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  • The Act! Growth Suite* is a 1 Year Subscription that includes 1 Act! Premium Cloud Subscription for 1 user and 1 Act! Marketing Automation Subscription for your Account.

    Act! Marketing Automation Subscriptions are sold 1 per Account and not a per user fee.

    Act! Premium Cloud Subscriptions are sold 1 per user and each user will need a subscription for your Account.

    You will need to purchase additional Act! Premium Cloud Subscriptions if you are wanting more than 1 user for your account - 1 per user.

    *For NEW Subscribers Only - Active Subscribers should Contact Us for pricing on changing products or adding services to your current account.

    Financial Advisor Cloud Growth Suite Bundle 1 Year (MSRP $1,668)

     
    Financial Advisor Cloud Growth Suite Bundle 1 Year (MSRP $1,668)Quantity in Basket:none
    Code: FINANCIAL_CLOUD_SUITE
    Price:$1,231.20

     
     
     
    Quantity:
     

    Financial Advisor Cloud Growth Suite: Bundle contains 1 Act! Premium Cloud with Act! Marketing Automation Select 1 Year Subscription and the Financial Advisor Database (MSRP $1,668)

    Act! Premium Cloud Growth Suite Annual Subscription (Act! Hosted) with Financial Advisor Database Includes:

  • 1 Year PREMIUM SOFTWARE FOR Web, Mobile & Windows®
  • 1 Year Financial Advisor for Act! Database Cloud Hosting
  • 1 Year Act! Marketing Automation Select Service
  • Act! Standard Technical Support for 1 Year
  • Access to Act! Premium Cloud CRM and Marketing Automation Video Training Libraries
  • New features and compatibility updates for 1 Year
  • Act! Premium Cloud Subscription 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 Cloud works either as a standalone Web product or in conjunction with Act! Premium for Windows - giving your organization the freedom to choose how to deploy your CRM solution.

    Act! Marketing Automation Select Subscription is an integrated Marketing Automation service for Act! Premium Cloud. Optimize all the ways you communicate with prospects and customers with the new Act! Marketing Automation to maximize engagement and drive business growth. Engage contacts with response-driven nurture marketing campaigns - all sent to targeted lists in Act! automatically using criteria and triggers you define. Watch as Act! Marketing Automation turns real-time response metrics into sales actions - alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution.

    Financial Advisor Database for Act! - Designed for Financial Advisors, Financial Planners and Financial Professionals, Financial for Act! is a customized Act! database for the Financial industry. Keep important contact details on your clients, including status information and key watch list items. Use the calendaring feature so you can efficiently manage your day and quickly prioritize your activities and keep details of every interaction. Track House Accounts and Assets Under Management, Other Accounts and Assets Not Under Management. Track Life, Disability, Long Term Care, Annuity or other policy information. Track the current employer and income, spouse employer and income, and general assets and liabilities amounts to calculate net worth. Plan the Client's next Investment, Retirement and Estate and stay on top of your Financial Products Pipeline. It helps you take control of your business and effectively manage your client relationships.

    CRM for Financial Advisors enables practice growth through tracking clients and their financial health by capturing AUMs, other investments, policies, planning goals and more.

    ACT! MARKETING AUTOMATION SELECT FEATURES

    Email Marketing - Send beautiful, responsive campaigns to your Act! contacts and groups. Dynamically merge fields into your campaigns from Act!. The Select Plan includes 10,000 emails per month to unlimited contacts.

    Interactive Template Editor - Build responsive email campaigns using the interactive template editor. Get started with 25 sample templates, then customize imagery, colors, fonts, and more to fit your brand. Import photos from repositories like Dropbox or use one of over 500,000 free, high-quality stock photos via Unsplash, Pexels, and Pixabay.

    Mobile & Desktop Preview - View desktop and mobile campaign previews to ensure your images, copy, and other campaign components render perfectly before you send.

    Social Sharing - Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your social networks and expand your reach. Drive traffic to your social networks with social buttons in the footer of your campaigns.

    Landing Pages & Lead Capture - Design effective lead capture forms on landing pages or embed forms on your website to grow your prospect database. New leads are automatically added to Act! once a form is completed.

    Surveys - Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about your prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.

    Drip Marketing - Build multi-stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to your prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.

    Visual Workflow Designer - Use the visual workflow designer, providing a graphical representation of your communication flow, to easily build multi-stage campaigns. Edit existing stages or add new ones from this intuitive workflow view.

    Real-Time Campaign - View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of your campaigns and improve your marketing strategy over time. Individual campaign results push to Act! contact records automatically for a detailed interaction history.

    Deliverability & Compliance Tools - Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team that helps you manage your sender reputation, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs via the unsubscribe designer where you can customize your opt-out page, global suppression against email addresses or domains, and pre-campaign exclusion lists.

    Getting Started Concierge - Enjoy concierge service from onboarding experts who help you get set up, logged in, and started right away.


    YOU CAN ADD MORE USERS TO YOUR FINANCIAL ADVISOR CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):



    Related Item(s)



    Act! Premium Cloud 1 Year SubscriptionAct! Premium Cloud 1 Year Subscription
    Price: $420.00
    Quantity in Basket: none
     
     

    NOTE: After your order has been processed you will receive an e-mail with your link to login to your Financial Advisor for Act! Database - typically within a couple of hours but please allow for 1 business day.



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