ACT! for Palm OS?2006 Delivers Comprehensive Contact Management Functionality That Leverages Mobile Benefits Of Handheld Devices
New ACT! product enables the power and convenience of ACT! for individuals and mobile sales teams including easy data access and entry, custom layout and opportunity tracking
Scottsdale, Ariz. ?March 13, 2006 ?/strong> Sage Software announced today the new ACT! for Palm OS 2006 product for use as a mobile productivity tool with the ACT! by Sage 2006 and ACT! by Sage Premium for Workgroups 2006 contact and customer management solutions. ACT! for Palm OS operates as a native application on an individual? Palm OS handheld device to enable access, adding and updating of pre-defined and custom data fields, notes and history, activities, calendar information and sales opportunities. Users can also set up a snapshot view of their ten most regularly accessed data fields and view their most critical information by color code prioritization.
?CT! for Palm OS was designed with on-the-go sales professionals in mind,?explained Larry Ritter, vice president of ACT! product management for Sage Software . ?or sales professionals, having valuable customer details always at hand, whether in the office or while traveling, is a business necessity. Enabling comprehensive ACT! functionality for the versatile Palm OS handheld device provides a valuable mobility option for those who rely on quick data access to drive their business relationships.?/p>
Critical Customer Information Anytime, Anywhere
ACT! for Palm OS delivers key capabilities to the handheld device that many ACT! desktop users rely on to easily access customer information and improve their productivity including a linked calendar and task list, the ability to go directly to a contact record from a scheduled appointment, and the ability to view every customer interaction from the contact record.
Additionally, ACT! for Palm OS allows individuals and mobile sales professionals to:
Synchronize complete ACT! information with Palm OS handhelds and map more than 50 pre-defined ACT! fields and up to 15 custom fields to the device;
Use sales management features to enter new opportunities on the device;
Use the Opportunity List View to read and filter current opportunities on the device, as well as select and add products from existing product lists to an opportunity;
View Group and Company membership information on the devicewhether contacts were manually added or dynamically added based on defined criteria;
Schedule activities from the device using custom activity types pre-defined in the ACT! desktop product;
Track time spent on business activities including calls, meetings and to-dos;
Save time entering data on the device by adding multiple contacts to a note or history from the desktop or from the device;
Add, update and delete secondary contacts from the device to associate related contacts with a main contact.
ACT! for Palm OS is available for $99.99 (upgrade $69.95) by phoning ( 866) 333-0990 for individual users, ( 866) 421-7752 for five or more users or by locating an ACT! Certified Consultant at www.act.com/certifiedconsultants. ACT! 2006 is available for $229.99 (upgrade $ 149.95) and ACT! Premium for Workgroups 2006 is available for $399.99 (upgrade $259.95).
ACT! by Sage
ACT! is the preferred choice of over 2.5 million registered users and more than 32,000 corporate customers to organize, access and manage their critical customer information. ACT! delivers powerful contact and customer management capabilities with flexible deployment options to help improve productivity and increase sales.
ACT! by Sage is part of Sage CRM Solutions, the only family of CRM products designed specifically for the needs of small and mid-sized businesses that also includes Sage CRM, SageCRM.com and Sage CRM SalesLogix. For more details, visit www.sagecrmsolutions.com or call (888) 855-5222.
Important Note: ACT! for Palm OS does not enforce certain preferences and permissions defined in ACT!, including the ?llow history editing?preference, the ?llow notes editing?preference, the ?elete Records?user permission, and the ?llow editing?field definition. As a result, ACT! for Palm OS users may edit contact history, edit contact notes, delete records, and edit read-only fields and these changes will be reflected in ACT! after the next two-way synchronization.
Certain field data types may not map to ACT! for Palm OS including memo and picture fields.
All fields in the custom field view are read only.
ACT! for Palm OS users may not add, update or delete products in the opportunity product list from the device. New products must be added in the Windows product.
Companies and Groups may not be added, updated or deleted on the device. Group or Company membership may be updated on the device. A Group or Company membership will not display if one or more of the fields used in the Group or Company dynamic membership rules is not included in the user? sync set.
ACT! for Palm OS users may not add, update or delete custom activity types from the device. Custom activity types must be added in the Windows product.
ACT! for Palm OS users do not have the option to limit an update to a single contact. Any change to shared notes or history that is made on the device goes to all shared contacts.
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