Introducing the truly seamless integration of ACT! CRM software
with hosted VoIP and advanced peer-2-peer phone services

September 3, 2010  
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Winner of Back to Back Awards!


Call On CRM for ACT - Skype
Winner of the 2009 12th Annual Customer Interaction Solutions Product of the Year Award

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Call On CRM for ACT - Broadsoft
Winner of the 2008 11th Annual Customer Interaction Solutions Product of the Year Award
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Hosted PBX vs Traditional Systems

You'll get an integrated connection for local, long distance and internet service and powerful "PBX-system" intelligence that is centralized and secured remotely.  This means less cable, fewer fees, less maintenance and no upfront capital costs for equipment.

The Power to Grow your Business

A hosted PBX service allows your business phone system to be accessible to employees from any location with a high-speed internet connection.  Imagine the power your company could have with a remote workforce all using the same hosted phone and CRM system.

A Major Advance for Business

The integration of digital telephony with CRM simplifies and streamlines customer management and communications by combining contact call history and one-click dialing within your contact database.

Call On CRM is a powerful, easy to use add-on to your ACT! contact database.

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Integrated Telephony Solutions for ACT! by Sage

Call On CRM is a comprehensive communications solution that combines the two most powerful customer contact business tools - your phone system and your ACT! Customer Relationship Management (CRM) software system. It is designed to help businesses deliver an optimal customer experience using advanced IP telephony to drive business value in every customer interaction.

Click here to see screenshots & more details of Call On CRM for ACT!

 

 

The Power of Integration

Sage has long provided CRM software solutions to increase sales, improve marketing tactics, and help companies analyze and communicate with their best customers and prospects more efficiently.  Call On CRM for ACT! was designed from the ground up to provide more productivity for ACT! users.  The Call On CRM product utilizes an advanced, hosted, software-based IP telephone system with Unified Messaging to make call handling for your customer service group or any of your employees more efficient and cost effective.

Key Benefits:  

  • Help your business deliver better customer service with simplified call handling giving inbound call handlers easy access to ACT! contact information and delivering screen pops of caller information.
  • Record more information about each interaction with your customers, improving the customer's experience resulting in repeat business and more sales.
  • Standards based VoIP solutions leverage your existing infrastructure to reduce your overall cost of ownership.
  • Make your business more competitive with a complete, fully integrated solution that reduces implementation costs and an accelerated Return On Investment
  • Future proofs your business with a software-based CRM communications solution that keeps pace as your changing business requirements by simply updating your system software. 

Features:

  • Click to Dial - Increase ACT! user productivity by offering click to dial right from your ACT! contact record.
  • Call Histories - Create call histories and follow-up activities with automatic tracking of calling activity in the customer record.
  • Screen Pops - Help your customers provide better service when inbound calls ring and automatically triggers a screen pop of ACT! customer information to their desktop PC.
  • Powerful VoIP Softswitch - Complete IP business telephone system is used as the foundation of the Call On CRM Solution.
  • Unified Voice Messaging - Powerful unified messaging included a part of the Hosted VoIP solution. Retrieve your voicemails from anywhere or have them arrive via e-mail.
  • Web-based call routing - Change the way your calls get routed with Simultaneous ring, remote office and more with this easy-to-use GUI application.
  • Integration with business applications - Seamlessly integrates with 10.0 and later version of ACT! CRM as standard.
  • Self management and reporting CRM software solution - Simplified Web based management and reporting eliminates the need for expensive 3rd party support. 
  • Multi-line support - Our advanced call handling solution allows simultaneous handling of multiple inbound and outbound calls.
  • Conferencing - One click conferencing with multiple callers, just dial and start
  • Reverse Lookup - Advanced Web 2.0 Integration with WhitePages.com and ZoomInfo.com APIs to lookup contact info by phone number, contact name or company.
 

 System Requirements

SIP Hardware
RFC-3261 SIP/2.0 UDP-compliant endpoints such as gateways or phones
Broadsoft based hosted IP service provider (click here for list of supported carriers)

Client Requirements

Windows® XP SP21
(32-bit only)

Windows Server 2003 SP2
(32-bit and 64-bit)

Windows Vista2
(32-bit and 64-bit)

Windows Server 20083
(32-bit and 64-bit)

- Home
- Professional
- Media Center 2004
- Media Center 2005

- Web Edition
- Standard Edition
- Enterprise Edition
- Small Business Server

- Home Basic
- Home Premium
- Business
- Enterprise
- Ultimate

- Web Edition
- Standard Edition
- Enterprise Edition

- 600 MHz Pentium® III processor (or equivalent)
- 512 MB system memory (1 GB recommended)

- 1.8 GHz Pentium IV processor (or equivalent)
- 1 GB system memory

- 1 GB available hard disk space
- CD-ROM drive
- SVGA (800x600) or higher resolution monitor

ACT! minimum system requirements are based on a single-user environment (one computer accessing a local database). In a shared environment, ACT! by Sage is designed to work with up to 10 users; ACT! by Sage Premium Solutions are intended for more than 10 users. Recommended server system requirements are for environments of more than one user.

Supported ACT! software versions

 

ACT! by Sage 2010 (12.0)

 

ACT! by Sage Premium Solutions 2010 (12.0)

 

ACT! by Sage 2009 (11.0)

 

ACT! by Sage Premium Solutions 2009 (11.0)

 

ACT! by Sage for Real Estate 2008 (10.0)

 

ACT! by Sage for Financial Professionals (10.0)

 

ACT! by Sage 2008 (10.0)

 

ACT! by Sage Premium 2008 (10.0)

 
   
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Screenshots / Details / More Info

 

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