ACT! 2010 New Features Chart

Rex

ACT! 2010 New Features Chart

Rex

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

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Consolidated menus with relevant feature options

Big “easy” buttons for tasks users complete most often

A New button that lets users create anything new, from contacts to activities, and more

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Automatically integrates profiles and data with ACT! for instant knowledge about customers such as their interests, past work history, and connections

Sites 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

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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

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Automatically reaches out to ACT! contacts, runs e-mail marketing campaigns in minutes, and delivers results into the ACT! contact record

Allows 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

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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

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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

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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

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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