Act CRM 16 Software New Features
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- Tech Benders is a company that specializes in CRM solutions like ACT! and helps businesses improve efficiency and profitability. - The new owner of ACT!, Swiftpage, has introduced updates to the mobile, desktop, and web versions of ACT! including new mobile group/company features, calculated fields, and enhanced reporting capabilities. - Karen Fredricks from Tech Benders demonstrated and explained the new features in ACT! and how they can help businesses better manage contacts, track activities and histories, and customize ACT! to their specific needs.
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Act CRM 16 Software New Features
- 1. Welcome! Karen Fredricks, President, Tech Benders The CRM Guru Tech Benders Bending technology to meet the needs of your business! Tech Benders will make your business more efficient, effective and therefore more profitable. We don’t just know ACT!, we’ve written 13 books on ACT! and other CRM solutions! We specialize in: • Sales process engineering & e-marketing • Custom reporting • Custom table development • Database repairs and conversions • Discounted ACT! software & add-on products Whether you have one sales professional or 500, Tech Benders will help you design a process that builds and strengthens profitable relationships with your customers and prospects.
- 2. ACT! Has a New Owner - Swiftpage • Over 65 Million emails sent per month • 85% satisfied/very satisfied with support • They are moving to an 18 month release cycle • 11 years in the industry • They LOVE ACT! • They have 3 Products
- 3. New Features in Act! • Mobile Features for tablets & phones – Mobile Groups/Companies – Mobile Email – Tablet Custom Views • Desktop Features – Calculated Fields – Company Management – History List – Act! Scheduler automated email notifications – Reschedule multiple Activities – Create Lookup from Universal Search • Web Features – Web Manage fields/Design – Chrome Support
- 4. New Mobile Groups & Company Features • Add Groups/Companies to mobile to include all major entities. • Write Email - Sends an email to each contact in the group. • Create Groups – All groups/companies will work, but you can only add new simple criteria. Only simple criteria can be created ID/Status = single value for groups. Karen says it’s probably better to create Groups & Companies in main database.
- 5. Mobile – Groups & Companies
- 6. Mobile – Groups List
- 7. Mobile – Group Detail
- 8. Mobile – Group Membership
- 10. Mobile – Company Detail & Membership
- 11. New Mobile – Email Preferences Features • Purpose: Simple way to avoid double message entry on sending out emails from device. • Disabled by default to use existing manual email • Uses same preferences as APFW • Records history if enabled.
- 12. Mobile – Email Preferences
- 13. Mobile – Email Preferences
- 14. New Mobile Tablet Views • Adds additional list views on the side of all detail views. • More search criteria
- 15. Mobile – Tablet View
- 16. Mobile – Tablet View
- 17. New Calculated Fields Feature • Purpose: Allow simple calculations to complicated calculations on a single record. • Works on Contact and Opportunity Views • Currency, Decimal, Number and Date Calculations • Commission, age, days to contract renewal • Processed at the database level; same for Web/Mobile/Sync/Import • Calculated on Save • Karen says: Cannot edit calculations! Must delete and recreate.
- 18. Calculated Fields – New Field Type
- 19. Calculated Fields – Add to your Layout
- 21. New Company Features • Purpose: To provide best practice on basic CRM account management. • Once threshold is met, company is created with just company name. Linked all contacts. • If company already exists, linked to that company. • Multiple companies exist, links to one (but always the same one) • Processed at the database level; same for Web/Mobile/Sync/Import…. • Setup in the Preferences area
- 25. New History View List • Another way to provide reporting. – Filterable, exportable, easy to generate quick excel reports or find data. • See all your histories in one location • A great way to clean up your histories selectively • Karen says this feature could cost me money!
- 27. History View List 3. Delete or Export 1. Filter 2. Customize
- 28. History View List – Export to Excel
- 29. History View List – Export to Excel
- 30. Act! Scheduler – Admin Email Notification Facts • Purpose: Assurance that database tasks are being completed or alerts that they are not. • Can be configured to send to multiple recipients • Karen says, Are you sure your database is being backed up????
- 31. Act! Scheduler – Admin Email Notifications
- 32. Act! Scheduler – Admin Email Notifications
- 33. Task List - Reschedule Multiple Activities • Purpose: Efficiency in scheduling • Keeps all values except date/time • Changes time to timeless
- 34. Task List – Reschedule Multiple Activities
- 35. Task List – Reschedule Multiple Activities
- 36. Task List – Reschedule Multiple Activities
- 38. Universal Search – Create Lookup Facts • Create Lookup from Contacts • Create Lookup from Companies • Filter for specific types of items • Filter by date • Karen says, “we’re getting warmer…..”
- 39. Universal Search – Create Lookup
- 40. Universal Search – Create Lookup Contacts
- 41. Act! for Web – Customize Fields/Layouts Facts • Not meant to be a full replacement for the desktop product. • There are still limitations
- 42. Act! for Web – Customize Fields/Layouts
- 43. Act! for Web – Customize Fields
- 44. Act! for Web – Customize Layouts
- 45. Act! for Web – Chrome Browser Support • 70 Defects addressed in Chrome Browser
- 46. Office, Mobile, Table – Act! Everywhere MAC Try it now: http://actv16.com/apfw User: Chris Huffman Pswd: (leave it blank)
- 47. Need to work remotely? We’ve got you covered! • ACT! Hosting – Sync & Web $35/user/month1 • ACT! for Web – no software $50/user/month2 • Virtual Server & Desktops - share all your data $75/user/month3
- 48. A Little ACT! Speak • Business Care gives you 1 year of support & ACT! Connect • Business Care gives you the next release if it is within 1 year of purchase • Business Care gives you a full year of “feature” enhancements • ACT! comes with 30 days of tech support starting with the first phone call or the moment you register • Flavors of ACT!: – Pro: Smaller Companies without remote or security issues – Premium: Need mobility and extra security
- 49. Call for Special Discounted Pricing! For questions on the new product or to place orders: Karen Fredricks 561-470-5450 x1 Karen@TechBenders.com www.techbenders.com
Editor's Notes
- New Features in Act! v16Mobile Groups/CompaniesMobile EmailTablet Custom ViewsCalculated FieldsCompany ManagementHistory ListAct! Scheduler automated email notificationsReschedule multiple ActivitiesCreate Lookup from Universal SearchWeb Manage fields/DesignChrome Support
- Mobile – Groups & Company FActsPurpose: Extend Groups/Companies to mobile to round out all major entities. Write Email - Sends an email to each contAct in the group. Criteria for membership – Only simple criteria can be created ID/Status = single value for groups. Company Name = single value for companies. All groups/companies will work, but you can only add new simple criteriahttp://youtu.be/FabPIiKzhCwhttp://www.youtube.com/watch?v=_Ept3axvKDw
- Mobile – Groups & CompaniesIf you have Act! for Web installed and use access your data via a tablet or mobile device, we have two new views for you.GroupsCompaniesClicking on Groups will take you to the Group List
- Mobile – Groups ListYou can scroll through the different groups that are available to you based on your security settings in Act!.Double click on a Group Name and Act! will pull up the Group Details
- Mobile – Groups DetailView all the key details of your group.Send email to your group with a simple tap of the screen.Even see a list of the Group Membership
- Mobile – Groups DetailGroup Membership will show you “Who” is in the currently selected group.
- Mobile – CompaniesAgain go back and click on the Companies buttonHave Act! Premium Mobile produce for you a Company List where you can select individual company records for more detail.
- Mobile – Company Detail & MembershipIn this example we click on a Company and are taken to the Company Detail view including the ability to see the members of the Company and collective notes, histories, Activities and sales opportunities.
- Mobile – Email Preferences FActsPurpose: Simple way to avoid double message entry on sending out emails from device. Disabled by default to use existing manual email Uses same preferences as APFWNo SSL Records history if enabled.http://youtu.be/5yTnPejdtiw
- Mobile – Email PreferencesAnother new feature is the ability to setup your Act! Premium Mobile Mail Server settings.This will permit you to send email via your Act! Premium Web Access setup.
- Mobile – Email PreferencesAdditional settings are available for configuration.
- Mobile – Tablet Views FActsPurpose: Adds additional list views on all detail view. ContActs http://youtu.be/u7RMBfcbt9ATasklist Filters http://www.youtube.com/watch?v=YxZ2HQ5QF3kOpportunity List Filters http://youtu.be/x29Ci8H32TE
- Mobile - Tablet ViewsPerform a search for contActs, in this case the zip code 97401A lookup is created just for those records
- Mobile – Tablet ViewWhen you drill into a contAct you now have an option to see the “lookup” displayed in a list form in a newly expanded, scrollable tab on the left Be more effective when navigating from record to record.
- Calculated Fields – FActsPurpose: Allow simple calculations to complicated calculations on a single record. Works at ContAct and Opportunity ViewsCurrency, Decimal, Number and Date CalculationsCommission, age, days to contrAct renewal Calculations cannot be edited; only deleted and added Processed at the database level; same for Web/Mobile/Sync/ImportCalculated on Save Cannot edit calculations! Must delete and recreateContActs http://www.youtube.com/watch?v=dxrD21FAUKMOpportunities http://www.youtube.com/watch?v=GRJ1Nl0Ic_wDate Calculationshttp://www.youtube.com/watch?v=9YPKqqtD8gU
- Calculated Fields – New Field Type Now you can create calculated fields when “defining fields” in your Act! database.This enables you to perform important math functions when needed.
- Calculated FieldsAdd newly created Calculated Fields to your layout.
- Calculated FieldsCalculation is made upon a save of the record.
- Company Management FActsPurpose: To provide best prActice on basic CRM account management. Once threshold is met, company is created with just company name. Linked all contActs. If company already exists, linked to that company. Multiple companies exist, links to one (but always the same one) Processed at the database level; same for Web/Mobile/Sync/Import….http://youtu.be/ZhWje8v2Zx8
- Company ManagementThis feature enables you to set a threshold on when you wish for Act! to “auto create” and “auto attach” contActs to newly created company records.Great feature for those who need company/account management.
- Company ManagementMake changes in Preferences to reflect your person choice when companies are created.
- Company ManagementNow when you create a record in Act! you will see the company field will become a hyperlink to the newly created Company Record.
- History View List – FActsPurpose: To provide a rear-view of the Actions in a database.Filterable, exportable, easy to generate quick excel reports or find data. History List http://www.youtube.com/watch?v=8wnP9dys-30History Filter http://youtu.be/B5N08YFhR8k
- History ViewNewly created “History View” See all your contAct histories in one place
- History View ListPulling up the History List View gives you the ability to filter and sort the information.
- History View List – Export to ExcelExport your results to Microsoft Excel for additional reporting analysis.
- History View List – Export to ExcelUse Pivot Tables and other excel functions to create Dashboard like views of your information.
- Act! Scheduler – Admin Email Notification FActsPurpose: Assurance that database tasks are being completed or alerts that they are not. Can be configured to send to multiple recipientsSSL SupportCustom STMP Port Selectionhttp://www.youtube.com/watch?v=csCltRQ4vnA
- Act! Scheduler – Admin Email NotificationsMake changes in the Act! Scheduler to provide email notification of important functions that did or did not occur.
- Act! Scheduler – Admin Email NotificationsSet you presences for email notifications
- Tasklist – Reschedule Multiple Activities FActsPurpose: Efficiency in scheduling Keeps all values except date/timeChanges time to timelesshttp://youtu.be/KHYULnR7PT0
- Tasklist – Reschedule Multiple ActivitiesSelect and reschedule multiple Activities at once.
- Tasklist – Reschedule Multiple ActivitiesUse the Right Mouse Functions to “Reschedule Activity…”
- Tasklist – Reschedule Multiple ActivitiesSelect the new date and Activities will be rescheduled
- Tasklist – Reschedule Multiple ActivitiesActivities are all for the 23rd now.
- Universal Search – Create Lookup FActSPurpose: Take ActionCreate Lookup from ContActs or Companies Filter for specific types of itemsFilter by datehttp://youtu.be/KAzX0yDee8Ahttp://youtu.be/Bge6EBg2vXghttp://www.youtube.com/watch?v=EAeoeX46cHwhttp://www.youtube.com/watch?v=p9lsT8nbOWs
- Universal Search – Create LookupCreate Lookups now from search results from ContActs or Company records.
- Universal Search – Create Lookup ContActsClick on ContActs and have a new list created for you of just the contActs in the search results.
- Act! for Web – Customize Fields/Layouts FActSPurpose: Improve Hosted Customer experience. Reduce support costs for hosted partners. Not meant to be a full replacement for the desktop product. No field triggers, alignment, fonts…(limited)http://www.youtube.com/watch?v=xyBpTMtbXho
- Act! for Web – Customize Fields/LayoutsNow create custom fields and modify your layout directly from the Act! for Web desktop interface.
- Act! for Web – Customize FieldsSee a list of your fields, create new fields.Note: the database will be locked – users in the system my be logged out for changes to be made.
- Act! for Web – Customize LayoutsModify your Act! Layout in your web session.
- Act! for Web – Chrome Browser Support70 Defects addressed in Chrome Browser
- Office, Mobile, Table – Act! EverywhereAct! works the way your team works
- New Features in Act! v16Mobile Groups/CompaniesMobile EmailTablet Custom ViewsCalculated FieldsCompany ManagementHistory ListAct! Scheduler automated email notificationsReschedule multiple ActivitiesCreate Lookup from Universal SearchWeb Manage fields/DesignChrome Support
- Office, Mobile, Table – Act! EverywhereAct! works the way your team works