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0800 381 1000
+44(0)1628 661810

Preact CRM
Vandervell House
Vanwall Business Park
Maidenhead
Berkshire
SL6 4UB


sales@preact.co.uk


ACT! Premium 2011 Upgrade Guide

ACT! Premium 2010

 

New in ACT! Premium 2011

ACT! 2011 Upgrade

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

With an intuitive graphical Task designer it's easy to amend & create new Smart Task that will improve your processes. READ MORE

   
ACT! 2011 Upgrade SUPPORTS MS OFFICE 2010 - ACT! Premium 2011 is the only version of ACT! to be tested and supported with Microsoft Office 2010.
   
ACT! 2011 Upgrade

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.

   
ACT! 2011 Upgrade 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.
   
ACT! 2011 Upgrade 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
   

ACT! video demonstration

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! Premium 2011 with earlier editions

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

To see at a glance what's new in ACT! Premium 2011 you can download the upgrade guide that corresponds with your edition of ACT!, to view this information in a grid display see our ACT! software comparison table.

What's changed since ACT! Premium 2009 v11
All the changes above+

  • IMPROVED ACT! user interface that's easier to navigate including dynamic lookup search box, new toolbar, user welcome screen & 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 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
  • CREATE up to as many as 50 remote ACT! databases simultaneously
  • INCLUDES ACT! E-Marketing module powered by Swiftpage for extended email marketing with support for HTML templates, email stats & call list reports. (E-Marketing module requires separate purchase)

ACT! Premium 2011 UpgradeRead our ACT! Premium 2010 upgrade guide for more information or call 0800 381 1000


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

ACT! Premium 2011 UpgradeRead our ACT! Premium 2011 upgrade guide to see what's new since ACT! Premium 2008


What's changed since ACT! Premium for Workgroups 2007 v9
All the changes above+

  • WEB ACCESS includes ACT! Premium for Web software at no additional cost. Anywhere, anytime access to ACT! with the dual access of a Windows client &/or Web browser.
  • NEW ACT! dashboards for a graphical overview of activities and sales opportunities
  • COMPATIBILITY with Microsoft Vista & Microsoft Office 2007
  • FREE software links with Sage 50 Accounts and Sage Instant 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

ACT! Premium 2011 UpgradeRead our ACT! Premium 2011 upgrade guide to see what's new since ACT! Premium 2007

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


More Information
Call our consultants on 0800 381 1000 to discuss the new benefits of ACT! Premium 2011 and to arrange an upgrade quote.


 

 
 
 
 
 
 
 
 
 
 

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