Affordable CRM For Your Business, How to Save Money When Buying ACT! CRM

ACT! is an affordable CRM and every Business needs a CRM Solution. ACT! is the #1 selling Contact Manager and the best place to buy it is at www.actplatinum.com, the #1 ACT! Diamond Exclusive Partner in the United States. In the below slideshare presentation, Page Swift shows you how to save money on your ACT! Software purchase, making the software even more affordable.


To get started type www.actplatinum.com in your browser and from the home page, click the buy now tab. This takes you to the online store. In the middle of the screen is where you will find all the ACT Sales, ACT Promotions and ACT Coupons. On the left side of the screen, you can find the current products on sale by clicking the Special Deals button. Or you can also use the Menu Bar to go to a specific product or version.

Savings Tip: If you are new to ACT or adding to your existing system, you would purchase new licenses. But if you have purchased ACT in the last 2 years an want the latest version, you may qualify for upgrade pricing, a big savings.

Savings Tip: Volume Discounts — the more you buy the bigger the savings with ACT Price Levels. You can see from the chart on the category and product pages, purchase 5 licenses and you qualify for the Level A discount, purchase 10 and qualify for Level B, and so on.

Savings Tip: Save 25% on Business Care when you bundle it with your licenses. You can add Bronze, Silver or Gold Software Maintenance and Support plans for the Pro and Premium versions of ACT.

After making your selections, click on the Basket Contents link and review the products you have selected. There you can update your product quantities or remove any item. You are now ready to click the checkout button. Fill out your contact information and if you billing information is different, complete the bill to section. When finished, click on the Continue button.

Another Savings Tip: Any available coupon will automatically be listed for you at the top of the screen. To take advantage of the additional savings, enter the Coupon code in the Coupon area and be sure to click on the Redeem button. Your coupon savings will be applied.

Now select the Download shipping option and your credit card type and click on the Continue button. Enter your credit card information and click the Continue button. Your order number will be displayed and you will emailed an order confirmation.

Now go back to the www.actplatinum.com home page and see how we can help you with your new ACT Software with our ACT Installation, ACT Database Customization and ACT CRM Training Services.

ACT v16 Pro vs ACT v16 Premium – 7 Things to Know Before You Buy ACT CRM

ACT! CRM has 2 on premise products, ACT v16 Pro and ACT v16 Premium, and we are always asked by potential customers which product is right for their business.

ACT! publishes the below image to outline the product differences, but we want to provide more information to compare and contrast the products and features.
Buy ACT v16 Pro or ACT v16 Premium at www.actplatinum.com

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

1. The number of active users is a determining factor, the Pro product has a limitation of 10 active users in a database. This means if you have more than 10 users you will need the Premium product. If you purchase the Pro product and need to add the 11th user or more you will need to purchase Premium upgrade licenses for the existing Pro licenses – provided your are within 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!.

You can purchase the latest ACT! CRM v16 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.

Bing Your Contacts – with the ACT Web Info Tab

Add Functionality to the ACT Web Info Tab with Custom Links

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

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

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

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

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

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

Bing Link ACT Web Info Tab

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

ACT CRM Purchased by Swiftpage – a 90 Day Review

Back in mid-February we received the exciting announcement of ‘ACT CRM Purchased by Swiftpage!’, Sage had entered into and agreement to sell ACT! and SalesLogix to Swiftpage. As the news spread, customers have asked for our thoughts on the ownership change, if this will affect them and the future of ACT!. Over the last few months we have seen many changes and the positive impact Swiftpage has had.

We are avid Swiftpage fans, having used their email marketing services for several years prior to Sage implementing the e-marketing platform into the ACT CRM products. We’ve known Swiftpage’s Founder Bob Ogdon for nearly a decade, building a successful company that offers innovative and quality products and always have been huge supporters of ACT!. So with the acquisition completed on March 20th and Swiftpage as the new owners of ACT! – the product could not be in better hands.

April and May have been a transition period with Swiftpage taking on an in-depth analysis of the ACT! operations, determining what is working well and what areas need improvement. We participated in several meetings with Swiftpage Executives, they understand that we are the eyes and ears for our customers and welcomed our input and ideas. They brings a corporate culture of excitement and energy to ACT!, a stark contrast to the large bureaucracy at Sage.

ACT CRM and Swiftpage EMarketing Logos

Starting in June we have seen the de-’Sage’ing of the ACT! brand. New Logos and rebranding efforts are coming along and we love this from Swiftpage’s websiteThree brands, one vision. It’s all coming together. Advanced marketing integrated with CRM solutions. A new level of innovation and energy. People who embody the very spirit of what an exclamation point is all about.” Powerful messaging and it shows they get the ACT! brand. We too have started the rebranding of our website at www.actplatinum.com, we are committed to the ACT! and Swiftpage products and to provide our customers the very best in ACT! and Swiftpage Certified Consulting and Training Services.

Focused on Customers and welcoming those who left to come back – There is a June promotion for current and past customers of ACT! to upgrade to ACT! 2013 at the discounted upgrade price, no matter how old the version you currently use or owned in the past. You can read more about the ACT CRM Upgrade Offer here. ACT! Customers can also try Swiftpage Email Marketing free for 60 days, click here to sign-up and integrate your marketing with ACT! and Swiftpage. Together ACT! & Swiftpage provide solutions for you to convert prospects, retain customers and grow your business.

ACT! CRM definitely has a Bright Future – Anticipated in September, the ACT! 2014 version will be released (ACT 2014 Roadshow details can be found here). Going forward, the annual release cycle will be discontinued, making way for implementing inline updates. Those with current Maintenance and Support plans will continue to receive the updates. Increased distribution channels and a SAAS model for ACT! are also on the horizon. As an ACT! and Swiftpage Business Partner – it’s great to be an ‘ACT! Fanatic’ and now a ‘Swiftie’!