Sage Announces ACT! 9.0 CRM for Finance

By David Sims

TMCnet Contributing Editor

 

Sage Software (News - Alert) has announced ACT! by Sage for Financial Professionals 9.0, a contact and customer management product that provides data management, activity tracking, reporting and sales productivity tools for financial advisors, brokerage firms and teams of financial services professionals.

ACT! for Financial Professionals centralizes prospect and client data in a single, secure database and helps individual advisors and teams use contact, account, investment and financial planning information, and assists with regulatory compliance tracking.

Users can synchronize contact, calendar and to-do information with their Palm OS or Pocket PC devices. Purchase of ACT! for Financial Professionals also includes one year of ACT! Business Care maintenance and support.


ACT! for Financial Professionals is the second ACT! industry product. Sage Software introduced ACT! by Sage Premium for Real Estate 9.0 in May 2006.

Late last month Sage announced the 10th anniversary edition of Sage SalesLogix (v7.2), with the release coming during the company's Insights 2007 business partner conference.

Sage SalesLogix v7.2 has a "modernized" architecture supporting Web, Mobile and Windows interfaces designed to "increase user productivity through a choice of flexible access methods to centralized and secure customer data," company officials say.

A new Web client enhances usability and reduces IT resource requirements and administration costs. Expanded capabilities for the optional Sage SalesLogix Mobile product add data charting for BlackBerry (News - Alert) devices, and support for Windows Mobile and Smartphone devices.

Sage SalesLogix v7.2 also features a common Web and Mobile customization environment, allowing rapid application deployment for one or many users.

"Sage SalesLogix v7.2 can equip the flexible workforce with an affordable CRM product that is easy to manage and gives our customers the freedom to choose the access methods that best suit them," said Ron Verni, Sage Software CEO, adding that the product is standards-based, scalable, and uses Web technologies to simplify integration with IT environments and lower cost of ownership.

Joe Bergera, senior vice president and general manager for Sage Software Global CRM Solutions, called the product "the first milestone of our write once, deploy anywhere strategy."

---------

David Sims is a contributing editor for TMCnet. To see more of his articles, please visit his columnist page.