Act! 2010

A contact and customer manager with 2.8 million users!



ACT! 2010 builds on a history of powerful new features, as well as improvements to areas of the product you use every day.  ACT! 2010 helps you organize all the details of your customer relationships in one place - from basic contact information to detailed notes on past interactions - for a complete view of the people you do business with. Improve your marketing effectiveness to attract new customers and get more from existing relationships. And, take action on your most qualified sales leads with total visibility and control of your pipeline.

• Designed 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.
• Social Media Integration - 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.
• ACT! E-marketing* - 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.    *Requires an additional subscription
• Sales Tracking Functionality - 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.
• 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.
• 12 Dashboard Charts - New dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users.
• 13 Opportunity Reports - Better understand your biggest opportunities for quick wins. Run one of the 13 new reports you’ve been asking for.
• Custom Reports
• Welcome Page - They have 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.
• Send Calendar Invitations - Not all your customers use ACT!. We know that, which is why you can send ACT! calendar invites to customers who use iCalendar connected calendars, like Gmail, and the invitations you send will appear on their calendar.
• Share Contacts with vCard
• Mail Merge and Instant Quotes
• Simultaneously Create Remote Databases
• Support Global Selling

Manage Relationships

• 60+ pre-defined fields for contact details, e-mails, and phone numbers
• Note, history, activity, and document tracking
• Social media profiles
• Last communication fields
• Duplicate checking
• Record merge
• Related contacts
• Group and company tracking
• Automatic add and remove of contacts in groups and companies
• Linked company and contact fields1
• Tabbed interface
• Big “easy” buttons
• Right-click2 and one-click functionality
• Type-ahead
• Multi-select drop-downs
• “Layman” verbiage throughout
• Setup assistance for configuring preferences
• In-context help, feature tours, and documentation

Search

• Central search
• Lookups on all fields
• Advanced queries
• Activity, opportunity, document, and user lookups
• Save lookups as groups and companies

Be More Productive

• Activities tied to contact records
• Editable priority, activity, and history types
• Activity series3 for activities with multiple steps
• Activity rollover
• Multiple calendar views
• Filterable task list view
• Activity alarms
• Calendar pop-ups
• Calendar access by user

Market Effectively

• E-mail marketing5
• Drip marketing5
• Survey and Web forms5
• Marketing results tab5
• Attach e-mails to contacts
• Preformatted templates for e-mails and letters
• Mail merge to contacts and groups
• Validate and correct addresses during mail merge
• History of all customer correspondence

Sell More

• Opportunity note, history, activity, and document tracking
• Product and service tracking
• Built-in ACT! sales stages
• Opportunity date fields
• Opportunity designations as open, closed-won, closed-lost, and inactive
• Instant quotes4 6
• Filterable opportunity list view
• Opportunity list export to Microsoft Excel

Measure Results

• Interactive activity, opportunity, and user dashboards
• Dashboard targets
• Interactive pipeline report with drilldown capability
• 50+ preformatted report templates
• Export reports to Excel, HTML, PDF, or e-mail
• Connector for third-party report writers

Share and Secure

• Data sharing with 1-10 users
• Secured contacts, notes, history, and opportunities
• Company security7
• Five security roles for users
• User permissions and access specifications
• Password rules

Personalize3

• Layout designer for editing layouts
• Field types designated as date, currency, yes/no, expansive memo, and picture
• Remove, edit, or add fields
• Add values to drop-downs
• Customizable menus4, toolbars, columns, and navigation bar
• Customizable sales processes
• Customizable opportunity field names and field types
• Customizable dashboards with the dashboard designer
• Customizable reports with the report designer
• ACT! online community for free downloads
• ACT! Software Development Kit (SDK)
• Enhancement solutions developed by third-party8 vendors

Access

• Online access
• Offline access
• Mobile access, including BlackBerry and iPhone 9
• Citrix or terminal services

Integrate

• Office and Outlook integration10
• Send meeting invites from ACT! to any iCalendar connected calendars
• Contact4 and activity creation from Outlook e-mails
• Share ACT! contacts in vCard format
• Lotus Notes integration
• Excel import and export
• Sage accounting solutions integration

Administer and Maintain

• Automatic backup
• Automatic database maintenance
• Automatic synchronization

 

1 Not all fields can be linked and linked field types must be compatible.

2 In ACT! Premium for Web, this feature may behave differently.

3 In ACT! Premium for Web, administrative functions must be performed on the Web server.

4 This feature is not available in ACT! Premium for Web.

5 Requires additional subscription.

6 Requires Microsoft Excel and Word 2002, 2003, or 2007.

7 Limited access group and company names will be viewable from the tree view, but all associated information will remain inaccessible.

8 Sage and its affiliates are in no way liable or responsible for any claims made related to products or services provided by third party vendors. Sage does not guarantee the quality of third party products or services.

9 Requires additional purchase.

 

 

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Works With:

• Microsoft Outlook XP, 2003, and 2007 (SP3 recommended for Outlook XP and 2003)

• Microsoft Outlook Express 6.0 SP21

• Lotus Notes 6.5, 7.0.2, and 8.0

• Eudora 5.2

• Internet Mail SMTP/POP3

• Microsoft Office XP, 2003, and 2007 (SP3 recommended for Office XP and 2003 and SP2 recommended for Office 2007)

• Microsoft Internet Explorer 6.0 and 7.02

• Adobe Reader 6.0, 7.0

• QuickBooks Pro, Premier 2007 and 2008 (requires additional Accounting Link product)

• VMware Workstation 5.x and 6.x; VMware Fusion, VMware Server 1.x, 2.x

• Citrix using Presentation Server 3.0, 4.0 or 4.5

• Parallels Desktop for Macintosh 4.0, and Parallels Workstation 2.2 for Windows

• Sun Virtual Box 2.x

Requirements:

• 1 GB available hard disk space

• DVD drive

• SVGA (800x600) or higher resolution monitor, recommended resolution is 1024x768

Processor speed for Windows XP

• 600 MHz Pentium III processor (or equivalent)

• 512 MB system memory (1 GB recommended)

Processor speed for Windows Vista

• 1.8 GHz Pentium IV processor (or equivalent)

• 1 GB system memory