What is the difference between Act! Hosted and Self-Hosted products?

Act! Hosted or Self-Hosted, the terminology can be confusing but all it really means is who will be housing your central database.  Are you going to have Act! host your data on one of their servers or are you going to host your own data on your server or computer?

Act! Hosted products include Act! Growth Suite Cloud and Act! CRM Cloud.  Act! has the required infrastructure to host your central database and provides the secure online access to your data via web or mobile.  You can also have an offline Windows client that will synchronize with the cloud database.  Also, they provide access to the Web API platform that allows users to connect Act! to other business productivity tools.  Act! will perform the backups, maintenance and upgrades so you don’t have to.

Self-Hosted products include Act! Growth Suite CRM and Act! CRM subscriptions.  You will need to host your own central database on a server or computer that meet the current system requirements.  If you want to have Web and Mobile access you will need to have the infrastructure necessary to run web services, a public access point (domain or IP address) and an SSL certificate – see the Web Administrator’s Guide for more information.  You will also need to install and host your own Act! Web API for access to additional Act! CRM features. Let’s not forget the important stuff like you will need to perform your own backups, maintenance and upgrades.

Act! Pro is a self-hosted only product. You must host your own data and it is installed on a local server or computer. With Act! Pro there are no subscription only features (Act! Technical Support, Act! Software Upgrades, WebAPI integration tools) and is a Windows only software that does not have Web or Mobile deployment options. See our article on the Act! CRM vs. Act! Pro features.

Whether Act! Hosted or Self-Hosted – the Act! Growth Suite and Act! CRM Subscription costs are the same. The questions to consider are:  Do you have the infrastructure to Self-Host? Do you have the IT personnel in place to support your Self-hosting? What would the additional costs be to put these into place?

Save time and money with Act! Hosted products.  You get instant online access to Act! in a modern, secure Cloud environment – no IT needed, no hardware required, just an affordable subscription.

You can purchase the latest Act! Hosted and Self-Hosted 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.

What is the difference between Act! CRM Products?

Act! software has a CRM Edition that has 2 product types; Act! Growth Suite and Act! CRM, both are available as Act! Hosted (Act! CRM Cloud) or Self-Hosted (Act! CRM Subscription) solutions. Act! CRM software provides the ability of having Windows, Web and Web Mobile access options; on-premise, cloud or hybrid – whichever is best for your organization. When comparing the CRM options it comes down to costs and deployment of the software.

So what is the difference between the Act! Growth Suite and Act! CRM software products? Marketing Automation

Compare Act! CRM Cloud (Act! Hosted) and Act! CRM Subscription (Self-Hosted)

Selecting either an Act! CRM Cloud or Act! CRM Subscription product, Act! CRM 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 software product? That is where Act! CRM 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! CRM Cloud subscription includes the central database hosting service, software use, Act! Technical Support and Act! software updates during the term.

Add Custom Tables to your Act! CRM – With Act! Custom Tables you can unlock the full potential of Act! using Custom Tables and Industry Templates. 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! Custom Tables Add-On is available for both as an Act! Hosted or a Self-Hosted solution with a per user cost for the additional functionality.

SUBSCRIBE TO ACT! CRM TODAY!

With any of the Act! CRM products you have the option of paying  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 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 local database or files and you can easily activate the software again by renewing your subscription to continue the software use. Keep in mind if using the Act! hosting service there will be a limit to how long they will continue to have your data on their cloud servers for any lapsed subscription.

You can purchase the Act CRM Cloud Subscription products as well as Act! CRM Subscription products 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! CRM Subscription – Why You Should Subscribe vs Buy Act! CRM

Act CRM SubscriptionAct! CRM 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! CRM 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! CRM 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! CRM Subscription Products

Unlike other competitive products, Act! Subscription does not mean a Cloud Only solution. With Act! CRM Subscriptions you will have Windows, Web and Mobile solutions with either the Act! Hosted or a Self-Hosted option.  With the Act! Hosted CRM 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, on-premise  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! CRM Subscription options and features at:

You can buy Act! CRM Subscription Products at our Online Store

See the pricing on our Act! CRM Subscription online store and our exclusive customer discount.

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.