Act! Premium Subscription – Why You Should Subscribe vs Buy Act! CRM

Act! Premium Subscription Products are Available at www.actplatinum.comAct! Premium Subscription- Flexible CRM For Your Business

Gone are the days of walking into a local office supply store and purchasing business software off the shelf and using that software for a long period of time. With the onset of Microsoft Operating System and Office products daily updates (an exaggeration – but it seems like it) it is hard to buy software today and have it continue to be compatible with other computer software tomorrow.

Older version Act! customers are used to buying Act! as a perpetual license – this was the long-established model used to purchase software. You pay for your software license and had the right to use it as long as you wanted or as long as it would function. Although perpetual licenses had a history of being used for a long period of time, now they have a short lifespan and within few years eventually become obsolete, due to factors such as compatibility with operating systems or other business applications and manufacturer support of the software. Furthermore if your version has reach obsolescence adding more users will not be an option with the outdated software – not a good situation for a growing business.

Continuing to use a version which is no longer supported means that service packs and updates will not be provided which as a result exposes you to risks including loss of integration, features not functioning properly or the program just stops working – can your business afford not having your customer data available? As a result you may need to upgrade more frequently for the continued use of the software and the compatibility with other of business applications.

For the last several years Act! has had a subscription model available that includes software upgrades as they are released, exclusive features and Act! Technical Support rolled into an annual price, thus doing away with compatibility or obsolescence issues. With the Act! Premium Subscription licensing model you pay an annual per user fee which allows you to use the software during the subscription term. The key difference with the subscription model and the perpetual model is that you don’t own the software, instead you rent it. Subscription replaces the planned (or unplanned) costs of buying software and support with annual subscription payments making the software with the included services more affordable.

The Act! Premium Subscription model offers better affordability with a predictable payment schedule, becoming an ordinary part of your business operational expenses. Think of it as an insurance policy and paying an annual premium to keep your business software running.  Also scalability is not an issue – if your business is growing you will be able to add more users with the purchase additional seats.

Act! Premium Subscription Products

Unlike other competitive products, Act! Subscription does not mean a Cloud Only solution. With Act! Premium Subscriptions you will have Windows, Web and Mobile solutions with either the Act! Hosted or a Self-Hosted option.  With the Act! Hosted Premium Subscription Act! will host your database and provide the technology necessary for you to access via a compatible web and mobile browsers. This also includes a local install of the software with a database that synchronizes with the hosted database and the database can also be networked for multiple computer access. With the self-hosted option the software and data resides on your server or central computer and networked desktops.  You can setup synchronization and also deploy your own web and mobile access – all the software is included with the self-hosted subscription.

You can learn more about Act! Premium Subscription options and features at:

You can buy Act! Premium Subscription Products at our Online Store

See the pricing on our Act! Premium Subscription online store and save more with price levels based on the number of users and our exclusive customer discount.

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Check Out Act! Insight Dashboard Reporting

Act! Insight Dashboard ReportingAct! Insight Dashboard Reporting - Dynamic Visual Reporting for Act!

Act! Insight Dashboard Reporting – Dynamic Visual Reporting for Act!

Act! Insight is a dashboard reporting feature available to active Act! Premium , Act! Premium Cloud and Act! Premium Plus subscribers. This feature provides dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards. And with the 20.1 release Act! Insight dashboards now include rich customization capabilities, so you can pull in data from Act! entities, reporting-based fields, and custom fields, making it easier to measure your business, team and user performance.

Additional capabilities include the ability to apply filters to customize your date range, activity types, products, and users displayed. Drill-through to Act! list views from dashboard widgets to learn more about a particular opportunity or activity. PDF any dashboard chart with just one-click. Tool Tips are available to give you a general description of the insights presented in each dashboard chart.

Act! Insight Dashboard Reporting Elements – Views and Charts
A view is a separate dashboard, a chart is a panel within the view and a view can contain many charts.

The following 3 default dashboard views with associated charts are available with Act! Insight:

(1) Key Insights View – Provides valuable insight to users across a range of performance, financial, and operational metrics. Included Charts:

Business Health – helps illustrate the effectiveness of your company’s sales by comparing actual sales with forecasted sales. Projected sales are included to illustrate expected future sales within the context of past performance.
Revenue vs. Cost – analyzes a company’s products by comparing the revenue they have produced to their associated costs over a given time frame.
Competitive Advantage – provides a count of the number of deals that were closed (won or lost) by the reason the deals were won or lost.
Average Days in Stage – how long opportunities are staying in a particular sales stage to help illustrate how opportunities are making their way through the sales process.

(2) Sales View – Allows you to see dynamic, visual snapshots of sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with out-of-the-box dashboards.  Included Charts:

Sales by Product – allows business owners and managers to analyze how their products are performing by calculating the portion of revenue from Closed-Won opportunities attributable to individual products over a given time frame.
Sales by Rep – allows sales managers to analyze how their sales representatives or account managers are performing based on the value of the opportunities they have closed and won within a given time frame.
Won Vs. Lost Sales – compares the value of opportunities in Closed-Won vs. Closed-Lost status for a given time frame.
Forecasted Sales by Product – provides business owners and managers the ability to analyze the projected value of open opportunities based on their associated products.
Forecasted Sales by Sales Rep – allows sales managers to evaluate opportunities in the sales pipeline for a given user or account manager.

(3) Customer Interactions View – provides details on activities by rep.  Included Chart:

Activities by Sales Rep – provides information about how productive users are being with their time (i.e. how many meetings, calls or to-do’s they schedule and complete).

The Power of Act! Insight is Creating Custom Views – you can create your own views and charts to personalize dashboards to display insights most relevant to your business or role.  Bring your History List to life with graphical displays of your contact interactions including custom history types, for example how many on-site visits did each of your sales reps have last month.  Or if you have a custom contact field with a drop-down list build a chart and it will tell you how many Contacts for each value within the drop-down.  To get started here is the Act! Insight video training library:  http://training-act.com/act/act-lib-prem/?courseId=act_insight&

Built on Act!’s Web API, we expect the capabilities of Act! Insight to keep expanding with each release and replace the original dashboard feature.  If you have an active Premium Subscription and are unable to access the feature please see this useful knowledgebase article for Act! Insight troubleshooting: http://kb.act.com/app/answers/detail/a_id/38883
If the suggestions in the article do not solve the issue you can contact Act! Technical Support included with your active Act! Premium Subscription.

Not an active Act! Premium Subscriber?  You can purchase your subscription with additional savings at our Act! Software Online Store where we have the latest promotions, discounts, and coupons or call us at 877-228-7528 for a quote.

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CRM for Real Estate – Grow Your Residential Real Estate Business

CRM for Real EstateCRM for Real Estate

Customer Relationship Management (CRM) is at the heart of what it takes to be successful in the real estate industry.
Whether you’re developing new prospects, maintaining relationships, managing multiple listings, following up with buyers and sellers or just trying to keep all your appointments straight, growing your business is easier with CRM.

Common office software products serve extremely important purposes but are not meant to be utilized as a Customer Relationship Management (CRM) system.  Using Outlook or Excel spreadsheets to manage your Residential Real Estate business is not only an inefficient way of building those important contact relationships but you are also losing out on potential opportunities.  Using a spreadsheet (or even worse – a shared spreadsheet) makes it difficult to know what updates were made, when they were made and who made them leading to errors, loss of information and gaps in providing a comprehensive picture of your business’ contacts, listings and closings.

CRM is specifically designed to be a central hub of critical business information and capture every interaction between you and your team with your contacts and transactions.  By implementing a CRM system agents, brokers and staff can easily share information to track and manage business contacts and focus on closings – improving relationships and the bottom line.

So how can you improve your relationships with CRM?  Details are important and with a CRM for Residential Real Estate you can capture anything that is essential to your business. Details such as contact and property information, leads, activities, emails, notes, transactions, documents and so much more.  Clients want to feel important and just think of the experience your contact will receive when they call into your office and you or your team member is able to quickly access their information that has their latest interaction whether it be an email received or an offer submitted.

In your competitive industry don’t let stuff fall through the cracks – CRM for Real Estate helps you stay on top of your calendar and improve your follow-up.  Track and prioritize meetings and activities associated with your contacts and transactions to stay productive. Benefit from alerts that keep you up to speed and on top of your commitments.

Be more organized by having your CRM link your contacts with their property transactions – whether they own the property or multiple properties, or are purchasing a property or multiple properties.  Keeping an inventory of properties and contacts will allow you to quickly find owners or sellers and match them to potential buyers or investors – all within the organized information contained in your CRM database.

Keeping a database full of referral partners, clients, investors and leads with the ability to match buyers and sellers means creating more opportunities.  More opportunities lead to improving your pipeline and closing more business. Your Residential Real Estate CRM will help you manage every stage of your sales process from leads to searches to offers to closings, completing activities in each stage to keep transactions moving. CRM dashboards give you a graphical view of your pipeline with summary totals and drill down feature to be able to work with a specific transaction. Forecast, analyze performance and track your progress within the CRM to improve your closings.

Just listed a new property? Then you will want to notify your potential buyers, leads and/or business partners and the easiest way is to send an email campaign announcing the new property for sale.  Your Residential Real Estate CRM system needs to have an integrated emarketing service so you can look up the appropriate contacts and send out the email notification – without having to export and import lists between another marketing system.

Improve your business with a CRM system that works for you – Act! CRM is a perfect fit for your Residential Real Estate business because it’s flexible. Unlike other CRM solutions, you have the freedom to tailor Act! to your specific needs whether it be in the cloud, on your local computer or both.

Act! CRM is an award winning solution that helps businesses build lasting relationships, fuel business growth, and make informed decisions. Built on top of Act! our Real Estate Agents database has been designed for the Residential Real Estate industry. By selecting Act! with our Real Estate database you will have a CRM for Real Estate system that can be implemented quickly AND you will the ability to customize the database further for your unique business needs.

CRM for Real Estate, for more information on Act! for Residential Real Estate can be found at:   http://actplatinum.com/Real_Estate_CRM.html

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What is the difference between Act! CRM Premium Products?

Act! CRM software has a Premium Edition that has 3 product types; Act! Premium Subscription, Act! Premium Perpetual and Act! Premium Cloud. So what is the difference between the Act! CRM Premium software products?

Essentially nothing… when it comes to the Act Premium CRM software. Premium is Premium is Premium – Window, Web and Web Mobile. On-premise, cloud or both – whichever is best for your organization. When comparing the Premium options it comes down to costs and deployment of the software.

Compare Act! Premium Subscription and Act! Premium Perpetual

First of all Act! Premium Subscription vs Act! Premium Perpetual is the exact same software with the ability to deploy and access via Windows (desktops, laptops, tablets), Web (IE, Chrome) and Web Mobile (iPads, mobile device browsers). The difference in the two products is whether you want to subscribe to the licensing or subscribe with walk away rights (the ability to continue to use the software after the susbscription service has lapsed).

If you choose the Act! Premium Subscription product you have the option of paying monthly, annually or every 2 years. An active subscription includes the software use, Act! Technical Support and Act! software updates during the term. The cost will be less over time with a 2 year subscription compared to an annual or monthly subscription. With subscription you renew at the end of your term (don’t worry, you will be sent reminders for the upcoming renewal) for another term and continue to use your software. If you fail to renew your subscription your software will stop working. Having an expired subscription does not mean you will lose your database or files and you can easily activate the software again by renewing your subscription to continue the software use.

If you choose the Act! Premium Perpetual product it comes with the 1st year of Subscription included with the purchase. At the end of your subscription term you will have the option to renew for another term. If you choose to not renew a permanent license (walk away rights) will be issued by Act! for your current version and you will be able to continue to use the software. Keep in mind that once the subscription expires you will no longer be entitled to Act! Technical Support or software updates. If you have let your subscription expire and decide that you want the subscription services you will have to repurchase the Perpetual product to maintain the walk away rights.

Compare Act! Premium Subscription/Perpetual and Act! Premium Cloud

Selecting either the Premium Subscription or the Premium Perpetual product you will get the exact same Act! CRM Premium software. Act! Premium allows you to configure a deployment solution based on your organization’s needs. You have the ability to deploy via Windows on a local network or laptops with remote databases synchronizing to the central database. You also have the ability to deploy via Web and Web Mobile by including a web server and users will have real time access to the central database through their browser or mobile browser. Your organization can deploy Act! in a mixed environment (Windows and web) to support a varying set of user needs – including connected, disconnected, and offline access.

But what if you don’t have the IT infrastructure or personnel to support the deployment of the Act CRM Premium software product? That is where Act! Premium Cloud comes in. Act! offers an annual subscription for their cloud service where they will host your central database and provide the Web and Web Mobile access for your users. You can also have an offline client (a remote database that is installed on a Windows machine), one offline client per cloud subscription, that synchronizes with the central database being hosted with Act!. An active Act! Premium Cloud subscription includes the central database hosting service, software use, Act! Technical Support and Act! software updates during the term.

NEW: ACT! PREMIUM PLUS TIER
Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique businesses processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more. Act! Premium Plus is available for both as an Act! Hosted or a Self-Hosted solution with a higher user cost for the additional functionality.

You can purchase the Act Premium Subscription and Perpetual products as well as Act! Premium Cloud Subscription with current discounts and promotions from our ACT CRM eStore at www.actplatinum.com. If you have any additional questions please send us a Contact Us form.

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Act! Pro vs. Act! Premium – Things to Know Before You Buy Act! CRM

Act! Pro vs. Act! Premium vs. Act! Premium Plus

Act! CRM has 3 products; Act! Pro, Act! Premium and Act! Premium Plus. We are always asked by potential customers which product is right for their business.

Act! has previously published the below image to outline the general product differences, but we want to provide more information to compare and contrast the products and features for Act’s latest version.
Buy Act! Pro or Act! 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 licenses for the existing Pro licenses. 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 that can be hosted by Act! or self-hosted.  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! Premium product has the 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 deployments with an Active Premium Subscription. With the Web API you can take advantage of some cool features:

  • Act! Companion – a native mobile app designed for iPhone®, iPad®, and Android™
  • Act! Insight – interactive, graphical dashboards where you can see dynamic, visual snapshots of real-time metrics
  • Ask Act!™ With Amazon Alexa – interact with Act! through simple, verbal requests
  • Act! Connect – simple integrations with hundreds of popular business apps
  • Act! Premium Contact Link – streamline your workflow between Act! and Outlook®

9. Act! Premium Subscription includes Act! Software Updates and Act! Technical Support for your subscription term. Act! 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.

Act Premium Perpetual License Purchases 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 Subscription service to always have the latest release of Act! Premium software and Act! Technical Support.

10. Act! Premium Plus Subscription includes the Custom Tables feature, this allows you to create additional tables in your database to capture information that is unique to your business.  Act! Premium Subscribers can easily upgrade to an Act! Premium Plus Subscription.  This feature is not available in Act! Pro.

Compare Act! CRM Products

Act! Pro Act! Premium Act! Premium
Plus
CRM features & benefits
Contact management
Groups & companies
Activity tracking & alerts
Sales process automation
Opportunity tracking
Reports
Unlimited customizations
Act! Insight
Act! Companion mobile app
Act! Premium Mobile
Act! Connect
Integration with Office, Outlook®, & more
Ask Act!™ with Amazon Alexa
Act! Premium Contact Link
eCommerce Connections
Act! API
Team sharing
Advanced security
Instant online access
w/ Cloud w/ Cloud
Automatic nightly backups & recovery
w/ Cloud w/ Cloud
Secure Cloud hosting
4GB storage w/ Cloud 4GB storage w/ Cloud
Private Cloud hosting
20GB storage w/ private Cloud
Custom Tables Manager

Learn more
Industry Template Library

Learn more

Act! Pro vs. Act! Premium vs. Act! Premium Plus – You can purchase the latest Act! CRM 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.

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