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Sales Process Tracker

Sales Process Tracker

Easily track the progress of Sales/Opportunities through the pipeline, by creating a History entry each time the Sales Stage is changed.

ACT! for Windows provides the capability to record forecasted Sales Opportunities, and to update the Sales Stage as an opportunity moves from discovery to closure. ACT! also records a “historical event” when the Status of the Sales Opportunity changes from “Active” to “Closed/Won” or to “Lost”. However, ACT! does not capture or record when the Sales Stage changes.

Sales Process Tracker screenMany sales organizations need to analyze their productivity by reporting on the movement of forecasted sales through the various stages in their sales cycle. Sales Process Tracker generates an ACT! History entry (and optionally adds the information to the beginning of the Sales Opportunity Details field, as well) when used to change the Sales Stage on a Sales Opportunity record.

These history entries become a part of the “standard” ACT! Notes and History entries, and can be reported using various reporting tools. Foremost of these tools is Crystal Report Writer (CRW), which provides powerful reporting features as well as an “understanding” of the ACT! data structures.

(However, even CRW can’t access certain information “hidden” in the ACT! data – such as the Prior Value of fields when they are changed, or elapsed time between the original Forecasting of a Sale and its Close or Loss. Notes History Extractor from The New Hampton Group takes an extract of the ACT! Notes and History table, and creates a Microsoft Access database with lots of supplemental data, including Prior Values of changed fields, how long those prior values were “in effect”, changes in Sales Stage (when used in conjunction with Sales Process Tracker), and when Sales are first forecasted.)

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Other Products by The New Hampton Group

ACT! Goals Track daily, monthly, yearly performance relative to your targets for activities that generate
Administration Suite Keep your ACT! database healthy!
AutoFill Fields Automatically load any number of ACT! fields with values determined by the contents of another field.
CheckMark RadioButton Include “Check Mark” boxes and “Radio Buttons” in your ACT! databases.
Clear Group Memberships ACT! Group Membership Rules only ADD contacts to groups - they will not remove a contact from a group when that contact no longer meets the conditions of the rule. For accurate group membership, all group memberships must be cleared before running the Group Membership Rules.
Contact List Designer Save Contact List View designs, then select and re-use any saved design.
Contact Relationships Easily track the other contacts that each person is related to, and the type of relationship they have.
Copy Fields Contents Easily duplicate the contents of one or more sets of ACT! fields into other sets of fields on the same ACT! record.
Copy Note Click an icon on the ACT! Toolbar, and automatically create an entry in the Last Results field, showing the date of the most recent note, the user who created it, and the beginning of the note's text.
Copy System Field Access those inaccessible "system" fields on your ACT! contact records. FREE TRIAL
Data Entry Suite Streamline your ACT! data entry task.
Default Detail Writer Enter user specified default entries into the Details field of an Activity or Sales/Opportunity, or as the text of a Note.
Dependent Drop Down Make your "drop-down" lists (F2 lists or "Pick Lists") dependent on the value entered into any field on your ACT! record.
Email Status Report Easily create an eMail message containing a Contact "Status Report" in Microsoft Outlook 2000 or higher.
Encrypted Field Store encrypted data and only display the decrypted value to administrators.
Enhanced F2 Easily modify multiple selections from a “F2 PickList” in an ACT! database.
Field Value Info Keep your ACT! database well-tuned for best performance. List the unique values of any fields in your ACT! database, along with the number of records having each value.
Group Membership Copier "Clone" a contact's Group Memberships into one or more other selected contacts.
Group Suite Give ACT! Groups the power they deserve!
History CleanUp Selectively remove History records from an ACT! database.
History Lookup Plus Create an ACT! Group or Lookup based on history type(s), data range, and user(s) you select.
Initialize Protected Field Allow an initial entry into a blank field, but donít allow it to be changed.
Layout Manager Automatically switch the ACT! Contact Layout, based on a field value on the Contact record, or on the name of the database.
Layout Suite Whip your ACT! screens into shape!
NonMember Contacts Quickly and easily find all the contacts that are NOT members of a SELECTED SET of one or more groups.
Notes and History Extractor Make Notes and History data available in an MS access table, including “prior values” and Sales Stages.
Prior Contact Quickly switch back and forth between two ACT! contacts. Once you start Prior Contact, it keeps track of which contact you viewed just prior to the one you are currently viewing.
Reassign Activities Reassign selected activities en masse from one user to another user in the same database.
Rebuild PopUp List Want to do a quick cleanup and improve the performance of your ACT! database? Works with both contact and group fields to clear out all of the garbage especially for fields with the "auto update" option. Lets you choose which values to clear before rebuilding the popup list.
Remove From Group Easily remove all the contacts in the Current Lookup from any selected Group in an ACT! database.
Sales DashBoard See a clear but unobtrusive picture of sales performance, based on closed sales in an ACT! database.
Sales Process Tracker Easily track the progress of Sales/Opportunities through the pipeline, by creating a History entry each time the Sales Stage is changed.
Sales Suite Get the most out of your ACT! Sales Funnel.
Schedule Board Simplify team and resource scheduling using a graphical display of ACT! activities.
TaskList Plus See the User assigned to each activity in a display that mimics the standard ACT! Task List View.
Ungroup Contact A quick and easy way to remove a contact from membership in ALL groups in an ACT! database.
Untouched Contacts Locate ACT! contacts NOT updated during the selected date range, based on selected types of updates.

Technical Support Information
The New Hampton Group





1 user

"suite" buy


  • Get the most out of your ACT! sales funnel with the full Sales Suite

FREE Downloads


  • Free TRIAL
    Sales Process Tracker
    Limited to 30 day, 30 uses, whichever comes first 1.2MB
  • Sales Process Tracker Installation and Usage.pdf*




ACT! Compatibility


Ver. 5.x/2000


Ver. 6.x



System Requirements


  • Windows


CONTACT US  1-800-806-5281
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Purchase Options


  • Please note: This product must be registered with the manufacturer. Complete instructions will be provided in your email receipt once your purchase has been completed.
  • This product is non-refundable.

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Sales Process Tracker



1 User

$ 19 (US)




1 User

$ 19 (US)



Multiple user pricing available. Call 800-806-5288.


*PRODUCT KEY ONLY -- If you already downloaded a TRIAL Version, you can avoid re-downloading by purchasing a Product Key Only which will 'unlock' the TRIAL Version.



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