Sage ACT! 2011 Pro
Software Upgrade Guide

New in ACT! 2011 Pro

	NEW ACT! Smart Tasks help manage everyday processes by scheduling activities, delivering notifications & sending emails so you can do more and reach out to your contacts. Smart Tasks can be performed automatically or activated on-demand to perform numerous functions. These include triggering activity alerts when sales opportunities are neglected, scheduling activity reminders when a customer renewal date is approaching & sending customers & prospects a series of emails over a period of time by utilising ACT! E-Marketing.¹ With an intuitive graphical Task designer it's easy to amend & create new Smart Task that will improve your processes. READ MORE
	SUPPORTS MS OFFICE 2010 - ACT! 2011 is the only version of ACT! to be tested and supported with Microsoft Office 2010.
	IMPROVED integration between ACT! and Microsoft Outlook synchronising contacts and calendars to remove the hassle of duplicated entry. Create new contacts in either application and synchronise updates. Automated calendar sync now includes the option to choose which ACT! activity types synchronise with Outlook to prevent to-do items from appearing in your Outlook calendar - further options let you choose which application alarms will appear in.
	IMPROVED integration with Excel now enables list to be imported directly in Microsoft Excel format and allows users to create new fields within the actual import process.
	SAGE BUSINESS INFORMATION SERVICES Connects ACT! with hoovers.com to pull in targeted prospect lists from over 65m companies & 85m contacts worldwide. Also enables ACT! users to gain extended insight about existing companies and contacts worldwide through financial data, company news & industry briefings.²
	INBUILT INTEGRATION between ACT! & Sage 50 Accounts (v2010 & higher) includes the capability to synchronise field updates between both applications & convert ACT! sales opportunities into invoices & orders for processing in Sage. Previously only available with ACT! 2010 SP2.

Comparing ACT! 2011 with earlier editions

The range of new features & improvements that you'll benefit from upgrading to the new ACT! 2011 will depend on the version of ACT! you currently use.

To see at a glance how ACT! 2011 compares with your current software you can download the guide that matches your edition of ACT!: ACT! 2010, ACT! 2009, ACT! 2008, ACT! 2007 and ACT! v6. To view this information in a grid display see our ACT! software comparison table.

Upgrade your ACT! software

Call 0800 381 1000 to upgrade to ACT! 2011 from only £80+VAT or order online.

What's new since ACT! 2009 v11

• IMPROVED ACT! user interface that's easier to navigate including dynamic lookup search box, new toolbar & related task links.
• WINDOWS 7 Fully tested and supported on Microsoft Windows 7.
• NEW Sales Opportunity Module. Create custom opportunity layouts, add new sales fields and new opportunity tabs. Track histories, documents, activities & notes against each opportunity.
• NEW Web 2.0 Links tab. Click to search social networking sites like LinkedIn & Facebook automatically with ACT! contact information to gather more data about them and use Web 2.0 technology to interact with contacts from ACT! 
• MORE Web Links available including Google Maps for instant directions based on a contact's postcode.
• SEND iCalendar activity invitations & vCards from ACT! contacts to keep calendars & contact information in sync
• ADDITIONAL ACT! reports & new reporting viewer including an option to select favourite reports
• NEW dashboards including contact & admin dashboards
• PREVIEW attached documents for MS Office & PDF files in ACT! (requires MS Office 2007 or higher)
• NEW welcome screen for new & upgrading ACT! users including tips & advice
• APPLY a unique currency to each ACT! database, for example have different databases in GBP, USD & EUR
• INCLUDES ACT! E-Marketing module powered by Swiftpage for extended email marketing, support for HTML templates, email stats & call list reports.¹

Read our ACT! 2011 upgrade guide for more information or call 0800 381 1000

What's changed since ACT! 2008 v10
All the changes above in ACT! 2009+

• SUPPORTS 64-bit editions of Windows Vista and Microsoft Server 2003/2008
• AUTOMATED database maintenance and back-up (previously only available in ACT! Premium)
• FASTER application and database performance
• IMPROVED integration with Microsoft Outlook including Outlook Rules to file emails in ACT!, schedule ACT! activities in Outlook, attach Outlook emails to ACT! en masse or on a case by case basis
• STREAMLINED synchronisation including faster processes and new progress bar
• QUICKER database back-up's using a new option to exclude attachments
• IMPROVED look-up interface and new 'previous look-up' option
• COPY your personal ACT! calendar to Outlook in one click and vice versa
• SIMPLIFIED installation of remote databases

Read our ACT! 2011 upgrade guide for ACT! 2008 users or call 0800 381 1000

What's changed since ACT! 2007 v9
All the changes above in ACT! 2008 & 2009+

• NEW ACT! dashboards for a graphical overview of activities and sales opportunities
• COMPATIBILITY with Microsoft Vista & Microsoft Office 2007
• FREE software link with Sage 50 Accounts
• UPDATE contact fields directly from list views
• AUTOMATIC synchronisation between ACT! and Microsoft Outlook personal calendars
• SEARCH companies and groups
• LINK multiple contacts with a sales opportunity
• IMPROVED display of group and company structure levels

Read our ACT! 2011 upgrade guide for ACT! 2007 users or call 0800 381 1000

What's changed since ACT! Version 6
All the changes above in ACT! 2007, 2008 & 2009+

• IMPROVED integration with Microsoft Outlook. Send Outlook emails directly from ACT! without using the ACT! email client.
• NEW Create new ACT! contacts directly from new Outlook emails received.
• IMPROVED search capability including options to edit & preview advanced searches and perform advanced keyword searches.
• LINK company and contact fields so updates only need to be applied once.
• NEW Notes and History preview panel for easier display of long entries.
• SET user password rules including formats, valid time and re-use capability.
• IMPROVED search options. Simply right click on a field to run a quick look-up or build more complex searches using a more intuitive query interface.
• SIMPLIFIED database synchronisation and capability to sync attached documents.
• NEW dynamic group membership rules.
• APPLY multiple custom sales cycles to track opportunity through sales stages of different products and services.
• ADD unlimited secondary contacts.

• EXTRA functionality available in ACT! Premium including increased scalability for larger teams, team based management and extended user security controls.

Read our ACT! 2011 upgrade guide for ACT! v6 for more information or call 0800 381 1000

¹ Requires additional subscription for ACT! E-marketing / Swiftpage
² Requires additional subscription at hoovers.com

Upgrade ACT! software licences To arrange an ACT! upgrade quote to ACT! 2011 call us on 0800 381 1000. ACT! Demonstration Video Our ACT! demonstration video provides a 12 minute walk-through tour of the features and benefits of using the software. ACT! Software Brochure Our ACT! 2011 brochure contains more information about ACT! 2011 and ACT! Premium. Read ACT! case studies, planning guides & information our Preact's ACT! services in our CRM Resource Centre.