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 Furthermore if your version has reach obsolescence adding more users will not be an option with the outdated software – not a good situation for a growing business.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 and marketing effectiveness.  Included Charts:

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).
Marketing Effectiveness – provides the analytical evaluation of your Act! emarketing communication and how effective it has been.

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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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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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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