The goal of the project is to customise Sage Act 2008 to the needs of the Business Development Team.
We are therefore seeking a bidder who is a specialist in Sage Act 2008 and is able to modify the program to meet our specific needs. Therefore the ultimate goal of the customisation is to improve the efficiency of the marketing team, in terms of reducing time, efficiency and cost. It should allow the user to produce proposals and relevant letters accurately which should require no amendments and can be checked by client managers within minutes. It must also be able to produce reports, which will be used by management to monitor performance and strategic decisions. However, the primary objective is to simplify the business development process by making the marketing process more efficient, simplistic and to reduce the time spent by the marketing team on their relevant tasks.
The program will also need to interface with MS Word (use of templates), MS Outlook (booking appointments). The program will need to be able to export data into .xls format as well and produce mail merge functions in MS Word.
Further information is available upon request.
Core objectives of the Customisation of ACT
1 Create a Graphical User Interface (GUI) in ACT that will simplify creation of letters
2 Automatically save letters in applications (e.g. EDrawer, ACCA Practice Manager (PM)) and network folders
3 Allow reports (with user defined fields) to be generated from data stored in the ACT program
4 BDP to be able to interface with other programs such as EDrawer, ACCA PM.
5 Create alerts for users to respond to
6 Import data into ACT that is provided on .doc file formats
Main functions of the Business Development Programme
1 To create appointments
2 To create Literature Requests
3 To create proposals
4 To add prospects onto various systems & create letters
5 To create professional clearance letters
6 To produce management reports
7 To arrange seminars
8 To produce mailshot & exhibition campaigns