Products - ACT! 2014

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TeleMagic

ACT! 2014

• About ACT!
• New Features
• Release Enhancements
• Brochures & More Info

123 Sync for Act!

Handheld Contact

QuoteWerks

Sage ACT! Connect

TopLine Add-ons

RecruiterLogix

FANtastic Ticket Sales

GoGlobal

TeleSupport Helpdesk

NEW FEATURES

Streamlined Company Management & Global Actions Increase Sales Effectiveness

• Automatically associate exiting and new contacts with a company
• See consolidated view of notes, history, and activities for all contacts
• Perform global actions for all contacts at a company - like emailing or scheduling
• Company records are automatically created when first contact is added
• Bi-directional linking from contact to company & company to contact
• Optional and configurable based on business preference
• Available with Act! Pro, Act! Premium, and Act! Premium Mobile³

New Calculated Fields Drive Prioritization and Maximize Customer IQ

• Drive productivity based on actionable data and intelligent prioritization
• Perform calculations automatically in a field using data from other standard or custom fields
• Calculate based on age, date, percent, dollars, values, currency, and more
• Send contract renewals, birthday and thank you notes, service reminders, and more - driven by calculated data
• Prioritize sales opportunities based on calculated thresholds, deal value, or commissions
• Create lookups and groups based on calculation results and perform individual or global actions
• Leverage automated Smart Tasks and integrated emarketing services to advance sales and enhance relationships
• Generate reports or export to Excel®; with one click to perform additional analysis

New History View Provides an Insightful Look Back

• Easily view all completed activities - including to-dos, calls, emails, and meetings - in one convenient place
• Reference an aggregate timeline of completed actions such as system changes, deleted contacts, and field changes
• Search, sort, and filter history records, then perform global actions that are automatically added to individual records
• Assess productivity, performance, and responsiveness by reviewing all completed user activities
• Review all activities and actions performed for a contact or company to see a timeline of their experience as a customer
• Export history to Excel® in one click to perform additional analysis and gain deeper insights

Act! Premium Mobile Enhancements Drive Productivity in the Field

• Bring key elements of the desktop experience to your mobile device
• Create, view, and edit groups in Act! Premium Mobile³
• Take individual or global actions from within groups such as sending emails
• View companies and a consolidated history of activities for all contacts
• Automatically link new and existing contacts to company records
• Scroll through, select, and view records in a new split-screen tablet view

Usability and System Improvements for Speed and Peace of Mind

• Reschedule activities en masse for multiple contacts from a task list or company record, or multiple activities in a single contact record
• Receive proactive alerts about the success or failure of background system events such as backups or sync
• Configure notification rules and specify email recipients by task
• Quickly add new fields and manage layouts within the Act! Premium Web Client⁴ instead of on the server or via your hosting provider

Release Enhancements

Version	Features
Act! v16	Streamlined Company Management & Global Actions Increase Sales Effectiveness New Calculated Fields Drive Prioritization and Maximize Customer IQ New History View Provides an Insightful Look Back Act! Premium Mobile Enhancements Drive Productivity in the Field Usability and System Improvements for Speed and Peace of Mind
Sage ACT! 2013	Sage ACT! Premium Mobile - now includes Opportunities Social Updates , view and interact with customers' LinkedIn® and Facebook® profiles from within their contact record Smart Tasks now run offline and include data/field triggers for automatic updates Optimized download and install experience, identifies and installs missing technology components Usability improvements based on customer feedback New wizards to help create a remote database, moving and sharing a database Mobile clients work with Android™ Device Browsers 2.2, 2.3, 3.0, and 4.0, and Safari® for iPad® and iPhone® iOS4, iOS5, and iOS6 Works with Windows® 8, Windows Server® 2012, Windows® SBS 2011m Internet Explorer® 10, and iOS 6
Sage ACT! 2012 (April 2012)	Sage ACT! Premium Mobile , real-time access to Sage ACT! Premium contact and calendar details from iPhone®, iPad® or Android™ device Automatically post e-marketing messages to LinkedIn®, Facebook®, and Twitter® with Social Sharing (September 2011) Sage ACT! Scratchpad, a convenient, virtual notepad Expanded Universal Search Seamless interaction with Gmail™ Google Contacts™ and Google Calendar™ sync Mobile access to Sage ACT! contacts and calendar with Sage ACT! Connect Connections Page provides central access to web-based services, including Sage Connected Services Works with Internet Explorer® 9 and Firefox® 4
Sage ACT! 2011	Smart Tasks, which is like workflow, only easier Leads with Sage Business Info Services for ACT! powered by Hoover's™ Outlook® contact and calendar sync Direct import from Excel®, no .csv required Works with Office 2010 and Windows® 7 ACT! by Sage 2010 View LinkedIn®, Facebook®, and more from within Sage ACT! Email marketing with Sage E-marketing for ACT! Reports view Simplified navigation Welcome page with feature tours, help, and news from Sage Customizable opportunities
ACT! by Sage 2009	Related contacts Seamless interaction with Microsoft® Outlook® email
ACT! by Sage 2008	Graphical dashboards Duplicate checking by first and last name Duplicate checking for groups and companies Advanced Queries for groups and companies
ACT! by Sage 2007	Last email field Specify linked contact and company fields Field-level security En masse security for notes, history, and opportunities
ACT! by Sage 2006	Customizable opportunity field names and types Citrix® and Terminal Services Automatic database backup and sync
ACT! by Sage 2005	Multi-select values Customizable drop-downs Rich text formatting Attach documents to activities, notes, and history Groups with dynamic group membership Company records Multiple calendar views Opportunity list view Instant quotes using supported versions of Microsoft® Excel® and Word Sample sales processes Graphical sales pipeline Preformatted reports Export to Excel® Query-based sync

Brochures & More Information

• What's New in ACT! v16 (pdf | 1 Mb)


• Release Enhancement Graphic (pdf | 1.0 Mb)

Add-ons

QuoteWerks

QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft ®; Word ®; or Excel ®; to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

QuoteWerks fits into your existing environment of software. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

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Sage ACT! Connect

Access Sage ACT! from where you are and from the method most convenient for you with Sage ACT! Connect, a subscription-based service that delivers your contacts and calendar to popular smartphones, tablets, like the iPad ®;, and your laptop via supported web browsers.

With Sage ACT! Connect, your contact details, notes, history, meetings, and activities are stored in the Cloud. So next time you're on the move, you can quickly pull up that customer address you're headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day from virtually anywhere.

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