Act! CRM Cloud, Premium and Pro now have Vertical Solutions

Act! CRM Cloud, Premium and Pro Products – Now Have Vertical Solutions

Platinum CRM Consulting, a leading Vertical Solutions developer, is introducing their verticals for Act! CRM’s v20 suite of products

SCOTTSDALE, Ariz., February 14, 2018 – Platinum CRM Consulting, an Act! CRM Diamond Preferred Partner, has vertical solution products available for the following industries: Commercial Real Estate, Residential Real Estate, Finance, Insurance and Mortgage. These industry-specific solutions, were created for Act! CRM’s latest v20 suite of products and provide added functionality that captures key data and increase the value of Act! CRM.

Act! has been a pioneer in the CRM space and is the proven, trusted choice of entrepreneurs, small and mid-sized businesses and sales groups for over 30 years. Businesses have the freedom to tailor Act! to fit their unique needs with a vendor-hosted Cloud or self-hosted Premium or Pro products. Whether your business needs a cloud solution, a pc solution or a combination of online, offline and mobile access – Act! offers all at an affordable price point.

The vertical solutions, now available at www.actplatinum.com, are specifically designed for the latest versions of Act! CRM Cloud, Premium and Pro. These vertical solutions are a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.

“Our vertical solutions for Act! CRM are affordable. For around a dollar a day, per user, you can have an Act! Premium subscription with a vertical solution,” says Debora Boyle, President of Platinum CRM Consulting. “And for less than 2 dollars a day, per user you can have Act! Cloud hosting with a vertical solution.”

Act CRM Vertical Solutions from actplatinum.com

Act! logo and brand name are trademarks of Swiftpage ACT! LLC, or its affiliated entities.

Media Contact:
April Leeland
Phone: 877-228-7528
Email: media@actplatinum.com

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Your Act Premium Subscription Benefits

Your Act Premium Subscription Benefits

Your Act Premium Subscription Benefits

Thank you for being an active Act CRM subscriber. We appreciate your business and want you to know what is included with your Act Premium Subscription or Act Premium Cloud Subscription. With your subscription there are plenty of opportunities at your fingertips for you to get the most from Act! CRM and below is an outline to help you use your benefits.

Act! Technical Support
Your Act! subscription comes with Act! Technical Support – consult with knowledgeable support advisors ready to help quickly resolve technical issues. Phone support 866-873-2006 and live chat are offered 8:30 a.m. to 8:30 p.m. ET Monday through Friday. Please reference your company’s Act! Customer Account Number when contacting support. You can also find answers in Act!’s self-service KnowlegeBase, visit at http://kb.act.com to find solutions to common problems.

Unlimited Access to Training Resources
You have access to Act!’s extensive library of online training resources, including 100+ training videos. Training videos cover both Windows and Web features and applicable whether you are self-hosted or using Act!’s hosted cloud service. The training library link for the Windows product training is at http://training-act.com/act/act-lib-prem and Web product training is at http://training-act.com/act/act-lib-cloud

Stay Connected with the Tools & Popular Apps
Act! has a Web API platform, allowing for connections to business productivity tools to help you extend the power and reach of Act!, streamlining efficiency. Active subscribers will have exclusive access to Act!’s library of third party integrations for ecommerce, social media, sales & marketing, and much more. Your subscription also includes the enhanced premium features of Act! Companion mobile app, Act! Insight for real-time metrics and the Ask Act! Amazon Alexa voice integration. Visit the Connect Library at http://training-act.com/act/act-lib-con for more information on using connections for your business.

Integrated Act! Emarketing
A basic Act! emarketing account is included with your subscription at no extra cost. Easily design and send impactful email campaigns, intelligently analyze results, and automate key follow-up actions. With integrated Act! emarketing, you’ll have the tools you need to reach new prospects, stay connected with your customers, and prioritize new opportunities. Learn more about using Act! Emarketing at http://training-act.com/act/act-lib-aem

Software Upgrades
Software updates and upgrades with new features and compatibility are included with your subscription. Act! Premium subscriptions – for both on-premises and Cloud deployments- automatically entitle you to the latest Act! version and platform updates, new services and integrations, and continuous improvements based on customer feedback. Product announcements can be found at Act!’s “What’s New” page https://www.act.com/products/whats-new and Act! product downloads, hot fixes, updates and documentation are found at the Act! Download Center https://www.act.com/resources/downloads

As one of our customers we will be sending a renewal invoice approximately 30 days prior to your subscription renewal date. If you are not currently an Platinum CRM Consulting customer, we can help manage your Act Premium Subscription or Act Premium Cloud Subscription account and we provide our customers with discounted pricing on their Act! subscription products.

Your subscription benefits cover the nuts and bolts for your Act! product with support, training, features and upgrades. For personalized assistance, training, add-on products, customizations or consulting to ensure Act! works best for your business we are here to help, please Contact Us for an estimate on additional services.

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Getting Started with Act! CRM is Easy

Getting Started with Act! CRMGetting Started with Act! CRM

Act! CRM – 3 Steps and Grow!


By implementing a CRM system you and your and staff can easily share information to track and manage business contacts and focus on sales – improving relationships and the bottom line. Act! is a simple to learn and easy to use a CRM solution and getting started is easy!

1. Pick Your Product

Select the Act! product that is right for you:

Act! Premium Cloud – Act!-Hosted Web, Mobile and Windows for all size users and workgroups. Get up and running quickly with Act! providing the infrastructure to host your database and delivers the Web and Web Mobile access for you and 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, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

Act! Premium Subscription – Self-Hosted Windows, Web and Mobile for all size users and workgroups. 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. An active Act! Premium Subscription includes software use, Act! Technical Support, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

Act! Premium Perpetual – Self-Hosted Windows, Web and Mobile for all size users and workgroups. Perpetual 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, Act Connect or software updates.

Act! Pro – Windows only product for single users or small workgroups. 30 Days of Act! Technical Support is available for an additional $40 but does not include Act! Connect or software updates.

Pricing for Act! CRM products can be found on our eStore. And remember, purchasing through our online store will save you 10% on your Act! CRM order using the discount code SAVE10.

2. Implement/Install
With the Cloud product a new database will be created or you can upload your existing Act! database and you are up and running. With the Premium or Pro products you will install the Act! program and if you run into any installation issues you can utilize Act! Technical Support included with your purchase. Once Act! is installed then you will create a new database or update your existing Act! database to the latest version.

Have data to import? Act! can import your contacts from common file types or from another Act! database.

3. Training
Each product comes with a video training library to learn the Act! program features. You will also have a training library for Act! Email Marketing so you can learn how to use emarketing with your Act! database to grow your business.

Act! CRM is the proven, trusted choice of entrepreneurs, sales teams, and small and mid-sized businesses, because it can be tailored to fit unique business and industry needs. Need customizations? We have a staff of expert consultants that can help design a database for your specific needs – contact us to discuss your project.

Or check out our predesigned databases for the Residential Real Estate, Commercial Real Estate, Mortgage, Insurance and Financial industries that work with Act! Premium Cloud, Act! Premium Subscription, Act! v20 Premium Perpetual and Act! v20 Pro.

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How CRM Improves Your Insurance Business

Insurance CRMInsurance 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 Insurance 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, policies and provided services. CRM is specifically designed to be a central hub of critical business information capturing every interaction between you and your team with your contacts and opportunities.  By implementing an Insurance CRM system agents, brokers, adjusters, and staff can easily share information to track and manage business contacts and focus on customer plans and policies – improving relationships and the bottom line.

So how can you improve your relationships using an Insurance CRM?  Details are important and with a CRM designed for Insurance Professionals you can capture anything that is essential to your business. Details that are relevant to your business such as contacts, carriers, policy dates and details, activities, emails, notes, opportunities, 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 are able to quickly access their information that has their latest interaction whether it be an email received or details about an upcoming renewal. Investing in a CRM empowers you to keep everyone up to date, so that you can focus your efforts on doing what you do best.

In the competitive Insurance industry don’t let stuff fall through the cracks – a solid CRM system helps you stay on top of your calendar and improve your follow-up.  Track and prioritize meetings and activities associated with your contacts 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 various policy coverage types– such as health, P&C, commercial, or other coverages such as life, disability, annuity or long term care. Manage and track accounts to stay on top of membership participation, policy renewal dates and premiums, policy commissions, and upcoming or past due policies for easier control – all within the organized information contained in your CRM database.

With the ability to match/track carriers, brokers, members and more this means creating more opportunities to deliver valuable services and impactful communications.  More opportunities lead to improving your pipeline. Your Insurance Professionals CRM will help you manage every stage of your relationship process from the first interaction to sending quotes to validating policy details, completing activities in each stage to keep transactions moving. Forecast, analyze performance and track your progress within the CRM to improve your bottom line.

Initiating a new policy type or need to alert your policy holders or members to a new law? Then you will want to notify your clients, prospects and/or business partners and the easiest way is to send an email campaign announcing the news.  Your Insurance Professionals 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 Insurance CRM system that works for you – Act! CRM is a perfect fit for your Insurance 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 Insurance Professionals database has been designed for the insurance industry. By selecting Act! with our Insurance Professional database you will have a CRM system that can be implemented quickly AND you will the ability to customize the database further for your unique business needs. For more information on Act! for Insurance Professionals can be found at:   http://actplatinum.com/ACT_Database_for_Insurance_Professionals_Product_Details.html

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How CRM Improves Your Commercial Real Estate Business

Commercial Real Estate CRMCommercial Real Estate 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 Commercial 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, properties and deals. 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 opportunities.  By implementing a CRM system agents, brokers and staff can easily share information to track and manage business contacts and focus on closing deals – improving relationships and the bottom line.

So how can you improve your relationships with CRM?  Details are important and with a CRM for Commercial Real Estate you can capture anything that is essential to your business. Details such as contact and property information, activities, emails, notes, opportunities, documents and so much more.  Clients want to feel important and just think of the experience your contact will receive when they calling 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 on a lease that was just signed.

In your competitive industry don’t let stuff fall through the cracks – CRM helps you stay on top of your calendar and improve your follow-up.  Track and prioritize meetings and activities associated with your contacts and properties 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 properties – whether they own the property or multiple properties, are renting a 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 renters or buyers – all within the organized information contained in your CRM database.

With the ability to match owners/tenants or buyers/sellers this means creating more opportunities.  More opportunities leads to improving your pipeline and closing more business. Your Commercial Real Estate CRM will help you manage every stage of your sales process for deals and leases, completing activities in each stage to keep deals moving to close. CRM dashboards give you a graphical view of your Deals or Leases 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 sales.

Representing a new property? Then you will want to notify your potential buyers, renters and/or business partners and the easiest way is to send an email campaign announcing the new listing.  Your Commercial Real Estate CRM system needs to have an integrated emarketing service so you can lookup 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 Commercial 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.  More information on Act! CRM for Commercial Real Estate can be found at:   http://actplatinum.com/CRM_Commercial_Real_Estate_Act_Product_Details.html.

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