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The
most significant enhancement to ACT! 2008 is the
addition of Dashboard Views.
Dashboard Views
Your critical information, all in one place.
The all-new interactive ACT! Dashboard
gives you a comprehensive glance at your key information in a visual
easy-to-use format. Roll-up key activity and opportunity information all
in the single Dashboard view with the information you need to tackle your
day and be more productive.
New Features in ACT! 2008
- New
interactive Dashboard with comprehensive, graphical representations
of key information
- Usability enhancements to common
features for improved efficiency (1)
- Improvements to sales opportunity
tracking for greater visibility (2)
- Improvements to Group and Company
management for easier tracking (3)
-
Works with other software (4)
Click here
for an ACT! 2008 Premium datasheet - More documents are available on the
bottom of this page.
New!
Click here
to view the ACT! Day in the Life Multi-Media Tours |
(1) ACT!
FUNCTIONS YOU USE EVERY DAY ARE STREAMLINED FOR GREATER EFFICIENCY.
Save Space in your Database by Adding Document
Shortcuts to Activity and History Items
You can now add document shortcuts to
Activity and History items without having to attach the full document.
You save space and allow other non-ACT! users to edit the same document
– ensuring you have the most updated document in the database.
Keep your Database Clean and Accurate With an
Automatic Check for Duplicates by First and Last Name
You can automatically check for duplicate
First and Last names contained within ACT! when entering a new Contact
Record. When a duplicate record is found, a prompt will inform you that
you are creating a duplicate Contact and will provide you with the
option to continue or cancel the entry. You also have the option to set
and define checking criteria for up to three fields so you only get the
duplicate prompt when it matters to you.
Works With Other Software
ACT! 2008 works with multiple operating
systems (including Microsoft Windows XP and the new Windows Vista™
operating system), and is compatible with the most popular releases of
Office and Internet Explorer®, including Office 2007 and Internet
Explorer 7.0.
(2) FASTER
ACCESS TO MORE COMPREHENSIVE OPPORTUNITY INFORMATION.
Know All the Decision Makers By Tracking Multiple
Contacts in One Opportunity
Make sure you’re aware of all contacts
within an organization that could impact the closing of your deal,
whether they are influencers, decision makers, or in other positions.
Multiple Contacts per Opportunity allows you to track more than one
contact associated with an Opportunity without having to create separate
opportunities for each Contact, and allows for a more comprehensive view
of all the contacts that are involved with an opportunity.
View the Complete Details of an Opportunity from
a List View with Opportunity List Details
View all contacts or products associated
with an opportunity from the Opportunity list view without having to
open the opportunity. Save time by simply mousing over the opportunity
in the List view to quickly identify additional information for that
opportunity in seconds.
(3) EASIER WAYS TO
SEARCH AND ORGANIZE GROUPS AND COMPANIES.
Automatically Check for Duplicate Group and
Company Records to Ensure Your Database Remains Clean and Accurate
When a duplicate record is found, a
prompt will inform you that you are creating a duplicate Group or
Company and will provide you with the option to continue or cancel the
entry. You also have the option to set and define duplicate record
checking criteria for up to three fields so you are only prompted when
required by your pre-determined conditions.
Maintain More Consistent Groups and Companies
Record Structures By Using the Label Subgroups and Divisions
For example, many companies in your
database may have divisions or departments with the same names, like
“Sales” or “Marketing.” With ACT! 2008, you can utilize “Sales” and
“Marketing” as division names for as many company records as you wish.
This improvement lets you maintain more consistent Group and Company
Record structures for improved organization and data accuracy.
Enhance Your Search and Reporting Needs by
Performing Advanced Queries for Groups and Companies
This will allow you to find Group and
Company information more easily. Create new queries identifying all
Groups and Companies listed as prospects or located in the same
territory. You can save the Advanced Query for later searching and
easily re-define the search criteria, reducing time spent on future
searches. This enables you to better leverage your customer information
based on the query results.
Easily Determine Group and Company Hierarchy –
Including Subgroups and Divisions – by Viewing in Dialog Boxes
This not only allows for easier
navigation, it also allows you to more clearly see relationships. With
this hierarchy you can easily decipher which Subgroup and Division is
associated with parent Group and Company records.
(4) WORKS WITH OTHER
SOFTWARE
Fully
compatible with Microsoft Windows Vista and Microsoft Office 2007 (5)
ADDITIONAL FEATURES ONLY IN THE ACT! 2008 PREMIUM VERSION
| Customizable
Dashboards |
Automatic
Database Back up and Maintenance |
| Scalability
to more than 50 users |
Automatic
Database Synchronization |
| Use existing
SQL Server 2005 licenses |
Advanced
Synchronization |
| Custom User
Permissions |
Opportunity
Date fields |
| Field Level
Security |
Customizable
Opportunity field |
Upgrade to ACT! 2008 Standard for $129/user
Upgrade to ACT! 2008 Premium EX for $199/user
Why upgrade? Check your version by
clicking below:
ACT! 2007 Users
Premium
2007 Users
ACT! 2006 Users
ACT!
Premium 2006 Users
ACT! 2004 Users
| |
Click
here to view the complete list of New Features in
ACT! 2008 and ACT! 2008 Premium |
| |
Click here
to
review the Minimum
System Requirements |
| |
Click
here to see a list of
ACT! 2008 White Papers. |
The CRM Connection;
ACT!, SalesLogix and Sage CRM training, consulting & software.
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