Sales Automation Manager

Perfect Followup ... made easy!™

Sales Automation Manager (SAM) adds to Act! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define.

Sales Automation ManagerSales

Act! is a great contact manager, but it requires that you manually create follow-up activities after a customer interaction (i.e.; a "touch point"). As you probably know, it’s nearly impossible for a busy salesperson to do follow-up consistently and well.

Because SAM lets you predefine follow-up steps for any situation at a touch point, SAM, unlike any other Act! add-on, finally gives you Perfect Followup…made easy!®.

Sales Automation

SAM graphicSAM's goal is to "automate everything that can be, so the salesperson/ACT user can be most efficient". Our Sales Automation Manager Act! addon finally gives you “true sales automation" with Act!

Here are some of the automation features that Sales Automation Manager provides:

  • Look at fields and choose next steps.
  • Wait a number of days.
  • Schedule a Call, Meeting, or To-do.
  • Merge and send emails, letters, or faxes
  • Assign different record managers to incoming leads - in round-robin fashion, or by zip code, state, etc.
  • Much more…

Sales Automation Manager's features can help you implement campaigns like these:

  • Turn new Prospects into Customers
  • Implement “Drip Marketing” for your new prospects
  • Periodically stay in touch with your best customers
  • Send out your monthly newsletter
  • Send out monthly "dunning notices" for overdue invoices
  • Automatically schedule a long series of To-Dos needed to fulfill an order
  • Automate client portfolio reviews for a financial analyst
  • Automate the loan processing workflow for a mortgage broker
  • Automatically generate and send birthday cards
  • Watch for upcoming meetings and then email reminders to participants
  • Remind customers to renew service contracts or renew maintenance contracts

Marketing Automation

Sales Automation Manager was originally designed to automate the sales process, and its powerful features can also implement marketing automation. Here’s a recipe for achieving "total marketing automation" with SAM:

  • Generate marketing collateral to get prospects to visit your web site.
  • Design a web form to gather their contact information, and especially, to ask "qualifying questions" that indicate the size of the opportunity or urgency.
  • Set up Web Prospect to automatically merge the data from the web form into Act! and insert the contact into the Prospects campaign.
  • Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone follow-up, and route the lower priority leads to an automated email campaign.

SAM’s flexibility lets you customize campaigns, including “drip” campaigns. For example, SAM can send out personalized letters from your company President, from the CTO, from a specific salesperson, or from a sales engineer.

With careful design, you can reserve your valuable direct human interaction for only the most important clients or the most important touch points.

A Completely Automated Sales and Marketing Solution

If your goal is to implement a fully automated marketing and/or sales automation solution, you can save money by purchasing the Sales Automation Bundle.

Office Workflow

Sales Automation Manager can also automate the workflow of a whole company. Workflow is just a sequence of steps. Because Sales Automation Manager can look at database fields and make decisions about "next steps," it can automatically create Calls, Meetings, and To-dos, and it can guide each customer through the critical steps needed to execute an order. For example: many of our customers use SAM to automate mortgage loan fulfillment steps.

Sample Campaigns Included

Sales Automation Manager includes the following sample campaigns:

  • Birthday Card -- Sends a birthday card to each contact in the campaign 
  • Faxit -- Sends a fax to each contact in the campaign
  • Renewals -- Sends a reminder to renew an annual contract
  • Sample Annual Premium Notice -- Sends a reminder to renew an insurance premium
  • Sample Sell Condos -- Shows how to automate real estate sales
  • Sample Web Prospects -- Illustrates how to automate marketing to people who visit your website
  • Simple Email Followup -- Sends a sequence of emails to contacts
  • Status Reporter -- A campaign specially designed to send you status reports on the progress of your campaigns
  • Test -- A campaign that includes tests of various features, and which you can add to yourself

Optional Integration With Swiftpage Email

Sales Automation Manager integrates with the Swiftpage email service. So you can now send your emails using EITHER your own SMTP mailbox, OR via the Swiftpage service. Swiftpage is an email marketing solution fully integrated into Act!. Swiftpage gives you the tools to create templates using a simple online editor or allows you to import your own HTML, send to your contacts directly from Act! and track opens, clicks, bounces suppressed and more.

The combination of SAM with Swiftpage means Act! users can now get the combined benefits of SAM’s true sales/marketing automation with the other benefits of the Swiftpage email service. NOTE: Swiftpage support is only available in SAM for ACT 2007 (or newer). A separate subscription is required to use Swiftpage email.

Introductory Videos

We'd really like to simply sit down with you and explain SAM. So--next best case--we've recorded a series of videos you can play on your PC that explain SAM. These introductory videos can be found on the top right hand side of this page.

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Other products by Patricia Egen Consulting:

Advanced CopyFields Wizard
Addon that creates Advanced Copy/Replace/Swap menu items in Act!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions -- you can not work with any Act! system fields.

Advanced Delete User Wizard
Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted.

Company Wizard Plus
Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn‘t exist, it will be created. Any contacts with blank names or blank company fields are skipped.

Duplicate Remover Wizard Expert
Batch remove duplicate contacts and companies in Act!. Merge all documents, notes, histories, fields, groups, etc. Search on up to 6 fields for dups. FREE TRIAL

Fields and Tables to Excel Wizard
Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities.

Mail Merge
Helps you create HTML templates and send them quickly to as many Act! contacts as you need to. Don't struggle with limited Merge tools. FREE TRIAL

Sales Automation Bundle
Sales Automation Bundle -- essential automation for all of you busy salespeople and sales administrators. This bundle features three outstanding products that work together beautifully. Automate: adding contacts to Act! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save $187. FREE TRIAL

Sales Automation Manager
Perfect Followup... made easy! Sales Automation Manager (SAM) adds to Act! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL

Secondary Contact Wizard
Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.

Web Prospect
Enter contact information received from your Web site directly into Act! without re-typing. Define which Web fields correspond to which Act! fields. Web Prospect can be set up to enter related data from the Web into Act! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name and Company match. Supports FrontPage "Send to" Form data. Map any Web field to any Act! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL

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$349 -- 4 Users License


Take advantage of the Sales Automation Bundle. For only $545 (Save $343) you get:



A series of videos you can play on your PC that explain SAM:


Shows you how Web Prospect and SAM running automatically on schedule. Learn how:

  • Web Prospect pulls a new web lead into your Act! database
  • Web Prospect can be run automatically every day
  • Create a SAM campaign that sends a followup E-mail to new lead
  • The SAM campaign also sends a "New Contact" Email to salesman that is on the road
  • The SAM followup campaign gets run automatically every day. Run Video (18 minutes)

Compatible with:

  • Act! v17 and Newer
  • Word 2007 to Word 2016 Desktop/Non-Cloud Versions (for letters and faxes)
  • Windows 7/8/10

Technical Support


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SPECIAL OFFER: Sales Automation Bundle -- includes Sales Automation Manager (SAM), Web Prospect and Mail Merge. more

Pricing is based on the total number of Active Users in any ACT database that you want to use with SAM. For quantities of 100 or more, please call 800 806-5288.

Please note: This product must be registered with the manufacturer within 30 days. Complete instructions will be provided in your email receipt once your purchase has been completed.

*If you are purchasing multiple copies, click the 'Buy Now' button below and at the next screen, change the quantity and press the 'Update Quantities' button. Your discount will show up in resulting screen.

All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.

Sales Automation Manager






     For Act! v17 and Newer 4 or less $349.00 Buy Now  
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Sales Automation Bundle

  • SPECIAL OFFER: Sales Automation Bundle -- includes Sales Automation Manager (SAM), Web Prospect and Mail Merge.
  • Please note: This product must be registered with the manufacturer within 30 days. Complete instructions will be provided in your email receipt once your purchase has been completed.
  • For additional quantities, please call 800 806-5288.






     For Act! v17 and Newer Up to 4 $545.00 Buy Now  
      Up to 9 $875.00 Buy Now  
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