Sage Act! Premium 2011

upgrade to act! v18

Act! Act! is the world's #1 selling contact and customer manager software. It organizes contact information, man- ages daily responsibilities, and manages commun- ications more effectively to improve productivity.
Sage Act! Premium 2011


Key Upgrade Benefits for Act! v18

Updated Look and Feel
Enjoy the newly designed look of Act! with proven easier to learn and use navigation, instant access to search, related tasks, big “easy” buttons, and the new Welcome page.

Act! Connect
Act! Connect puts integration with hundreds of popular business apps at your fingertips! Quickly and easily set up connections between Act! and Outlook®, Slack, PayPal®, Wufoo™, QuickBooks Online, and more! Enrich your Act! data and trigger actions that save time and accelerate your sales and marketing efforts.

Act! E-marketing*
Out-of-the-box integration with an e-mail and drip marketing solution. Generate actionable demand with end-to-end e-marketing that intelligently and automatically reaches out to your Act! contacts and delivers results right to the Act! Contact Record, saving you money by helping you focus on the right customers. *Requires additional purchase

Smart Tasks
Act! v18 provides the ability to personalize and automate common tasks in an intelligent and familiar process allowing you to have more free time to manage your relationships instead of administrative tasks.

Opportunity Detail view
Act! v18 provides the ability to add fields, customize products and services, personalize layouts, and track activities and history. Tailor opportunities to fit your selling model with redesigned sales tracking functionality that allows you to maximize the way you manage leads. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever.

Dashboards and Reports
9 new dashboards, 13 new reports, and a streamlined Reports view. Unlock insight into your biggest opportunities for quick wins using new dashboards and reports viewable in a streamlined layout, or create custom reports with the new connector for third-party report writers.

Calendar Invitations
Send calendar invitations and contacts from Act! to leading e-mail solutions, like Gmail™, Apple® iCal®, Windows Live™, and Microsoft® Outlook®. Work seamlessly with non-Act! users.


Top Reasons to Upgrade to Act! v18

Manage relationships by keeping everything—phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more—in one organized place.

Search and instantly access the exact customer relationship details you need using the most basic keyword search to a more advanced field search.

Be more productive because Act! not only enables you to schedule and track meetings and activities, these items roll-over if not complete, can be cleared as completed, and appear as history with your customer relationship details.

Market effectively using Act! E-marketing, a marketing service in the cloud that enables you to create and send e-mail and drip marketing campaigns, plus track open and click-through rates, and manage opt-outs.

Sell More by managing leads from first interaction through close using out-of-the-box sales stages or a process you customize.

Measure Results using 50+ reports and dashboards, or for deeper analysis, send most reports to Microsoft® Excel® and use connections to third-party report writers, like Crystal Reports®.

Share and Secure relationship details across your business with data-sharing options for teams of multiple sizes, and set security by employee profile and customer information.

Personalize to fit the way you run your business by designing views, adding fields and tabs, editing drop-downs, and customizing templates.

Access Act! from anywhere with online and offline options, plus from your iPad™, Tablet or Smartphone.

Integrate with Microsoft® Outlook®, Google®, QuickBooks®—over 10 business solutions available today.

ACTive Business Systems provides Act! software sales, installation, data conversion, customization, reporting and training throughout Marin, Sonoma and San Francisco. We consistently deliver professional, tailored results to hundreds of companies in the greater Bay Area.

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