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Gain instant access to critical customer
data.
Share account information across the whole
team.
Keep your group on schedule.
Manage activities more efficiently.
Put customer information to work for your
team.
Integrated activity management.
Powerful shared database.
More time saving features.
Gain instant access to critical customer data.
ACT! for Notes lets you store critical customer information
in a comprehensive contact database, so your sales team
always has the facts at their fingertips. You can track the
data by company or customer, and view consolidated
information at an account level. It's easy for salespeople
to share and leverage detailed notes on customer
conversations and meetings. ACT! for Notes also includes a
unique history log that automatically records all completed
activities for every customer.
Share vital account information across the whole team.
The ACT! for Notes database is a secure, reliable way to
store, manage and distribute customer information for your
sales group. It lets you see at a glance who's working with
a given customer or account. It also makes the details of
that information available to everyone on the team who needs
to view or modify it, based on the level of security you
set. You can share important spreadsheets or presentations
with your group by attaching files to any contact, company,
activity or note document. To link mobile salespeople to the
office, just use Lotus Notes for replicating leads and other
modifications.
Keep your group on schedule.
To help your team stay on track, ACT! for Notes uses an
integrated task list and calendar to track all upcoming
activities for each customer. You can view schedules
graphically by day, week, or month to get the exact level of
detail you require. A task list format simplifies review of
calls, meetings and action items. You can sort these by
date, priority assignment, company, or contact. You may also
assign action items to individuals within the group and
track them to completion.
Manage activities more efficiently.
You can correspond with customers in your database quickly
and easily using ACT! for Notes. ACT! for Notes lets you
generate letters, envelopes and mailing labels in seconds.
Connect your sales group with ACT! for Notes today. And give
your team access to the information that will turn contacts
into relationships, and relationships into results.
Put customer information to work for your team.
Complete customer and account information.
- Develop detailed customer profiles for tracking
names, addresses and other essential contact
information.
- Maintain separate company profiles for each account
to keep common company information along with a list of
all contacts for that company.
- Record date-stamped notes for each contact to track
important details.
- Produce automatic contact histories to review all
contact and account activity.
- Look up details instantly so you'll always have the
information you need.
- Review and sort customer and account information in
flexible list views. Import and Export ACT! for Windows
or Macintosh data to get started quickly.
- Use the internet to stay up to date on your
customers products and news.
Integrated activity management.
- Schedule multiple calls, meetings and to-dos for
each contact to keep track of all upcoming action items
so your team gets more done than ever before.
- View a task list of activities by date, priority,
assignment, contact and company.
- View your calendar by day, week, or month to get the
level of detail you want.
- Assign activities to individuals in your workgroup
and track them to completion.
- Create letters, mailing labels, fax covers and other
items quickly and easily using predefined correspondence
templates.
Powerful shared database.
- Leverage your team's efforts ensuring that everyone
has the most up to date information.
- Link mobile salespeople to the office using Lotus
Notes' replication feature.
- Secure customer, activity, and account data with
private and public security levels.
- Attach files of any type to contacts, activities or
notes for sharing spreadsheets, documents, or
presentations with your entire team.
- Maintain one primary manager for each contact and
company, and easily reassign accounts in the case of
territory re-alignment or manager to see what people on
your team have planned and accomplished.
- Create a list of users who have access to the
database for assigning activities, managers and
security.
More time saving features.
- Group contacts or companies in user definable
categories.
- Set up pick-lists for quick and consistent data
entry.
- Report on ACT! data with one of the many predefined
reports or create your own.
ACT! for Notes is available for both Lotus Notes R4.6 and
R5
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