标题: ACT! 2010 New Features Chart [打印本页]
作者: Rex 时间: 2009-9-9 21:01 标题: ACT! 2010 New Features Chart
ACT! 2010 New Features Chart
作者: Rex 时间: 2009-9-9 21:06 标题: Re:ACT! 2010 New Features Chart
Streamlined layouts
Proven 25% increase in productivity over our competition1
Instant access to search from any view—no longer going through the lookup dialog
Related tasks provide users with more options for working with contacts, groups, opportunities, and more
作者: Rex 时间: 2009-9-9 21:06 标题: Re:ACT! 2010 New Features Chart
Consolidated menus with relevant feature optionsBig “easy” buttons for tasks users complete most often
A New button that lets users create anything new, from contacts to activities, and more
作者: Rex 时间: 2009-9-9 21:08 标题: Re:ACT! 2010 New Features Chart
Automatically integrates profiles and data with ACT! for instant knowledge about customers such as their interests, past work history, and connectionsSites included with ACT! are:
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LinkedIn®
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Facebook
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Plaxo
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ZoomInfo Contact
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Contact's Web site
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Google™
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Google Driving Directions
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Google Maps ™
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Google News™
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Weather
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Yahoo! Local Info
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Yahoo! Person
作者: Rex 时间: 2009-9-9 21:09 标题: Re:ACT! 2010 New Features Chart
Dynamic display of contact and company data
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Users can also add new Websites of their choosing and include dynamic search parameters
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Customizable searches based on field values
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Tab can be expanded for a larger view
作者: Rex 时间: 2009-9-9 21:10 标题: Re:ACT! 2010 New Features Chart
Automatically reaches out to ACT! contacts, runs e-mail marketing campaigns in minutes, and delivers results into the ACT! contact recordAllows users to create striking e-mail templates with a simple online editor
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Templates can be easily previewed and edited before sending
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Sends mass e-mails to contacts, lookups, groups, and companies with a single click directly from ACT!
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Tracks contacts who opened and clicked e-mails
作者: Rex 时间: 2009-9-9 21:30 标题: Re:ACT! 2010 New Features Chart
Creates a series of e-mails that are delivered to ACT! contacts over a period of time—automatically
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Helps to drive sales processes by delivering call lists of contacts that should be called first
Gathers valuable feedback from existing contacts to help build and grow the user’s ACT! database
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Survey results are mapped to ACT! fields to ensure the freshest data is available for marketing and selling purposes
作者: Rex 时间: 2009-9-9 21:31 标题: Re:ACT! 2010 New Features Chart
Includes a ranked call list of the most interested contacts so users know who to call first
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For example, if Chris Huffman opens an e-mail five times and clicks three links, she is ranked as more interested than another contact that only opened an e-mail once and didn’t click on any links
作者: Rex 时间: 2009-9-9 21:32 标题: Re:ACT! 2010 New Features Chart
Sales opportunities now behave and appear like contacts, groups, and companies making them more flexible
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Users can now:
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Tailor opportunities to fit within their selling model
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Add new fields and tabs
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Customize2 the product/service grid to include the fields needed to track information
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Associate multiple contacts to each sales opportunity
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Personalize the layout with colors and graphics that best represent the look of their business
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Track activities, history, documents, notes, and more—all tied to the sales opportunity
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Set security options
作者: Rex 时间: 2009-9-9 21:33 标题: Re:ACT! 2010 New Features Chart
New connector for third-party report writers (such as Crystal Reports ®), or OLEDB Provider, enables users to run reports on everything they keep in ACT! including:
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User information
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Activities
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Groups
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Companies
作者: Rex 时间: 2009-9-9 21:34 标题: Re:ACT! 2010 New Features Chart
Users can now easily understand which ACT! reports are available to them
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Mark reports as favorites for quick access
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Customize report descriptions for a view that’s more personalized to their needs
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For users accustom to using the report menu, it is still available in ACT! 2010
作者: Rex 时间: 2009-9-9 21:35 标题: Re:ACT! 2010 New Features Chart
Recently Created Contacts
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Recently Edited Contact
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Contact History Count by History Type
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Contacts by Country
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Contacts by Department
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Opportunities Open by Product
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Opportunities with Contact Info
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Opportunities by Products
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Opportunity Weighted Total by Stage
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Remote Database Information by User
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Remote Database Sync Status by User
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User Status
作者: Rex 时间: 2009-9-9 21:36 标题: Re:ACT! 2010 New Features Chart
Opportunities by Record Manager and Process
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Opportunity Summary by Record Manager and Process
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Opportunities by Process and Status
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Opportunities by Estimated Closing Month
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Won Opportunities and Days Open
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Won Opportunity Summary by Sales Process
作者: Rex 时间: 2009-9-9 21:36 标题: Re:ACT! 2010 New Features Chart
Won Opportunities by Sales Process and Competitor
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Won Opportunities by Sales Process and Reason
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Won Opportunities by Sales Process and Record Manger
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Won Opportunities by Sales Process
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Won Opportunities by Actual Closing Month
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Pipeline Report by Sales Process and Stage
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Pipeline Report and Products by Sales Process and Stage
作者: Rex 时间: 2009-9-9 21:41 标题: Re:ACT! 2010 New Features Chart
Quick access to common resources, tips on using ACT!, where to go for help, ACT! news, and more from the ACT! Welcome page
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ACT! news section will feature the latest information on product updates
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Corporate admins can modify the Welcome page
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Dynamic content based on user types
作者: Rex 时间: 2009-9-9 21:43 标题: Re:ACT! 2010 New Features Chart
Send ACT! calendar invitations to customers who use iCalendar connected calendars
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These include:
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Gmail™
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Apple® iCal®
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Windows Live™
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Microsoft® Outlook®
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Facebook
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GroupWise®
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Lotus Notes®
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Invitations sent will appear on their calendar
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Receive iCalendar invitations in ACT!3
作者: Rex 时间: 2009-9-9 21:46 标题: Re:ACT! 2010 New Features Chart
Create up to 50 remote databases simultaneously for easy rollout of larger implementationsSupport global selling environment by specifying currency at the time of database creation
Simplified registration process with fewer required screens
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Simplified installation with a new option for typical install, bypassing all installation questions (custom install still available)
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