ACT! 2009 (11.0)
ACT! Premium Solutions
2009 (11.0)
Check out the robust features in ACT! by Sage and ACT! by Sage Premium Solutions to find
out which solution meets your needs. Call 1-800-831-7636 or e-mail sales@software4advisors.com.
Contact and Customer Management
Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on
Contact Records
60+ pre-defined fields
Duplicate checking and the ability to merge records
Unlimited date- and time-stamped Notes and History
Share Notes and History between multiple contacts
Attach documents to Contacts, Notes, and Activities
Track related contacts as Groups and Subgroups
Add or remove contacts for Groups and Subgroups automatically based on criteria you specify
View Groups and Subgroups in tree views
Track contacts, notes, history, activities, opportunities, documents, addresses, and company information on
Group Records
Context-aware services, including driving directions
Company Management
Track Companies and Divisions
Add or remove contacts on Company Records automatically based on criteria you specify
View Companies and Divisions in tree views
Track contacts, notes, history, activities, opportunities, documents, addresses, and company info on
Company Records
Specify linked fields between Company and Contact Records
1
Update contact linked fields from a company
Intuitive Interface
Tabbed interface for viewing and editing in one place
Right-click
2
, one-click functionality
Type-ahead
Multi-select drop-downs
"Layman" verbiage throughout
Setup assistance for configuring preferences
In-context Help, Feature Tours, and documentation in-product
Lookups and Searching
Central search option
Lookups on all fields
Advanced queries
Contact activity lookup
Opportunity lookups
Document lookups
Save lookups as Groups or Companies
User lookups
Choose the Functionality That Best Fits Your Business
ACT! 2009 (11.0)
ACT! Premium Solutions
2009 (11.0)
ACT! by Sage Solutions
Calendar and Activity Management
Schedule calls, meetings, and to-dos, plus custom activities
Edit Priority, Activity, and History types
Track activities on Contact Records
Schedule an Activity Series
3
for activities with multiple steps
Multiple calendar views
Filterable Task List view
Activity alarms
Activity rollover
Calendar pop-ups
Outlook
®
Calendar integration
Automatic ACT! and Outlook calendar copying
5
Grant calendar access by user
At-a-glance user availability
Manage and define resources
Conflict notification
Sales Opportunity Management
Built-in or custom sales process with multiple steps
Track product/services, details, and more for each sales opportunity
Automatically track the number of days a sales opportunity has been open
Input Opportunity Date fields
Set sales opportunities as open, closedwon, closedlost, and inactive
Associate contacts, groups, and companies with each sales opportunity
Generate Instant Quotes
4 5
Filterable Opportunity List view
Schedule a follow-up activity directly from the Opportunity
Export the Opportunity List to Microsoft
®
Excel
®
Prospect and Customer Communications
ACT! and Outlook e-mail integration
Create activities and contacts from Outlook e-mails
Built-in e-mail with integration options, including Outlook Express and Lotus Notes
®
Attach e-mails to contacts
Use preformatted templates for e-mails and letters
E-mail and letter Mail Merge to a contact or groups of contacts
Manage Mail Merge when contact records have missing e-mail addresses
Validate and correct addresses during Mail Merge
Last communication fields, including e-mail, meeting, and more
History of all customer correspondence
Dashboards and Reporting
Interactive Activity and Opportunity dashboards
Dashboard targets
Copy the dashboard to PowerPoint
®
Dashboards with team views
40 preformatted report templates, with 20 focused on sales opportunities
Interactive pipeline report with drilldown capability
Export most reports to Excel, HTML, PDF, or e-mail
Report on activities by user
ACT! 2009 (11.0)
ACT! Premium Solutions
2009 (11.0)
ACT! by Sage Solutions
Data Sharing and Security
Share data with up to 10 users
6
Share data with 50+ users
7
View activities for 10+ users on your ACT! calendar
Report on activities by user
View team memberships
Mark contacts as private
Field level security
Secure notes, history, and opportunities
Company security
Group and Company security
8
Five security roles for users
Specify user permissions and access
Password rules
Codeless Customization
3
Layout Designer for editing layouts
Designate field types as Date, Currency, Yes/No, Expansive Memo, and Picture
Remove, edit, or add fields
Add values to drop-downs
Customize menus, toolbars, columns, and the navigation bar
Customize sales processes and stages
Customize Opportunity field names and field types
Drop-downs in Opportunities
Customize the dashboards with the Dashboard Designer
9
Customize reports with the Report Designer
Administration
3
Automatic backup
Automatic database maintenance
Automatic synchronization
Silent Install
10
administration and activation
Automatic install updates
Microsoft SQL Server
®
2005 Express Edition
Microsoft SQL Server 2005 Express Edition and SQL Server 2005 Standard Edition
Anywhere Workforce
Mobile devices, including Palm OS
®
, Pocket PC, BlackBerry
®11
, and iPhoneTM
11 5
Windows
®
or offline access
Web access
16
Citrix
®
or Terminal Services
12
Sync Services
Templates for popular paper organizers for printed schedules
ACT! 2009 (11.0)
ACT! Premium Solutions
2009 (11.0)
ACT! by Sage Solutions
Integration
Microsoft Outlook, Word
5
, Excel, and PowerPoint integration
Lotus Notes integration
Automatic ACT! and Outlook calendar copying
5
Import Outlook and GoldMine
®11
contact information
ACT! Premium for Web integration with Internet Explorer
®
and Safari
®13
Connected Back Office
5
QuickBooks
®
Professional/Premier
Peachtree by Sage
Simply Accounting by Sage
Sage MAS 90 and Sage MAS 200
Sage BusinessWorks
Extensibility
ACT! Dev Net for free downloads
ACT! Software Development Kit (SDK)
OLEDB Provider, ACT! Reader, and SA Password
11
tools
15
Enhancement solutions developed by third-party vendors
11 14
Important Note: Sage Software recommends you review ACT! 2009 Solutions system requirements at www.act.com/2009systreq to ensure you meet these requirements. Compatibility: ACT! cannot be used in conjunction
with ACT! Premium Solutions. ACT! Premium Solutions are only compatible with their respective same editions. ACT! Premium for Web is not available on a standalone basis. ACT! Premium for Web is only available with ACT!
PremiumCorporate Edition.
Add-on Solutions: Visit www.actsolutions.com or check with your addon product provider to determine compatibility.
1 Not all fields can be linked and linked field types must be compatible.
2 In ACT! Premium for Web, this feature may behave differently.
3 In ACT! Premium for Web, administrative functions must be performed on the Web server.
4 Requires Microsoft Excel and Word 2002, 2003, and 2007.
5 This feature is not available in ACT! Premium for Web.
6 You must purchase one license of ACT! per user.
7 Scalability will vary based on hardware and size and usage of your database. Published minimum system requirements found at www.act.com/2009systreq are based on single user environments. You must purchase one license
of ACT! per user.
8 Limited access group and company names will be viewable from the tree view, but all associated information will remain inaccessible.
9 In order to edit, add, or remove Dashboard components, you must have an ACT! manager or administrator security role.
10 Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.
11 Requires additional purchase.
12 Citrix and Terminal Services require specific configurations. Citrix is supported using Presentation Server 3.0 and 4.0.
13 This feature is only available in ACT! Premium for Web on machines running a Safari browser on a Macintosh
®
OS. The ACT! Word Processor and Microsoft
®
Outlook
®
integration are not available using this feature.
14 Sage Software is in no way liable or responsible for any claims made related to products or services provided by thirdparty vendors.
15 Available upon request.
16 ACT! Premium for Web is only available with ACT! Premium--Corporate Edition.
Sage Software supports the needs, challenges,
and dreams of 2.7 million small and mid-sized
business customers in North America through
easy-to-use, scalable and customizable software
and services. Sage Software is a subsidiary
of The Sage Group plc, a leading international
supplier of business management software and
services formed in 1981 and listed on the London
Stock Exchange since 1989.
End-to-end solutions. Expert advice.
Premium support. That's Sage 360º.
©2008 Sage Software, Inc. All rights reserved. Sage, Sage Software, the Sage Software logos, ACT!, and the Sage
Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc.
or its affiliated entities. All other trademarks are the property of their respective owners.
08-08915
About ACT!
The #1 selling contact and customer management solution for over 20 years, ACT! by Sage continues to bring the latest, most intuitive
technology to businesses across the globe. ACT! solutions have more than 2.8 million individual users and 43,000 corporate customers in 25
countries, including individuals, small businesses, selling professionals, and corporate teams. Because ACT! solutions support an "anywhere"
workforce with seamless online, offline, and mobile access solutions, they work for any business environment. With ACT!, you can achieve
maximum productivity so you have time to focus your attention on business-critical activities, provide a better customer experience because
you understand the intricate needs of your contacts, and make informed decisions to advance your business.
Order today!
· Call 1-800-831-7636
· Contact your ACT! Certified Consultant
· Visit www.act.com
