ACT! 2008 Upgrade

The #1 selling contact and customer manager for 20 years, ACT! by Sage 2008 (10.0) improves productivity by helping you organize contact information, manage daily responsibilities, and communicate more effectively. With all your contact details at your fingertips, you can focus on what's important to your business--building stronger customer relationships. ACT! is easy to learn and use, and can be used out-of-the-box or customized to suit your needs. It also integrates with everyday tools like Microsoft Outlook, Excel, and Word. With more than 2.7 million individual users, ACT! continues to lead the industry in helping customers like you connect and succeed.

MAKE THE MOST OF YOUR TIME. MAKE THE MOST OF YOUR OPPORTUNITIES

Multiple Contacts per Opportunity
Associate multiple contacts to a single opportunity to ensure you are aware of every contact within an organization that could impact the closing of a deal, whether they are an influencer, decision maker, or play another role. Multiple Contacts per Opportunity allows you to track more than one contact associated with an Opportunity without having to create separate opportunities for each Contact, and allows for a more comprehensive view of all the contacts that are involved with an opportunity.

INTRODUCING THE ALL-NEW, INTERACTIVE DASHBOARD

Your critical information, all in one place.
The all-new interactive ACT! Dashboard gives you a comprehensive glance at your key information in a visual easy-to-use format. Roll-up key activity and opportunity information all in the single Dashboard view with the information you need to tackle your day and be more productive.

ACT! FUNCTIONS YOU USE EVERY DAY ARE STREAMLINED FOR GREATER EFFICIENCY.

Save Space in your Database by Adding Document Shortcuts to Activity and History Items
You can now add document shortcuts to Activity and History items without having to attach the full document. You save space and allow other non-ACT! users to edit the same document--ensuring you have the most updated document in the database.

Keep your Database Clean and Accurate With an Automatic Check for Duplicates by First and Last Name
You can automatically check for duplicate First and Last names contained within ACT! when entering a new Contact Record. When a duplicate record is found, a prompt will inform you that you are creating a duplicate Contact and will provide you with the option to continue or cancel the entry. You also have the option to set and define checking criteria for up to three fields so you only get the duplicate prompt when it matters to you.

Works With Other Software
ACT! 2008 works with multiple operating systems (including Microsoft Windows XP and the new Windows Vistaª operating system), and is compatible with the most popular releases of Office and Internet Explorer, including Office 2007 and Internet Explorer 7.0.

FASTER ACCESS TO MORE COMPREHENSIVE OPPORTUNITY INFORMATION.

Know All the Decision Makers By Tracking Multiple Contacts in One Opportunity
Make sure you're aware of all contacts within an organization that could impact the closing of your deal, whether they are influencers, decision makers, or in other positions. Multiple Contacts per Opportunity allows you to track more than one contact associated with an Opportunity without having to create separate opportunities for each Contact, and allows for a more comprehensive view of all the contacts that are involved with an opportunity.

View the Complete Details of an Opportunity from a List View with Opportunity List Details
View all contacts or products associated with an opportunity from the Opportunity list view without having to open the opportunity. Save time by simply mousing over the opportunity in the List view to quickly identify additional information for that opportunity in seconds.

EASIER WAYS TO SEARCH AND ORGANIZE GROUPS AND COMPAINES.

Automatically Check for Duplicate Group and Company Records to Ensure Your Database Remains Clean and Accurate When a duplicate record is found, a prompt will inform you that you are creating a duplicate Group or Company and will provide you with the option to continue or cancel the entry. You also have the option to set and define duplicate record checking criteria for up to three fields so you are only prompted when required by your pre-determined conditions.

Maintain More Consistent Groups and Companies Record Structures By Using the Label Subgroups and Divisions
For example, many companies in your database may have divisions or departments with the same names, like "Sales" or "Marketing." With ACT! 2008, you can utilize "Sales" and "Marketing" as division names for as many company records as you wish. This improvement lets you maintain more consistent Group and Company Record structures for improved organization and data accuracy.

Enhance Your Search and Reporting Needs by Performing Advanced Queries for Groups and Companies
This will allow you to find Group and Company information more easily. Create new queries identifying all Groups and Companies listed as prospects or located in the same territory. You can save the Advanced Query for later searching and easily re-define the search criteria, reducing time spent on future searches. This enables you to better leverage your customer information based on the query results.

Easily Determine Group and Company Hierarchy--Including Subgroups and Divisions--by Viewing in Dialog Boxes
This not only allows for easier navigation, it also allows you to more clearly see relationships. With this hierarchy you can easily decipher which Subgroup and Division is associated with parent Group and Company records.

ACT! BY SAGE 2008 (10.0) FEATURES AND BENEFITS

Organize Contacts and Leads

• Track contact details, notes and history, appointments and to-do items, documents, and opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Microsoft Word and Excel, you can attach documents and spreadsheets to ACT! contacts so it's easy to quickly locate presentations, proposals, quotes, and more.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use Groups with 15 levels of hierarchy (14 Subgroups) to easily organize, communicate, and schedule related contacts.

Manage Daily Responsibilities

• Schedule calls, meetings, and to-dos quickly and easily, and filter each by priority, date range, or user. Access each with 5 Calendar views including Daily, Weekly, and Monthly, or from the Task List.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an at-a-glance view.
• Use Activity Alarms to stay on top of deliverables. Incomplete activities roll over to the next day.
• Schedule an activity series for activities with multiple tasks. Activities are linked to one another so a date change in one will realign other activities if appropriate.
• Synchronize your ACT! and Outlook calendars to facilitate appointment scheduling with company employees not using ACT!.
• Utilize ACT! Dashboard components Schedule At-a-Glance and My Activities to get a fast, accurate snapshot of key calls, meetings, and to-dos.

Track Sales Opportunities

• Use the built-in ACT! sales process or customize the sales process to suit your specific needs.
• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
• Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price. And, generate instant quotes1 for any opportunity without having to re-key information.
• View the graphical Sales Pipeline and drill down to see opportunity details.
• Choose from 20+ pre-formatted Sales Reports or export to Excel2 with one click for further analysis using built-in, customizable pivot tables.
• Utilize ACT! Dashboard components Opportunity Pipeline by Stage, My Opportunities, Top 10 Opportunities, and Closed Sales to Date for a graphical snapshot of how you're tracking toward metrics.

Communicate More Effectively

• Create, send, and track e-mail to/from contacts using ACT! E-mail Client integrated with Outlook Express or Lotus Notes, or integrate ACT! directly with Outlook.3
• Track customer correspondence for a history of all communications with a contact and its organization.
• Quickly identify your last communication with a contact using the Last Communication fields, including Last Reach, Last Attempt, Last Meeting, Last Letter, and Last E-mail fields.
• Write letters in ACT! using Word or the ACT! built-in Word Processor, which supports tables, graphics, HTML, and spell checking. And, use pre-formatted templates for e-mails, letters, and memos, and easily customize the HTML graphical templates to e-mail customers.
• Select a contact or a group of contacts and perform a Mail Merge to a letter or e-mail.

Gain Business Insight

• Perform a look-up on most fields or use Keyword Search and ACT! will highlight the keyword in a particular note, history, activity, or opportunity. Or, perform numeric look-ups such as greater than or less than queries.
• Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries. Or, use the Report Designer to create custom reports and send most reports to Excel, HTML, PDF, or e-mail.
• Get a pulse on your business in a single view with comprehensive, graphical representations of key information with the ACT! Dashboard.
• Tailor ACT! to suit your business by customizing Priority, Activity, and History types, allowing for better tracking and analysis.
• Customize layouts, including changing colors, adding logos, and moving relevant field displays for greater visibility.

Access While Mobile or Remote

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS, Pocket PC, Windows Mobile 5.04, or BlackBerry4 devices.
• Print over 20 templates designed for popular paper organizers so you always have your schedule with you.
• Print from any ACT! calendar template and the contact phone number for any scheduled call is automatically printed on the calendar.
• Access critical contact and customer details through Citrix or Terminal Services5 when out of the office.

Note:
You are entitled to purchase an upgrade if a previous version of ACT! is installed on your system. Qualifying previous versions of ACT! are versions 2.0, 3.0, 4.0, 2000/5.0, ACT! 6.0 for 2004, 2005/7.0, 2006/8.0, 2007/9.0 and ACT! Express.

Product Features

• Improves productivity by helping you and your team organize contact information, manage daily responsibilities, and communicate more effectively
• New interactive Dashboard with comprehensive, graphical representations of key information
• Usability enhancements to common features for improved efficiency
• Improvements to sales opportunity tracking for greater visibility
• Improvements to Group and Company management for easier tracking

System Requirements:

• Client Installation: Microsoft Windows XP Home (Service Pack 2), XP Professional (Service Pack 2), Windows XP Media Center (Service Pack 2), Server 2003 Standard Edition, Server 2003 Enterprise Edition, Server 2003 Web Edition, 2003 Small Business Server operating systems (all Server 2003 need Service Pack 2), Microsoft Windows VistaTM Home Basic, Vista Home Premium, Vista Business, Vista Ultimate, Vista Enterprise.
• Minimum 600 MHz Pentium III (or equivalent) processor
• Minimum 512 MB RAM
• Minimum on Vista and Recommended on XP: 1.8 GHz Pentium IV (or equivalent) processor
• Minimum on Vista and Recommended on XP: 1 GB RAM
• Minimum 1GB of available hard disk space
• CD-ROM drive
• SVGA (800x600) or higher resolution monitor
• Note: Windows XP, Vista Business, Vista Enterprise, and Vista Ultimate editions limit the number of concurrent users to 10.
• Palm OS Minimum Device Requirements:
• Palm OS 3.5-5.4
• Minimum 33 MHz or higher processor
• Minimum 8 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• HotSync Manager 3.5 and 4.1.0
• Pocket PC Minimum Device Requirements:
• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile 2005/5.0
• Minimum 133 MHz or higher processor
• Minimum 16 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• Microsoft ActiveSync versions 3.5 Ð 4.5 (XP operating systems only)
• Windows Mobile Device Center (Vista operating systems only)
• ACT! 2008 Works With:
• Microsoft Outlook 2002/2003/2007
• Microsoft Outlook Express 5.5/6.0.
• Lotus Notes 6.5, if installed on Vista, Lotus Notes 7.02
• Eudora 5.2/6.0
• Internet Mail SMTP/POP3
• Microsoft Office 2002/2003/2007
• Microsoft Internet Explorer 6.0/7.0
• Adobe Reader 6.0/7.0/8.0
• Peachtree Accounting 2006/2007/2008 (with additional Accounting Link product)
• QuickBooks Pro/Premier 2006/2007 (with additional Accounting Link product)
• VMware Workstation 5.0/5.5 and VMware Server 1.0.1