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Platinum CRM Consulting www.actplatinum.com Act! v17 Roadshow
Platinum CRM Consulting
www.actplatinum.com
Act! v17 Roadshow
DEBORA BOYLE, SENIOR CONSULTANT
CLAY WEATHERFORD, SENIOR CONSULTANT
Introductions
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Agenda
• Act! Overview
• Act! Emarketing Overview
• What’s New For Act! v17
• Act! v17 Live Demo
• Roadshow Pricing
• Drawings
• Q&A
What Swiftpage Products Help Businesses Do
Provides Vital Integrated Marketing, Sales and Support products
that help businesses convert prospects and retain customers.
Email Marketing
Social Media Marketing
Customer Relationship Management
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What is ACT!?
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#1 selling contact and customer manager, enabling businesses and sales teams to organize customer details, increase productivity, and
drive results.
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Contacts
• Customers, Prospects, Leads, Vendors, Suppliers, Cows….
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Companies & Groups
• Organizing Your Contacts
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Calendars & Scheduling
• Multiple Calendar Views, Task List, Contact Activities Tab• Sync Calendar and/or Contacts to Outlook or Google
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Opportunities
• Your Sales Pipeline in Action
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Additional Details
• Notes• Histories• Documents• Secondary Contacts
• Relationships• Social Updates• Web Info • Contact Access
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Dashboards & Reports
• 5 Standard Dashboards and 50+ Standard Reports• Export to Excel Feature for Quick Reporting
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Act! is for Everyone
Act! is for Everyone
Act! is for Everyone
Act! is for Everyone
Act! is for Everyone
YOUR BUSINESS
Access on-the-go
What is Act! E -marketing?
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What is E-marketing?
E-marketing is directly marketing a message to a group of people using email. It is meant to build loyalty, trust, and brand awareness.
The simple, cost effective way to keep your custome rs coming back!
• Budget Friendly ( ROI: $39 for every $1)
• Targeted Communication
• Real-Time Analytics
• Email Deliverability
• Packages To Fit Your Needs
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Create. Send. Track.
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Create
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• With over 100 email
templates provided,
you’re sure to find one
that fits your business
need, or easily import
your own HTML files
for a completely
custom campaign.
• Customizing your
email template is
simple with our
intuitive template
editor.
• Mobile-friendly
templates offer
maximum readability
on mobile devices.
Send… from Act!
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TO
FROM
WHAT
WHEN
Track
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Call List Feature
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Act! Emarketing Price Plans
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HAVE YOU HEARD…
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NOW INCLUDED WITH V17
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ACT!
EMARKETING
BASIC ACCOUNT
Act! V17 Emarketing Price Plans
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What’s New in ACT! v17?
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Prior Releases
New Features in Act! v17
• New, Fresh Look• Larger Layouts• Contact Timeline• URL Link Documents• Administrative Features• Act! Emarketing Basic Account Included• Lead Capture• Act! Emarketing Team Service• Smarter Smart Tasks• Web CSV Import and Remote Database Creation• Web Mobile Attach Photo
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Act! gets a new, fresh look
Larger Layouts: 1366x768
Contacts
Groups
Companies
Opportunities
Contact Timeline
Combined View of Notes, Histories, Activities and Opportunities• Select a Date Range – use the slider bar at the bottom to scroll• Narrow the Items Displayed by Selecting the Types • Double Click and it will Open the Item
URL Link Documents
Attach links to documents from popular business tools such as Dropbox,SharePoint and iCloud right into a Contact, Company or Opportunity record.
You can also create a link to a customer folder on your network.
Administrative Features
FREE BROWSE USERS – You no longer have to pay for a license forBrowse Security Role Users (Pro still has a 10 user limit and Premiumis Unlimited)
HIDE INACTIVE USERS – Remove from view from Schedule For andRecord Manager drop-down lists
Administrative Features
OUTLOOK 1-WAY SYNC OPTIONS – You now have the options of1-way sync of Contacts and Calendar to Outlook
GLOBAL PREFERENCES – Set the Startup View and Word Processorfor every user with a click of a button
SILENT INSTALL UI – For largerinstalls, administrators now havea user interface to configure theirAct! installations
NOW INCLUDED WITH V17
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ACT!
EMARKETING
BASIC ACCOUNT
Lead Capture
Create webforms to capture leads from web pages, newsletters, emails, etc.
• Basic Form – Email Address• Extended Form – First Name, Last Name, Email Address, Phone and Company
Act! Emarketing Team Service Level
Send As Feature, Multiple Send Profiles, Call List Included
Smarter Smart Tasks
Create a Smart Task trigger based on Call List Results
• Run when emarketing conditions are met for a specific campaign• Create a follow-up action
Smarter Smart Tasks
Smart Task Step of Act! Emarketing Send Email Campaign
Smarter Smart Tasks
DYNAMIC CONTACT ROUTING – Use Smart Tasks to assign LimitedAccess (Premium Product Only)
Act! For Web
• New, Fresh Look• Import CSV• Create Remote Databases
Act! Mobile
ATTACH PHOTO - Attach photosto history from Act! PremiumMobile from your phone or tablet
Live Demo Act! v17
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Need Help?
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Act! Installation
• Single or Multi-User Installation• Synchronization Setup• Web & Web Mobile Deployment• Citrix or Terminal Server• Simple or Complex Environments• Database Conversions and Data Imports
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Act! Customizations
• Database & Layout Design• Outlook & Word Templates• Smart Tasks Development• Act! Emarketing Templates • Swiftpage Emarketing Templates, Surveys & Drip Campaigns• Custom Dashboards• Report Customization
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Act! Emarketing
• Email Templates Customization• Lead Capture Web Forms Creation• Smart Task Development
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Act! Training
On-Site or Web-Based
• New User• Advanced User• Administrator
Standard Sessions or Select Topics for a Custom Session
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• Windows• Web• Web Mobile
Act! Remote Service Plans
• Plans based on your project size• Use our services a little or a lot• Flexible with help when you need it
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Act! V17 Roadshow Pricing
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Pro & Premium Comparison
Feature ACT! Pro ACT! Premium
Number of Users 1-10 1-10+
Customer Management Functionality √ √
Activity and Opportunity Management √ √
Windows Access √ √
Web and Web Mobile Access √
Standard Security Settings √ √
Enhanced Security Settings √
Team View Dashboards & Reports √
Advanced Synchronization Options √
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Pro: WindowsPremium: Windows, Web, Mobile
Act! Business Care
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Act! Software Maintenance & Act! Support Plans
Act! 2012 Obsolescence
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Swiftpage's Upgrade Pricing Obsolescence Policy is to honor upgrade pricing for customers with the current release and, in most cases, two prior releases of a product.
Swiftpage's Support Obsolescence Policy is to support the current release and, in most cases, two prior releases of a product.
Act! v17 – Roadshow Pricing
www.actplatinum.com
MUST ATTEND
ONE OF OUR
ROAD SHOWS
TO VIEW THE
ACT! V17 SHOW
PRICING &
DISCOUNTS
CONTACT US FOR
THE LATEST
PROMOTIONS
actplatinum.com
PRIZES
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Q&A
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ACT! V17 Demo Site
Test Web: http://actv16.com/apfw/
Test Web Mobile: http://actv16.com/apfw/m
User Name: Chris HuffmanNo Password
www.actplatinum.com
DEBORA BOYLE, SENIOR CONSULTANT
CLAY WEATHERFORD, SENIOR CONSULTANT
PHONE: 877-228-7528
EMAIL: [email protected]
THANK YOU!
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