More Details on New Features

More Detail on New Features

• Enjoy the newly designed look of ACT!, with proven easier to learn and use navigation, instant access to search, related tasks, consolidated menus, big “easy” buttons, and more: You’ve got to see the new look! Not only will you get streamlined layouts, you’ll also have instant access to search from any view—no longer going through the lookup dialog; related tasks that provide you with more options for working with contacts, groups, opportunities, and more; consolidated menus with relevant feature options; big “easy” buttons for tasks you complete most often; and a new button that lets you create anything new, from contacts, to activities, and more.

• Take advantage of leading-edge social media technology that automatically integrates LinkedIn®, Facebook, Plaxo and more with ACT!: Tap into the endless possibilities of social networking and online resources for instant knowledge about your customers. See your customers on LinkedIn®, Facebook, Plaxo, and ZoomInfo, or other sites you choose, to quickly understand more about their interests, their past work history, and their connections. Sites included with ACT! are:

  • LinkedIn®
  • Facebook
  • Plaxo
  • ZoomInfo Contact
  • Contact’s Web site
  • Google™
  • Google Driving Directions
  • Google Maps ™
  • Google News™
  • Weather
  • Yahoo! Local Info
  • Yahoo! Person

• Generate actionable demand with end-to-end e-marketing* that intelligently and automatically reaches out to your ACT! contacts, runs e-mail marketing campaigns in minutes, and delivers results right to the ACT! Contact Record, saving you money by helping you focus on the right customers. ACT! E-marketing includes:

  • E-mail Marketing which allows you to create striking e-mail templates with a simple online editor; send e-mails to contacts, lookups, groups, and companies with a single click directly from ACT!; and track contacts who opened and clicked e-mails.
  • Drip Marketing which allows you to create a series of e-mails that are delivered to ACT! contacts over a period of time—automatically. Not only does it save you time, it automatically drives sales processes by delivering Call Lists of contacts that should be called first.
  • Survey and Web Forms which enable you to gather valuable feedback from existing contacts so you can build and grow your ACT! database. Survey results are mapped to ACT! fields to ensure the freshest data is available for marketing and selling purposes.
  • Marketing Results tab which includes a ranked Call List of the most interested contacts so you know who to call first. For example, if Chris Huffman opens an e-mail five times and clicks three links, she is more interested than another contact that only opened an email once and didn’t click on any links.

*Requires additional subscription.

Tailor opportunities to fit your selling model: Sales tracking functionality in ACT! has been completely redesigned to maximize the way you manage leads. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever, so you can:

  • Add new fields and tabs.
  • Customize1 the product/services grid to include the fields you need to track your information.
  • Personalize the layout with the colors and graphics that best represent the look of your business.
  • Track activities, history, documents, notes, and more—all tied to the sales opportunity.
  • Set security options.

Create custom reports with the new connector for your third-party report writer: The new connector for third-party report writers (such as Crystal Reports®), or OLEDB Provider, gives you the ability to run reports on everything you keep in ACT!, including, user information, activities, groups, and companies.

See reports in the streamlined reports view: With the streamlined reports view, easily understand which ACT! reports are available to you, mark reports as your favorites for quick access, and customize report descriptions for a view that’s more personalized to your needs.

Track customers, sales, and users with new dashboards: 2 new dashboards and 12 new dashboard charts have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. New dashboards include:

  • Contacts Dashboard
  • Administrative Dashboard

New dashboard charts include:

  • Recently Created Contacts
  • Recently Edited Contact
  • Contact History Count by History Type
  • Contacts by Country
  • Contacts by Department
  • Opportunities Open by Product
  • Opportunities with Contact Info
  • Opportunities by Products
  • Opportunity Weighted Total by Stage
  • Remote Database Information by User
  • Remote Database Sync Status by User
  • User Status

Get actionable insight through 13 new opportunity reports: Better understand your biggest opportunities for quick wins. Run one of the 13 new reports you’ve been asking for, including:

  • Opportunities by Record Manager and Process
  • Opportunity Summary by Record Manager and Process
  • Opportunities by Process and Status
  • Opportunities by Estimated Closing Mont
  • Won Opportunities and Days Open
  • Won Opportunity Summary by Sales Process
  • Won Opportunities by Sales Process and Competitor
  • Won Opportunities by Sales Process and Reason
  • Won Opportunities by Sales Process and Record Manger
  • Won Opportunities by Sales Process
  • Won Opportunities by Actual Closing Month
  • Pipeline Report by Sales Process and Stage
  • Pipeline Report and Products by Sales Process and Stage

Uncover the power of ACT! with the new Welcome Page: You’ve told us you want to do more with ACT!, but you don’t always know how. We’ve made it really easy for you to get the most out of ACT! with quick access to common resources, tips on using ACT!, where to go when you need more in-depth help, and ACT! news—all from the new Welcome Page.

Send calendar invitations from ACT! to leading e-mail solutions, like Gmail™, Apple® iCal®, Windows Live™, Microsoft® Outlook®—or any iCalendar connected calendars: Not all your customers use ACT!. We know that, which is why you can send ACT! calendar invites to customers who use iCalendar connected calendars, like Gmail, and the invitations you send will appear on their calendar. These include:

  • Gmail
  • Apple iCal
  • Windows Live
  • Facebook
  • GroupWise®
  • Outlook
  • Lotus Notes®

Share ACT! contacts with ease in vCard format: Send ACT! contacts in vCard format to non-ACT! users with just a few clicks—no retyping or cutting and pasting required.

Use Mail Merge and Instant Quotes in ACT! Premium for Web with Microsoft® Word.

Create remote databases simultaneously: Create remote databases simultaneously, up to 50 at one time, for easy rollout of larger implementations.

Support global selling environments: Support global selling environments by specifying currency at the time of database creation.

1 In ACT! Premium for Web, some customizations must be done on the web server.

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