ACT
ACT!
The ACT! product range includes all features below making them easier for you to use. Download the ACT! brochure.
Ready to use contact database
A wizard guides you through the creation of your contact database including pre-defined fields and layouts – this means that existing information from other applications can be easily imported into the database.
Fast, easy access to contact information
You can quickly find the information you need. Just type in the first few letters of the contact’s name, company, phone number and go directly to the contact you want.
Effective management of groups or contacts
By organising your contacts into groups, you can ensure you manage your prospects and customers in a more efficient way.
Efficient calendar and tasks management:
Easy scheduling and the ability to choose how you want your appointments and task will ensure that you never forget any important meeting or phone calls.
Target new prospects
ACT! can be used to analyse sales trends and understand the profile of your customers so that you can plan the most effective sales and marketing campaigns.
Convert leads into sales
With it’s own built in sales process or by designing your own system you can track all communications with the prospect, ensuring maximum service levels are maintained through the sales cycle. The built in reporting functions improves accuracy of sales forecasting for a single team member or a whole team.
Ensure that all sales turn into loyal customers
By linking ACT! to your accounting system you can gain access to all customer information to help you maintain maximum service levels. ACT! sets the foundation for a long term relationship and additional sales.
Easy communication with your contacts
ACT! automatically tracks all communication with your customers including mailshots, letters, meetings and telephone conversations.
Generate business lead
ACT! is a comprehensive marketing tool that you can use to quickly and easily design effective mailshots, faxshots and e-mails campaigns
Team Co-ordination
Information can be used over a network to co-ordinate all activities whilst also allowing you to synchronise your database with mobile users. Having access to sales process tools will ensure that everyone in your team is fully informed on every contact.
ACT! and Outlook working together
Now it is even easier for Outlook users to use ACT! – access up to three ACT! address books from within Outlook make emailing faster and easier. A new e-mail client within ACT! also allows users to harness the power of e-mail marketing by creating, sending and receiving professional HTML graphical e-mails.
Full internet integration
Store complete web pages in ACT! including graphics with out even being in ACT! and attach them to a customer record.
ACT! Professional
Updated Look and Feel
The ACT! Professional interface is intuitive and simple to use.
Track Company Records
Forget about manual grouping. Now it’s all here, all in one place, your entire relationship with a company, including all Notes, Histories and Opportunities. If your contact leaves the company, the data can stay behind, so that you can maintain your business relationship easily.
Track More Opportunity Information
Updated tracking tools give you multiple product capabilities; more room for details; History tracking; sales stage customisations and the ability to create Activities from opportunities. You can also associate Opportunities with Groups and Companies. You’ll effortlessly stay on top of your sales Opportunities and more easily manage your business for a better bottom line.
New Opportunity List View
This new customisable working view lets you see all your customisations in one place. Access, update and filter Opportunities by User, Estimated Close Date, Status, Sales stage, Amount and probability of Close. Quickly access Contact records or perform Contact Lookups from any Opportunity on the list.
Generate Customised Quotes
Turn any opportunity into an instant Quote without re-keying any information. Add your logo, contact information and more. Even add a quote number so you can find it later with a Lookup.
Enhanced Database Synchronisation
The database synchronisation in ACT! Professional is more reliable and accurate than ever, because it is based on a query that ensures you are always seeing the contacts you want to see. But it’s also flexible, with a subscription list that lets you override the query to handpick contacts you always want to see. Templates and attachment synchronisation to other users and syncs can be defined on a schedule to make sure everyone has the latest data.
New Calendar View
New Calendar Views include the Today View, a customisable Work Week View and a Multiple Month Mini-Calendar View that can be extended for the whole year. Plus new Quick Print lets you print the Calendar displayed without specifying the template.
Customisable Activity, Priority and History Types
ACT! Professional lets you customise like never before, so it can provide exactly what you need for your business. Create your own Activity Types specific to your business. Create your own history Types to more specifically track and report on how you’ve spent your time. Add and customise up to five levels of Priorities to match them up with planners or any other priorities methods you may have.
New Contact Notes and History Tabs
Note and History Tabs are now separated for instant recognition and better data management. Differentiate your notes with different fonts, different colours, bold etc. Even add attachments. If you make a change in Notes or History for one contact you can choose to automatically update that item for all contacts who share it.
Enhance groups and Subgroups
Track groups and up to 15 levels of subgroups. Easily and automatically add Contacts based on a value in any Field without having to run “Group Rules.” You can also save any lookup as a Group definition to create Groups instantly.
One Click Export to Microsoft Excel
Now you can turn your Opportunity List views into Excel spreadsheets with just one click. All your column customisation is retained and for advanced analysis, pivot tables are automatically created.
Easier to Use Lookups
Lookups are now more powerful and easier to use than ever. Perform numeric Lookups by ranges (each as “greater than” or “less than” queries”) search on Create Date, Edit Date or Imported Date and instantly recall your last five Lookups items on any field.
ACT! Professional for Workgroups
ACT! Professional for Workgroups has all the benefits of ACT! Professional PLUS:
New SQL Server 2000 Standard Engine
With Microsoft SQL Server 2000 and .NET technology, ACT! Professional for Workgroups can comfortably network 5 + users to enhance team interaction and group functions.
Contact Security
ACT! Professional for Workgroups is a secure environment, so your internal and remote users can safely share complete confidential customer information without concern. ACT! allows you to assign up to five security levels to users – everything from a browse user who can only view data to the administrator who can see and access all features – so you decide who has access to what features. Contacts can be public (all users have access) or assigned limited access so that only a group of users (such as a sales team) can access the contact.
Increased Scalability
ACT! Professional for Workgroups includes a Microsoft SQL Server license for each licensed user. This version of SQL allows increased flexibility and scalability while networking up to 50 ACT! users at a time and managing up to 100,000 contacts (actual number of users and contacts will vary depending on the size of the database, number of concurrent users, etc.).
Advanced Synchronisation
With ACT! Professional for Workgroups, sharing databases over your company network is easy. You can easily and automatically synchronise remote workers so everyone has the most up-to-date contact information. With ACT! Professional for Workgroups, virtually every small and medium-sized business configuration is handled.
New Group Scheduling
Scheduling activities, individually or for your workgroup, is easy. In ACT! Professional for Workgroups, ACT! displays the availability of your team at a glance, including private activities, which simply display as “busy.” When you schedule an activity with another user in your database, a notification appears on each team member’s status bar.
ACT! Professional for Web
ACT! Professional for Web provides users with instant access to centralized customer information over the Web. It looks and feels like the ACT! Windows® product, yet provides all of the advantages of a Web-based solution. With more than 3 million users, ACT! continues to be the market leader in contact and customer management.
Anytime, Anywhere Access to Centralized Customer Information
ACT! is a single, central repository for critical contact and customer information captured across your entire organization. ACT! is a customer-hosted solution that enables you to access detailed contact and customer information, manage team calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall team effectiveness.
With ACT! Professional for Web, remote, travelling, and office-based users can access, update and share centralized data in real time through a Web browser. By alleviating the need for remote employees to synchronize their computers with the corporate database, you can feel confident that you always have up-to-date customer information.
Increase Productivity and Opportunities
ACT! Professional for Web enables sales professionals to track sales opportunities from initial inquiry through close using either a standard or customized sales process. When working an opportunity, sales professionals can simply click Follow-up and a new activity will automatically be created with the prospect’s details, ensuring they’re properly managed throughout the sales process. Sales professionals and management will always know where they stand. They can view all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
Opportunity fields are customizable for advanced flexibility. Use drop-down lists with selectable field values to ensure data consistency when creating a new opportunity. Change field names and field types to capture information important to your team. In addition, fields can be adapted and customized to generate a field history, to make a field mandatory, to disable the editing of a field, and the change the field length.
Centralized Administration Allows for Easy Roll-out to End Users
ACT! Professional for Web is installed on a server and no end-user software installation is required. Since the software is centrally managed and administered, remote employees have access to the most recent product updates, as well as all of the layouts and reports utilized in the main office.2 Layouts and reports can be created once and accessed by both Windows and Web users instantly, saving valuable time. Because ACT! Professional for Web maintains the easy-to-use ACT! Windows experience, it requires less training and support time to get users up and running quickly.
Works with ACT! Professional for Workgroups
ACT! Professional for Web was developed to work either as a standalone product or in conjunction with ACT! Professional for Workgroups. Equipping users with ACT! Professional for Workgroups provides them with a full-featured offline client for those times when they don’t have an Internet connection, and allows them to synchronize information to PDA devices.
Data Resides Securely Behind Your Firewall
ACT! Professional for Web is installed on your company server, behind the firewall. Rest assured knowing your data is secure and that you don’t have to worry about getting your data back from a third-party hosting company if you decide to discontinue a monthly hosting service.
Advanced Contact and User Security Provides Additional Control
Five security levels are offered in ACT! Professional for Web: Administrator, Manager, Standard, Restricted, and Browse-only rights. As many users are set up with Standard access, administrators can also control which of these users can delete data and/or export data to Excel®3 to enforce additional security. It’s also easy to assign contact access to new employees or newly formed teams.
ACT! Professional Link for Instant Accounts
In today’s sales organisation with customer information stored in multiple databases, contact sheets or even post-it notes, it is difficult for staff to have all the information in the right place at the right time. Sales performance can be greatly improved if all customer information including key financial data can be accessed quickly and easily.
A link is now available to bring together ACT! and Sage Instant Accounts, bringing together the benefits of a superior Contact Manager product and Sage’s entry level accounting software. So, you can manage both your business contacts and view their accounts at the same time, allowing you see which business contacts are more profitable than others, which contacts are late payers and when they last paid their bills.
A single source of information on your customers
How much of your sales force’s time is spent typing in information that is already held electronically on your systems somewhere? Wouldn’t you rather they were spending their time selling?
If any changes are made to a contact record in ACT! or your customer or supplier details in your accounts system, you can use the Update function to make sure that both records contain the same information. You can also link individual ACT! records to individual Sage account customer or supplier records.
Transactional information such as invoice numbers, details, amounts owed and paid can now be displayed within each contact record. Credit limit, sales to date and outstanding debt information as well as trading terms and discounts available can now be displayed for each customer or supplier without changing applications or screens.
Incorporating seamless links to Sage accounting software will give you a single view of the customer, share information across the company and link together people and processes.
For further details call the specialist ACT! team on +353 1 4805218
ACT! Professional Link for Line 50
As well as offering the many features and benefits of a Contact Manager, ACT! is available to integrate with Sage Line 50 accounting software via an additional application called ACT! Professional Link for L50, delivering an integrated front and back office system for individuals and small businesses.
ACT! integrated with Line 50 includes an accounting menu and an accounting tab for displaying relevant data in the contact record. As a result, selected financial data can be displayed in the contact record within ACT! This can include credit limit, sales to date and outstanding debt information as well as trading terms and discounts available to that particular customer.
An additional tab also displays transactional information such as invoices associated with the contact. In this case invoice numbers, details, amounts are displayed as well as information relating to the amounts paid against the invoice.
Also included in ACT! Professional Link for Line 50 are new tabs that open “stock lookup”, “account lookup”, “quotations”,”Sales and Purchase Order Processing” in Line 50 Financial Controller. For further details call the specialist ACT! team on +353 1 4805218
ACT! Professional Link for MMS
As well as offering the many features and benefits of a Contact Manager, ACT! is available to integrate with Sage MMS accounting software via an additional application called ACT! Professional Link for MMS. This integration provides small businesses with an integrated front office and back office system designed, developed and supported by Sage and its reseller community. ACT! integrated with Line 100 includes an accounting menu and an accounting tab for displaying relevant financial data in the contact record.
The link includes all the additional features of the ACT! Professional Link for Line 50 and allows you to open the “stock lookup”, “account lookup”, “quotations”, “Sales and Purchase Order Processing” windows within Sage MMS. There is also a “customer price enquiry” button which opens the relevant SOP screen in Sage MMS.
The user can further drilldown to view details of sales and purchase orders from this customer and to launch the Stock Item Balance screen.When integrating the two software packages data can be initially transferred from the existing sales ledger records to populate the ACT! database. Data synchronisation options are then made available to determine the ongoing nature and flow of the data between the two applications. As a result selected financial data can be displayed in the contact record within ACT! This can include credit limit, sales to date and outstanding debt information as well as trading terms and discounts available to that particular customer.
An additional tab also displays transactional information such as invoices associated with the contact. In this case invoice numbers, details and amounts are displayed as well as information relating to the amounts paid against the invoice.
For further details call the specialist ACT! team on +353 1 4805218
ACT! for Palm OS
ACT! for Palm OS® V.6.0 is the first-ever, complete Contact Management system designed specifically for Palm OS ® handhelds. It’s ACT! on the Palm and comes complete with a powerful contact database that tracks notes, histories, activities, and sales opportunities for your best contacts along with a linked calendar and task list. All UK settings are supported for Palm OS v4.0 and v4. 1. Version 3.5 will support state and zip settings. Now you can have your ACT! with you everywhere – whether in the office or on-the-go!
Have complete customer information with you on-the-go
ACT! for Palm OS® allows you to store multiple addresses, phone numbers, e-mail addresses, websites, and more for each contact – so that you can track every activity that has taken place with each of your contacts whilst you are on the move.
Stay on top of your schedule with ease
ACT! for Palm OS® helps you manage your working day with full diary features, a task list and reminder functions. All are linked to your contacts, meaning you are never more than a few steps away from the full history of your dealings with that contact. You need never call the office for information again!
Meet your sales goals with confidence
Enter new sales opportunities easily by choosing from customised drop-down lists for product and type. You customise these lists in ACT! and you will see the same choices in ACT! for Palm. ACT! for Palm is a vital tool in improving your sales and salesforce effectiveness and communication.
Complete integration with desktop component, or ACT!
Groups and subgroups created on the desktop will be on the Palm for easy management of account-based activities.
Easy synchronisation
Import contacts, activities and tasks directly from Palm desktop into desktop component then sync these items to your device.
ACT! for Web
ACT! for Web harnesses the power of the best selling Contact Manager and makes it accessible to you anytime and anywhere.
With ACT! for Web, entire work groups can access, update and share complete customer information in real time using your Internet browser – without database synchronisation or additional software requirements for remote users.
Database screens and user specific security rights as easily customised. And because your complete customer database is stored on your company’s web server, you’re assured that this most valuable company asset is safe and secure inside your company firewall.
8 reasons for you to implement ACT! for Web
- Improve the availability of customer information – and increase sales
- Get real-time access to complete customer details – no synchronisation
- Secure customer data using your own server – no third party host
- No issues with remote access users – ACT! is administered centrally
- Easy to use ACT! interface
- Secure access – grant access rights using advanced security features
- Personalise field layouts and database designs – without complicated HTML or web programming
- You’ll be up and running in less than an hour
ACT! Link for Pocket PC
ACT! Link for Pocket PC is the fastest, easiest way to access and update your ACT! information with your Pocket PC. ACT! Link for Pocket PC integrates seamlessly with ACT! 6.0 whilst synchronising your ACT! data directly through Microsoft ActiveSync – allowing you to manage your schedule when you’re away from your desk!
Carry customer information with you on-the-go
Synchronise over 30 predefined contact fields and up to 20 ACT! notes and history items for each contact – so that you have all the information you need for each of your contacts with you at all times. Create new notes and activities and then add these automatically to ACT! during your next sync to ensure that all contact information is up to date for your next visit.
Stay on top of your schedule with ease
Manage your working day with full diary features, a task list and reminder functions by synchronising all your ACT! functions with your device. All are linked to your contacts, meaning you are never more than a few steps away from the full history of your dealings with that contact. You need never call the office for information again!
Manage your to-do items with your task list in hand
View timeless ACT! Activities e.g. to-dos, meetings etc. in the task list on your device, once these activities have been completed on your device they will be cleared in ACT! too. Edit tasks including alarms and notes and synchronise changes back to ACT! when complete.
Integrate seamlessly with ACT! 6.0
Quick and easy synchronisation with ACT! means changes can be automatically synchronised with your Pocket PC whilst it’s still in its cradle using Microsoft Activsync. Choose to synchronise all of your records or selected groups.
Please Note: ACT! Link for Pocket PC is not ACT! on your Pocket PC. It is a link that takes your ACT! data and synchronises to your Pocket Outlook with your contact, calendar and to-do information so you can have it with you at hand, at all times.