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Act! CRM PRODUCT INFORMATION
 

 
       
 
Products
 
  Act! v19 Pro
 
  Act! Premium
 
  Act! Premium for Web
 
 
ADD-ONs
 
  Accounts Master! - Linking Act! to QuickBooks
 
  Handheld Contact - The mobile solution for Act! CRM
 
  itTables - Custom Tables and Relationships
 
  itDial - Link Act! to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from Act!
 
  itFetch - Create contacts from e-mails
 
  itImport - Import/Merge data into Act!
 
  itExport - Export data from Act!
 
  itScan - scan business cards directly into Act!
 
  itService - Automatically run CRMAddon tools
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin
 
  MergeAdmin
 
  MigrateAdmin
 
  FaxAdmin
 
  DocAdmin
 
 
Act! Premium
 FAQ







 
Act! Premium
  • Quickly tap into all relationship details, both in the office and on popular mobile devices.
  • Efficiently manage your calendar; track calls, meetings, and to-dos; and kick off automated tasks to increase productivity.
  • Seamlessly interact with the business and social tools you rely on every day, like Office, Outlook®, Google™ and LinkedIn®.
  • Leverage integrated emarketing services1 to take the guesswork out of when, where, and how to engage with prospects and customers.
  • Boost productivity with team access to a central database from Windows® and the web.
  • Benefit from team-based features like group dashboards and reports, team calendar view, and enhanced security settings.
  •  

    Here’s what you can do

    Know every detail about your contacts and customers

    Act! keeps all the details of your business relationships in a single, organized view, so you’re informed and prepared for every interaction.

    • Keep contact info and associated notes, history, activities, documents, opportunities, and social media updates in one organized place.
    • Access and edit rich customer information from your iPhone®, iPad®, or Android device with Act! Premium Mobile.2

     

    Make the most of your work day

    Act! helps you maximize your time and work smarter to accomplish more.

    • Efficiently manage your calendar and track calls, meetings, and to-dos – all tied to your contacts.
    • Quickly capture impromptu notes and personal tasks with Act! Scratchpad, a convenient virtual notepad.
    • Automate best practice processes to move opportunities through the sales cycle and free up valuable time.
    • Track sales opportunity information including products and services, associated activities, and probability of close.
    • See graphical representations of performance with actionable dashboards, or run one of 40+ pre-built reports.

     

    Interact seamlessly with the tools you rely on every day

    Seamlessly interact with the business and social tools you rely on – like Office, Outlook®, Google, Facebook®, and LinkedIn® – conveniently, right from within Act!.

    • Write an Outlook® email from within Act! and a history item is automatically recorded on the associated contact record.
    • Sync your Act! contacts and calendar with Outlook® and Google, then easily access from either application.
    • Build rich profiles and gain valuable customer insights via seamless integration with Facebook® and LinkedIn®.
    • Export data to Excel® with one click for additional analysis and insights

     

    Travel light and stay connected with Act! Premium Mobile

    Act! Premium Mobile2 makes it easy to be productive, wherever you are, because it turns your smartphone or tablet into a virtual office.

    • Be informed and prepared while away from the office, with real-time mobile access to rich customer information and calendar details from your iPhone®, iPad® or Android device.
    • View, add, and edit contact details, notes, history, and activities, as well as groups and companies for a powerful selling advantage.
    • Focus on high priority opportunities by filtering information based on date, status, and stage in the sales cycle.
    • Personalize layouts, search information efficiently, and leverage Quick Actions to perform key tasks in the field.
    • Keep remote teams in lock-step with secured, shared access to the most recent Act! details.

     

    Leverage emarketing services to generate buzz and drive new business

    Integrated emarketing services1 within Act! help take the guesswork out of when, where, and how to engage with prospects and customers.

    • Easily segment your prospects and customers, then design, send, and track professional, eye-catching email campaigns that reach the right customers with the right message.
    • Intelligent call lists automatically recommend hot leads to follow up with to generate new sales.
    • Further extend your marketing reach to LinkedIn®, Facebook®, and Twitter® using social sharing features.
    • Pay as you go with affordable monthly subscription plans designed for every need.

     

    Important Note: Review Act! system requirements. You must purchase one license of Act! per user. Scalability varies based on hardware, size, and usage of your database. Contact your add-on product provider to determine compatibility for your add-on products. | 1 Additional subscription required after 60-Day Free Trial | 2 Act! Premium Mobile requires setup and configuration of Act! Premium (access via Web). Data access available via active Internet connection from supported device browsers. Review Act! system requirements at act.com/systreq. You are responsible for all data-related charges.

         
         
     
     
               
     
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