Customer Retention

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

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• Get actionable insight through 13 new reports: Better understand your biggest opportunities for quick wins. Run one of the 13 new reports you’ve been asking for, including: fficeffice" />
• Opportunities by Process and Status
• Pipeline by Process
• Pipeline with Detail
• Won Opportunities
• Won Opportunities by Summary, Competitor, Reason, and Record Manager
• Opportunities by Actual and Estimated Close Month and Date
• Opportunities by Record Manager

 

• 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.

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• Track customers, sales, and users with new dashboards: New dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. New dashboards include: fficeffice" />
• Contact History Count by History Type
• Contacts by Country and Department
• Recently Created and Edited Contacts
• Opportunities Open by Product
• Opportunities with Contact Information and Products
• Opportunity Weighted Total by Stage
• Remote Database Information by User
• Remote Database Sync Status by User
• User Status

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• 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. fficeffice" />

 

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.

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• 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: fficeffice" />

• Add new fields and tabs.
• Customize[1] 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.

 

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

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• 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: fficeffice" />
• 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 e-mail once and didn’t click on any links.

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• Take advantage of leading-edge Web 2.0 technology that automatically integrates LinkedIn, Facebook, Google Maps™ 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:fficeffice" />
• LinkedIn
• Facebook
• Plaxo
• ZoomInfo Contact
• Contact's Web site
• Google™
• Google Driving Directions
• Google Maps ™
• Google News™
• Weather
• Yahoo! Local Info

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• 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. fficeffice" />

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(Features Snapshot)

• Newly Designed Look and Feel: fficeffice" />
• New navigation with related tasks, big “easy” buttons, common tasks, and the new Welcome page with resources, tips, help, and news.

 

• Web 2.0 Technology:
• Integrates data from LinkedIn, Facebook, Google Maps™, and more with ACT! Contact Records.

 

• ACT! E-marketing*:
• Out-of-the-box integration with an e-mail and drip marketing solution.

*Requires additional purchase

 

• Customizable Opportunities:
• New Opportunity Detail view with the ability to add fields, customize products and services, personalize layouts, and track activities and history.   

 

• New Dashboards and Reports:
• 9 new dashboards, 13 new reports, and a streamlined Reports view.

 

• Compatibility with iCal and vCard