Act! v17 Exclusive Premier
Rochester & Buffalo
Agenda
• Introductions
• Act! History / Overview
• Act! v17 demonstration
• Act! E-Marketing & SPEM
• Act! for Cloud
• Tips & Tricks
• Q&A
• Drawings & Giveaways
Introductions - Presenters
Twelve/Three Marketing, Inc.
Geoffrey Boulden
Bob Lozinak
Laurie Gent
Stephen Boulden
Swiftpage – ACT!
James Dever, East Coast CAM
4
Act! Overview
• #1 Contact & Customer
Management choice!
• Tap into all relationship details
quickly
• Designed for busy
professionals
• Seamlessly interact with
productivity and social tools
Act! Timeline
• 1987 – Act! 1Pat Sullivan / Yes Everybody Sells
• 1993 – Sold to Symantec
• 1998 – Sold to Interact / SalesLogix / Pat Sullivan
• 2000 – Act 5 for XP
• 2001 – Sold to Sage
• 2004 – Act 2005 (7) – complete re-write with SQL & .Net
• 2004-2013 Annual Releases, product refinement, Web, Mobile
• 2/15/2013 – Swiftpage buys ACT & SalesLogix
• 2014 – Swiftpage sells SalesLogix to Infor
Act! Features & Benefits
Act! Pro vs. Act! Premium
Calendar, Activity Tracking, and Smart Tasks
Activity
tracking &
automated
tasks
Pipeline &
Sales
Opportunity
Management
Organized
customer
details
Slide 9
Act! emarketing
Integrated
emarketing
Call lists
and
Reporting
Slide 10
Easily
Create
Templates
Access on-the-go
Slide 11
Business Care
Protect Your Investment with Business Care
With Business Care, you get automatic access to new product
innovations, expert support you can count on, and valuable
extras that help you reduce the time, effort, and cost of operating
your Act! solution.
Latest Technology – Stay current with the newest product
innovations, plus stay compatible with popular operating and
desktop systems, because you
receive automatic feature enhancements and platform updates.
Peace of Mind - Get the help you need, when you need it, to
keep your business running smoothly, because you have access
to expert Act! Support Advisors ready to assist you.
Exceptional Value - Save on valuable extras, like online training
with Act! Anytime Learning and mobile access to Act! — available
with certain Business Care plans.
Slide 12
Introducing Act! v17
v17 New Feature Areas
Enhanced Act! emarketing
-Integrated & Included
-Lead Capture
-Account Dashboard
-Team Access
-Smart Task Options
Automation & Productivity Enhancements
-Contact Timeline
-New Outlook Sync Options
-Photo to mobile
-Integrate with popular business tools
Streamlined Configuration & Access Options
-Additional read-only licenses -Import Act! Premium
-Web Remote Databases
for web
-Hide inactive users
-Improved global preferences
Act! Gets a Fresh, New Look
-New icons
-New layouts
-Act! Marketplace integration
-Act! Welcome page update
Recent History
ACT2011
ACT2012
ACT2013
ACT v16
ACT v17
ACT v18
ACT for Cloud
Office 2010★★★★★
ACT Mobile★★★★★
ACT Mobile★★★★★
ACT Mobile★★★★★
Browse License
??
Not ACT
Win 7★★★★★
IE9★★★★
More Smart Tasks★
Chrome★★★★
AEM Built in
RESTful
Excel Import★★★★★
Universal Search★★★★
Database Moving★
Safari★★★★
Dropbox/SharePoint
Start Small
Outlook Contacts★★★
Google Sync★★★
Social Updates★
Company Creator★
Global Prefs
Outlook Calendar★★★
Scratchpad
Calculated Fields★★
Web Forms
History View★★★★
Timeline
Smart Tasks★
AEM
Lead Capture
Social Media★
Cleaner Interface
Photo to History (Mobile)
Hide Inactive Users
2010Q3
Released
2010Q4
HF2
2011Q1
SP1
2011Q2
2011Q3
HF4-HF5
Released
2011Q4
HF6
SP1
2012Q1
2012Q2
SP2
2012Q3
HF2-HF3
Released
2012Q4
HF4-HF5
HF1-HF2
2013Q1
SP1
2013Q2
HF6
2013Q3
2013Q4
HF3
HF4
Retirement
HF7
Released
HF1-4
2014Q1
HF5
2014Q2
SP1 - FP1
2014Q3
HF1-2
2014Q4
Retirement
SP2 - FP2
Beta
Fix
Released
2015Q1
SP1
2015Q2
FP-SP2
2015Q3
2015Q4
Launch
deals
Retirement
Release
2016Q1
SP1
2016Q2
FP
2016Q3
2016Q4
deals
Retirement
Launch
etc
Geoff’s demo points
• New fancy look
• Users
• Unlimited browser licenses (Premium)
• Hide inactive
• One Way Outlook synch
• Avoids duplicates
• Timeline
• Lead Capture
• Act! E-marketing
• Attach Photo from Mobile – http://www.actv16.com/apfw
• A word about smart tasks – we’ll do better
Feature Area 1: Enhanced Act! emarketing
Chris
Huffman
• Lead Capture –
easily create simple
web forms
• Team Accounts with
send-as feature
• Emarketing Smart
Task options
• Account dashboard
snapshot
• Create, send, and
track email
campaigns
• Intelligent follow-up
with the Call List
Act! emarketing Now Included!
Act! emarketing Basic is now included in every purchase of Act!
Send unlimited emails to up to 500 contacts per month.
Business Care subscribers receive an additional $15 / month off,
up to a $180 value*.
*pricing and discounts subject to change.
Feature Area 2: Automation & Productivity Enhancements
• Prepare for and personalize customer interactions with Contact Timeline
• New Outlook sync options
• Attach photos to history from Act! Premium mobile
• Integrate documents with Dropbox, Google Docs™, iCloud®, SharePoint™ and more!
• New Smart Tasks automation
Feature Area 3: Streamlined Configuration & Access Options
• Create read-only licenses for additional members of
your business or team – at no extra charge! Up to 10
named users for Pro, and unlimited for Premium.
• Easily create and distribute Act! Premium for Web
remote databases and offline clients, directly from the
web.
• Improved global preference management
• Hide inactive users from dropdowns.
• Seamlessly import contacts from CSV files to Act!
Premium for Web.
Feature Area 4: Act! gets a new, fresh look
Act! for Cloud
It’s Not ACT
• Confusing Name
• Cloud Service
• It’s a start
• Not Act!
•
•
•
•
•
•
•
No synch
No Opportunities
No Companies
No Word / Excel Integration
No Notes
Your ACT cannot talk to it
Not Multi-User
What it is
• Pure Cloud – Windows, Mac, Android, etc.
• RESTful http://en.wikipedia.org/wiki/Representational_state_transfer
• The Real product is the API and that is largely done
• Now it’s a matter of creating the web pages/clients
• Tied to social media
• Google
• Facebook
• Linkedin
• http://mycloud.act.com
• Some day, this could be bigger than Act!
• Subscription model - $10/month
• http://www.act.com/products/act-cloud
• Let’s take a look
Tips & Tricks
Web Info Tab
• Google Gmail Search
• https://mail.google.com/mail/u/0/#search/{E-mail}
• Google Search on Email
Web Info #2 – Link to your ERP-Acctg
More Tips
• Dolphin Browser
• Clean out your My Record
• Search Any Phone
• Exponenciel add-ons
www.exponenciel.com/actaddons/actaddon.aspx?ID=142
• Free Training every week from Twelve/Three – see Laurie
Business Care
• www.act.com/support/business-care/
• Optional
• “Free” software upgrades for 12 months
• If you are currently on BC, v17 is free
• Otherwise, purchase an upgrade
• Silver & Gold include Tech Support
• Discounts on AEM (S,G)
• Discounts on other products
• Feature Packs
Q&A
Get v17 Today with Early Bird Pricing!
Sign up today to get 20% off new and upgrade licenses, or 30% off
new and upgrade licenses if purchased with Business Care (no discount
on Business Care.)
Plus, receive an additional 5% off if you attend a Roadshow (valid for
30 days from the date of event).
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