Free Act! Upgrade with Purchase
FREE ACT! UPGRADE – GET A CUSTOM ACT! DATABASE
with Your Act! Premium Subscription Purchase
(Free Act! Upgrade for New Customers Only)
Get a Free Act! Upgrade with purchase. Start right with a free custom Act! database.
Normally when you buy your Act! subscription and you create a new database with the software. This will be a default structure that comes with a set of standard fields and layouts (screens). But we’ve taken the standard database to the next level. By adding more useful fields and improving the layouts for a better look and ease of use!
(hover over image to compare the Upgraded Database to the Standard Database)
Act! Premium CRM – A place for everything and everything in its place.
The Free Act! Upgrade Custom Database has been designed with users in mind to improve ease of use and enhance readability. It contains several layouts for each area (Contacts, Companies, Groups and Opportunities) with the purpose of being able to work on standard as well as jumbo screen sizes. The colors used provide better visual contrast and section headers group information to make data entry flow. The font type and font sizes used are to make it easier to view and read your data.
Get organized—and get busy with Act! Premium CRM.
BELOW DETAILS THE FREE UPGRADED ACT! DATABASE FEATURES
(click on a TAB to see the areas of improvements)
Free Act! Upgrade – Changes Made to the Contact Screens
Below lists the Contact fields added to the Free Act! Upgrade Custom Database. Over all they help you keep track of more relevant information for your Leads, Prospects, Customers, Vendors, Buyers, Sellers, Owners, Contractors, etc.
[MAIN CONTACT AREA ADDITIONS]
More Status Fields: Products, Account Number, Rating and Tags
Status fields help you identify and rank Contacts and how they relate to your business.
- Products – track the Products and/or Services your Customers have purchased or your Prospects are interested in
- Account # – enter an Account ID, Customer Number or Unique ID for your Customers
- Rating – create your own Ratings or priority such as Hot-Cold, High-Low, 1-5, etc.
- Tags – use Tags to classify or categorize your Contacts
Marketing Section
To help utilize the Email Marketing Service that comes with your Act! Subscription, the Upgraded Database includes the following fields:
- Lists – utilize this field to identify the marketing campaigns the Contact is enrolled in
- Unsubscribe – record when a Contact does not want to participate in your emarketing campaigns
- Bounce – record when an email bounces to a Contact then you can follow-up to obtain updated information
Contact’s Time Zone
Keep the Contact’s Time Zone handy so you can easily identify if it is a good time to reach out.
Additional Important Information
We added a memo field for you to store information that is important to keep top of mind when working with the Contact.
[CONTACT’S PERSONAL TAB ADDITIONS]
PHOTO FIELD
Add a photo, image or business card to your Contacts.
ADDITIONAL PERSONAL INFORMATION
An age field has been added that automatically calculates the Contact’s age based on the date entered in the Birthday field. An Anniversary date field has been added to help you keep track of the Contact’s marriage to their Spouse.
[CONTACT’S INTERACTIONS TAB ADDITIONS]
SOCIAL MEDIA LINKS
Store the Contact’s Social Media URLs as hyperlinks – clicking a link will open a browser to their social media profile.
Free Act! Upgrade – Additional Groups to Help You Market Like a Pro
The Free Act! Upgrade Custom Database has added more Groups. Groups segment and organize the Contacts in your database. It is an integral part of using Act!’s Emarketing system as you send email campaigns to Groups of Contacts.
ACT! MARKETING GROUPS
New Groups are to track your use of Act!’s Email Marketing features. The Newsletter List subgroup is for Contacts that have “Newsletter” in the Contact’s Marketing Lists field. You can create a Newsletter Campaign within the Emarketing system and link this subgroup to the campaign.
EMAIL RESPONSE TRACKING
Use the subgroup Email Bounced to track the Contacts where their email address bounced when an Emarketing Campaign was sent to them. The Email Unsubscribed subgroup is for Contacts who have unsubscribed to your Emarketing Campaigns.
Free Act! Upgrade – Updated Opportunities to Track Commissions
Tracking Opportunities is an important part of achieving your sales and business goals. The Free Act! Upgrade Custom Database includes a commission field. Focus on your most valuable opportunities to hit your commission targets every month!
TRACK COMMISSIONS
We reorganized the Opportunity screens to enhance usability as well as added a Commission field so you can track your commission for each sale.
After Purchase Product Delivery
Act! Premium Hosted Purchase – After you place your order for the Act! Premium Hosted subscription with the Upgraded Database we will upload the Upgraded Database to your Hosted account. Once the Upgraded Database has been restored you will receive an email from sales@actplatinum.com that the database is ready for you to login.
Act! Premium Self-Hosted Purchase – When you purchase the Act! Premium Self-Hosted subscription with the Upgraded Database we will then have Act! issue your license. After this has been issued we will send you an email with links to download the Upgraded Database and database restore instructions.
Act! CRM Features
All features in the Free Act! Upgrade Custom Database are available for customers that purchase Act! Premium Hosted or Self-Hosted Subscription.
New Customers Only
The Free Act! Upgrade Custom Database is intended for New Act! Customers. But if you are an existing Act! Customers please contact us for options and costs.
Data Import or Data to Migrate
Although Act! provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your project and to then receive an estimate.
Act! Premium CRM is an all-in-one sales and marketing platform. Specifically it provides small and mid-sized companies with what they need to run and grow their businesses.
