Sales Automation Bundle

Implement completely automated marketing

Sales Automation BundleThe Sales Automation Bundle is what you need if you want to implement powerful marketing automation, "drip marketing", sales automation, or workflow in conjunction with your Act! database.

The Sales Automation Bundle is the perfect solution for you if:

  • You are receiving lots of contact data from people filing-in webforms and you want all that data to be automatically entered in your Act! database.
  • You want to respond more rapidly to new prospects and customers, and do more thorough and consistent follow up. Or, you are looking for an automated standard process to guide your sales and marketing efforts.
  • You want your staff be more productive and follow up with activities such as phone calls, meetings, or to-do's, or you want to generate outgoing correspondence like email, letters, or faxes automatically rather than manually.

A Powerful Combination of Products

The Sales Automation Bundle is a discounted combination of our three powerful automation add-ons for Act!. To see how these components work together to give you completely automated sales and marketing click here.

  • Web Prospect automates adding contact's web form data into Act!
  • Sales Automation Manager automates correspondence, activities, and decision making; create powerful automated processes.
  • Mail Merge automates high volume email sending, letters and faxes; merge engine for SAM.

If purchased separately the above would total $888. At $545, that is a savings of $343!

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Other products by Patricia Egen Consulting:

Advanced CopyFields Wizard
Addon that creates Advanced Copy/Replace/Swap menu items in Act!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions -- you can not work with any Act! system fields.

Advanced Delete User Wizard
Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted.

Company Wizard Plus
Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn‘t exist, it will be created. Any contacts with blank names or blank company fields are skipped.

Duplicate Remover Wizard Expert
Batch remove duplicate contacts and companies in Act!. Merge all documents, notes, histories, fields, groups, etc. Search on up to 6 fields for dups. FREE TRIAL

Fields and Tables to Excel Wizard
Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities.

Mail Merge
Helps you create HTML templates and send them quickly to as many Act! contacts as you need to. Don't struggle with limited Merge tools. FREE TRIAL

Sales Automation Bundle
Sales Automation Bundle -- essential automation for all of you busy salespeople and sales administrators. This bundle features three outstanding products that work together beautifully. Automate: adding contacts to Act! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save $187. FREE TRIAL

Sales Automation Manager
Perfect Followup... made easy! Sales Automation Manager (SAM) adds to Act! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL

Secondary Contact Wizard
Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.

Web Prospect
Enter contact information received from your Web site directly into Act! without re-typing. Define which Web fields correspond to which Act! fields. Web Prospect can be set up to enter related data from the Web into Act! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name and Company match. Supports FrontPage "Send to" Form data. Map any Web field to any Act! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL

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$545 -- 1 User
If purchased separately the 3 products would total $888. At $545, the bundle price is a savings of $343!


System Requirements:

  • Act! 2009 and newer
  • Word 2000 to Word 2016 Desktop/Non-Cloud Versions (for letters and faxes)
  • Microsoft FAX (for faxing)
  • An SMTP internet mailbox (for emailing)
  • Windows 98/2000/NT/XP/Vista/7/8/10

Compatible with:

  • Act! 11 / 2009 and Newer
  • Word 2003 to Word 2016 Desktop/Non-Cloud Versions (for letters and faxes)
  • Windows 7/8/10

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Sales Automation Bundle includes Sales Automation Manager (SAM), Web Prospect and Mail Merge.

Please note: This product must be registered with the manufacturer within 30 days. Complete instructions will be provided in your email receipt once your purchase has been completed.

If purchased separately the above would total $888. At $545, that is a savings of $343!

Sales Automation Bundle






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