Export ACT! Sales Opportunity Data

Revised:  09/24/2006

 

 

 

 

 

 

 

 

 

 

 

 

 

Sales2TXT Professional allows you to quickly and easily export data from ACT! group, contact and sales/opportunity records into a comma delimited file which can be used with other applications.

 

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Select the data you want to export. Sales2TXT Professional allows you to export only the data you select and in the order you specify.  This allows you to use applications such as Excel to create summary reports and tables which are not possible with ACT!'s standard report writer.

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Special fields for monthly and quarter summaries. Sales2TXT Professional calculates and exports  three additional fields -- quarter close, month close and 30,60,90,120+ days to close which allow you to create summaries without the use of complex formulas to create them.

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Quick and easy-to-use. When you install Sales2TXT Professional an icon is placed on the ACT! tool bar.  With a single click of this icon, your data is exported.

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Create and save export maps. You can create and reuse export maps.  The maps are easy to build.  Simply select the fields you want and click a button to move them to the selected list.  You can also drag them into the proper order. 

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Filter the export.  You can use filters that ACT! uses -- Record Manager, Opportunity Type and Close Date to  specify only the data that you want exported.

 

Things you can do with the exported data

 

You've probably got a lot of very valuable data in your ACT! database, but the ACT! reports won't let you use it.  You can use the data exported by Sales2TXT-Professional with Excel or another report generator such as Crystal to view the information in your ACT! database and create reports etc. to help you better  analyze your sales activity.  Here are just a few things you might want to do:

 
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Analyze the time it takes to close the sale --  ( Sales-Close Date - Contact-Create Timestamp )

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Determine which lead source produces the most revenue.  (Contact-Referred By vs Sales-Amount)

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Create a summary by sales rep of business closing by quarter -- (Sales-record manager vs Xcalculated-QtrClose)

Note: Exported data fields to use shown in gray.

Upgrading from Sales2TXT

 

If you purchased Sales2TXT before December 20, 2001, you can upgrade to Sales2TXT Professional for just $25.00.  To do this, you must contact us directly at 805 481 4133.

 

System Requirements

 

Windows 95 or higher

ACT! 2000, ACT! 6

Database contact table can not exceed 255 fields.

 

 

 

 

 

 

Click for Details

 

 

 Product Reviews

 

TurboLookup Review

 5/2001

 

Price

$94.95

     

 

 

 

 

 

  JL Technical Group  info@jltechnical.com  805 481 4133 (Voice)  805 481 4134 (FAX)
 

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