Act! v19 (2017)

Act! v19

Swiftpage will be releasing their 4th version of Act! software since taking ownership of the software from Sage in 2013. , (Act! 2017 to end-users familiar with terminology from older versions) a Contact and Customer Relationship Management software, is the trusted solution to help individuals, small businesses, or sales teams organize prospect and customer details in one place, send emails, market products or services more effectively, and drive sales results. Act! has a couple different offerings in their suite of products- Act! Pro, Act! Premium (Perpetual), Act! Premium (Subscription) and Act! Cloud. Some of the new v19 features require an Active Subscription account -which would be the Premium Subscription or Act! Cloud in order to access or features may pertain to a specific Act! offering.

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Compatibility Enhancements:

Act! now offers integration with Microsoft® Office 64-bit products. This integration will work with 2010/2013/2016 Office 64-bit (Latest Service Packs recommended). In past versions, Act! users would find themselves in a nightmare of having to uninstall 64-bit Office products and then install 32-bit versions in order to get them to work with Act! software. Act! will now be able to integrate with both 32-bit and 64-bit Microsoft Office. Office product integrations include the following software: Outlook, Word, Excel. This feature is available for all Act! offerings in their product suite.

Expanded use with a New Platform:

Act! Companion -The Act! App for the mobile device. Act! Companion will notify you of upcoming activities you have scheduled so that you can prepare for these activities while you are in the field. You will have a quick access to your Contacts and Activities (Calendar) and be able to see Contact’s History. You can email or call your contacts from within the Act! Companion. It will give you notifications about updates that take place in the database such as the creation of Contacts, Activities, and Histories. These notifications will give you knowledge of new things that are happening within the database while you are on-the-go. You are able to create History or Schedule a Follow-up with contacts on the fly, so you do not need to wait to get back to the office to record your meeting notes or interactions. Click here for more info about Act! Companion. This feature requires an active Premium Subscription or Cloud Service.

E-marketing Improvements:

Act! E-marketing got totally revamped in Act! v16 and they have made improvements along the way in v17 allowing a Free Basic Level Emarketing Account (500 contacts). Now Act! E-marketing is faster than ever by sending campaigns up to 5x faster than before and ensure successful sending. You will now confirm the e-mail campaigns being sent and have the ability to cancel scheduled-send campaigns to offer a layer of precaution you can make an edit before your campaign is sent out. Sent campaigns enter the History and will update as more opens and clicks occur to your campaign. Before sending, you can view the status according to your e-marketing service level to show the number of contacts you’ve emailed and the number of contacts remaining that you can still send to in that time period. This feature enhancement is available to all Act! offerings in their product suite.

Report Updates:

Act! has updated 30+ standard reports. The updates have included sort orders and default filters, to get to your information quickly. Consistent field references, data formatting, and more relevant fields to choose from in editing the reports. These updates have also resolved key defects and inconsistencies seen in versions past. There is a new” REP2? file that will retain existing reports and keep custom reports safe. Report updates are available to all Act! offerings in their product suite.

Web Client Enhancements:

For the past several releases, Act! has progressively worked to offer the same capabilities for the Web-access as the Windows-access. We see the same build up of Web/Windows parody in Act! v19. Now, from the Web-access you have the ability to creating remote database sync sets, import Opportunity products, create or edit your layout with new formatting toolbar in the Layout Designer, updated Rich Text (RTF) Controls, and Duplicate Checking feature. These enhancements pertain to Act! Premium Web-Access installation and Act! Cloud.

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