Act v16 Premium and Act v16 Pro is Retiring September 30th 2016

Upgrade Pricing for Act v16 Premium (2014) and Act v16 Pro (2014) Customers Ends September 30th 2016

Upgrade Your Act v16 Premium or Act v16 ProAct v16 is reaching obsolescence which means it will stop being sold by Act! at the end of September and Act! Technical Support for Act v16 products will no longer be available at the end of November. Now is the time to upgrade your Act v16 Premium and Act v16 Pro to the latest version at significant savings. You will get the latest v18 version with cool new features and compatibility with the current technology Windows 10 and Office 2016. Don’t miss out – as an Act v16 owner you are eligible for loyalty/upgrade pricing on the latest version of Act! until the end of September.

ACT! PREMIUM UPGRADE OPTIONS FOR ACT! V16 CUSTOMERS

Act v18 Premium Loyalty Annual Subscription at $190 per user per year: this option does not include license ownership and is an annual subscription for use and includes software updates (v19) and Act! Technical Support for the term. There are additional discounts available on multi-user (5, 20, 50 & 100) level subscription purchase.

Act v18 Premium Loyalty 2 Year Subscription at $342 per user every 2 years: this option does not include license ownership and is a 2 year subscription for use and includes software updates (v19) and Act! Technical Support for the term. There are additional discounts available on multi-user (5, 20, 50 & 100) level subscription purchase.

Act v18 Premium Perpetual Upgrade at $380 per user: this option maintains your license ownership and includes the 1st year of software updates (v19) and Act! Technical Support. There are additional discounts available on multi-user (5, 20, 50 & 100) level purchase.

ACT! PRO UPGRADE OPTION FOR ACT! V16 CUSTOMERS

Act v18 Pro Upgrade at $179.99 per License: this option is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. This upgrade promo for v16 customers will include Act! v19 software upon release and last day to purchase is September 30th, 2016. Act! Pro does not include Act! Technical Support, if you need Act! Tech support a 30 Day Act! Technical Support Plan is available.

SAVE TODAY

To save you even more on your Act! upgrade we have a coupon for an additional discount on our eStore. Contact Us if you need a quote and be sure to place your order before the September 30th deadline.

How To Sign Up For Cloud CRM – Act Premium Cloud

Act Premium Cloud Sign Up

How to Subscribe to the Act Premium Cloud Service

CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service
With Act! Premium Cloud you get on-demand access to the #1 best-selling Contact and Customer Manager in a secure Cloud environment, plus additional included benefits like video training, expert support, automatic upgrades, and nightly backups for a worry-free experience.

Below are the step by step instructions to start your service:

STEP 1: Click the Subscribe Button above or click here, a new web page will open and you will be taken to the Act Premium Cloud website.

Act Premium Cloud Price Per User

STEP 2: Enter the number of active users for your database by clicking the + sign. As you increase or decrease the user count you will see the Subtotal update. There are price breaks for having 5, 20, 50 and 100+ users (CLICK HERE FOR THE ACT PREMIUM CLOUD PRICE CHART). After selecting the number of users for your database click the Continue Button.

Act Premium Cloud Account RegistrationSTEP 3: From the Register web page you will create your Act Premium Cloud account by entering your First Name, Last Name, Company Name, Email Address, Phone Number and create a Password.

Password must be 8 characters long and contain two of the following: 1 upper, 1 lower, 1 digit or 1 symbol character.

Once you have filled out the form click the Register Button.

Act Premium Cloud Account Payment Information

STEP 4: Enter your payment information and click the Buy Now Button.

SUCCESS! You will receive an order number and check your email inbox for confirmations.

One of the emails you will receive is your Act Premium Cloud Welcome notification. This email contains a link for you to set up your database. If you have an Act! database already or purchased one of our Vertical Databases for Act!* you will select the Upload an Act! Database option. If you are new to Act! a blank database will be created for you.

Once your database has been configured you will receive an Act! Ready email, click the login button and save the link to your browser’s favorites menu or toolbar for easy access. Now login with your database credentials. Get up to speed with the Act Premium Cloud feature videos and if you want to get more from your Act! Contact Us.

Start Your Act Premium Cloud Service Today!

*You can also forward your welcome email to us and we will upload your Vertical Database for Act! for you.

Act Premium Cloud Free TrialFYI – Before you subscribe to the Premium Cloud service you can try Act! Premium Cloud and gain hands-on experience through a free 14-day trial. No download or install required.
Click here to start your Act! Premium Cloud free 14-day trial.

Notice for Act 2007 Through Act 2010 Users

Bulletin for Act 2007, Act 2008, Act 2009, Act 2010

NOTICE FOR ALL ACT 2007 THROUGH ACT 2010 USERS

Microsoft has announced that after April 12, 2016, their Microsoft® SQL Server® 2005 products will reach the End of Support. This means that Microsoft will not be providing any new security updates, non-security updates, free or paid assisted support options or online technical content updates past this end of life date. More information can be found at Microsoft’s website: https://www.microsoft.com/en-us/server-cloud/products/sql-server-2005/

Act 2007 thru Act 2010 Users Need to Upgrade If you are currently using Act 2007, Act 2008, Act 2009 or Act 2010 (Act! By Sage, Act! Pro, Act! For Workgroups or Act! Premium) your version of Act! runs Microsoft SQL Server 2005. This means that after April 12th, 2016, you will no longer receive key security updates from Microsoft for the SQL Server 2005 products. Continuing to run Microsoft SQL Server 2005 past this date may put systems and applications at an increased risk of potential security vulnerabilities.

With the approaching SQL Server 2005 end of life date, we recommend for you to upgrade your Act! to the latest version, Act! V18, which includes Microsoft SQL Server 2014. To aid Act! 2010 and earlier customers in upgrading their Act!, loyalty pricing for Premium v18 is available at $190 for a Premium Annual Subscription or $380 for a Premium Perpetual License until April 15, 2016.

Visit our Act! Software eStore to order your upgrade at the promotional loyalty pricing and we also offer our customers an additional 10% off the entire order with a coupon at checkout. Must provide Act! 2007-2010 License Key at checkout to qualify for promotion.

By Upgrading your Act! not only will you have a supported version of SQL Server but you will also have and Act! That is compatible with Windows 10, the latest Office Suites and popular internet browsers.

NOTE: The SQL Server 2005 EOL also applies to any program that utilizes a Microsoft SQL Server 2005 product and not just to Act! Software products, so be sure to check all programs on your servers and workstations and find an updated solution.

What can linking Act CRM and Accounting Software do for my business?

Linking Act CRM and Accounting Software Increases Productivity

Act! CRM software helps your business document and leverage information about your Leads, Prospects and Customers. By keeping this data in a standard format and in a central location, making it easy to share Contact information throughout your organization.

By using Act! CRM, Management, Administrative staff, Sales Representatives, the Service team, Accounting, and other departments would have access to this valuable Customer information. All team members can work together to improve customer service, relationships, and satisfaction with having this shared knowledge at their fingertips to increase sales, improve customer retention and ultimately offering a premium customer experience.

Where CRM software primarily focuses on increasing profits by increasing sales, accounting software functionality is about improving efficiencies and minimizing costs. It also allows for the sharing of standardized information throughout Accounting and Warehouse departments, efficiently capturing transactions, and the streamlining of your business processes.

Traditionally, the selection of Contact Management and Accounting systems have been driven by two different areas of the business – Sales and Marketing driving the Contact Management software decision, and Finance and Operations driving the Accounting software decision. This disparate approach typically leads to the creation of islands of common information.

CRM Software and Accounting Software LinksBut now, there are widely available tools to bring these systems together. Integrating Accounting and Act! CRM removes those data silos from the organizational teams and optimize operations across your business. It gives a complete view of the Customer, estimated incoming sales, and financial history. When a Prospect turns in to a Customer, a click of a button creates the Customer from the CRM software to a Customer in the Accounting software, eliminating double-data entry.

Integrating your Act! and Accounting provides to your Sales team the valuable financial information they need without actually opening the Accounting program. It improves efficiency, and the customer service experience. When your Customer calls to inquire on the status of an order, the Sales or Admin team would not need to log into a separate system to research, or delay the client experience by having to contact someone else in a different department. Your Act! Users would see order status, past invoices, payment history, credit limits, credit holds and so much more.

We have seen the benefits for many of our customers in linking Act CRM and Accounting software and work with several popular accounting products including QuickBooks, Sage 50 (formerly Peachtree Accounting and Sage 100 (formerly MAS 90 and MAS 200). Clicking the product links above will take you to more information on linking Act CRM with the specific Accounting software, if your business uses a different Accounting system – please send an email to renee@actplatinum.com, our Act! and Accounting expert.

ACT Pro vs ACT Premium for v18 – 10 Things to Know Before You Buy ACT CRM

Act Pro vs Act Premium – Product Comparison

Act! CRM has 2 on premise products, ACT v18 Pro and ACT v18 Premium, and we are always asked by potential customers which product is right for their business.

Act! has previously published the below image to outline the product differences, but we want to provide more information to compare and contrast the products and features.
Buy ACT v18 Pro or ACT v18 Premium at www.actplatinum.com

Comparing Act Pro vs Act Premium in order to assist in selecting the right product for your business, below are 10 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 ACT!’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. 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 Act! Premium Mobile you can travel light and stay connected by accessing your Act! Premium contact, calendar and opportunity 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!.

8. The Act! v18 Premium product has the all-new Web API platform that allows users to connect Act! to other business productivity tools to increase productivity and streamline aspects of your business. The Web API platform provides users with the ability to develop new applications and is only available to Act! Premium for Web deployments.

9. Act v18 Premium Perpetual License Purchases now includes the 1st year of Act! Software Updates and Act! Technical Support. After the 1st year Premium Perpetual customers will have the option to renew their Premium service to always have the latest release of Act! Premium software and Act! Technical Support. Act! v18 Pro does not include software updates or Act! Technical Support, Pro customers have the ability of purchasing software upgrades with any new release and there is a 30 Day Act! Tech Support Package available for $40 per license on your account.

10. Act! v18 Premium provides customers with Subscription payment options, these options gives you monthly or annual subscription services of software rental, updates and Act! Technical Support with no upfront license costs. Now you have an option of Act Subscription for the Premium product as an alternate way to gain access to the Act! Premium software at a lower startup cost.

You can purchase the latest Act! CRM v18 Software products with current discounts and promotions from our ACT CRM eStore at www.actplatinum.com and if you have any additional questions please send us a Contact Us form.

Act 2013 Premium and Act 2013 Pro is Retiring September 30th 2015

Upgrade Pricing for Act 2013 Premium (v15.x) and Act 2013 Pro (v15.x) Users Ends September 30th 2015

Upgrade Your Act 2013 Premium or Act 2013 ProAct 2013 is reaching obsolescence which means it will stop being sold by Act! at the end of September and Act! Technical Support will no longer be available at the end of November. Now is the time to upgrade your Act 2013 Premium and Act 2013 Pro to the latest version at significant savings. You will get the latest v17 version with cool new features and compatibility with the current technology Windows 10 and Office 2013. Don’t miss out – as an Act 2013 owner you are eligible for upgrade pricing on the latest version of Act! until the end of September.

Our Favorite Enhancements since 2013 and Key Reasons to Upgrade:

  • Basic Act! Emarketing Account Now Included – integrated emarketing right from your Act! database
  • History List – easy reporting on your histories
  • Calculates Fields – calculations based on age, date, percentage, dollar value, currency, and other data
  • Document Links – link to files on the web such as Dropbox and Sharepoint
  • Refreshed Look – no more Sage green
  • Usability and System Improvements – for speed and productivity
  • Whether you are using Act 2013 Premium or Act 2013 Pro your upgrade options are:

    Act v17 Premium Perpetual Upgrade at $380 per License: this option maintains your license ownership and includes the 1st year of software updates (v18) and Act! Technical Support. There are additional discounts available on multi-user (5, 20, 50 & 100) level purchase.

    Act v17 Premium Subscription Upgrade (Loyalty) at $190 per License per Year: this option does not include license ownership and is an annual subscription for use and includes software updates (v18) and Act! Technical Support for the term. There are additional discounts available on multi-user (5, 20, 50 & 100) level subscription purchase.

    Act v17 Premium Cloud Service at $350 per User per Year: a hosted cloud solution where Act! handles hosting your database for you including updates and tech support. There are additional discounts available on multi-user (5, 20, 50 & 100) level service purchase.

    Act v17 Pro Upgrade at $149.99 per License: this option is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. This product does not include software updates or tech support, a 30 Day Act! Technical Support Plan is available.

    To save you even more on your Act! upgrade we have a coupon for an additional discount on our eStore (coupon cannot be applied to the Premium Cloud Service). Contact Us if you need a quote and be sure to place your order before the September 30th deadline.

    How to Import Act Database to an Act Vertical Database

    Using the Import Act Database Feature

    Congratulations on the purchase of an Act Vertical Database customized for your industry. To get started if you have an existing Act database you will need to import it to the Act Vertical Database. Below are some guidelines to using the import Act database feature and the import must be performed using the Act for Windows program as the import Act database feature is not currently available in the cloud product.

    Importing a single user database that hasn’t been customized is a relatively simple process, similar to importing a text file. Importing a multi-user database or if your existing database has been customized is a more complex process. Below are four scenarios with general guidelines for the import of your existing database (source database) to an Act Vertical Database (target or destination database).

    How to Import an Act DatabaseOPTION 1: Single User With No Customizations – From the Act Vertical Database go to the File Menu and select Import, the Import Wizard displays. On the Specify Source dialog select Act! Database, click the Browse Button to select your existing database and enter your log on information. Import the Record Types (Company, Contact, Group, Opportunity) where you have created records and since your database has not been customized you will not need to map your fields – they will automatically map. For your Merge Options for each Record Type Replace with Source or Merge if existing match to clean up any duplicates and if there isn’t an existing match select Add. Be sure to select the checkboxes of Include attachments if you had attached files and Include others users public activities if you were scheduling activities. For more information, please review the knowledgebase article How To Import Contact Data From an Existing ACT! Database Into Another ACT! Database.

    OPTION 2: Single User With Customizations – If your existing database has customized fields that are not in the Act Vertical Database you will need to create the fields in order to retain the data. For more information, please review the knowledgebase article How To Manage Fields in ACT!. Once you have added the fields to the Act Vertical Database, import your data by following the knowledgebase article in Option 1.

    OPTION 3: Multi-User No Customizations – If you have a multi-user database you will want to move the users to retain Record Manager information to the Act Vertical Database. For more information, please review the knowledgebase article How to Import a Multi-User Database and Retain the Record Manager in ACT!.

    OPTION 4: Multi-User With Customizations – First create the custom fields in the Act Vertical Database by following the knowledgebase article in Option 2. Next create the users in the Act Vertical Database by following the knowledgebase article in Option 3. Then import in your data to the Act Vertical Database.

    For more tips and information to use the Import Act Database Feature see the knowledgebase article Best Practices for Import and Exporting Data from One ACT! Database to Another ACT! Database.

    If you would rather have Platinum CRM Consulting take on the task of importing your Act database (or other data sources) for you please contact us for an estimate. We have been importing Act Databases for over 15 years and will bring over your existing database to your new Act Vertical Database.

    How To Start Your Act Premium Cloud CRM Service

    7/1/2016 NOTE: THIS ARTICLE HAS BEEN UPDATED FOR THE CHANGES TO THE ACT! PREMIUM CLOUD SERVICE – CLICK HERE FOR THE NEW SIGN-UP INSTRUCTIONS

    CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service

    CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service

    With Act! Premium Cloud you get on-demand access to the #1 best-selling Contact and Customer Manager in a secure Cloud environment, plus additional included benefits like video training, expert support, automatic upgrades, and nightly backups for a worry-free experience.

    Below are the step by step instructions to start your service:

    STEP 1: Click the Subscribe Button above or click here, a new web page will open and you will be taken to the Act Premium Cloud website.

    Act Premium Cloud Monthly or Annual Pricing

    STEP 2: Determine if you want to subscribe monthly or annually, an annual subscription will save you 2 months of service fees per year (buy 10 months get 2 months free). From the Act Premium Cloud option select either billed monthly (Monthly Subscription) or billed annually (Annual Subscription) from the drop down and then click the Buy Button.

    Act Premium Cloud Number of Users

    STEP 3: Enter the number of active users for your database by clicking the + sign. As you increase or decrease the user count you will see the Subtotal update. There are price breaks for having 5, 20, 50 and 100+ users. After selecting the number of users for your database click the Continue Button.

    Act Premium Cloud Account RegistrationSTEP 4: From the Register web page you will create your Act Premium Cloud account by entering your First Name, Last Name, Company Name, Email Address, Phone Number and create a Password.

    Password must be 8 characters long and contain two of the following: 1 upper, 1 lower, 1 digit or 1 symbol character.

    Once you have filled out the form click the Register Button.

    Act Premium Cloud Account Payment Information

    STEP 5: Enter your payment information and click the Buy Now Button.

    SUCCESS! You will receive an order number and check your email inbox for confirmations.

    One of the emails you will receive is your Act Premium Cloud Welcome notification. This email contains a link for you to set up your database. If you have an Act! database already or purchased one of our Vertical Databases for Act!* you will select the Upload an Act! Database option. If you are new to Act! you can select to create a new blank database or provide a .xls, .xsls or .csv file and upload a spreadsheet.

    Once your database has been configured you will receive a Act! Ready email, click the login button and save the link to your browser’s favorites menu or toolbar for easy access. Now login with your database credentials. Get up to speed with the Act Premium Cloud feature videos and if you want to get more from your Act! Contact Us.

    Start Your Act Premium Cloud Service Today!

    *You can also forward your welcome email to us and we will upload your Vertical Database for Act! for you.

    Act Subscription – CRM Solutions Perfect for Your Business

    Act Subscription CRM SuiteAct! is now offering a new subscription model as way of subscribing to Act! CRM for your business. While you can still purchase licenses (now called perpetual license ownership), now you have an option of Act Subscription for the Premium product as an alternate way to gain access to the Act! Premium software at a lower startup cost. Below lists the Act! Solutions to help you find the perfect one for your business and each solution includes Act! Emarketing Basic Account.

    Act! Premium Perpetual is license ownership and now includes the 1st year of software updates and Act! Technical Support. Previously you had to participate in Act!’s Business Care Plans as a separate option with your license purchase – now these services are bundled together in the price of the license. Premium Perpetual licenses start at $500 per user ($380 for Qualified Loyalty Upgrades) with discounts on multi-user (5, 20, 50 & 100) level purchase. After the first year you will have the option to continue your maintenance and support for another year, Act Subscription at $250 per user ($190 for Loyalty Upgrades) with discounts on multi-user (5, 20, 50 & 100) level renewal. This Act! subscription renewal is similar to what was formerly known as Silver and Gold Business Care Annual Plans. If you opt to not renew your maintenance and support services you will still have access to your program with a perpetual license for the lasted version released prior to your term expiration.

    Act! Premium Subscription does not include license ownership but includes access to the software program with software updates and Act! Technical Support for the term of your subscription. You can subscribe monthly or annually, the annual Act Subscription will include 2 months free when you purchase 10 months. Per User cost for the Act Subscription is $25 per month ($19 for Qualified Loyalty Upgrades) or $250 per year ($190 for Qualified Loyalty Upgrades. Act Subscription will have multi-user (5, 20, 50 & 100) level discounts. Canceling your Act Subscription will discontinue your access to the program at the end of your subscription term.

    Premium Cloud (formerly known as Act! Hosted) Act! handles the hosting for you at a newly reduced per user cost of $35 per month or $350 per year with multi-user (5, 20, 50 & 100) level discounts. With Act! Premium Cloud, you still own your data and have access to a copy of your database at any time. Plus, your Premium Cloud subscription gives you a direct line to Act! Technical Support. Best part? No setup, installs, or upgrades – they automatically take care of it.

    Act! Pro is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. Act! Pro is sold by Act! through their distribution channels and as the #1 Act! Diamond Partner in the United States, we are a top distributor of Act! software including the Pro product line and you can continue to purchase your Act Pro v17 licenses through us.

    Act! Vertical Solutions are industry specific Act! Databases that work with the latest release of the Act! Premium Perpetual, Premium Subscription, Premium Cloud and Act! Pro solutions. Currently there are Act! Vertical Solutions for Residential Real Estate, Mortgage, Home Builder and Health Insurance with more being added.

    Cloud Essentials is a simple, cost-effective way to help you get organized, stay connected, and look professional. At a monthly $10 per user cost it’s easy to get started, with no technical hoops to jump through, and no long-term commitment required. Bring your business into focus Cloud Essentials helps you easily consolidate and manage contacts, activities, notes, and history, and connect with prospects and customers in one organized place, accessible from anywhere.

    Act Pro v17 Discontinued… NOT!

    Act Pro v17Last month Act! made changes to the distribution of their products and introduced an additional subscription model for their Premium product line. These changes have led to rumors in the marketplace and one of them is that Act! is discontinuing the Act Pro v17 product line. This is just not true.

    Act! has chosen to no longer offer the Pro product on their website or direct and instead is focusing on the Premium and Cloud product lines. But the Act Pro v17 product is still being sold by Act! through their distribution channels. As the #1 Act! Diamond Partner in the United States, we are a top distributor of Act! software including the Pro product line and you can continue to purchase Act Pro v17 licenses through us.

    In fact now is a great time to purchase the Pro product as Act Pro v17 is promotionally priced at $199.99 for a New License and $149.99 for an Upgrade License. Keep in mind that buying Act! Pro is not a subscription service and you own the license. You can use your Act Pro licensed product for as long as you want, your Act Pro v17 software will not expire.

    While Act! has discontinued Business Care (the former Maintenance and Support options) for the Pro product line they offer a 30 Day Act! Technical Support Plan. Act! v17 Pro is eligible for Act! Technical Support until 11/30/2017 so rest assured if purchasing Act! v17 Pro today that it is a supported product. There has NOT been any announcement whatsoever of the Pro product being discontinued.