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.

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.


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

Act! Pro vs. Act! Premium

Act! CRM has 2 on premise products, Act Pro and Act 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 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. 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 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 Subscription service to always have the latest release of Act! Premium software and Act! Technical Support. 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.

10. Act! Premium provides customers with Subscription payment options, these options gives you 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.

Act! Pro vs. Act! Premium – 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.


How to Import Act Database to an Act Vertical Database

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).

OPTION 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.