In business, the easy stuff gets done and the hard stuff get delayed (often forever). First Plan can help your company get more value from ACT! software by making your highest value customer acquisition and retention efforts faster and easier.
ACT! can help your team share vital customer information, sell more effectively and stay in [...]

In a down economy, it’s tempting to “wait it out,” but have you considered the cost of doing nothing? New tools in ACT! by Sage 2010 help you focus on the most promising customers, saving you time and money spent sifting through leads.
With the newly designed ACT! 2010, take advantage of the latest social media [...]

Effective CRM will add speed, power and flexibility to your organization’s marketing, sales and customer service operations. However, implementing CRM takes more than installing software – no matter how excellent – and waiting for the phone to start ringing.
To ensure that our clients CRM projects avoid mistakes and deliver great results, First Plan has developed [...]

Sage CRM is an easy to use, highly customizable CRM system that provides robust marketing, sales and customer support features. Because Sage CRM is web based, your team can stay connected in real-time without data synchronization.
With version 6, Sage CRM has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to enhanced [...]

The flagship component of this release is the all-new interactive Dashboard. This sleek, modern Dashboard brings ACT! data to life and allows you to stay on top of critical activities and opportunities.
In addition, opportunity enhancements provide you with quick access to more comprehensive opportunity information and provide managers with more accurate reports. Group and Company [...]