What’s new in Act! v17 – with KB links and videos #ActCRM

Say hello to Act! v17, the newest and most intelligent version of the #1 best-selling contact and customer manager. With enhancements to integration and automation, it's easier than ever to turn your marketing efforts into successful sales.Swiftpage box pair rgb

Act! v17 is not just fixes – there are significant enhancements that make it easier than ever to turn your marketing efforts into successful sales.  With the new enhancements to integration and automation, it’s easier than ever to turn your marketing efforts into successful sales. Finally – sales process meets nurture marketing.

Grow and connect with your audience – the newly enhanced, intelligent, integrated Act! emarketing experience helps you attract new customers and get more from existing relationships. Optimize your workforce and drive productivity with enhancements that help you save time and stay organized, including a dynamic view of all your contact interactions with Contact Timeline, new Smart Task automation, and numerous usability, installation, and configuration improvements.

 

Discover the new, modern look of Act!

Act! v17Marketplace

  • Easily access resources, tools, and a variety of apps that help you get more out of your solution.
  • Explore the new look of Act! – updated icons, colours, and layouts help you navigate more easily, save time, and focus on what’s important.
  • Explore the new look of Act! – updated icons, colours, and layouts help you navigate more easily, save time, and focus on what’s important.
    Easily access a variety of apps, right from within the integrated Act! marketplace, that help extend the power and possibilities of your Act! solution – including dozens of premium apps for integrated accounting, data management and reporting, plus, exclusive discounts for Business Care Members!
  • Get the most out of Act! with helpful tips, access to webinars and tutorials, and updates on the latest news from Act! from the new Act! Welcome Page.
Modern Look Knowledgebase Articles
Modern Look Videos

To be added

 

Enhanced Act! emarketing

Act! eMarketing

  • Enhanced Act! emarketing fuses your marketing and sales efforts together for individuals and now teams, by automating key follow-up activities driven by intelligence from campaigns and web forms.
  • Easily create simple web forms to capture leads from webpages, newsletters, emails, and more with Act! Lead Capture, now included with Act! emarketing!
  • Create, send, and track professional, eye-catching email campaigns that reach customers and prospects with the right message at the right time.
  • Know who to follow up with first with intelligent, prioritized Call Lists that close the gap between Marketing and Sales.
  • Find your best emarketing fit, with a new tier designed for teams, including additional contacts, Call List, and multiple profiles for sending email campaigns on behalf of your company, department, or individual team members.
  • Save time by automating key follow-up activities based on dynamic criteria you define, with new Smart Task options for Act! emarketing – such as automatically sending an email to welcome a new customer, scheduling activities to follow up with hot leads, and assigning contacts to a new owner.
  • NOTE: Act! emarketing Features are subscription-based services, Additional Fees apply
Act! emarketing Knowledgebase Articles
Act! emarketing Videos
Getting Started With Act! emarketing
Get to Know Act! emarketing
Sending Emails
Editing Templates
Getting Leads Using Lead Capture

 

Optimize your workforce and drive productivity with enhancements to save time and stay organized

v17Contacts Screenshot

  • Now you can view all your interactions with a particular contact at a glance, with a new interactive visual timeline that helps you prepare for and personalize your customer interactions.
  • New Outlook sync options allow you the choice of 1-way sync of your Act! Contacts and Calendar to Outlook, 2-way sync information back to Act!, or to keep both separate.
  • Update contact records on-the-go, with new Act! Premium Mobile photo and document attachments.
  • Easily link documents from popular business tools such as Dropbox, SharePoint, iCloud, Google Docs and more, to contact records in Act!
  • Take advantage of new Smart Task options for sending Act! emarketing messages, assigning activities, and contact owner reassignment that give you powerful automation, so you don’t miss a beat.
Productivity Knowledgebase Articles
Productivity Videos

To be added

Get more done with streamlined configuration and access options

  • Make sure more of your team is in-the-know – create read-only licenses for additional members of your business or team – at no extra charge!
  • Easily create and distribute Act! Premium for Web remote databases and offline clients, directly via your web browser.
  • Improved global preference management allows you to automatically deploy, activate, and customize default user preferences for multiple users in a snap. Thus allowing you to set up instances quickly and easily.
  • Hide inactive users from drop-downs to help speed up data entry.
  • Seamlessly import contacts from CSV files to Act! Premium for Web.
  • Behind-the-scenes performance and usability enhancements for peace of mind.
  • Automated silent install for larger deployments and enhancements to Global Preferences – all designed to help your efficiency.
Configuration and Access Knowledgebase Articles
Configuration and Access Videos

To be added

 

Other Information