keep time and data-stamped notes on each contact notes
from conversations, meeting details, thoughts and more.
- Automatically create and view contact histories as
you complete activities that have taken place with your
contacts.
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Create and view complete customer
activities.
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Instantly access contact and activity information
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 Access
all your contact information from one easily accessible
place, have easy access to notes, histories and sales
opportunities directly for the contact record. ACT! for
Palm allows you to view your complete ACT! database whilst
you are out of the office.
- Log future and completed activities for each contact.
- Easily customise the contact list display to show
contact name, company, phone number, title, e-mail and
more.
- Simply click on any contact to see all associated
notes, activities, histories, and sales opportunities.
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Easy access to notes, histories and sales opportunities
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Stay on top of your schedule with ease
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 Manage
your working day with full diary features, a task list and
reminder functions. All are linked to your contacts, meaning
you arenever more than a few steps away from the full history
of your dealings with that contact. You need never call
the office for information again!
- View daily, weekly and monthly calendars.
- Get important reminders with pop-up alarms.
- Clear an activity to record a history and easily schedule
a follow-up activity.
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Manage your working day with full diary features.
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Meet your sales goals with confidence
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 Manage
your sales pipeline with easy to use opportunity tracking
tools that allow you to manage and monitor your sales pipeline.
It can instantly tell you the status of each customer order
and highlight any discrepancies. Enter new sales opportunities
quickly by selecting from customised drop-down lists. ACT!
for Palm is a vital tool in improving your salesforce effectiveness
and communication.
- Run built-in sales reports from ACT! Express or ACT!
6.0 desktop.
- Close sales opportunities on your PDA.
- Optimise time away from the desk by increasing the
number of customer and prospect visits and therefore
the number of sales opportunities.
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Manage your pipeline with easy to use tracking
tools.
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Complete integration with ACT! Express or ACT! 6.0 desktop
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Complete integration
with ACT! Express and ACT! 6.0 allows you to keep the desktop
and your device in sync with field level synchronisation.
Always have the most up-to-date information on all your
contacts all of the time, by managing accounts efficiently
using the same groups and sub groups contained on the desktop
and importing contacts, activities and tasks from your Palm
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- Always have the most recent changes regardless of
where you entered them, with field level synchronisation.
- Enjoy your groups and subgroups on the Palm for easy
management of account-based activities.
- Use built-in reports on the desktop to quickly summarise
sales information.
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Contact
Us: For any more details of Sage Software products,
GoldMine CRM software, Pastel Accounting softwares, please
call us on 020-8900
8400 or mail us at
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