ACT! 2009 and ACT! Premium from BluebirdCRM

ACT! 2009 & ACT! Premium Software and training from BluebirdCRM

 

 

Sage Act! - close more sales, do better business

Basket Total:

ACT! 2009 and ACT! Premium from BluebirdCRM

Click here to buy Sage ACT! 2008 

ACT! 2010 Software from BluebirdCRMSage ACT! 2010 (click here to see our video overview of new features)

 

ACT! is the world's best selling Contact Manager with over 4 million users worldwide.

 

ACT! allows you to organise all your customer information in one place, so every detail of every relationship is at your fingertips.

 

ACT! 2010 is used by small and medium businesses to track calls, meetings, to-do items and manage all aspects of the marketing and sales process.

 

Existing ACT! users click here for a detailed overview of the new features of ACT! 2010.

 

Why Buy ACT! 2010?
Who will benefit from using ACT! 2010?
What are the minimum system requirements for Sage ACT! 2010?
Which version of Sage ACT! should I buy?
Try out ACT! 2010 for free!

 

Why Buy ACT! 2010?

Any individual, workgroup or corporate team that needs to improve the way it manages its relationships with clients or prospective customers can benefit significantly from contact and customer management. Ultimately, Contact Management systems will empower you to close more sales and sell more to existing customers.

 

Key features:

  • ACT! is a flexible product that can be configured to support your own business processes

  • The system provides instant access to contact and customer information

  • You can store company records as well as individual contact records

  • Forecasting and sales opportunity tracking is provide via ACT! reports and also one-click export to MS Excel

  • There is a financial software integration module to link ACT! with Sage accounts software

  • Users may schedule future events and resources

  • You can easily exchange data with Microsoft Outlook (and synchronise ACT! and Outlook calendars)

  • Effortless synchronisation between ACT! databases - means your sales people can work on ACT! from home and easily synchronise data across the internet

More features »


Covering all your contact and customer management needs, ACT! 2010:

  • Provides a user-friendly tool to manage your customer and contact information that will grow with your business

  • Keeps track of all communications with your customers and contacts (attaching copies of emails sent and received through Outlook to your ACT! customer records)

  • Improves your bottom line with tools for forecasting, tracking and reporting on sales opportunities

  • Has pre-defined MS Word document and report templates to choose from, with the ability to customise, saving time and effective reporting

  • Gain greater customer insights by accessing, organising and managing contact details.

  • Manage time more efficiently by scheduling calls, meetings, and to-do items

  • Easily share and synchronise contacts and calendars with up to 10 users

  • Links to popular Sage accounting products (purchased separately, Sage Instant Accounts, Sage Line 50 and Sage MMS)

  • Take important contact information with you by working with Blackberry, Palm OS and Pocket PC handhelds.

Who will benefit from using ACT! 2010?

  • Sales professionals can keep track of customers and business associates

  • Business owners and managers can accurately analyse their revenue potential, improve visibility of future orders, increase average revenue per sale and increase number of sales

  • Marketing professionals are able to manage their contacts and customers, improve campaign visibility and ROI

  • Customer and support functions can ensure customer loyalty and increased customer satisfaction by providing a holistic view on the customer through the customer notes and history

  • Accounts and finance teams will be provided with a 360 degree view of the customer's financial, ordering and product availability status by linking ACT! with Sage Accounting software

What are the minimum system requirements for ACT! 2010?   (download as PDF)

Important Note: In a networked environment Sage ACT! 2010 has a maximum of 10 users. If you require more users you must purchase Sage ACT! Premium 2010.

SECTION A:

 

Applicable to client installations for ACT! 2010 and ACT! 2010 Premium, and also server installations for ACT! 2010 and ACT! 2010 Premium EX (Microsoft SQL 2005/2008 Express Edition):

  • An IBM® compatible computer with a 1.8Ghz (or equivalent processor)

  • 1GB RAM

  • 1GB of free disk space

  • Supported Operating Systems:

    • 32 Bit versions of Windows XP Home, Professional or Media Centre (service pack 3)

    • 32 or 64bit versions of Windows Server 2003 (Standard, Enterprise, Web or SBS editions; service pack 2),

    • 32 or 64 bit versions of Windows Vista Home, Business, Enterprise or Ultimate (service pack 2)

    • 32 or 64 bit versions of Windows 7, Home Premium, Professional or Ultimate

    • 32 or 64 bit versions of Windows Server 2008 (Standard, Enterprise or Web editions; service pack 1)

  • Handheld integration to Palm and Pocket PC

  • Network Users only: 1Gbps network cards and switches with Microsoft Windows networking

  • Concurrent User Limits: Windows XP Home 5 users, Windows XP Professional 10 users, Windows Vista 10 users

Please ensure that the latest Windows updates are installed. Performance will be improved with higher specification computers and networks.

 

Additional software:

  • Microsoft Outlook Express 6.0 SP2

  • Works with Microsoft Office 2002, 2003 and 2007 (SP3 recommended for Office 2002/2003)

  • Lotus Notes® 6.5 and later (Windows Vista using Lotus Notes 7.02)

  • Eudora® 5.2

  • Internet/Web Mail SMTP/POP3

  • Microsoft Internet Explorer 6.0 and later versions

  • Adobe® Reader® 6.0 and later versions

  • VMware Workstation 5.0/5.5/6.0 and VMware Fusion, VMWare Server 1.0.1

  • Citrix using Presentation Server 3.0, 4.0 or 4.5

  • Parallels Desktop for Macintosh® 4.0 and Parallels Workstation 2.2 for Windows

  • Sun Virtual Box 2.x

SECTION B:

 

Applicable to server installations for ACT! 2010 Premium ST (Microsoft SQL 2005/2008 Standard Edition) and ACT! 2010 Premium for Web:

 

As above except that supported Operating Systems are limited to:

  • 32 Bit versions of Windows XP Professional or Media Centre (service pack 3)

  • 32 or 64bit versions of Windows Server 2003 (Standard, Enterprise, Web or SBS editions; service pack 2),

  • 32 or 64 bit versions of Windows Vista Business, Enterprise or Ultimate (service pack 2)

  • 32 or 64 bit versions of Windows Server 2008 (Standard, Enterprise or Web editions; service pack 1)

SECTION C:

 

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 – 4.5 (XP operating systems only)

  • Windows Mobile Device Center (Vista operating systems only)

Which version should I buy?

 

Click here to download a tier comparison document that illustrates the specific feature differences between each ACT! product in greater detail, or browse the table below:

 

Manage Relationships Standard Premium
60+ pre-defined fields for contact details, e-mails, and phone numbers Yes Yes
Note, history, activity, and document tracking Yes Yes
Social media profiles Yes Yes
Last communication fields Yes Yes
Duplicate checking Yes Yes
Record merge Yes Yes
Related contacts Yes Yes
Group and company tracking Yes Yes
Automatic add and remove of contacts in groups and companies Yes Yes
Linked company and contact fields Yes Yes
Tabbed interface Yes Yes
Big “easy” buttons Yes Yes
Right-click and one-click functionality Yes Yes
Type-ahead Yes Yes
Multi-select drop-downs Yes Yes
“Layman” verbiage throughout Yes Yes
Setup assistance for configuring preferences Yes Yes
In-context help, feature tours, and documentation Yes Yes
Search Standard Premium
Central search Yes Yes
Lookups on all fields Yes Yes
Advanced queries Yes Yes
Activity, opportunity, document, and user lookups Yes Yes
Save lookups as groups and companies Yes Yes
Activities tied to contact records Yes Yes
Editable priority, activity, and history types Yes Yes
Activity series for activities with multiple steps Yes Yes
Activity rollover Yes Yes
Multiple calendar views Yes Yes
Filterable task list view Yes Yes
Activity alarms Yes Yes
Calendar pop-ups Yes Yes
Calendar access by user Yes Yes
At-a-glance user availability   Yes
Manage and define resources   Yes
Conflict notification   Yes
Activities for 10+ users viewable on your ACT! calendar   Yes
Market Effectively Standard Premium
E-mail marketing (requires separate subscription) Yes Yes
Drip marketing Yes Yes
Survey and Web forms Yes Yes
Marketing results tab Yes Yes
Attach e-mails to contacts Yes Yes
Preformatted templates for e-mails and letters Yes Yes
Mail merge to contacts and groups Yes Yes
Validate and correct addresses during mail merge Yes Yes
History of all customer correspondence Yes Yes
Sell More Standard Premium
Opportunity note, history, activity, and document tracking Yes Yes
Product and service tracking Yes Yes
Built-in ACT! sales stages Yes Yes
Opportunity date fields Yes Yes
Opportunity designations as open, closed-won, closed-lost, and inactive Yes Yes
Instant quotes Yes Yes
Filterable opportunity list view Yes Yes
Opportunity list export to Microsoft® Excel® Yes Yes
Measure Results Standard Premium
Interactive activity, opportunity, and user dashboards Yes Yes
Dashboard targets Yes Yes
Dashboard with team views    Yes
Interactive pipeline report with drilldown capability Yes Yes
50+ preformatted report templates Yes Yes
Export reports to Excel, HTML, PDF, or e-mail Yes Yes
Activity reports by user    Yes
Connector for third-party report writers Yes Yes
Share and Secure Standard Premium
Data sharing with 1-10 users Yes Yes
Data sharing with 10+ users    Yes
Viewable team memberships    Yes
Secured contacts, notes, history, and opportunities Yes Yes
Field level security    Yes
Company security Yes Yes
Group and company security   Yes
Five security roles for users Yes Yes
User permissions and access specifications Yes Yes
Password rules Yes Yes
Personalise Standard Premium
Layout designer for editing layouts Yes Yes
Field types designated as date, currency, yes/no, expansive memo, and picture Yes Yes
Remove, edit, or add fields Yes Yes
Add values to drop-downs Yes Yes
Customisable menus, toolbars, columns, and navigation bar Yes Yes
Customisable sales processes Yes Yes
Customisable opportunity field names and field types Yes Yes
Customisable dashboards with the dashboard designer Yes Yes
Customisable reports with the report designer Yes Yes
ACT! online community for free downloads Yes Yes
ACT! Software Development Kit (SDK) Yes Yes
Enhancement solutions developed by third-party vendors Yes Yes
Access Standard Premium
Offline access Yes Yes
Mobile access, including BlackBerry® and iPhone™  Yes Yes
Citrix® or terminal services Yes Yes

Try out ACT! 2010 for free!
There are a number of ways in which Bluebird can help you to review ACT! further:

Download product reviews from leading independent journalists

And finally: