Time to upgrade to Act! v20? Of course you’ll want to take advantage of new features, but we recognise that the process of upgrading software isn’t always fun! As a Swiftpage Diamond partner, we’ll work with you to ensure a successful upgrade with minimum negative impact on your business.
Upgrade to act! v20 – the No.1 small business CRM tool
Act! v20 was released in the UK on 11th October 2017.
A summary of its principle features follows here:
Act! Insight offers a new interactive and graphical dashboard view
- Access performance, operational and financial data in a new interactive graphical views.
- Act! Insights delivers 10 new charts in that provide key visibility of sales metrics and client interactions.
- Dashboard graphics may be configure to control the appearance of outputs and filters determine exposure of data ranges.
- Users are able to build their own charts, based on Contact, Opportunity, History or Activity data.
Act! Companion has been updated to extend Act! Insights to the mobile device to bring critical data directly to Act! Users in the mobile environment.
User Interface has been improved with the desktop/laptop view of Act! getting a fresh and modern new look, aligned with the Act! for Web user interface. The main menu and action buttons get a makeover with contemporary new icons and the navigation bar may be switched between black & silver themes.
Compatibility improvements mean that Act! for Web is now compatible with the Chrome™ for Mac browser*.
*Native Office integration functionality in web client not supported with Chrome™ (for Windows or Mac). However, integration with Office for Mac is supported using Act! Premium Contact Link.
Act! emarketing is now embedded into the application so that Users no longer have to leave the Act! interface to manage email marketing campaigns.
Many Usability Improvements include…
The ability to ‘Close’ Opportunities from the List View.
A new Opportunity field called ‘Days in Stage’. This provides insight into how long Opportunities have been at each Stage of the Sales Process, enabling you to introduce process improvement or rapidly identify deals that need attention.
The option to ‘freeze columns’ (Windows client only), improving usability of list views throughout Act! by making it easier to work with larger lists of data.
Ask Act!™ with Amazon Alexa means that it is now possible to interact with Act! via verbal requests using Amazon Alexa. Users may lookup Act! Contact records and access basic data by providing a simple verbal instruction. Alexa provides voice delivery of Act! Calendar and Contact data (such as phone number and email addresses) to those within earshot.
Works with the Amazon Echo and Echo Dot.
From May 2016, Act! user organisations were offered a choice of whether to buy perpetual licences outright (as it had been for the past 28 years) or to use the new subscription service that includes ongoing updates.
With Act! CRM you now have the freedom to choose a plan that best fits your particular business needs. Act! can be installed on-premise (on your own network/ server) or it can be hosted by Swiftpage or in the Solutions Cloud (by ourselves) with full system management and support available (learn more). You can pay monthly, annually or purchase the software outright. Make the most of it online, offline and on your mobile device. Upgrade to act! v20 by calling us now on 0115 840 5075