The development of the ACT! product suite is perpetual. Sage technicians frequently introduce improvements to in-service products (distributed by Service Packs and Hotfixes to which BluebirdCRM can provide access). Developers are also constantly working on additional features that will form part of the next ACT! release (a new version is typically available each September).
At BluebirdCRM, we communicate details of new product offerings to existing clients, explaining the new features that have become available and highlighting the specific differences between clients' current software version and the latest release. We work to create an understanding of whether a product upgrade would earn a return on investment for each of our clients individually, based upon operational needs.
Call now on (01283) 535 445 to chat through the options with one of our ACT! Product Specialists.
What's New In ACT! 2013?
ACT! 2013 introduces a number of new features that can improve workflows, strengthen customer relationships and empower remote workers. Some of these enhancements include:
- Smart Tasks are now able to run server-side and don't require the Smart Task user to be logged in to their ACT! database
- Smart Tasks functionality has been extended to enable Tasks to execute when conditions are met (when creating new Contact or Opportunity records) as well as manually or on a scheduled basis
- Smart Tasks are able to change Contact or Opportunity field values, based upon criteria determined by the values in other fields (within the same entity)
- An additional Social Networking tab has been added to the Contact Detail screen, enabling users to track Facebook and LinkedIN updates posted by the in-view Contact in real time
- The 'ACT! Premium for Web' html Mobile client (which orients ACT! for smartphones and PDAs including iPhone, Blackberry, Android etc) now includes Opportunities so remote users have real control of the data whilst on the go
- Social Sharing has been added to ACT! eMarketing so that recipients of email marketing communications broadcast from within ACT! may be shared via the sender's Social Channels, and/or by the recipient (by the simple click of a social sharing link in the email footer)
What's new since your version?
Added in Sage ACT! 2013
- Sage ACT! Premium Mobile with Opportunities (not available for Sage ACT! Pro users)
- Social Updates
- Offline Smart Tasks
- Smart Tasks with data/field triggers
- Optimised download and install experience
- Usability improvements (based on customer feedback)
- New wizards for remote database creation, plus simplified database moving and sharing
Added in Sage ACT! 2012
- Sage ACT! Scratchpad, a convenient, virtual notepad
- Universal Search facility
- Seamless Interaction with Gmail
- Google Contacts and Google Calendar sync
- Access to Sage ACT! Contacts and Calendar from virtually anywhere with Sage ACT! Connect
- Connections page
- Usability improvements based on customer feedback
- Confirmation message after importing from Excel and other Sage ACT! databases
- Menu that displays exact install times and components required
- Works with Internet Explorer 9 and Firefox 4
Added in Sage ACT! 2011
- Smart Tasks (automated workflow, recognising conditions within Contact and Opportunity data and scheduling Activities & emails accordingly)
- Leads with Sage Business Info Service for ACT! powered by Hoovers
- Microsoft Outlook scheduled Contact and Calendar sync
- Direct import from Microsoft Excel
- Support for Microsoft Office 2010 (32bit) and Windows 7 (32 & 64 bit)
Added in Sage ACT! 2010
- Automatically search Linkedin, Facebook (and other Web resources) from within Sage ACT! records
- Full integration of Sage eMarketing for ACT! (powerful email marketing technology)
- Reports view with direct visibility of 54 pre-configured reports
- Simplified navigation (enhanced menu and screen layout structure)
- Welcome Page with feature tours, help and news from Sage
- Customisable Opportunities
Added in Sage ACT! 2009
- Related Contacts tab
- Seamless integration with Microsoft Outlook for recording of Email histories, and related functionality
Added in Sage ACT! 2008
- Graphical interactive dashboards
- Duplicate checking by first and last name
- Duplicate checking for groups and companies
- Advanced queries for groups and companies
Added in Sage ACT! 2012
Sage ACT! Scratchpad, a convenient, virtual notepad
Universal Search facility
Seamless Interaction with Gmail
Google Contacts and Google Calendar sync
Access to Sage ACT! Contacts and Calendar from virtually anywhere with Sage ACT! Connect
Connections page
Usability improvements based on customer feedback
Confirmation message after importing from Excel and other Sage ACT! databases
Menu that displays exact install times and components required
Works with Internet Explorer 9 and Firefox 4
Added in Sage ACT! 2011
Smart Tasks (automated workflow, recognising conditions within Contact and Opportunity data and scheduling Activities & emails accordingly)
Leads with Sage Business Info Service for ACT! powered by Hoovers
Microsoft Outlook scheduled Contact and Calendar sync
Direct import from Microsoft Excel
Support for Microsoft Office 2010 (32bit) and Windows 7 (32 & 64 bit)
Added in Sage ACT! 2010
Automatically search Linkedin, Facebook (and other Web resources) from within Sage ACT! records
Full integration of Sage eMarketing for ACT! (powerful email marketing technology)
Reports view with direct visibility of 54 pre-configured reports
Simplified navigation (enhanced menu and screen layout structure)
Welcome Page with feature tours, help and news from Sage
Customisable Opportunities
Added in Sage ACT! 2009
Related Contacts tab
Seamless integration with Microsoft Outlook for recording of Email histories, and related functionality
Added in Sage ACT! 2008
Graphical interactive dashboards
Duplicate checking by first and last name
Duplicate checking for groups and companies
Advanced queries for groups and companies