ACT! 2009 and ACT! Premium from BluebirdCRM

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

 

 

Sage Act! - close more sales, do better business

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ACT! 2009 and ACT! Premium from BluebirdCRM

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

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

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

Why buy Sage ACT! Premium 2010?

Any workgroup or corporate team that needs to improve professional relationships can benefit significantly from contact and customer management.

Key features


Key features:

  • Instant access to contact and customer information

  • Forecasting and sales opportunity tracking

  • Back-office integration

  • Store company records

  • Easily import data from Microsoft Outlook

  • Advanced synchronisation

  • Share data with as many as 100 users and more per database

  • Accommodate more than 100,000 contacts (ACT! Premium uses scalable SQL databases)

  • Check team members’ availability

  • Synchronise to a central database from within or outside the company firewall

  • Assign access rights, by user, to specific contacts or teams of contacts

  • Organise users into teams to grant access to specific contacts

How can Sage ACT! Premium 2010 grow your business?

Designed from the ground up with a workflow optimised for workgroups and sales teams, Sage ACT! Premium 2010 gives users an intuitive, yet powerful, way to capture and share information in a collaborative environment. This proven technology, used by millions worldwide, enables business teams to benefit from using Sage ACT! Premium 2010 in the following ways:

  • Streamlining sales operations

  • Boosting sales results and profitability

  • Enabling efficient team collaboration and scheduling

  • Enhancing employee and customer satisfaction and loyalty

  • Gaining insight into the business through easy access to comprehensive contact and customer data

  • Minimising risk by adopting a proven technology that is secure and scalable

Who will benefit from using ACT! Premium?

  • 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 Sage ACT! Premium 2010?

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.

Recommended Requirements:

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

  • 1GB RAM

  • 1GB of free disk space

  • 32 Bit versions of Windows XP, 32 or 64bit versions of Windows Server 2003 (Standard, Enterprise or Web editions), SBS 2003, Windows Vista, Windows 7, Windows Server 2008 (Standard, Enterprise or Web editions)

  • 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:

  • Works with Microsoft Office 2002 / XP and all later editions

  • 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 Server 1.0.1

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: