Act! Premium Plus Cloud Subscription 1 Year [Download]
PLEASE READ ACT! PREMIUM CLOUD TERMS OF SERVICE http://www.act.com/products/act-premium/cloud-tos/ AND BILLING POLICY http://www.swiftpage.com/billing-policy/
The all-new Act! is better than ever!
Build Lasting Relationships. Fuel Business Growth. Make Informed Decisions.
Act! Premium Plus Cloud is an Act! Hosted CRM solution where Act! hosts your data and provides the ability to access from anywhere. For organizations that need to efficiently share information and keep up with all the details whether in or out of the office. Act! Premium for Web works either as a standalone product or in conjunction with Act! Premium for Windows - giving your organization the freedom to choose how to deploy your CRM solution.
To support a varying set of user needs (including connected, disconnected, and mobile access) and maintain maximum flexibility, with Act! Premium Plus Cloud organizations can deploy Act! Premium in a mixed desktop and Web environment. Mixed scenarios provide instant anywhere, anytime access through Act! Premium for Web, while allowing disconnected/offline access using Act! Premium for Windows for users who need this functionality. Furthermore, in this deployment, both Act! Premium and Act! Premium for Web users share a common database and customizations to layouts, reports, and fields, enabling Act! Administrators to administer and customize one environment and allowing users flexibility in their access method.
Act! Premium Plus CRM Solutions Includes Custom Tables Features
Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus CRM solution. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
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Act! v21 Premium Plus Cloud Subscriptions are Act!-Hosted solutions for organizations that need to efficiently share information and keep up with all the details whether in or out of the office. Act! Premium for Web works either as a standalone product or in conjunction with Act! Premium for Windows - giving your organization the freedom to choose how to deploy your Act! Hosted CRM solution.
Active subscribers are entitled to receive all Act! v21 features like interactive, graphical Act! Insight dashboards and Ask Act! use with Amazon Alexa, plus customer success resources and connections to hundreds of popular apps. Subscribe today!
CUSTOM TABLES FEATURESSequential Fields allow you to create a field that will automatically populate the next number in a sequence when creating a record. This functionality is also known as auto-numbering.
Cascading Dropdowns allow you to make the available values in a dropdown list depend on the value of another field. This functionality is also known as dependent dropdowns.
Available exclusively to Act! Premium Plus subscribers, custom tables is a feature in Act! (Windows and Web users) that allows you to create customized sections of the program, similar to Opportunities, for tracking one-to-many data records. These custom tables can be created with their own set of custom fields and layouts and can be linked back to existing Act! entities (Contacts, Companies, Groups, Opportunities), all without requiring any development knowledge or skills. Additionally, custom tables can be added to the navigation bar, and can even be added as tabs for Contacts, Groups, Companies, and Opportunities of Act! to display custom table records that are associated with those Act! entities.
Create new tables to track specific business data or processes and link to Contacts, Companies, Groups and/or Opportunities entities. You will also be able to create Sub-Tables to link to your Custom Tables. The Custom Tables and Sub-Tables can be displayed on the Act! Navigation Bar and/or as a Tab on a linked entity - Contacts, Companies, Groups and/or Opportunities.
You will be able to define fields for your custom tables to capture the information that is relevant to your business. Standard Act! field types and dropdown lists are available for developing the fields for the custom table. Exclusive to Custom Tables are a couple of additional Field features:
Create Layouts for your Custom Tables to organize the table fields that allows for easy data entry.
Selecting a Custom Table from the Navigation Bar will produce a List View for that table. You will be able to select and set the default field columns for the list that will be displayed to all users. An exclusive Custom Table feature is Conditional Formatting that allows you to automatically apply formatting (such as bold, italics, changing colors etc.) to values that appear in your Custom Table List Views.
Custom Table Templates allow you to perform a mail merge containing data stored in custom tables. You can pull field information from the Contacts, Opportunities and any Custom Tables into your Custom Table Templates. These templates can output to Word Documents or Outlook Emails for a single record or for a lookup of records.
You can import data from a Microsoft Excel spreadsheet or CSV file into a custom table. If you have existing Act! data fields that you were using prior to the table feature being available you can use the Migrate Data feature to copy the field data to the custom table fields.
There are two ways to locate records in custom tables: Advanced Queries (desktop version only) and Quick Filters. The Quick Filter option allows you to narrow down the list by using keywords that match data that exists in visible columns in the list of records for a particular custom table. This can be done by filtering based on all data in all columns, or by filtering based on individual columns.
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.
ON-DEMAND ACCESS TO YOUR CONTACT AND CUSTOMER DETAILS
Why shouldn't your relationship details be as accessible as you are?
Now they can be with Act! Premium Cloud solutions. Imagine a portable business
command center that shows you the relationship details you need to
elevate your customer service game. Whether you're working from the
road, your main office, or remote locations, you have on-demand
access to contact and customer details - contact information,
meetings, activities, and opportunities - with Act! Premium Cloud. You
and your team have the ability to login to Act! Premium Cloud from
your computer, tablet, or smartphone anytime you're online, so
you're always on the same page, even if you're not in the same
place. Login from your computer via Internet Explorer or Chrome,
or from your iPad, iPhone, or Android device.
TECHNICAL DETAILS COVERED BY ACT!
Forget about additional hardware or complex set-ups. They'll handle
the technical nuts and bolts. No setup, installs, or upgrades - they
automatically take care of it. This also means you always have the
latest, greatest features, because you're automatically on the
newest version of Act! Premium. Plus, with around-the-clock
monitoring and nightly backups, you can rest assure knowing that your data is
always safe and secure. If you hit a bump in the road, they're there to
help with expert technical support included as part of your
MINIMAL START-UP COSTS TO GO LIVE
In a small business, cash flow is king. We get it. That's why they keep start-up costs low by including all the important stuff in the cost of your subscription. Their convenient subscription billing also allows you to begin managing your contact and customer details for less than $2 per user, per day.