The Act! Dashboard - Numbers Come to Life!

Gain Insight with New Dashboards and Reports, and Streamlined View Nine new dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. Plus, you can better understand your biggest opportunities for quick wins by running one of the 13 new reports you’ve been asking for, including opportunities by process and status, pipeline by process, and many more! 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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Act! 2010 Opportunity Enhancements!

Tailor Opportunities to Fit Your Selling Model Sales tracking functionality in ACT! has been completely redesigned to make managing leads easier and more flexible. Sales opportunities now behave and appear like contacts, groups, and companies, so you can customize them, personalize them, track activity history, and set security options like you would a contact record .

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Act! Gets You Organized!

Turn Chaos Into Structure & Do More!

• Track contact details, notes and history, appointments and to-do items, documents, and opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Microsoft Word and Excel, you can attach documents and spreadsheets to ACT! contacts so it’s easy to quickly locate presentations, proposals, quotes, and more.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use Groups with 15 levels of hierarchy (14 Subgroups) to easily organize, communicate, and schedule related contacts.
• Schedule calls, meetings, and to-dos quickly and easily, and filter each by priority, date range, or user. Access each with 5 Calendar views including Daily, Weekly, and Monthly, or from the Task List.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an at-a-glance view.
• Use Activity Alarms to stay on top of deliverables. Incomplete activities roll over to the next day.
• Schedule an activity series for activities with multiple tasks. Activities are linked to one another so a date change in one will realign other activities if appropriate.
• Synchronize your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!.
• Utilize ACT! Dashboard components Schedule At-a-Glance and My Activities to get a fast, accurate snapshot of key calls, meetings, and to-dos.

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Act! 2010 Social Media Features!

Manage Your Contacts On the Web
• Create, send, and track contacts using ACT! Social Networking with Facebook, Linked In, Twitter, MySpace and more!
• Track customer correspondence for a history of all communications with a contact and its organization.
• Quickly identify your last communication with a contact using the Last Communication fields, including Last Reach, Last Attempt, Last Meeting, Last Letter, and Last E-mail fields.
• Write letters in ACT! using Word or the ACT! built-in Word Processor, which supports tables, graphics, HTML, and spell checking. And, use pre-formatted templates for e-mails, letters, and memos, and easily customize the HTML graphical templates to e-mail customers.
• Select a contact or a group of contacts and perform a Mail Merge to a letter or e-mail.

Act! 2010 E Marketing / Swiftpage Integration!

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Act! Remote Access Makes You Mobile!

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS, Pocket PC, Windows Mobile 5.04 , or BlackBerry devices.
• Access Your Act! Database Remotely in Realtime With IE and A Web Connection From Anywhere!
• You Decide Who Sees What With Built In Remote Access Security.
• Access critical contact and customer details through Citrix or Terminal Services when out of the office.
• Integrate With Popular Handheld Devices Like Blackberry, Palm, Pocket PC Devices and Take Your Appointments and Contact Info Mobile!.