ACT! by Sage 2008 (10.0) Product Family Debuts With New Sales Productivity Dashboards


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New ACT! dashboards feature six customizable components for tracking sales pipeline activities and key performance indicators at individual and workgroup levels

Scottsdale, Ariz. – August 21, 2007 – Sage Software today announced availability of the new ACT! by Sage 2008 product family including ACT! by Sage 2008 (10.0), ACT! by Sage Premium 2008 (10.0), and ACT! by Sage Premium for Web 2008 (10.0). New customizable1 dashboards anchor this year’s product releases, and allow individuals and workgroups to access priority sales opportunity and activity details in a comprehensive graphical view. Additional ACT! 2008 enhancements include editable list views2, multiple contact assignments per opportunity, and expanded workgroup security, among others.

Today’s ACT! 2008 product announcements coincide with the 20th anniversary of ACT!. ACT! established the “Contact Management” software category with its introduction in 1987. Today ACT! is the number-one selling contact and customer management solution and preferred choice of over 2.7 million registered users and over 41,000 additional corporate customers to organize, access and manage their customer information.

“ACT! continues to benefit millions of users, and gain new users, not only due to its core productivity features, but also because it continuously evolves to address new business requirements,” said Joe Bergera, executive vice president and global general manager for Sage CRM Solutions. “Our new dashboards, for example, deliver rich visual analysis capabilities that were once only found in enterprise CRM systems. Now, with ACT!, they are available and affordable for small and mid-size business use.”

ACT! 2008 Product Family
ACT! delivers powerful contact and customer management capabilities that support a full range of desktop, laptop, Web browser and handheld device access methods that can work seamlessly with a centralized database to help individuals, selling teams and corporate workgroups improve productivity and increase sales.

ACT! can be customized for specific business environments and offers turnkey integration with common business applications such as Microsoft® Office, Lotus Notes®, Peachtree by Sage, Sage MAS 90 ERP, Sage MAS 200 ERP, QuickBooks®, and BlackBerry®3, Palm OS®, and Pocket PC handheld devices4, among others.

ACT! Premium products include all ACT! features and offer sales teams and workgroups additional functionality in the areas of centralized administration, team scheduling, enhanced opportunity tracking, and advanced data security.

New Dashboard Features
ACT! dashboards provide a comprehensive visual overview of key activities and opportunities on a single screen. Users can set an ACT! dashboard as their startup view to begin each day with a snapshot of activities that require attention, and track their progress against company goals and key performance indicators. The ACT! by Sage dashboard allows users to track their individual activities and opportunities. The ACT! Premium and ACT! Premium for Web dashboards allow team members to track their individual activities and opportunities, while managers can also track group performance.

Each ACT! dashboard includes six customizable components: Schedule At-a-Glance, My Activities, My Opportunities, Opportunity Pipeline by Stage, Top 10 Opportunities, and Closed Opportunities. Users can hover over charts and graphs to see associated details, or click graphics to take further action on any activity or opportunity. Users can also create new calls, meetings, to-dos, or add additional details to existing opportunities directly from the dashboard. The entire dashboard, or components, can be copied into any application including Microsoft Office applications for use in e-mails, reports, etc.

Managers and administrators can add or remove ACT! dashboard components, change titles or legends, and utilize drag-and-drop functionality with the Dashboard Designer to easily customize any default dashboard or create new dashboard components5.

New & Improved End-User Productivity Features
Users can quickly edit fields within a contact, group, or company list view without having to open records individually6. Multiple contact assignments per opportunity allow more than one contact to be associated with an opportunity, so all decision makers associated with a sales opportunity can be tracked. Users can also view all contacts or products associated with an opportunity from a list view without having to open the opportunity.

Document shortcuts can be added to activity and history items without having to attach full documents, to help control database size and allow any non-ACT! users to edit documents, while also ensuring the most updated versions are in the database7.

An expanded ACT! search capability can perform advanced queries on groups and companies to find specific information more easily. Advanced queries can be saved for later searching and re-defining of search criteria.

New & Improved Workgroup Administration And Security Features
Administrators can control data security by limiting a user’s or team’s access to any group or company record, determine which users can view and/or edit group and company information, and limit access to any new groups and companies created based on pre-set security preferences8. Administrators can also temporarily suspend a remote database from synchronizing to the parent database to protect unwanted data or deletions from affecting the parent database, among other new administration features.

Sage Software today also announced 63 ACT! Add-on solutions to further extend ACT! with additional functionality including marketing, shipping, mapping and synchronization capabilities. (See today’s “Sage Software Announces Over 60 Add-on Solutions For New ACT! by Sage 2008 (10.0) Product Family” press release for further details.)

Pricing & Availability

ACT! – Ideal for individuals and small teams of up to ten networked users. Available at popular software retailers, e-tailers and direct resellers, or by contacting Sage Software at 866-333-0990 or ($229.99 MSRP, upgrade $169.95 MSRP)

ACT! Premium – Ideal for small to mid-sized businesses, sales teams, and corporate workgroups. Available by contacting ACT! Corporate Licensing at 888-855-5222. ($399.99 MSRP, upgrade $259.95 MSRP)

ACT! Premium for Web – Enables remote, traveling and on-premise user access to centralized ACT! data via a Web browser. Available by contacting ACT! Corporate Licensing at 888-855-5222. ($399.99 MSRP, upgrade $259.95 MSRP)

ACT! by Sage Premium Dual Access – Enables seamless online/offline access to centralized customer data for sales teams, small to mid-sized businesses, and corporate workgroups via a single-user license that includes both the Windows-based ACT! by Sage Premium and browser-based ACT! by Sage Premium for Web solutions. Available by contacting ACT! Corporate Licensing at 888-855-5222. (Volume pricing beginning at $529.99 per single-licensed user)

ACT! products are also available from more than 700 ACT! Certified Consultants located at For more ACT! information, visit

About Sage Software
Sage Software supports the needs, challenges and dreams of nearly 2.8 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Our products support accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of accounting and business management software solutions and related products and services for small and mid-sized businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.4 million customers and employs over 13,000 people worldwide. For more information, please visit the Web site at or call (866) 308-2378.


© 2007 Sage Software SB, Inc. All rights reserved. The Sage Software logo, ACT! and Peachtree are registered trademarks or trademarks of Sage Software SB, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

(1) In ACT! Premium for Web, customizations must be performed on the Web server.
(2) This feature is not available in ACT! Premium for Web.
(3) Requires additional purchase.
(4) This feature is not available in ACT! Premium for Web.
(5) In order to edit, add, or remove dashboard components, you must have an ACT! manager or administrator security role.
(6) List edit mode works with ACT! and ACT! Premium only.
(7) Document shortcuts work with ACT! and ACT! Premium only.
(8) Limited access Group and Company names will be viewable from the tree view, but all associated information will remain inaccessible.

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  1. I have been advised that intellisync does not support Act 2008.
    I just purchased 2008 ACT and I also just purchased Blackberry Curve and 2-yr ATT service agreement.
    I am advised that I cannot synchronize ACT 2008 with my Blackberry Curve (8300).
    Is this correct? Is there any option? Can I export Act to Outlook contacts and then synchronize Outlook contacts with my BB 8300?

    This is a major issue for me. I have spent much money on 2008 and I have also purchased e-grabber’s latest update in order to support Act 2008. I have also spent good money on BB.

    And now, this……………….what do you have to say about this problem? What options do you offer/suggest? BTW, don’t ask me to spend more money to solve your problem.

    Thank you very much

    Frank greaney

  2. You can fix all of your problems with Companion Link.

    It is going to cost you $50 more than you have already sunk into this. I was pissed when i first “had” to buy it too. I have to tell you, it was worth it. Now i get seamless and FAST sync between ACT 2008 and my BB 8830.

    The other great part is, you can sync ACT with Outlook too. Very cool product.


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