Strengthen Your Customer Relationships With ACT! And Peachtree Software Training

If you already use Peachtree by Sage Software for your business accounting needs, then you probably realize what a time-saver Peachtree can be for you and employees. A type of software that can be integrated with Peachtree to enhance customer service is ACT! Software. ACT! gives you the capability to keep up with every aspect of a customer's experience using your Peachtree data. It combines past conversation notes, targeted promotions and accounting data for each customer so you and your employees can know exactly what is happening with a customer from the moment he/she first contacts your company until the sale is finalized. It's also wonderful for meeting the needs of repeat customers.

ACT! can easily be integrated with Peachtree programs such as Peachtree Quantum. And thankfully, you don't have to set up ACT! software on your own. There are ACT! and Peachtree training classes to help you with this task so you can focus on other aspects of your business.

What Will You Learn?

ACT! and Peachtree training covers the basics of ACT! integration, such as starting the contact manager, an overview of the menu and basic help functions. It also covers working with contacts. This is the foundation of the program because it enables you to start keeping track of every customer with a thorough order and service background on each customer. You'll learn to view, add, modify and sort contacts. You can manipulate the contact list to get the look and feel you want, define contact fields and create groups. In other words, you can create an ACT! customer contact list that works for your company and include the information you need to provide optimal customer service.

Scheduling is often a hassle for service-oriented companies or sales jobs. Perhaps your scheduling varies from day to day and you have a difficult time keeping things organized. With ACT! training, you'll learn to use the dependable scheduling features of ACT! and Peachtree so you can view and schedule activities on a daily, weekly or monthly basis. You and your employees won't have to worry about missed appointments or calls, and customers will appreciate your prompt service.

Another great feature included with an ACT! and Peachtree link is you'll be able to work with paper to help strengthen customer relations. Use the customer contact list to create targeted mailings and promotions, personalized letters or faxes. ACT! provides templates that you can customize to meet your needs. The possibilities are endless!

Finally, ACT! training shows you how to work with groups and companies. This feature makes it easy to work with vendors or clients on a business-to-business level.

How to Find Appropriate Peachtree Training

When considering ACT! and Peachtree training, take a class with a certified instructor, or a Sage Certified ACT! Premier Trainer. This ensures you'll get quality instruction from someone that understands all the great features of the program. You'll be able to maximize your learning experience while discovering ways to move forward with the new program in your office. A certified instructor can help you set up the program and link your software based on your unique business needs. The key is to find a class that limits the number of students. This means you'll receive one-on-one attention during training. Training fees are generally several hundred dollars or more for a one-day session.

If you prefer more personalized training, consider hiring an instructor to visit your place of business. This can be helpful if you have several managers or employees that need to learn to use the software as well. There are also online classes if you're unable to find an instructor or class near your location.

ACT! and Peachtree training is well worth the money and effort once you start seeing improvements in your customer relations. ACT! can also be integrated with other software programs such as QuickBooks Enterprise, MAS 90 software or MAS 200. You can also get software for certain business fields such as real estate if needed. Don't allow your customers to slip out of your hands. Get started with ACT! and Peachtree (or other software) training today!

Chris Robertson is an author of Majon International, one of the worlds MOST popular internet marketing companies on the web.
Learn more about Peachtree.

This post was made using the Auto Blogging Software from WebMagnates.org This line will not appear when posts are made after activating the software to full version.

Easily Create Customer Statements With Peachtree Quantum Software

Among the many computer software programs by Sage, Peachtree is one of the preferred programs by thousands of business owners. Peachtree Quantum is one of several versions offered by Sage. Peachtree Quantum accounting software is designed for mid-sized companies that employ up to 250 people. And although it is available at a lower price than many of the competing software programs, Peachtree Quantum often wins over the others when comparing features and long-term benefits.

One feature Peachtree Quantum offers that can greatly improve your customer relations is the ability to create accurate, professional customer statements. Customer statements often serve several purposes for the company as well as its customers. Statements provide up-to-date details about a customer's billing account and past purchases. They provide both you and the customer a printed record of what the customer has paid so far as well as any outstanding balances.

Creating Statements

With Peachtree Quantum, you can easily create customer statements with the design layout of choice. You can include information such as customer name and account number, address, phone, e-mail, your logo and slogan, monthly purchases, beginning balance and amount still due, amounts paid (with check numbers), and dates.

Customer statements can help you keep track of each customer and send them a printed statement by postal mail, or even by FAX or e-mail directly from your Peachtree software. Statements provide an easy way to keep customers informed when frequent purchases are made. You can send statements monthly or quarterly.

Integration with Accounting

Peachtree Quantum is accounting software with a number of capabilities. Your customer statements can be created automatically based on customer information already in the system. As you add invoices and payment information, these are saved and organized within the software so that statement information can be derived from existing customer files.

More Features

Peachtree Quantum also offers comparative budgets, project tracking, payroll features, integration with UPS shipping, Crystal Reports, online bank reconciliation, and more. With Crystal Reports, you can customize forms and statements even more to create the look and feel you want for your company.

Fringe Benefits

By using professional customer statements through Peachtree Quantum, you are creating a professional image for your company. Customers notice when a company takes special care to provide useful, easy-to-read statements. You can also use the statements as a form of marketing. Your statements can include your business logo and slogan, special coupon offers, e-mail address, and even your Web address. Every time you send a statement, think of it as another opportunity to get your company's name before your customers! Sending regular statements can also help you keep customer accounts up-to-date. The statements can act as a reminder of any moneys due...just in case an invoice got misplaced or overlooked.

If you're ready to take the next step toward professionalism, you can easily order Peachtree Quantum and other products by Sage on the Internet. Many software retailers offer a number of programs to fit various business needs. These may include other versions of Peachtree, QuickBooks Enterprise, MAS90 software, ACT! Software, and others. Check out online deals and free demos to discover even more great features of Peachtree Quantum!

Chris Robertson is an author of Majon International, one of the worlds MOST popular internet marketing companies on the web.
Learn more about Peachtree.

This post was made using the Auto Blogging Software from WebMagnates.org This line will not appear when posts are made after activating the software to full version.