ACT Business Care Feature Packs Now Available

ACT Business Care subscribers can now download the new tools just released in Act! Feature Packs. You must have a current ACT Business Care subscription (Bronze, Silver, Gold) and have ACT 16.1 (version 16 with service pack 1) installed in order to use the new features. As part of your subscription you will receive the new Contact Timeline and Lead Capture Features for the Windows version.

ACT CRM Contact Timeline Tab

ACT CRM Contact Timeline Tab

Feature Pack: Contact Timeline View your interactions at a glance, with an interactive visual timeline. Contact Timeline creates an additional Tab on your contact layout and provides a consolidated view of the Notes, Histories, Activities and Opportunities for the current contact record. Read the Contact Timeline FAQs

  • Easily see all interactions with a particular contact on the new Timeline Tab: meetings, calls, opportunities, etc. all at a glance!
  • Filter to view particular interaction types, such as Opportunities, Histories, etc.
  • Scroll buttons to move forward to see future scheduled items or back to see additional past interactions
  • Easily edit interactions, by double-clicking the item right from the timeline
  • ACT Lead Capture

    ACT CRM Lead Capture Feature

    Feature Pack: Lead Capture Grow your business by easily creating webforms to capture leads from web pages, newsletters, emails, and more! A webform is an online form that you are able to embed into your own web pages and communications for the purposes of allowing prospects and customers to sign up, subscribe, or other incentives that allows you to capture the information they provide. Read the Lead Capture FAQs

  • Easily create webforms to capture leads
  • Copy/Paste HTML into your webpage, newsletter and more!
  • Or, use a hyperlink to our hosted form
  • Extended (Company, First Name, Last Name, Phone and Email) and Basic (Email only) forms included
  • Uses Act! Groups by adding a Lead Capture tab where you will create the form(s) and download the results to your database
  • Lead Capture is a double opt-in which means the form is submitted and an email confirmation is acknoledge prior to the contact being downloaded to the database
  • Updates the downloaded contacts Referred By field with the Webform title
  • Note: To use this feature, customers must also have an active Act! emarketing account.

    Then, use Act! emarketing to quickly send targeted emails, drive new sales, and create customers for life. ACT Business Care subscribers receive $10 per month off of the new ACT! E-Marketing service, covering the cost of a basic account.

    PRO subscribers can download their feature packs here
    PREMIUM subscribers can download their feature packs here

    Need an ACT Business Care plan? Learn more here

    ACT CRM Purchased by Swiftpage – a 90 Day Review

    Back in mid-February we received the exciting announcement of ‘ACT CRM Purchased by Swiftpage!’, Sage had entered into and agreement to sell ACT! and SalesLogix to Swiftpage. As the news spread, customers have asked for our thoughts on the ownership change, if this will affect them and the future of ACT!. Over the last few months we have seen many changes and the positive impact Swiftpage has had.

    We are avid Swiftpage fans, having used their email marketing services for several years prior to Sage implementing the e-marketing platform into the ACT CRM products. We’ve known Swiftpage’s Founder Bob Ogdon for nearly a decade, building a successful company that offers innovative and quality products and always have been huge supporters of ACT!. So with the acquisition completed on March 20th and Swiftpage as the new owners of ACT! – the product could not be in better hands.

    April and May have been a transition period with Swiftpage taking on an in-depth analysis of the ACT! operations, determining what is working well and what areas need improvement. We participated in several meetings with Swiftpage Executives, they understand that we are the eyes and ears for our customers and welcomed our input and ideas. They brings a corporate culture of excitement and energy to ACT!, a stark contrast to the large bureaucracy at Sage.

    ACT CRM and Swiftpage EMarketing Logos

    Starting in June we have seen the de-’Sage’ing of the ACT! brand. New Logos and rebranding efforts are coming along and we love this from Swiftpage’s websiteThree brands, one vision. It’s all coming together. Advanced marketing integrated with CRM solutions. A new level of innovation and energy. People who embody the very spirit of what an exclamation point is all about.” Powerful messaging and it shows they get the ACT! brand. We too have started the rebranding of our website at www.actplatinum.com, we are committed to the ACT! and Swiftpage products and to provide our customers the very best in ACT! and Swiftpage Certified Consulting and Training Services.

    Focused on Customers and welcoming those who left to come back – There is a June promotion for current and past customers of ACT! to upgrade to ACT! 2013 at the discounted upgrade price, no matter how old the version you currently use or owned in the past. You can read more about the ACT CRM Upgrade Offer here. ACT! Customers can also try Swiftpage Email Marketing free for 60 days, click here to sign-up and integrate your marketing with ACT! and Swiftpage. Together ACT! & Swiftpage provide solutions for you to convert prospects, retain customers and grow your business.

    ACT! CRM definitely has a Bright Future – Anticipated in September, the ACT! 2014 version will be released (ACT 2014 Roadshow details can be found here). Going forward, the annual release cycle will be discontinued, making way for implementing inline updates. Those with current Maintenance and Support plans will continue to receive the updates. Increased distribution channels and a SAAS model for ACT! are also on the horizon. As an ACT! and Swiftpage Business Partner – it’s great to be an ‘ACT! Fanatic’ and now a ‘Swiftie’!

    Sage ACT! + E-marketing + Social Media > Boost Your Reach

    Sage E-marketing for ACT! now has Social Media Sharing with the ability to post e-mail blast information to your Facebook, Twitter and LinkedIn pages. This feature enables you to reach out to your social networks with every e-mail send and your e-mail recipients to help spread your message to their social networks.

    Once in place, when you send your campaign through the e-mail marketing service you will have the option to select the social media outlet(s) to post to. When you post to your social media account(s) you will see an entry containing the E-mail Subject Line and a link to the E-mail Message used for the campaign. Your Friends, Followers and Connections will be able to interact with the post by liking, commenting, retweeting, sharing and so on.

    The Social Media Sharing feature also allows you to include links for Facebook, Twitter, and LinkedIn in the footer of your e-mail campaigns. With the click of a corresponding icon the e-mail recipient can post a link to your e-marketing message directly to their social network site.
    Sage E-marketing for ACT! Gold Certified Consultants

    Use social media sharing to increase the reach of your e-mail campaigns. You will need to have Sage E-marketing, Facebook, Twitter, and LinkedIn accounts before you can start using social media and email marketing together. If you need help setting up your ACT! program, Sage E-marketing service and social media accounts – contact us for our service plan information to get started.

    E-marketing Solution For Sage ACT! Users

    Many ACT! users don’t realize that Sage offers a solution for e-marketing. Not only is Sage E-marketing more cost effective by charging for e-mail sends per day rather than the total number of contacts in your list, but will save you time with integrated features for your ACT! database. The powerful features of Sage E-marketing are:

    E-Mail – Send e-mail campaigns directly from your database to contacts, lookups, groups and companies – no managing a separate database with an outside company. You can easily design branded messages or import and edit existing templates using a simple online editor. When you send your e-mail blast with Sage E-marketing you can track who opened, clicked a link, bounced, suppressed (opted-out) and the results are downloaded directly to your database and is searchable and viewable on the Marketing Results tab for your contacts. You can also view online graphical and detailed reports about each send.

    Drip Marketing - Take your e-marketing to the next level with Drip Marketing that gives you the ability to create multi-sequence campaigns of messages that are automatically delivered to your ACT! contacts. Drip Marketing uses intelligent technology to send messages to contacts based on their interactions with previous messages and/or based on field content in your ACT! database.

    Surveys - Unlike other e-marketing services who charge an additional fee for the survey feature, Sage E-marketing offers Survey and Web Form capabilities with each service level. By using Surveys you can have your contacts sign up for your e-newsletter, register for an event, or provide their contact information and since the survey feature is integrated with your database, you can download your contact responses with the click of the mouse.

    Click here for Sage E-mail Marketing and Drip Marketing for ACT Price Plans. You can also compare Sage E-marketing for ACT vs. Constant Contact vs. Vertical Response.

    Sage E-Marketing 60 Day Trial:  Team Level (including the Send As, Scheduled Send and Call List features) for 1 or more users and Platinum Drip Marketing for 60 days. Note: The daily send limit is 50 for the account during the trial period.
    Sage E-marketing for ACT! Gold Certified Consultants

    SIGN-UP TODAY! Sign-up through us and we will setup your account and send you an E-Marketing for ACT! Reference Guide to help you get started.