Act! CRM PRODUCT INFORMATION

Act! helps organize all your prospect and customer details in one place and market your products and services more effectively, driving sales results while creating customers for life.

With Act! as your business ‘command center,’ you can:

• Quickly tap into all relationship details, both in the office and on popular mobile devices¹.
• Efficiently manage your calendar; track calls, meetings, and to-dos; and kick off automated tasks to increase productivity.
• Seamlessly interact with the business and social tools you rely on every day, like Office, Outlook^®, Google^™ and LinkedIn^®.
• Leverage integrated emarketing services² to take the guesswork out of when, where, and how to engage with prospects and customers.
• See graphical representations of performance with actionable dashboards.

Know every detail about your contacts and customers

Act! keeps all the details of your business relationships in a single, organized view, so you’re informed and prepared for every interaction.

• Keep contact info and associated notes, history, activities, documents, opportunities, and social media updates in one organized place.
• Access contact and calendar details from your iPhone^®, iPad^®, BlackBerry^®, or Android^™ device with a mobile solution.

Make the most of your work day

Act! helps you maximize your time and work smarter to accomplish more.

• Efficiently manage your calendar and track calls, meetings, and to-dos – all tied to your contacts.
• Quickly capture impromptu notes and personal tasks with Act! Scratchpad, a convenient virtual notepad.
• Automate best practice processes to move opportunities through the sales cycle and free up valuable time.
• Track sales opportunity information including products and services, associated activities, and probability of close.
• See graphical representations of performance with actionable dashboards, or run one of 40+ pre-built reports.

Interact Seamlessly with the tools you rely on every day

Seamlessly interact with the business and social tools you rely on – like Office, Outlook^®, Google^™, Facebook^®, and LinkedIn^® – conveniently, right from within Act!.

• Write an Outlook^® email from within Act! and a history item is automatically recorded on the associated contact record.
• Sync your Act! contacts and calendar with Outlook^® and Google^™, then easily access from either application.
• Build rich profiles and gain valuable customer insights via seamless integration with Facebook^® and LinkedIn^®.
• Export data to Excel^® with one click for additional analysis and insights.

Leverage emarketing services to generate buzz and drive new business

Integrated emarketing services¹ within Act! help take the guesswork out of when, where, and how to engage with prospects and customers.

• Easily segment your prospects and customers, then design, send, and track professional, eye-catching email campaigns that reach the right customers with the right message.
• Intelligent call lists automatically recommend hot leads to follow up with to generate new sales.
• Further extend your marketing reach to LinkedIn^®, Facebook^®, and Twitter^® using social sharing features.
• Pay as you go with affordable monthly subscription plans designed for every need.

Important Note: Review Act! system requirements. You must purchase one license of Act! per user. Scalability varies based on hardware, size, and usage of your database. Contact your add-on product provider to determine compatibility for your add-on products.