Bing Your Contacts – with the ACT Web Info Tab

Add Functionality to the ACT Web Info Tab with Custom Links

Like you, I manage my business through my ACT database. My favorite tab in Act! is the ACT Web Info Tab for its instant ability to find a wealth of information about… anything and everything. And researching my contacts or their companies helps me develop a deeper relationship with that person or gather relevant data about the company for our joint project, transaction, agreement, and so on. The ACT Web Info Tab is a fantastic source of viewing internet data regarding contacts without leaving the Act! program, saving me time in everyday use from having to toggle between Act! and the internet browser.

While ACT! comes with many useful links, including those for Google and Yahoo, some people prefer to use Bing (powered by Microsoft) as their Search Engine site. As with most features in ACT CRM, the Web Info Tab is easy to customize and by adding a couple of custom Bing Links – you can make Bing your ‘Research Engine’.

Bing Your Contacts - to create the Bing links, select the Edit Links button on the tab and follow these simple steps:

1. Click the Add button
2. In the Site Name box, type Bing and if you are going to be searching based on an ACT! field such as Company then include a descriptive name for your link i.e. Bing – Company
3. In the URL box, type http://www.bing.com/search?q={act field name} i.e. http://www.bing.com/search?q={Company}

Repeat the steps above if you want to add another link to search a different database field. Click the OK button to close the edit box and you will now see your custom links in the User Links list. Bing On!

[Note- The list is in alpha-order and your new link may appear at the bottom of the list. Select the Edit Links button once more to resort into alpha-order.]

Bing Link ACT Web Info Tab

Now if Bing isn’t your thing, you can add your own industry-specific sites as links that you use in your business. Financial Companies can add links to financial sites, Real Estate Companies to residential/commerical listing sites, Retailers to shipping sites, etc. – the possibilities are up to you!

ACT 2013 Multi User Free Add-on Promotion

ACT 2013 Multi User (5 or More Licenses) will include a Free Company Maker and a Free Field Calculator Add-on

From now until the end of August when you purchase ACT 2013 Multi User (5 or More) Licenses Pro, Premium and Premium with SQL08 you will receive a Free Company Maker for ACT 2013 and a Free Field Calculator Add-ons with your order.

Visit our eStore for great pricing on ACT 2013 Multi User products and a 10% discount on your entire ACT CRM order!

ACT 2013 Multi User Pro Discount Promotion ACT 2013 Multi User Premium Discount Promotion

About Company Maker for ACT CRM

Since ACT! 2005 when company records were introduced, you can organize your contacts by the company the work for. When you create a company record, you can select contacts that you want linked to that company. Also if you add a contact, you can tell ACT! to create a company from that contact record. This is a great feature but can be time consuming if you have a lot of companies to create or contacts to link.

This is where Company Maker is a great tool. When you need to create multiple company records and link the associated contact records, Company Maker can complete the task in a couple of clicks. Also very handy when you are doing data imports, Excel imports, Outlook imports, etc..

Features

  • Run the utility for all contacts or a lookup of contact records
  • Link a contacts to existing company records
  • Create a company records they don’t exist and then link the contacts
  • About Field Calculator for ACT CRM

    Produced by The New Hampton Group, this utility is a full-feature “calculator” that uses numeric constants and the contents of fields from ACT! records to perform simple or complex calculations, and save the results into an ACT! field.

    Field Calculator can reference fields on the current Contact record, the current Company record, the Group current record, and the current Opportunity record. Any combination of fields can be used, along with static numbers to perform mathematical functions:

  • Addition
  • Subtraction
  • Multiplication
  • Division
  • Exponentiation, Trig Functions and more
  • Use the intuitive wizard interface to define any number of triggers to activate Field Calculator. Put a trigger on a field activity (enter, change, leave), toolbar icon, menu item or other ACT! events. Triggers can operate on the current record (contact, company, group, opportunity), or current lookup (of contacts, companies, groups, opportunities).

    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’!

    ACT CRM Upgrade – ACT 2013 at Upgrade Prices for ACT 2010 or Older

    ACT CRM Upgrade Pricing for any previous version of ACT! for the Month of June

    Swiftpage, the new owners of ACT!, for the month of June are offering current and former ACT! customers an ACT CRM Upgrade Promotion to upgrade their older ACT! version at the discounted upgrade price. Normally upgrade pricing is only for those that own ACT! 2011 or newer (click here to read the ACT! Upgrade Pricing Policy), but they are waving the upgrade policy for the entire month.

    Visit our eStore for great pricing on ACT CRM 2013 products and a 10% discount on your entire ACT CRM order!

    ACT CRM Upgrade Discount Promotion

    If you currently own ACT! 2010, ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005, ACT! 6 or older – now is the time to upgraded to ACT! 2013!

    Each year’s release has added robust features to increase productivity and empower your business to convert leads, retain customers and generate more sales. Below is a summary of the major features and enhancments per release.

    ACT! CRM 2013

  • Social Updates
  • Smart Tasks with field updates
  • Offline Smart Tasks
  • Premium Web Mobile Opportunities
  • ACT! CRM 2012

  • Premium Web Mobile
  • Universal Search
  • Gmail History and Google Contact & Calendar Sync
  • Scratchpad
  • ACT! CRM 2011

  • Smart Tasks
  • Outlook Contact & Calendar Sync
  • Excel Import
  • History Type Filtering
  • ACT! CRM 2010

  • Customizable Opportunities
  • Web Info Tab
  • E-marketing for ACT! powered by Swiftpage
  • Reports and Welcome Views
  • ACT! CRM 2009

  • Direct Outlook Email Integration
  • Related Contacts
  • Powerful Lookups
  • Robust Previous Lookups
  • ACT! CRM 2008

  • Dashboards
  • Advanced Group and Company Features
  • Contact List View Editing
  • Document Shortcuts
  • ACT! CRM 2007

  • Field Level Security
  • Database Backup & Maintenance Automation
  • Attach Outlook Email to ACT! Contact
  • Notes & History Preview Pane
  • ACT! CRM 2006

  • Contact Access Level Features
  • Group & Company Tree View
  • Citrix & Terminal Service Support
  • Attachment Sync
  • ACT! CRM 2005

  • New Field Types
  • Export to Excel
  • ACT! as an Outlook Address Book
  • Additional User Security Options
  • Sage ACT! 2013 Fall Sale Until November 16, 2012




    Sage ACT! 2013 Fall Sales Promotion
    Now Through Friday, November 16, 2012

    Buy and Save on Sage ACT! 2013 Pro or Sage ACT! 2013 Premium at www.actplatinum.comTo encourage customers in taking advantage of upgrading or adding seats Sage is offering an additional discount until Friday, November 16, 2012. During this time there will be extra savings on Sage ACT! 2013 Pro, Sage ACT! 2013 Premium and Sage ACT! 2013 Premium with SQL Standard 2008 New and Upgrade Licenses. Below lists the Promo Pricing with the November 12% eStore Discount and can be found on our eStore. Click on the SKU below to go to the product on our eStore.

    SAGE ACT! PRO 2013 PROMO

  • New Single License (SKU ACTPRO2013L): $228.99 Less $27.48 eStore Discount
  • Upgrade Single License (SKU ACTPRO2013UPL): $169.95 Less $20.39 eStore Discount
  • New 2-4 Licenses (SKU ACTPRO2013LS): $215.99 Less $25.92 eStore Discount
  • Upgrade 2-4 Licenses (SKU ACTPRO2013UPLS): $159.95 Less $19.19 eStore Discount
  • New 5+ Licenses (SKU ACTPRO2013LA): $201.99 Less $24.24 eStore Discount
  • Upgrade 5+ Licenses (SKU ACTPRO2013UPLA): $149.95 Less $17.99 eStore Discount
  • SAGE ACT! PREMIUM 2013 PROMO

  • New Single License (SKU ACTPRM2013L): $466.99 Less $56.04 eStore Discount
  • Upgrade Single License (SKU ACTPRM2013UPL): $305.95 Less $36.71 eStore Discount
  • New 2-4 Licenses (SKU ACTPRM2013LS): $439.99 Less $52.80 eStore Discount
  • Upgrade 2-4 Licenses (SKU ACTPRM2013UPLS): $287.95 Less $34.55 eStore Discount
  • New 5+ Licenses (SKU ACTPRM2013LA): $411.99 Less $49.44 eStore Discount
  • Upgrade 5+ Licenses (SKU ACTPRM2013UPLA): $269.95 Less $32.39 eStore Discount
  • SAGE ACT! PREMIUM w/SQL08 2013 PROMO

  • New Single License (SKU ACTPRM2013QL): $560.99 Less $67.32 eStore Discount
  • Upgrade Single License (SKU ACTPRM2013QUPL): $373.95 Less $44.87 eStore Discount
  • New 2-4 Licenses (SKU ACTPRM2013QLS): $527.99 Less $63.36 eStore Discount
  • Upgrade 2-4 Licenses (SKU ACTPRM2013QUPLS): $351.95 Less $42.23 eStore Discount
  • New 5+ Licenses (SKU ACTPRM2013QLA): $494.99 Less $59.40 eStore Discount
  • Upgrade 5+ Licenses (SKU ACTPRM2013QUPLA): $351.95 Less $42.23 eStore Discount
  • If you are already using ACT! 2013 you can take advantage of the sale by purchasing additional licenses at the promotional price.

    ACT! 2011 and ACT! 2012 users can take advantage of the sale by purchasing upgrade licenses at the promotional price and upgrade to the latest features.

    Sage ACT! 2013 Pre-Order by August 31, 2012 for the Best Price on the New Release

    Buy Sage ACT! 2013 Pro or Sage ACT! 2013 Premium at www.actplatinum.comPropel Your Sales and Marketing Success with Contemporary Trends in Sage ACT! 2013
    Business never rests and neither should your technology. Celebrating 25 years of serving the Contact and Customer Management needs for small businesses and sales teams, Sage ACT! 2013 delivers contemporary new features and enhancements that help you leverage the latest trends in mobility, social media, and e-marketing to propel your sales and marketing success.

    RELEASE SNAPSHOT

    • Sage ACT! Premium Mobile with Opportunities1 Travel light and stay connected to your business with real-time mobile access from your iPhone®, iPad®, or AndroidTM device.

    • Social Updates2 Capitalize on added customer insight by viewing a collection of your contact’s last 25 posts made on LinkedIn® and Facebook®.

    • Social Sharing Extend your reach beyond just email by automatically posting your Sage E-marketing for ACT!3 campaigns to popular social media sites and allowing recipients to share with their network.

    • Smart Task Enhancements Save even more time because Smart Tasks now run even when Sage ACT! is closed4, and automatically update record fields5 once your selected conditions are met.

    • Usability Improvements Benefit from new, intuitive wizards for remote database creation, moving and sharing databases, and a streamlined download experience.

    From now to the end of August purchase the next release, Sage ACT! 2013, at the lowest price. During this time there will be extra savings on Sage ACT! 2013 Pro, Sage ACT! 2013 Premium and Sage ACT! 2013 Premium with SQL Standard 2008 New and Upgrade Licenses. Below lists the Promo Pricing with our August additional 13% off Discount and can be found on our eStore.

    SAGE ACT! PRO 2013 PRE-ORDER PROMO
    New License: $188.99 Less $24.57 eStore Discount
    Upgrade License: $139.95 Less $18.19 eStore Discount

    SAGE ACT! PREMIUM 2013 PRE-ORDER PROMO
    New License: $384.99 Less $50.05 eStore Discount
    Upgrade License: $251.95 Less $32.75 eStore Discount

    SAGE ACT! PREMIUM 2013 w/SQL08 PRE-ORDER PROMO
    New License: $461.99 Less $60.06 eStore Discount
    Upgrade License: $307.95 Less $40.03 eStore Discount

    Upgrade Policy Warning:  Current users of ACT! 2010 will pay New License pricing to Upgrade after September 30, 2012.

    Important Notes:
    For Sage ACT!: Review Sage ACT! system requirements at www.ACT.com/SystReq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Visit www.ACTsolutions.com or contact your add-on product provider to determine compatibility for your add-on products. You are responsible for all data related charges to your mobile phone. Sage E-marketing for ACT! is powered by Swiftpage™.

    1 Sage ACT! Premium Mobile requires set-up and configuration of Sage ACT! Premium (access via web). Data access available via active Internet connection from supported device browsers. Review Sage ACT! system requirements at www.ACT.com/SystReq. You are responsible for all data-related charges to your device.
    2 This feature is not available in Sage ACT! Premium (access via web).
    3 Requires additional subscription.
    4 Sage E-marketing for ACT! steps will not run offline.
    5 Data/field triggers are only available in Contact and Opportunity entities.

    Join us for these FREE events and see Sage ACT! 2013 with more of what you need to propel your sales & marketing success! Learn what’s new to the product, along with key improvements and innovations.

    SCOTTSDALE, AZ
    WHEN: Thursday, September 20th, 2012 from 1:00PM – 3:00PM
    WHERE: Chaparral Suites

    SEATTLE, WA
    WHEN: Tuesday, September 25th, 2012 from 1:30PM – 3:30PM
    WHERE: Seattle Yacht Club

    BRING YOUR iPADS, TABLETS & SMARTPHONES AND TRY THE NEW MOBILE WEB FOR YOURSELF

    Space is Limited, Sign-up today!

    Not able to attend one of our Roadshows? Send us an email and we will invite you to an upcoming new features webinar.

    Sage ACT! Pro vs. Sage ACT! Premium – 7 Things to Know Before You Buy

    Sage ACT! has 2 products, Pro and Premium, and we are always asked by potential customers which product is right for their business.

    Sage publishes the below image to outline the product differences, but we want to provide more information to compare and contrast the products and features.
    Buy Sage ACT! 2013 Pro or Sage ACT! 2013 Premium at www.actplatinum.com

    So to assist in selecting the right product for your business below are 7 things to know before you buy:

    1. The number of active users is a determining factor, the Pro product has a limitation of 10 active users in a database. This means if you have more than 10 users you will need the Premium product. If you purchase the Pro product and need to add the 11th user or more you will need to purchase Premium upgrade licenses for the existing Pro licenses – provided your are within Sage’s Upgrade Policy. Therefore, if your business is growing it would make sense to purchase the Premium product over the Pro at the on-set.

    2. The Pro product has Windows only licensing, Premium has dual licensing for both Windows & Web (including Web Mobile) access. Sage ACT! Premium allows you to do your own web hosting (without the monthly fees of other competing products) where you can deploy the web product with database access through your intranet or internet. With Sage ACT! Premium Mobile you can travel light and stay connected by accessing your Sage ACT! Premium contact, calendar and opportunity (with the release of Sage ACT! Premium 2013) details from your iPhone®, iPad® or Android™ device.

    3. The Premium product has Field Level Security that allows you to limit the access to certain Contact, Opportunity, Group and Company fields by users and teams. You can grant full access to those that need to update the field information, read only to those that need to see the information but cannot change the data, or no access to a field which means they cannot see the field within the database or reports. This is a valuable feature if your business works with social security numbers, credit card information or other sensitive data.

    4. The Premium product has Record Level Security that allows you to limit the access to Contact, Opportunity, Group and Company records by users and teams. This is a powerful feature if you want your salespeople to see only their records, sales managers being able to see the records for their direct reports, by territories or if you want to divide the records by different departments or job responsibilities.

    5. Both the Pro and Premium products have the database synchronization feature in which you can create remote databases that synchronize to your master database for disconnected/offline data access. The Pro Product only allows Application Synchronization which means that when a remote synchronizes to the master the ACT! program needs to be open and logged into master database – this is not ideal if the master database is hosted on a server or an unattended machine. The Premium product comes with Synchronization Services (network and internet) which allow the synchronization to occur without the ACT! program being open, the service runs on a host machine/server and listens for the synchronization connection.

    6. The Dashboard is available in both products but the Pro version has a limitation of being only able to view the current user activity and opportunity information, filtering for a different user or multiple users is not an option. With the Premium product you can create Dashboard with multi-user, team, territory, region, and/or department views.

    7. With the Premium product network users have an additional feature of being able to include other users and resources in their activity scheduling and checking on their availability. This is a helpful feature if your business has meetings or calls with your customers or prospects that involves more than one of your users of ACT!.

    Bonus Item: Sage ACT! Premium vs. Sage ACT! Premium with SQL 2008
    There are no feature differences between the Premium product and the Premium with SQL 2008. The only difference is that the the Premium will install SQL 2008 Express as the database engine and the Premium with SQL 2008 will install SQL 2008 Standard as the database engine. There are no forced metrics as to when to select the Premium with SQL 2008 but a general guideline is Premium with SQL 2008 is preferable when you have 20 or more concurrent network users or more than 100,000 Contact Records.

    You can purchase the latest Sage ACT! CRM Software products with current discounts and promotions from our Sage ACT! eStore at www.actplatinum.com and if you have any additional questions please send us a Contact Us form.