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! Growth Suite – Act! Hosted or Self-Hosted, Act! Growth Suite delivers Act! Marketing and Act! CRM on a single integrated platform at a great price. The Growth Suite products also include the Act! Technical Support service, automatic updates and upgrades, and subscriber-exclusive features. Purpose-built for small and mid-sized businesses, Act! Growth Suite provides the ultimate toolset to build relationships, maximize engagement, and drive business growth.

Act! CRM 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! 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! CRM 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! CRM Subscription includes software use, Act! Technical Support, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

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 5% on your Act! CRM order using the discount code KEEP5.

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 Self-Hosted Growth Suite or CRM 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 (Act! Pro requires an additional Support 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.

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! Growth Suite, Act! CRM Cloud, Act! CRM Subscription and Act! v21 Pro.

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! Growth Suite Cloud, Act! CRM Cloud, Act! Growth Suite Self-Hosted and Act! CRM Self-Hosted 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 Growth Suite or CRM 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! CRM Subscription.

Not an active Act! CRM 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.

CRM for Real Estate – Grow Your Residential Real Estate Business

Real Estate CRM-CRM for Real Estate AgentsCRM 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

Act! CRM Cloud, Act! CRM Self-Hosted and Act! 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

CRM for Insurance – 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/Insurance_CRM.html