For any small to medium-sized business, every resource counts, and productivity is the key to leveraging these resources for success and growth. That’s why we’re thrilled to announce Act! Premium v26. Featuring a refreshed calendar design, the introduction of AI in Act! Marketing Automation, and enhancements to the Act! Sidebar for Outlook, Act! Premium v26 subscribers can unlock greater productivity through streamlined access to team calendars, effortless marketing content creation, and richer contact insights. Act! Premium for Web v26 subscribers also receive important security enhancements with the addition of Multi-Factor Authentication (MFA) while Custom Tables users can derive greater insights with the addition of multi-select column filtering, a list view summary toggle, and new contextual menus.. 

Here’s an overview of what’s new in Act! Premium v26.

Streamlined Team Coordination with refreshed Act! Calendar

Experience greater productivity and efficiency thanks to a refreshed calendar design that streamlines team coordination by making it easier to view other team members’ calendars.

Refreshed top nav icons for creating new activities and switching between calendar views.

Easily view other team members’ calendars via the new “Select Users” drop-down.

Refreshed calendar activity icons.

A current time indicator now appears in Day and Work Week calendar views.

A current-day indicator now appears in weekly and monthly calendar views.

Effortless Marketing Content Creation with the AI Writing Assistant

Leverage advanced AI within Act! Marketing Automation to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.

When working within a paragraph, title, list, or button content block, a new “Write with AI” option appears within the content tab.

Selecting “Write with AI” displays a field for making requests of the AI Writing Assistant. Use the AI Writing Assistant for emails, landing pages, webinar invites, and more.

Generated responses remain available for future reference. Also available are options to spell check generated copy, correct grammar, translate copy into different languages, convert copy into active voice, and more.

Richer Insights with Act! Sidebar for Outlook Enhancements

Simplify contact identification and tracking, and facilitate a deeper understanding of contacts when working in Outlook with Act! Sidebar for Outlook enhancements. Enhancements include the ability to view notes, the addition of the ID/Status field, a display dropdown for contacts with the same email address, and a manual refresh button to ensure up-to-date contact information. 

Simplify contact identification and tracking with the addition of the ID/Status field.

In the event an email address is associated with multiple contacts a new drop-down menu appears allowing you to select the most appropriate contact record.

Dive Deeper with Custom Tables Enhancements

Act! Premium for Web subscribers can now derive greater insights from Act! Custom Tables with multi-select column filtering, a list view summary toggle, and new contextual menu options. 

Drill deeper into the date with multi-select column filtering.

New menu options when right-clicking on one or more records in list view.

Summarize column data when in list view with the addition of a summary toggle.

Upgrade to Act! Premium v26

To learn more about Act! Premium v26 and how to upgrade, call an Act! representative at 866-348-3611 or contact your Act! Certified Consultant.

The post Introducing Act! Premium v26 appeared first on Act!.

We are excited to introduce our latest innovation: Act! Premium Cloud Mobile. Featuring our most modern user interface, built to the latest accessibility and usability standards, this app empowers Act! Premium Cloud users with comprehensive contact management, calendar and activity management, and opportunity management. With integrated opportunity dashboards and metrics, staying on top of your business has never been easier. Explore the future of mobile productivity with Act! Premium Cloud Mobile, where performance meets precision.

Available for iOS and Android devices, exclusively to Act! Premium Cloud subscribers, here’s an overview of what’s new in Act! Premium Cloud Mobile.

Check out this APC Mobile overview video to learn more.

Comprehensive contact management at your fingertips 

Experience seamless mobile access and comprehensive contact management with Act! Premium Cloud Mobile. Quickly find existing contacts with intuitive search capabilities, add new contacts, review and add notes to contact records, and contact your customers via phone, text, or email. 

Find contacts quickly with modern type-ahead search functionality

Get the context you need wherever you are with access to past and upcoming activities, notes, and opportunities

Keep in touch with options to call, text, and email contacts directly

Calendar and task management on-the-go 

Stay on top of the day’s tasks with integrated activity lists and access to the Act! calendar. Easily schedule calls, meetings, and tasks, record meeting notes, and utilize notifications to stay organized and on time.

Stay organized with Daily, Weekly, and Monthly calendar views

Prepare for upcoming meetings by reviewing past activities and notes

Opportunity metrics at a glance

Keep sales opportunities advancing with robust opportunity management functionality and dashboards. Add, edit, and manage opportunities through each stage of your sales cycle, including filterable opportunity dashboards to summarize open deals by count, value, age, and more. 

Get a snapshot of open opportunities by dollar value and count directly from the home tab

Dive deeper into opportunity metrics with opportunity KPI dashboards

Review, edit, and advance opportunities while out in the field

Target specific audiences with proximity search

Optimize territory management with proximity search capabilities to improve sales planning, enhance customer engagement, and provide targeted lead generation. Search radius filters and quick links to contact records allow you to zero in on specific geographic locations and keep in touch with prospects and customers.

Maximize your time with the ability to find contacts in your geographical radius

Download Act! Premium Cloud Mobile

Learn more here or download Act! Premium Cloud Mobile today, available on iOS and Android devices, exclusively for Act! Premium Cloud subscribers.

The post Stay productive from anywhere: Introducing Act! Premium Cloud Mobile appeared first on Act!.

For Act! Users, Link2forms+ is the simplest and most cost-effective solution for creating web forms. Seamlessly integrated with Act! Premium Cloud, Link2forms+ is a powerful lead generation tool that streamlines the collection of customer data for things such as newsletter signups, service or quote requests, information requests, surveys, and much more.

In our latest blog article, we explore the top 3 reasons why Link2forms+ is an indispensable tool for your business.

Elevate Your Business Communication, Build Connections, and Gain Insight with Powerful Customizable Web Forms

With Link2forms+, you can effortlessly create customizable forms for various purposes such as information requests, surveys, newsletter signups, and more. The platform’s user-friendly interface allows you to tailor your web forms to meet specific needs, facilitating direct interaction with customers and potential clients. Whether you choose to customise form URLs or embed forms into web pages, emails, or other channels, Link2forms+ ensures maximum visibility and customer access. Generate insight into customer wants and needs with detailed graphs and reports. Armed with this data, businesses can make informed, data-driven decisions, send targeted campaigns, provide detailed product information, and share exclusive offers or discounts. Moreover, Link2forms+ allows you to customise and automate email responses, fostering loyalty and satisfaction. Combined, Link2forms+ enhances awareness, builds connections, and fosters effective communication between your business and your valued customers or prospects.

Create customizable forms for quote requests, information requests, newsletter signups, and more

Use Link2forms+ to administer quick and easy surveys

Run bar or pie chart graphs to gain insight from forms and surveys

Generate New Streams of Leads and Boost Conversion with Link2forms+

Link2forms+ is the key to a continuous flow of new leads and increased conversion rates for your business. By utilizing web forms as a powerful lead-generation tool, Link2forms+ enables you to build a robust pipeline of prospects. The user-friendly design of the forms makes it easy for both prospects and existing customers to engage with your business. Link2forms+ goes beyond lead generation by offering features that maximise conversion rates. The platform enables effective nurturing and engagement through automated scheduling of follow-up activities, allowing for timely and targeted interactions. Additional lead categorization helps you tailor your follow-up efforts, ensuring a personalised approach that resonates with each lead. Link2forms+ seamlessly integrates with Act!, automatically creating and tracking opportunities to streamline your workflow. Elevate your lead generation and conversion strategy with Link2forms+, and witness the transformative impact on your business growth.

Schedule follow-up activities automatically upon form submission

Create opportunities in Act! Automatically

Assign form submission contacts to new or pre-existing Act! groups for tailored follow-up

Optimise business performance with streamlined operations and seamless integration

With its seamless integration with Act!, tLink2forms+ streamlines operations across departments, spanning from marketing and sales to business intelligence. The efficiency gains are substantial as forms can be configured by one department to automatically create opportunities and follow-up tasks for another, which effortlessly flows into Act! without additional manual effort. Additional configuration allows for intelligent segmentation by adding contacts automatically to unique or preexisting groups. These segments can then be included in marketing or call campaigns, delivering targeted messaging for enhanced engagement. Link2forms+ includes controls to ensure accurate data capture and prevent the submission of invalid details such as email addresses or phone numbers. This not only guarantees high-quality leads but also maintains clean and reliable data for analysis, follow-up, and overall operational efficiency.

Create opportunities in Act! automatically

Follow-up activities appear in the Act! Task List and Calendar

Use Act! Groups to create tailored marketing and call campaigns

Elevate your Act! Experience with Link2forms+

Link2forms+ is your new secret weapon in the ongoing effort to drive demand generation while building better connections with your customers and establishing operational efficiencies within your business. Ready to try forms for your own quote requests, surveys, and newsletter signups? Call Act! at 0845 268 0220  to start your 2-week free trial today and discover how Link2events+ can help your business.

Learn more about Linktivity and Link2forms+.

The post 3 Key Benefits of Using Webforms for Your Business appeared first on Act!.

As an online event management solution, Link2events+ acts as a bridge between functionality found in costly webinar services and standard webinar services. Using Link2events+ affords you a less expensive option that is seamlessly integrated with your Act! Premium Cloud database, making the planning, execution, and follow-up associated with hosting an event more efficient. Here’s how:

Simplify events with streamlined workflows and contact management

Streamline your event management process and boost productivity with Link2events+. Use easy-to-follow event templates to create both in-person and virtual events, simplifying the event creation process. Seamless integration with Act! Premium Cloud ensures that scheduled events sync automatically with your Act! Calendar, saving you time and reducing the risk of scheduling conflicts. Attendee information is meticulously tracked and associated with the event, providing a comprehensive overview within your Act! database. Plus, new registrants are automatically added to Act! Contact records helping to expand your network effortlessly. 

Use easy-to-learn event templates to create free or for-fee in-person and virtual events

Specify what information to collect from registrants

Created events sync directly with the Act! Calendar

Registrants are automatically associated with the event in Act!

Events are automatically associated with the contact in the contact record

Optimise Attendee Engagement and Simplify Post-Event Outreach for Maximum ROI

Incorporate your brand colors and logo into visually appealing sign-up pages that can be embedded into websites, social media, and within email marketing campaigns to drive event registrations. Customised reminders and follow-up emails are sent automatically to ensure attendance and encourage attendees to take further actions post-event. Registrants and attendees are automatically added to Act! Groups to manage post-event follow-up. Maximise your returns by ensuring attendance and streamlining post-event engagement with Link2events+.

Design eye-catching sign-up pages with your brand colors and logo

Send customised reminders and follow emails automatically

Automatically add registrants to Act! Groups for post-event marketing

Unlock insights with seamless attendee and registrant tracking

By linking registrants to specific activities and associating them with contact records, you gain a comprehensive understanding of the interests of your prospects and customers. With all registration and communication data synced to Act!, you can run insightful reports to gain valuable analytics and make informed decisions to enhance your engagement strategies. You’ll also receive real-time updates when someone registers for an event, keeping you in the loop and up to date around pre-event interest. Utilise the Link2events+ dashboard or activity record within Act! To further keep track of registrants. Link2events+ is your key to unlocking meaningful insights and driving more impactful interactions with your audience.

Use the Link2events+ dashboard to track event organisers and registrants

Track and filter registrants by event

Gain additional insights into event groups with group reports in Act!

Use Act! Marketing Automation to send pre and post-event marketing campaigns to event groups

Elevate the Act! Experience with Link2events+

Link2events+ is your go-to solution for organising successful online events with Act! while reducing effort, time, and cost. Ready to revolutionise your event management? Call Act! at 0845 268 0220 to start your 2-week free trial today and discover how Link2events+ can help your business.  

Learn more about Linktivity and Link2events+.

The post Streamline Your Online Events with Link2events+ appeared first on Act!.

Here’s why Link2calendar should be your go-to scheduling tool:

Empower Your Workday with Automated Scheduling and Notifications

Transform your workday with the seamless integration of automated scheduling and notifications with Link2calendar. Included with each Act! Exclusive Linktivity bundle, Link2calendar integrates self-service calendar bookings so you can reclaim valuable time and refocus on your daily tasks. Designed to simplify meeting scheduling, Link2calendar includes a wide range of robust features tailored to meet your unique needs. Enjoy the convenience of custom notifications, meeting reminders, team scheduling, blackout periods, multiple activity types, billing for booked time, and a mobile-responsive interface. Embrace a new era of streamlined efficiency where scheduling becomes a breeze, allowing you to optimise your time and enhance your overall workday experience.

Self-service calendar booking for individuals or teams

Customers can complete bookings on any device with its modern & responsive design

Team calendars include the option to charge for specific meeting types

Send customised meeting reminder emails automatically

Link2calendar goes above and beyond in delivering a delightful customer experience by prioritising user-friendliness and versatility. The platform’s intuitive design ensures ease of use, accommodating individuals of all technical levels. Not only does it allow the effortless creation of personal calendars, but it also empowers users to seamlessly generate group calendars, perfect for collaborative efforts like customer support teams. Prospects and clients can conveniently book time on calendars from any device, thanks to its modern and responsive design.

Easily configure appointment duration, type, and location, and required field information

Set availability including blackout periods

Customise booking confirmation messaging and include an .ICS file for your customer’s calendar

Provide a Better User Experience Thanks to Seamless Integration

Elevate your user experience to new heights with seamless integration between Link2calendar and Act! Premium Cloud. Bookings made through Link2calendar seamlessly appear in the Act! calendar and task list, eliminating the need for manual data entry and ensuring a unified view of all appointments. Link2calendar goes further by cross-referencing against existing Act! meetings, proactively avoiding schedule conflicts or double bookings. This powerful collaboration between Link2calendar and Act! Premium not only simplifies the scheduling workflow but also ensures a better, error-free user experience for enhanced productivity and efficiency.

Bookings appear automatically in Act! task lists

Bookings appear automatically in the Act! calendar

New contacts are automatically created in Act! Premium Cloud

Elevate your Act! Experience with Link2Calendar

Link2calendar is the ideal choice for individuals, freelancers, solo entrepreneurs, small businesses, teams, and enterprises seeking a simple and efficient way to manage their appointments and meetings in Act!. Ready to simplify your meeting scheduling and maximise your productivity? Call Act! at 0845 268 0220 to start your 2-week free trial today and discover how Link2calendar can help your business.  

Learn more about Linktivity and Link2calendar.

The post Transform Your Meeting Scheduling Process with Link2calendar appeared first on Act!.

Let’s explore why:

Efficiency and Time Savings through Automated Quoting

By embracing automation in the quoting process, organisations can significantly reduce the burden of manual data entry and calculations. This not only eliminates the potential for errors but also ensures unparalleled accuracy in quote generation. The real game-changer, however, lies in the ability to generate quotes swiftly, drastically improving response times for customers. Additionally, the power to batch-edit quotes and seamlessly send updates in bulk not only saves precious time but also streamlines operations, paving the way for a more agile and competitive business environment. Embrace the future of operational excellence with automated quoting – where efficiency meets precision.

Generate quotes for new and existing contacts quickly and easily

Automate quote follow-ups to keep opportunities progressing

Batch-edit quotes and send updates in bulk to save time and streamline operations

Create Confident Clients and Minimise Risk through Precise Project Quotations

Building trust with potential clients becomes second nature as accurate quotes demonstrate a commitment to integrity and professionalism. Moreover, clear communication of terms and conditions not only fosters transparency but also serves as a strategic move to reduce business liability. In an era where precision and reliability define success, accurate project quotes emerge as a linchpin for establishing robust client relationships and navigating projects with confidence.

Create precise quotes based on relevant project data

Clearly communicate terms and conditions

Centralise and Simplify Quote Management

Navigating the complexities of quote management has never been easier. Link2quotes+ empowers you to centralise and simplify every aspect of the quote lifecycle, from creation to distribution and ongoing management. Stay in the driver’s seat with real-time insights into quote status, click-thru tracking, and timely notifications. With a focus on efficiency, Link2quotes+ goes beyond by seamlessly integrating payment processing for accepted quotes. Experience a comprehensive and streamlined approach to quote management, where every step is designed to enhance your workflow and elevate your business success.

Centralise quote management with powerful filtering and search capabilities

Stay informed with quote status updates, click-thru tracking, and notifications

Run comprehensive reports to get greater detail on quote status

Process payments via PayPal for accepted quotes seamlessly

Unlock New Efficiencies with Seamless Integration

Enjoy the dual advantage of enhanced customer relationship management through Act! CRM and advanced quoting capabilities offered by Link2quotes+. The seamless integration fosters a cohesive work environment, allowing for a comprehensive view of customer interactions and quoting activities, which not only saves valuable time but also elevates accuracy and responsiveness in client engagements. Harness the power of integration to propel your business forward, forging stronger client relationships and achieving operational excellence.

Opportunities created in Link2quotes+ appear automatically in Act!

Products and services appear in the opportunity product tab

Follow-up tasks scheduled in Link2quotes+ appear automatically in Act! task lists and calendars

Elevate your Act! Experience with Link2quotes+

Link2quotes+ can revolutionise the way you quote, manage quotes, and ultimately close more deals. If you’re an Act! user seeking to generate more sales and enhance your customer experience, trying Link2quotes+ is a must. Call Act! at 0845 268 0220  to start your 2-week free trial today and discover how Link2quotes+ can help your business.  

Have questions or want to try a Linktivity bundle for free with a 14-day trial? Call and speak with us today. Call 0845 268 0220 

The post Boost Your Business Efficiency with Link2quotes+ appeared first on Act!.

Elevate your Act! Experience with new Linktivity add-ons

In the fast-paced world of business, staying ahead often means embracing innovative solutions that enhance productivity and customer engagement. Introducing Linktivity Bundles—a suite of tools designed to supercharge your Act! experience. Whether you’re looking to close more deals, generate leads, manage events, or streamline appointment booking, Linktivity has you covered with three powerful bundles: Link2quotes+, Link2forms+, and Link2events+.

Link2quotes+: Closing Deals Made Effortless

Creating and managing quotes is a critical aspect of any successful business. With Link2quotes+, you can elevate your quoting game to new heights. Craft custom quotes that align with your brand, track when they’re viewed, schedule follow-ups, and even process payments securely upon quote acceptance.

Key Features & Benefits:

• Create customizable quotes and templates to match your brand style.
• Schedule follow-ups to keep your sales pipeline on track.
• Process secure payments to simplify the sales process.
• Real-time visibility on when prospects view quotes.
• Automated reminders to keep quotes top of mind.
• Track accepted quotes against sales goals for progress monitoring.

Link2quotes+ also includes Link2calendar, offering seamless appointment scheduling for a truly integrated experience.

Send customizable quotes with Link2quotes+

Track quotes via the Link2quotes+ dashboard

New opportunities appear automatically in Act! Premium Cloud when a new quote is created

Link2forms+: Fueling Your Sales Funnel with Ease

Engaging customers and generating leads is made effortless with Link2forms+. This powerful tool allows you to create customizable forms for various purposes, from quote requests to newsletter sign-ups. Categorise and segment leads for targeted follow-up, run comprehensive reports for actionable insights, and automate responses for enhanced customer satisfaction.

Key Benefits & Features:

• Create customizable forms to generate a consistent stream of leads.
• Categorise and segment leads for targeted follow-up.
• Apply comprehensive filters to uncover actionable insights.
• Automate response feedback for increased customer satisfaction.
• Control access to customer feedback for data security and compliance.

Like Link2quotes+, Link2forms+ includes the convenient Link2calendar for efficient appointment scheduling.

Create customizable forms for virtually any purpose

Create custom form URLs or use embed code to embed forms onto a web page

Review forms submissions

New opportunities appear automatically when a form is submitted

Link2events+: Seamlessly Manage Online Events

Planning and promoting online events can be challenging, but Link2events+ makes it a breeze. From marketing to attendees and managing RSVPs, this all-in-one events solution seamlessly integrates with Act! for a comprehensive event management experience.

Features & Benefits:

• Sync events directly to your Act! Calendar for time optimization.
• Publish events with user-friendly online sign-ups.
• Easily segment and categorise attendees for post-event engagement.
• Automatically track and manage RSVPs for efficient event planning.
• Send automated reminders to boost attendance and overall event success.

Link2events+ includes Link2calendar, ensuring that appointment scheduling is seamlessly integrated into your event planning process.

Use customizable event signup forms to market events to registrants

Easily segment registrants

Event and registrants are automatically added to the Act! Calendar

Registrants are automatically added to Act! Contacts

Link2calendar: Streamlining Appointment Scheduling

The hassle of scheduling meetings with prospects and customers is a thing of the past with Link2calendar. Act! Premium Cloud users can now effortlessly share their calendars via an online link, allowing customers to book available times that sync directly with the Act! Calendar.

Features & Benefits:

• Share your calendar with an online link for simplified scheduling.
• Send and receive meeting reminders, notifications, and invites.
• Multiple meeting types for enhanced organization.
• Seamless syncing with the Act! Calendar to avoid conflicts.
• Optimise your time by monetising valuable meetings with billing options.
• Responsively designed for the best customer experience across devices.

Link2calendar comes included with all Linktivity bundles—Link2quotes+, Link2forms+, and Link2events+.

Share your availability via an online link

Provide prospects and customers with self-service appointment booking

Scheduled appointments appear automatically on the Act! Calendar

Scheduled appointments also appear as activities in the contact record

Elevate Your Act! Experience with Linktivity

Transform the way you do business with Act! and elevate your productivity with Linktivity Bundles. From closing deals to generating leads and managing events, our solutions are designed with ease of use in mind. Say goodbye to manual data entry—once a prospect engages with your business, activities are automatically recorded in Act!, providing you with real-time data and insights. Elevate your Act! experience today with Linktivity for a smart, efficient, and highly engaging business journey.

Link2quotes+, Link2forms+, Link2events+, and Link2calendar Available Now

Learn more about Linktivity bundles, or contact an Act! Representative at 0845 268 0220 or your Act! Consultant. 

The post Elevate your Act! experience with new Linktivity add-ons appeared first on Act!.

Act! Sidebar for Outlook: Seamlessly Integrate Your Workflows

Act! Premium Version 25.2 introduces Act! Sidebar for Outlook, an innovative integration designed to maximise your efficiency when working in Outlook. This integration not only streamlines your email management but also enhances your customer relationship management capabilities, all within the familiar Outlook interface.

Email History Records Made Easy

With Act! Sidebar for Outlook, you can automatically record email exchanges to history, ensuring that all your crucial email communications are captured and easily accessible in your Act! database. This feature is invaluable for improving prospect and customer engagement, enhancing the customer experience, and making your communication more effective. You can choose between Auto Attach for automatic email recording and Quick Attach for manual control, and specify which aspects of each email get saved to the Act! Database.

Seamless Contact Management

Act! Sidebar for Outlook empowers you to not only add new contacts but edit contacts as well, directly from Outlook, saving you time while seamlessly updating the contact database in Act!. Users have the option to add new contacts from either the embedded Act! Menu or the optional Act! Sidebar for Outlook sidebar. Regardless of which option is preferred, contact information such as name and email address will automatically populate when creating a new contact to make the process that much simpler.

Dive into Detailed History Records

For a more comprehensive view of your customer interactions, Act! Sidebar for Outlook allows you to access detailed history records directly from Outlook. You can quickly see the five most recent history records, including the activity type, result, date and time, and detailed notes. This instant access to information is a game-changer for staying informed about your customer interactions without having to switch back and forth between systems.

Create New Activities on the Fly

Act! Sidebar for Outlook provides the flexibility to create new activities for one or more contacts directly from Outlook. This includes the option to automatically generate meeting invites at the time the activity is created. Streamlining your workflow and reducing the need to switch between applications, this feature keeps you on top of your schedule.

Get Started with Act! Sidebar for Outlook Today

Act! Sidebar for Outlook is included in the Act! Premium v25.2 installation package and is available to Act! users worldwide. To get started, download and install Act! Premium v25.2, select “Preferences” from the “Tools” dropdown menu, go to the “Email & Outlook Sync” tab, and follow the steps to configure email settings and synchronization preferences.

Act! Sidebar for Outlook works seamlessly with Microsoft Outlook, Outlook.com, Microsoft Exchange, Microsoft 365 (formerly Office 365), as well as IMAP and POP servers.

Act! Sidebar for Outlook is also available to Act! Premium Cloud users. To get started in Act! Premium Cloud, select “Preferences” from the “Tools” dropdown menu, select the “Email” option, and follow the steps to configure email settings and synchronization preferences.

More Popup to Modal Conversions

In addition to Act! Sidebar for Outlook, Act! Premium Version 25.2 introduces more popup to modal conversions to make working in Act! more intuitive and user-friendly. Joining a growing list of popup to modal conversions, you now have more streamlined workflows for adding contacts to opportunities, removing contacts from opportunities, adding/removing groups, adding opportunities to groups, and adding opportunities to companies.

Act! Premium Desktop v25.2 Available Now!

Learn more about Act! Premium v25.2, or contact an Act! Representative at 866-530-2718 or your Act! Consultant to upgrade now.

The post Maximising Productivity with Act! Premium v25.2: Introducing Act! Sidebar for Outlook appeared first on Act!.

If you’re like most organizations, you probably manage your business with a unique mix of data, processes, and systems. For many small businesses, that usually means you’re updating and tracking a lot of spreadsheets and reports from multiple applications. While spreadsheets might feel like a cost-effective option, what you save in price is usually lost in terms of efficiency, data accuracy, and the inability to gain comprehensive insights from your data.

Act! Custom Tables is a powerful add-on that allows you to manage multiple sets of data, both simple and complex, alongside your contact, company, and opportunity data, directly in Act!. Utilizing Act! Custom Tables unlocks the full potential of Act! by affording you comprehensive insights you can use to develop targeted sales and marketing strategies and provide more personalized customer experiences.

In our latest Act! Product Spotlight we are excited to share some of the most meaningful and essential benefits and features of Act! Custom Tables.

Who is Act! Custom Tables For?

To put it simply, Act! Custom Tables is for any business looking for:

• cost savings by reducing the number of systems needed to manage data
• time savings and improved efficiencies by storing and easily accessing all data in one single location, and
• superior insights that let you achieve a laser focus on your prospects and customers

As the name implies, Custom Tables is fully customizable to the unique needs of your business and empowers you to manage detailed product and service data, alongside your customer data.

Custom Tables is currently used by companies that:

• sell complex products like insurance, mortgages, and financial services
• track products with beginning and end dates, (e.g. contracts, warranties, and service plans)
• sell and track products with serial numbers
• track software keys associated with software licenses
• track service engagements (e.g. home services, HVAC, landscaping, and consulting)
• Track customer support engagements including billable hours

Manage support plans, service engagements, insurance products, mortgages, inventory, and more with Act! Custom Tables. You can find Custom Tables below the “Welcome” tab in the left-hand navigation menu.

Spreadsheet-like functionality to sort, filter, group, and summarize data in aggregate

With Act! Custom Tables you can manage detailed product and service information and associate it with contacts, companies, groups, and opportunities. Tables can be grouped, filtered, sorted, and summarized just like a spreadsheet, which you can then use to develop targeted sales and marketing campaigns. For example, you could filter support plans by type and by renewal date to create a list of customers to contact as part of a renewal campaign. Or filter mortgage information to see only second-lien mortgages with interest rates greater than 7%. Seeing detailed product information alongside customer information is invaluable.

Associate detailed product and service information, such as support plans, with companies and contacts.

Spreadsheet-like functionality allows you to filter, group, sort, and summarize Custom Tables data.

Deliver personalized customer experiences

With Act! Custom Tables you not only see detailed product and service information at the aggregate level, but at the individual level as well. This comprehensive access is a game changer when speaking with clients as you’ll have all the data you need to deliver the best customer experience at your fingertips. For example, if a customer calls in to ask about where to process a payment or to inquire about mortgage rates, you can instantly view their unique product and history details while answering their inquiry, and provide them with a more meaningful, customized answer or upsell a related but improved product or service to them.

Custom Tables data available within an individual customer contact record

Drive targeted sales and marketing campaigns

Trying to manage your business in multiple systems negatively impacts your efficiency, and the accuracy of your data, and limits your ability to see your data holistically. Without the ability to manage and analyze data holistically, the speed at which you respond to changing business conditions or react to new market opportunities is substantially impeded. With all of your data in one place, you can quickly analyze an opportunity and create targeted sales and marketing campaigns.

For example, say mortgage rates have decreased or a new product becomes available that would be of interest to your customers. You could filter mortgage information to gauge the size of the opportunity for your business and create an outbound marketing list of customers to contact. You could then create activities based on that list, create Act! Marketing Automation campaigns to support outbound call efforts, manage interactions with customers, report on outbound activity, and manage new opportunities through each sales stage, directly in Act!.

Filter Custom Tables data to identify new opportunities for outreach

Create a custom group based on filters applied to Custom Tables data

Schedule and assign activities for a Custom Tables group

Track activity progress and manage activities by Custom Tables group

Add a Custom Tables group to an Act! Marketing Automation campaign to support sales efforts

Three Custom Tables options to get you up and running fast

Whether you have an existing table or want to start fresh with a new one, Act! Custom Tables offers three options to get you up and running fast.

1. Import an existing spreadsheet or .csv table – To import an existing spreadsheet or table simply select the Data Import option, follow the prompts, and then design a layout to input new data as needed.
2. Create a new table – To create a new table, simply select the option to Create a New Table, pick the corresponding tables you’d like associated with the new custom table, create your fields, and then design your layout to input field data as needed. More information on importing an existing table or creating a new table can be found here.
3. Use Act! Custom Tables pre-built templates – Select from 11, pre-built industry tables, which help you get up and running immediately. Table templates are organized into two categories, industry, and function, and include table templates for insurance, loans, mortgages, residential real estate, software, consulting, event planning, products, project management, services, and customer support.

Choose from 11 pre-built Custom Tables templates, including insurance, loans, mortgages, residential real estate, software, consulting, event planning, products, project management, services, and customer support.

Example of product inventory Custom Tables template

Example of residential real estate Custom Tables template

Try Custom Tables today with a 14-day free trial

Whether you’re new to Act! or an existing user, you can now evaluate the power of Custom Tables with a free 14-day trial. Existing Act! Premium Desktop or Act! Premium Cloud users simply need to choose the option to “Start trial” via the Custom Tables menu located in the top navigation bar. All new trials have Custom Tables enabled. From there, we strongly encourage you to add demo data so you can instantly review the grouping, filtering, sorting, and summarization capabilities. Any new data entered will be available when you activate Act! Custom Tables.

Add demo data to your Custom Tables trial to load a sample mortgage table

Learn more about Act! Custom Tables

Learn more about Act! Custom Tables by heading to our website or watching our recent Act! Training Webinar for a more in-depth review. For additional questions or to upgrade your Act! software, contact an Act! representative at 866-530-2718 or contact your Act! Consultant.

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Building upon the innovations in Act! Premium v25, Act! v25.1 further boosts business effectiveness with more tools to enhance security, gain richer insights, improve communication, and refine overall usability. 

Enhanced security to keep sensitive data private

Helping customers comply with an ever-growing list of data protection and privacy concerns is no small feat. Act! Premium v25.1 introduces Multi-Factor Authentication (MFA) to Act! Premium Desktop to provide an additional layer of security that prevents unauthorised account access and help organisations comply with data protection and privacy regulations. Coupled with the introduction of MFA in Act! Premium Cloud in May of this year, the vast majority of our subscribers can now benefit from this critical protection. Multi-factor authentication works by requiring Act! users to enter a unique numerical code, sent via text, in addition to their username and password, when logging into Act!.

Require MFA for all or select users

Richer insights with new dashboards, charts, and reports

Act! Premium v25.1 brings the newly introduced Act! Insight advanced dashboard builder to Act! Premium for Web (APfW) and new charting & reporting tools to Act! Custom Tables. These new additions help better visualise data, turning raw information into actionable insights that empower informed decision-making. 

With the Act! Insight advanced dashboard builder, Act! Premium for Web users can create more detailed analytics dashboards that help visualise more of their data, delivering more meaningful insights and helping to capitalise on changing business conditions. 

Utilise multiple sets of criteria to visualise more data

Act! Custom Tables is a powerful add-on that unlocks the full potential of Act! by adding the ability to manage detailed product and service data, that may be contained in spreadsheets, alongside your customer, company, and opportunity data, directly within Act!. These customisable tables empower users with comprehensive insights they can use to develop targeted sales & marketing strategies, deliver tailored customer experiences, and take their business to the next level. Act! Premium v25.1 introduces graphs, KPIs, and a Report Designer to Custom Tables. Graph types include column, line, pie, and more, while KPI charts allow you to see your data in pivot table-like detail.

Create customisable charts that can be saved and exported

Create KPI reports to see Custom Tables data in pivot-table-like detail

Create and share Custom Tables reports with the Report Designer

Improve customer communications with text messaging

Act! Premium v25.1 introduces SMS text messaging to Act! Premium for Web (APfW) users with SMS4Act!. Now, users across all Act! platforms can leverage the affordability and effectiveness of text messages to stay top of mind with prospects and customers. 

With open rates 4x greater than traditional email, text messaging extends an organisation’s reach and helps to stay top of mind with prospects and customers. SMS4Act! users can send impromptu text messages for virtually any occasion, which can be personalised and saved as templates. 

Send SMS text messages for virtually any occasion

Refined usability for a more modern user experience

Act! Premium v25.1 includes several enhancements to improve the user experience, including more efficient workflows, replacing popup windows for modals, and visual enhancements that make the Act! Companion mobile app more intuitive.  

Whether attaching a file, editing a report, customising a list view, creating an activity, or duplicating a contact, popup windows are frustrating and make it harder to complete a job. Act! Premium v25.1 replaces pesky popup windows with streamlined modals to improve workflow efficiency and significantly improve the user experience. 

For customers on the go, the Act! Companion mobile app is the perfect complement to stay connected when away from your computer. Act! Companion received a UI overhaul in conjunction with Act! Premium v25.1 to make it more intuitive and modern, and to include advanced dashboards created via Act! Insight. 

Act! Premium Desktop is v25.1 Available Now!

Learn more about Act! Premium v25.1, or contact an Act! Representative at 0845 268 0220 or your Act! Consultant to upgrade now.

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