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ACTv16 Pro 2014 | ACT CRM for Individuals and Teams of up to 10 Users

 

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ACT! v16 PRO (2014)

ACT v16 Pro 2014 - the #1 Customer Relationship Manager for over 25 YearsBUY NOW & SAVE OFF MSRP! 
ACT! v16 Pro is for individuals and teams of up to 10 users that do not need additional security or scalability features.  ACT! v16 Pro helps you organize all the details of your customer relationships in one place—from basic contact information to detailed notes on past interactions—for a complete view of the people you do business with. 


In a shared database workgroup environment,ACT! Pro is designed to work with up to a maximum of 10 users, if you have more that 10 users you will need to purchase ACT! Premium.



 

WHY YOU SHOULD BUY  In a weaker economy, it’s tempting to "wait it out," but consider the cost of doing nothing. ACT! helps you grow your business by attracting new customers and getting more from existing relationships. WHAT'S NEW FOR 2014:

Work Smarter and Accomplish More with ACT! 2014 v16
Designed with extensive user input, Act! v16 delivers new functionality and enhancements that help you maximize your time, prioritize intelligently, and be informed and prepared to market and sell.

Create a holistic view of all relationship interactions at a company automatically, and benefit from an insightful look back at a consolidated history for your system and everyone you do business with. Take the guesswork out of knowing where to prioritize your time based on data-driven customer intelligence, and quickly perform actions en masse to free up your time. Drive productivity with new enhancements and gain peace of mind knowing your system and data are healthy via proactive system notifications.

RELEASE SNAPSHOT

  • Streamlined Company Management & Global Actions Increase Sales Effectiveness

  • New Calculated Fields Drive Prioritization and Maximize Customer IQ

  • New History View Provides an Insightful Look Back

  • Usability and System Improvements for Speed and Peace of Mind.

Streamlined Company Management & Global Actions Increase Sales Effectiveness
A consolidated view of contact details for everyone you do business with at a company – automatically.

Effortlessly link all contacts at a company to benefit from a consolidated view of notes, history, and activities for everyone you do business with. Act! v16 can automatically link existing and new contacts to company records so you don’t have to. Market and sell intelligently, because you’re informed and prepared based on a complete view of all contact interactions at a company, and save time by performing global actions like emailing and scheduling. Company records are automatically created when the first contact is created – both in the office and using Act! Premium Mobile.

  • Automatically associate exiting and new contacts with a company

  • See consolidated view of notes, history, and activities for all contacts

  • Perform global actions for all contacts at a company – like emailing or scheduling

  • Company records are automatically created when first contact is added

  • Bi-directional linking from contact to company & company to contact

  • Optional and configurable based on business preference

  • Available with Act! Pro, Act! Premium, and Act! Premium Mobile

New Calculated Fields Drive Prioritization and Maximize Customer IQ
Drive productivity through customer insight and intelligent prioritization, and automate tasks to drive sales and enhance relationships.

Act! v16 puts your data to work for you by performing calculations automatically in a field using data from other standard or custom fields. Use calculations based on age, date, percentage, dollar value, currency, and other data to help you prioritize and make data-driven decisions. Automate specific actions based on calculated data, including contract renewals, birthday and thank you notes, follow-up surveys, restock reminders – and more.

  • Drive productivity based on actionable data and intelligent prioritization

  • Perform calculations automatically in a field using data from other standard or custom fields

  • Calculate based on age, date, percent, dollars, values, currency, and more

  • Send contract renewals, birthday and thank you notes, service reminders, and more – driven by calculated data

  • Prioritize sales opportunities based on calculated thresholds, deal value, or commissions

  • Create lookups and groups based on calculation results and perform individual or global actions

  • Leverage automated Smart Tasks and integrated emarketing services to advance sales and enhance relationships

  • Generate reports or export to Excel® with one click to perform additional analysis

New History View Provides an Insightful Look Back
Assess productivity, see a customer activity timeline, export data, and schedule global follow-up actions via a dynamic new view that aggregates user and system history.

With Act! v16, you’ll gain business insight from a convenient view of all completed user activities and system actions such as to-dos, calls, e-mails, meetings, and deleted contacts. Save time by filtering past activities and scheduling individual or global actions from a single history view instead of within individual contact records.

  • Easily view all completed activities – including to-dos, calls, emails, and meetings – in one convenient place

  • Reference an aggregate timeline of completed actions such as system changes, deleted contacts, and field changes

  • Search, sort, and filter history records, then perform global actions that are automatically added to individual records

  • Assess productivity, performance, and responsiveness by reviewing all completed user activities

  • Review all activities and actions performed for a contact or company to see a timeline of their experience as a customer

  • Export history to Excel® in one click to perform additional analysis and gain deeper insights

Usability and System Improvements for Speed and Peace of Mind
Save time and rest assured that your system and data are healthy and secure with global activity rescheduling, proactive system alerts, and streamlined field and layout configuration.

Act! v16 introduces Scheduler Notifications, designed to proactively notify you of the success or failure of system events like backups and sync, based on rules you define. Now you can also reschedule activities en masse and take advantage of streamlined Act! Web Client configuration capabilities.

  • Reschedule activities en masse for multiple contacts from a task list or company record, or multiple activities in a single contact record

  • Receive proactive alerts about the success or failure of background system events such as backups or sync

  • Configure notification rules and specify email recipients by task

  • Quickly add new fields and manage layouts within the Act! Premium Web Client instead of on the server or via your hosting provider

ACT 2014 v16 Features Chart - Compare Your Older ACT Version


WHAT YOU WILL GET 
ACT! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions.


 

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