Search

Take your Customer Relations Management to new levels of efficiency with the 65+ recipes in this indispensable Cookbook. You’ll be creating and customizing superb dashboards and reports from your Sage ACT! data in no time.Key FeaturesImmediately access and fully understand the out-of-the-box ACT! reports and dashboardsGet to grips with filtering dashboard informationCustomize existing reports and dashboards to make permanent changesCreate brand-new reports using the ACT! Report WriterBook DescriptionSage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force. This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force. The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.What you will learnNavigate and explore the ACT! report templatesTake advantage of all the components on the dashboard for manipulating data and measuring the productivity of your sales forceGet up and running with various ACT! dashboards such as the Activities Dashboard, Opportunities Dashboard, and Administrative DashboardUnderstand the full capabilities of the Report Designer so that you know what can and can t be doneEnhance report templates with program scriptsEdit existing ACT! dashboards to include the information that you need to seeReact to your data quickly and efficiently by filtering dashboard informationDrill down on dashboard information to view more detail or to edit your dataCopy dashboards into other projects such as PowerPoint presentationsMaster the use of various report filtersFully utilize the range of ACT! Quick ReportsGain the skills to access your favorite reports quicklyWho this book is forIf you are an ACT! end user who wants to learn about the existing reports and dashboards available in ACT! 2009, 2010, and 2011, then this book is for you. If you are an ACT! administrator who wants to make changes to ACT!'s dashboard and reporting features or a sales manager who needs to measure the effectiveness of his sales force, you will also find this book helpful. New CRM users will learn how to measure the success of their database. Prior knowledge of ACT! is not essential; however, you'll find it helpful to have good working knowledge of how to add data to ACT!, or to work with an ACT! database that has already been populated with data.

Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that's right for you so that you can focus on your business and career growth while also saving time and money. With this fun and friendly guide in hand, you'll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you're new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!'s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities. Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as: Setting up the contact database Adding multiple contacts to a group and adding contacts to a company Changing contact-level security access Scheduling activities Using the basic ACT! Reports Designing new reports Automating the backup process Integrating with Outlook Creating groups ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You'll be amazed by just how quickly you'll be able to set up a database and get it to act for you.

What the book covers: ACT! 2007 For Dummies shows new users how to use the ACT! contact management/CRM software. The book is also for existing users who want to know more about ACT!, who are familiar with the basic features, but have yet to apply some of the more advanced features.

Contact management software (CRM) like ACT! are extremely valuable tools that can save you time and money. ACT! is easy to set up and takes little time to create a database, however, it is also a little bit more complex to understand than ordinary software. ACT! 2006 For Dummies is the friendly new guide to the latest version of ACT! This straightforward, plain-English book shows you the fun and easy way to consolidate, view, and edit all contacts from your company and your life. Providing you with a general overview of ACT! and the basics, you will have the tools you need to: Add, duplicate, and delete contacts Remodel and customize lists and tabs Perform contact searches Work with ACT! notes and histories Schedule your activities Share, design, and merge your reports Create contact fields Customize your layout Maintain and back up databases Administer your database Integrate ACT! with Microsoft Take advantage of exciting opportunities Work with ACT! Premium on the Web Packed with both ACT! 2006 and ACT! Premium features for the Web as well as tips for making ACT! work better for you, this is the ultimate reference to cleaning up your ACT and reaching your life and business'full potential!

ACT! 2005 will help you manage your business contacts and relationships (not just with customers, but also with prospects, vendors, and suppliers) more efficiently and effectively. But there is a catch—you have to ACTivate it. ACT! 2005 for Dummies helps you get your ACT together with basic information about fields, records, files, and navigation, and step-by-step guidelines for: Setting up and customizing databases Using the calendar to plan your schedule Using the alarm to alert you to things to ACT on, whether it's checking on a huge order or remembering a customer's birthday (so you'll get another huge order) Protecting your database by assigning specific security levels to users or password-protecting it Creating reports and broadcast e-mails Written by Karen S. Fredricks, an ACT! Certified Consultant, ACT! Premier Trainer, and self-professed ACT! FanACTic, ACT! 2005 For Dummies covers both ACT! Standard Edition 2005 and ACT! Premium Edition 2005. It shows and tells you how to: Use ACT! Notes and ACT! Histories to maintain records of all communications and activities Tag contacts (to designate whether they are interested in a new product, whether they like golf, whether they rate a glorious gift basket at Christmas or get the automatic fruit cake, or whatever) Integrate with Excel, Outlook, and other programs Use ACT! reporting and forecasting tools to manage and track sales Contacts and relationships are the key to any successful business. With ACT! 2005 helping you manage them, you can focus on building your business. Wouldn't it be nice to have a lot of new customers to add to ACT! 2005?

Includes index.

Includes index.

Includes index.

Includes index.

'Covers: Microsoft Office 97'--P. [4] of cover.