Exclusive Premier
Aug 27 – Rochester
Aug 28 - Buffalo
Act! v16
Introduction
INSERT PRESENTER NAME, TITLE, AND TENURE
About Us
Twelve / Three Marketing, Inc.
Est. 1993
Geoff, Bob, Laurie, Stephen
GoldMine, ACT, SageCRM, MSCRM
Agenda
9:00 – 9:30
Who is Swiftpage
Act! – Business Value and you
Act! v16 (2014) Feature Overview
9:30 – 10:29
Act! v16 - Live Demonstration
Act! Deployment Windows, Web, Mobile
10:30 – 10:45
Break
10:45 – 11:00
T3 Auto-Address – Bob
11:00 – 11:30
Google Adwords & Swiftpage - Stephen
11:30 – 12:00
Q & A, Closing, Drawings and Giveaways
Who is Swiftpage?
Swiftpage provides digital marketing
and CRM solutions that
help businesses grow.
SalesLogix
Act!
for Established
Enterprises
for Thriving
Small Businesses
Swiftpage
for Businesses
Just Getting Started
“And we’re with them every step of the way.”
What Swiftpage Does
Integrated Marketing, Sales and Support Activities that
convert prospects and retain customers are vital.
Email Marketing
Social Media Marketing
Customer Relationship Management
Swiftpage Facts
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11 years in the industry
Over 65 Million emails sent per month
98% deliverability
85% satisfied/very satisfied with support
Why Choose Swiftpage Solutions?
Introducing Our Products
• Swiftpage delivers easy-to-use email
marketing, social media marketing and contact
management solutions to micro and small
businesses.
• #1 selling contact and customer manager,
enabling small businesses and sales teams to
organize customer details, increase
productivity, and drive results.
• SalesLogix is CRM without compromise,
offering unparalleled flexibility and control in
how you deploy, use, and pay for a powerful
CRM solution that helps accelerate your
strategic advantage.
A brief History of ACT!
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1987 – Founded by Pat Sullivan (YES -> ACT!)
1993 – Sold to Symantec. Pat has 5 yr. noncompete
1998 – Pat starts SalesLogix. IPO. Buys ACT back with his new $$
2003 – .com and 9/11 crash. Pat can’t make a payment. Sage buys
ACT and SalesLogix from him.
• 2004 – Total re-write. SQL, .net, etc. Annual releases
• 2005 – Pain. Class Action suit.
• 2013 – Sold to Swiftpage
Sage vs Swiftpage (Geoff’s opinion)
• Sage – Publicly traded UK company
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$2,200,000,000 Annual Revenue
24 Countries
300+ software titles, mostly Accounting
$ and quota driven. Hard selling. Good or Bad?
Unaware they owned ACT.
• Swiftpage – Privately held US company
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Financials are difficult
Family Oriented
Moved Co. / Ga. to Scottsdale
Kept everybody
Hired 4 key people back
So What’s different??
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No more Annual Releases
This is ACT! v16 not ACT 2014
Less discounting
Less frequent “bar-gooning”
Swiftpage is a cloudy business
Sage wasn’t cloudy (accounting)
Most development effort to cloud, phone
Some good people came back
In Sales, it’s the same guys and some habits die hard.
The Road Ahead
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September Act! v16
October Act! emarketing
November Act! Connect 2.0
December Beta for Project Red Cloud (Act! SaaS codename)
January Act! Feature Pack 1
February Public Launch of Red Cloud
March Ben takes a day or two off
April Red Cloud Update 1
May Act! emarketing 2
June Red Cloud Update 2
July Ben gets another day off
August Feature Pack 2
December Act! v17
Compatibilty
Windows XP SP3
Windows 7
Windows 8
Office 2003
Office 2007
Office 2010
Office 2013
IE 9
FireFox 4
Safari v4
Android v4
Chrome
2010
1
0
0
1
1
0
0
0
0
0
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0
Features
Web Info Tab
E-Marketing Tab
Customizable Opportunities
iCal Invites
Send vCard
Back - Forward Button
Smart Tasks
Outlook Contacts Sync
Outlook Cal Sync
Import From Excel
History Filter
Universal Search
ACT Web Mobile
Google Integration
ACT Mobile Opportunities
Social Updates
Calculated Fields
Company Management
History List
Mobile Groups/Companies
Tablet Custom Views
Reschedule Multiple Activities
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2011
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2012
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2013
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v16
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Business Care
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Overpriced – Getting Better. Qty Discounts
Provides Software Updates. Annual basis
Can provide technical support
Bronze Care – Software only ($89 Pro, $126 Prm)
Silver – SW plus India Support ($157 Pro, $194 Prm)
Gold – SW plus US support ($224, $261 Prm)
• Service Packs – Free
• Feature Packs – must be on Business Care
New Features in Act!
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Mobile Groups/Companies
Mobile Email
Tablet Custom Views
Calculated Fields
Company Management
History List
Act! Scheduler automated email notifications
Reschedule multiple Activities
Create Lookup from Universal Search
Web Manage fields/Design
Chrome Support
Mobile – Groups & Companies
Mobile – Groups List
Mobile – Group Detail
Mobile – Group Membership
Mobile - Companies
Mobile – Company Detail & Membership
Mobile – Groups & Company Facts
• Purpose: 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
criteria
Mobile – Email Preferences
Mobile – Email Preferences
Mobile – Email Preferences Facts
• 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
• No SSL
• Records history if enabled.
Mobile – Tablet View
Mobile – Tablet View
Mobile – Tablet Views Facts
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Purpose: Adds additional list views on all detail view.
Contacts List
Task List Filters
Opportunity List Filters.
• Demo - http://actv16.com/apfw
• Backup - http://actbeta.egenconsulting.com/apfw
Calculated Fields – New Field Type
Calculated Fields – Add to your Layout
Calculated Fields
Calculated Fields - Facts
• Purpose: Allow simple calculations to complicated calculations on a
single record.
• Works at Contact and Opportunity Views
• Currency, Decimal, Number and Date Calculations
• Commission, age, days to contract renewal
• Calculations cannot be edited; only deleted and added
• Processed at the database level; same for Web/Mobile/Sync/Import
• Calculated on Save
• Cannot edit calculations! Must delete and recreate.
Company Management
Company Management
Company Management
Company Management Facts
• 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….
History View - NEW
History View List
History View List – Export to Excel
History View List – Export to Excel
History View List – Facts
• Purpose: To provide a rear-view of the Actions in a database.
• Filterable, exportable, easy to generate quick excel reports or find
data.
Act! Scheduler – Admin Email Notifications
Act! Scheduler – Admin Email Notifications
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
• SSL Support
• Custom STMP Port Selection
Task List – Reschedule Multiple Activities
Task List – Reschedule Multiple Activities
Task List – Reschedule Multiple Activities
Task List – Reschedule Multiple Activities
Task List – Reschedule Multiple Activities FactS
• Purpose: Efficiency in scheduling
• Keeps all values except date/time
• Changes time to timeless
Universal Search – Create Lookup
Universal Search – Create Lookup Companies
Universal Search – Create Lookup Contacts
Universal Search – Create Lookup FactS
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Purpose: Take Action
Create Lookup from Contacts
Create Lookup from Companies
Filter for specific types of items
Filter by date
Act! for Web – Customize Fields/Layouts
Act! for Web – Customize Fields
Act! for Web – Customize Layouts
Act! for Web – Customize Fields/Layouts FactS
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Purpose: 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)
Act! for Web – Chrome Browser Support
Act! for Web – Chrome Browser Support
• 70 Defects addressed in Chrome Browser
Office, Mobile, Table – Act! Everywhere
Premium Windows, Web, Mobile
Headquarters Location
Traveling Laptop Users
Database
Server
`
Local LAN
The Internet or VPN
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Remote LAN
Home Users
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Remote Offices
v16- ACT PRO v16 LIC
Usage
Seats
ACT SKU
Regular Price
after 9/18
Roadshow
Customer
Cost until
9/18
Roadshow
Price Bundled
w/ Bronze until
9/18
ACT PRO v16 LIC
ACT PRO v16 LIC
ACT PRO v16 LIC
ACT PRO v16 LIC
New
New
New
New
1-4
5-9
10-29
30-99
ACTPRO16L
ACTPRO16L
ACTPRO16L
ACTPRO16L
269.99
229.49
215.99
199.99
206.54
175.56
165.23
152.99
251.17
217.95
205.40
190.92
ACT PRO v16 UPG LIC
ACT PRO v16 UPG LIC
ACT PRO v16 UPG LIC
ACT PRO v16 UPG LIC
Upgrade
Upgrade
Upgrade
Upgrade
1-4
5-9
10-29
30-99
ACTPRO16UPL
ACTPRO16UPL
ACTPRO16UPL
ACTPRO16UPL
199.95
169.96
159.96
149.96
152.96
130.02
122.37
114.72
197.59
172.41
162.53
152.65
v16 - ACT PRM v16 LIC
Usage
Seats
ACT SKU
Regular Price
after 9/18
Roadshow
Customer
Cost
Roadshow
Price Bundled
w/ Bronze
ACT PRM v16 LIC
ACT PRM v16 LIC
ACT PRM v16 LIC
ACT PRM v16 LIC
New
New
New
New
1-4
5-9
10-29
30-99
ACTPRM16L
ACTPRM16L
ACTPRM16L
ACTPRM16L
549.99
467.49
439.99
412.49
420.74
357.63
336.59
315.55
484.12
417.83
393.63
369.42
ACT PRM v16 UPG LIC
ACT PRM v16 UPG LIC
ACT PRM v16 UPG LIC
ACT PRM v16 UPG LIC
Upgrade
Upgrade
Upgrade
Upgrade
1-4
5-9
10-29
30-99
ACTPRM16UPL
ACTPRM16UPL
ACTPRM16UPL
ACTPRM16UPL
359.95
305.96
287.96
269.96
275.36
234.06
220.29
206.52
338.74
294.26
277.33
260.39
PRO - ACT BRONZE for PRO
ACT BRONZE for PRO 1yr
ACT BRONZE for PRO 1yr
ACT BRONZE for PRO 1yr
ACT BRONZE for PRO 1yr
Usage
Bundle
Bundle
Bundle
Bundle
PRM - ACT BRONZE for PRM
ACT BRONZE for PRM 1yr
ACT BRONZE for PRM 1yr
ACT BRONZE for PRM 1yr
ACT BRONZE for PRM 1yr
1-4
5-9
10-29
30-99
Usage
Bundle
Bundle
Bundle
Bundle
Seats
Seats
1-4
5-9
10-29
30-99
ACT SKU
ACTPROBRZ1
ACTPROBRZ1
ACTPROBRZ2
ACTPROBRZ3
ACT SKU
ACTPRMBRZ1
ACTPRMBRZ1
ACTPRMBRZ1
ACTPRMBRZ1
Regular Price
after 9/18
89.25
84.79
80.33
75.86
Regular Price
after 9/18
126.75
120.41
114.08
107.74
Roadshow
Customer
Cost
44.63
42.40
40.17
37.93
Roadshow
Customer
Cost
63.38
60.21
57.04
53.87
20 ACT Tips in 20 Minutes
1. Edit / Copy a Contact
• If you want to e-mail a contact record to someone.
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Go to that record
Edit
Copy (Ctrl – C)
Open an email
Paste (Ctrl – V)
2. Even better – Send vCard
• Go to Contact
– Contacts
– Send vCard (ACT 2010 & later)
3. Clean out your My Record
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“My Record” is the first thing loaded
History tends to accumulate
Slows down the opening of ACT
Clean out “Contact Deleted”
• Sales Pitch – 12/3 has written a program to selectively delete history
based on type and date range on all records
• i.e. – “Delete all Personal Activities from 2002 thru 2008.
4. Goofy
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Tools
Preferences
Startup
Startup Database
Named Database
Aasdfff
Press Ctrl – Shift – Alt at the same time
Let go
Press the key = first letter of today (“T” for Tuesday)
5. Dropbox
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Cloudy FTP site
Free (small)
Cheap (Big)
Great for sharing files and data on the cloud
Do not put your ACT database there!
– Clever idea
– $$ to Geoff
6. Search phone numbers
• Right Click on a phone field
• Searches that field
• Lookup – Other fields – Any Phone Field
– Searches all phone fields
• Same with Any City, any Zip, etc.
7. Question
• When was the last time you backed up your ACT database?
• Scheduler does it for you
– Unless you’ve deleted the act account it ran under
– Or changed your password
– Or ran out of disk space
• V16 will notify you/me if the backup failed
• This will be part of our install.
8. Twelve/Three offers Free training every week
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Tuesdays 9:30am
30 minutes
Learn a new technique every week
Web based
Free
Free
Sign up with Laurie if you want to get class notices.
9. You can connect 2 contacts
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Using relationships
Families
Business relationships
Competitive info
Added in ACT 2009
10. The annoying welcome screen
• Tools – Preference – Startup
• Change to Contacts or Calendar
11. Schedule many calls at once
• Preferences Setting
• Unchecked – Creates a single conference call
• Checked – Creates separate activities
12. Keep at it
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It takes an average of 12 calls to get through to a new lead
50% sales people quit after 1 try.
90% quit after 2.
Count your attempts in ACT
13. Lookup by recent activity
• Who have we met with in the last 30 days?
• Called?
14. Lookup by example
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Fill in the fields you want to search on
For multiple conditions
AND condition is best.
i.e. State=NY AND ID/Status=Customer
15. Win 7 & Win 8 Users
• GodMode.{ED7BA470-8E54-465E-825C-99712043E01C}
• Create a folder on your desktop and name it this.
16. Beware free software
• New trend in download bundlers
17. Use the snipping tool
• When sending us problems via e-mail
• To create your ACT training manual
• Win 7 & 8
18. Smart Phones
• iPhone
– Everything Works
– Limited Choice
• Android
– Many choices in phones and software
– No Apple store so possible virus vector
19. Universal Search
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Geo* - Match any number of Chars
Geo? – Match a single letter
Geo?? – Match 2 letters
15= Match any single digit
Ex (Contact_Zip_Code::144??)
And
Or
And not
fancier
Sage KB 28034
20. Check out your add-ons
• ACT! has always been a top 5 CRM/CM product
• Millions of users – Lots of Add-ons
• We Like:
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Swiftpage – e-mail marketing
Quotewerks – generate sophisticated quotes
Topline Designer – Custom Subentities
Handheld contact – Part of ACT soon?
Oak Merge – import into anything
• i.e. daily sales in history
• Automated
Summary
• V16 is a better than average release. Some meat.
• No more annual releases
• This makes Business Care worth a look
– Start with Bronze
– 50% off this week, see what we get
• We work for you
• New Ownership – New Policies, New Directions,??
• If you want to a Road Show price, see Laurie.
• And Thank You for your time!
Q&A
Drawings and Giveaways