SOURCE: Sage Software

August 31, 2006 09:00 ET

Pathways Health Chooses ACT! by Sage Premium for Workgroups to Drive Organizational Efficiencies

Centralized Contact Data and Dynamic Reporting Provides Non-Profit a View Across Organizational Activities and Supports Its Strategic Plan

SCOTTSDALE, AZ -- (MARKET WIRE) -- August 31, 2006 -- Sage Software today announced that Pathways Home Health, Hospice and Private Duty, a community-based, not-for-profit healthcare organization, is using ACT! by Sage Premium for Workgroups to centralize information on referral sources who drive the organization's activities and community leaders who assist in achieving the organization's mission. Pathways is using ACT! to identify the most valuable referral sources, and manage targeted mailings and phone outreach to key decision makers.

"ACT! has made an enormous, positive impact on our ability to record and retain information about our referral sources and community leaders, and provides us with a centralized database that is widely and more easily accessible by all of our employees," said Sandra Coolidge, RN, Director of Community Relations for Pathways. "As a manager, I have more in-depth knowledge of employee contributions, which helps me focus my staff's efforts on the areas most related to our strategic goals."

Valuable Information Stays Within The Organization

Prior to implementing ACT!, Pathways did not have a central repository for managing information about its referral sources -- such as doctors, hospitals and elder care facilities -- and community leaders that give valuable input and influence the organization's goals. Pathways could only store basic contact details for these individuals in its clinical database and on simple spreadsheets. Additionally, employees kept personal files but could not easily share this information with one another. Pathways wanted a way for employees to collaborate while ensuring that key details were documented and remained within the organization when employees left.

Pathways worked with Contactivation, an ACT! Certified Consultant, to customize ACT! for the homecare organization. Contactivation and Pathways created fields within ACT! to track community education coordinators' activities, physician preferences and the types of services most often requested. Contactivation also created customized mailing capabilities using the Groups function in ACT! so that Pathways can track these communications and ensure that appropriate audiences are targeted for each mailing.

Pathways has a task force that meets each month to identify ACT! customization and training needs, ensuring that ACT! is maximized to continually drive value for the organization.

Strategic Reporting Keeps Non-Profit On Track For Success

Pathways also uses ACT! as a reporting system to identify opportunities for improving operations, communications and productivity. The organization generates a monthly dashboard report that tracks how many education activities, such as community and professional presentations, each staff member has completed.

Pathways can also categorize and analyze referral sources to identify where its business is coming from. For example, the non-profit can categorize all referrals for a particular month based on the multiple individuals who contribute to the referral process. Pathways can then target education and communication efforts to the most appropriate people.

"ACT! was the optimal choice for Pathways because easy customizations allow the application to evolve with the organization and adapt to its processes," said Karl Dumas, president, Contactivation. "Now, the quality of Pathways' information has improved and the time required to generate comprehensive reports has decreased significantly."

ACT! by Sage

ACT!, first introduced in 1987, is the preferred choice of over 2.5 million registered users and more than 35,000 corporate customers to organize, access and manage their critical customer information. ACT! delivers powerful contact and customer management capabilities with flexible deployment and customization options to help individuals, selling professionals and corporate workgroups improve productivity and increase sales.

ACT! by Sage is part of Sage CRM Solutions, the only family of CRM products designed specifically for the needs of small and mid-sized businesses that also includes Sage CRM, and Sage CRM SalesLogix. For more details, visit or call 888-855-5222.

About Pathways Home Health, Hospice & Private Duty

Pathways Home Health, Hospice & Private Duty is a community-based, not-for-profit organization servicing five San Francisco Bay Area Counties from offices in Sunnyvale, Oakland and San Francisco. Pathways serves nearly 7,000 patients and families annually providing the services and support needed to successfully manage care at home. For more information, please visit the Web site at or call (888) 755-7855.

About Contactivation

Contactivation is a systems integrator specializing in designing, deploying and supporting CRM systems that enable small to mid-size companies and workgroups of large companies to better manage important business relationships through software automation. For more information, please visit the Web site at or call (770) 521-4450.

About Sage Software

Sage Software supports the needs, challenges and dreams of more than 2.6 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Our products support accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of accounting practices and the construction, distribution, manufacturing, nonprofit and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of accounting and business management software solutions and related products and services for small to mid-sized businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.0 million customers and employs over 10,500 people worldwide. For more information, please visit the Web site at or call (866) 308-2378.

© 2006 Sage Software, Inc. All rights reserved. All other brands are trademarks of their respective companies.

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