ACT! Integration with Tally

In today’s sales organization with customer information stored in multiple databases, contact sheets or even post-it notes, it is difficult for staff to have all the information in the right place at the right time.

Sales performance can be greatly improved if all customer information including key financial data can be accessed quickly and easily.

With Tally Dashboard for ACT!, you can avail the benefits of a superior Contact & Sales Manager product and Tally’s market leading accounting and inventory software. So, you can manage both your business contacts and view their accounts at the same time, allowing you see which business contacts are more profitable than others, which contacts are late payers and when they last paid their bills.

How much of your sales force's time is spent typing in information that is already held electronically on your systems somewhere? Wouldn't you rather they were spending their time selling?

You can link individual ACT! records to Tally customer or supplier records.

Transactional information such as invoice numbers, details, amounts owed and paid can be displayed within each ACT! contact record without changing screens.

Salespeople can have insight into Ordering history of customers.
They can also be aware of Order Status (Pending and Overdue).