ACT! by Sage Product Features for
v2012 |
Sage ACT! Pro v2012 |
Sage ACT! Premium v2012 |
Manage Relationships |
| 60+ pre-defined fields for contact
details, emails & phone numbers |
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| Note, history, activity & document tracking |
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| Social media profiles |
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Last communication fields |
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| Duplicate checking
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Record merge |
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| Related contacts |
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Group & company tracking |
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| Automatic add & remove of contacts in groups
& companies |
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Linked company & contact fields (See*1) |
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Tabbed interface |
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| Big "easy" buttons |
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| Right-click (See*2) & one-click functionality |
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Type ahead |
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Multi-select drop-downs |
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"Layman" wording throughout |
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Setup assistance for configuring preferences |
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In-context help, feature tours & documentation |
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Search |
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| Central search |
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| Lookups on all fields |
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| Advanced queries |
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| Activity, opportunity, document and user lookups |
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| Save lookups as groups & companies |
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Be More Productive |
| Activities tied to contact records |
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| Editable priority, activity & history types |
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Activity series for activities with multiple steps (See*3) |
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Activity rollover |
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| Multiple calendar views |
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| Filterable task list view |
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Activity alarms |
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| Calendar pop-ups |
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| Calendar access by user |
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| At-a-glance user availability |
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Manage & define resources |
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Conflict notification |
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Activities for 10+ users viewable on your ACT! calendar |
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Market Effectively |
Email marketing (See*4) |
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Drip marketing (See*4) |
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Survey & web forms (See*4) |
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Marketing results tab (See*4) |
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Attach emails to contacts |
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Preformatted templates for emails & letters |
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Mail merge to contacts & groups |
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Validate & correct addresses during mail merge |
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History of all customer correspondence |
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Sell More |
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Opportunity note, history, activity & document tracking |
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Product & service tracking |
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Built-in ACT! sales stages |
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Opportunity date fields |
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Opportunity designations as open, closed-lost & inactive |
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Instant quotes (See*4,5) |
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Filterable opportunity list view |
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Opportunity list export to Microsoft Excel |
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Measure results |
Interactive activity, opportunity, and user dashboards |
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Dashboard targets |
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Dashboard with team views |
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Interactive pipeline report with drilldown capability |
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50+ preformatted report templates |
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Export reports to Excel, HTML, PDF or email |
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Activity reports by user |
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Connector for third party report writers |
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Share & Secure |
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Up to 10 Users |
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Up to 100 Users |
X |
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Viewable team memberships |
X |
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Secured contacts, notes, history & opportunities |
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Field level security |
X |
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Company security (See*6) |
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Group & company security (See*6) |
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5 security roles for users |
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User permissions & access specifications |
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Enhanced file security |
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Password rules |
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Personalise (See*3) |
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Layout designer for editing layouts |
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Field types designed as date, currency, yes/no, expansive memo
& picture |
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Remove, add or edit fields |
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Add values to drop-downs |
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Customisable menus, toolbars, columns & navigation bar |
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Customisable sales processes |
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Customisable opportunity field names & field types |
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Customisable dashboards with dashboard designer |
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Customisable reports within the report designer |
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ACT! online community for free downloads |
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ACT! Software Development (SDK) |
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Enhancement solutions developed by third-party vendors (See*7) |
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Access |
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Offline access |
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Mobile access including Blackberry & iPhone (See*8) |
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Citrix or terminal services |
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Integrate |
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Office & Outlook integration (See*9) |
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Send meeting invites from ACT! to any iCalendar connected calendars |
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Contact & activity creation from Outlook emails |
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Share ACT! contact in vCard format |
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Lotus Notes integration |
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Excel import and export |
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ACT! integrates with Sage Instant Accounts |
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Sage Business Information Services for ACT! |
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Sage ACT! Connect |
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Direct Excel integration |
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Administer & Maintain |
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Automatic backup |
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Automatic database maintenance |
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Automatic synchronisation |
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Silent install (See*9) administration & activation |
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Automatic install updates |
X |
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