act! v17 new featuresw
DESCRIPTION
Act v17 was released in October, 2014. Watch as noted Act consultant, Karen Fredricks, demonstrates the new features.TRANSCRIPT
Act! v17 PremierNew Features
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v17 New Feature Areas
Enhanced Act! emarketing
Automation & Productivity Enhancements
Streamlined Configuration & Access Options
Act! Gets a Face Lift
Integrated & IncludedLead Capture
Account DashboardTeam Access
Smart Task Options
Contact TimelineNew Outlook Sync Options
Photo to mobileIntegrate with popular business tools
Additional read-only licensesWeb Remote Databases
Improved global preferencesHide inactive users
Import for Act! Premium for web
New iconsNew layouts
Act! Marketplace integrationAct! Welcome page update
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Feature Area 1: Enhanced Act! emarketing
Chris Huffman
• Lead Capture – easily create simple web forms
• New improved template designer
• Emarketing Smart Task options
• Account dashboard snapshot
• Create, send, and track email campaigns
• Intelligent follow-up with the Call List
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Act! E-marketing
Template Organizer
(Yeah!)
“Responsive”
Templates
150+ Drag & Drop
Templates
2 Week Improvement Cycle!!
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New Web Forms
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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.
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Feature Area 2: Automation & Productivity Enhancements
• Integrate documents with Dropbox, Google Docs™, iCloud®, Sharepoint™ and more! Great option for those with a synch database and/or remote users
• You can also create a Shortcut for a Folder (C:\Users\karen\Documents\Clients\Smith)
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Contact Timeline
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One Way Outlook Sync
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New Smart Tasks Automation
Feature Area 3: Streamlined Configuration & Access Options
New Web Improvements: • Create and distribute remote databases from Act! Premium for Web
• Import contacts from CSV files to Act! Premium for Web
• Attach a photo from a mobile deviceLicensing• Create read-only (Browse) licenses for additional members of your business or team – at no extra charge! Up to 10 named users for Pro, and unlimited for Premium.
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Feature Area 3: Improved global preference management
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Feature Area 3: Hide inactive users from dropdowns
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Feature Area 4: Act! gets a Face Lift
Meeting
Contact
Group
Company
History
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Act! Pro vs. Act! Premium
Recommended for larger companies or those needing remote options
• Can be used for over 10 users
• Individual Dashboards & Opportunity List options
• More remote access options
• Contact and Field level security
• Group Scheduling Options
Recommended for single users and/or small companies with no need for remote access and/or field and contact security
• Contacts, Groups, Companies and Opportunities
• Calendar, activities and Smart Tasks
• Reports & Dashboards• Integration with MS
Office, Google, Facebook, Drop Box
• 5 levels of User security settings
• E-Marketing Capabilities
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Call Tech Benders at 561-470-5450 x1
For Discounted Pricing
Business Care
Protect Your Investment with Business Care to Stay Current: With Business Care, you get the next version free if released while your plan is in effect. Business Care also includes Feature Packs, optional support, and discounts to E-Marketing & Handheld Contact.• Bronze – 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.
• Silver – Adds Level 1 Tech Support
• Gold – Adds Level 2 Tech Support and gives you the ability to schedule calls
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