ACT! Premium for Workgroups enables small teams of selling professionals to instantly access key contact and customer information, manage and prioritize activities, and track all contact-related communications to increase sales team productivity.

Organize Your Contacts
ACT! Premium for Workgroups is a single, central repository for critical contact and customer information captured across your business – whether you are an individual or a large workgroup or team. ACT! enables you to access detailed contact and customer information, manage individual and team calendars and activities, capture all customer communications, track opportunities through the sales process, and report on overall effectiveness.

• Track complete customer data: contact details, notes and history, appointments and to-do items, documents, and new opportunities.
• Populate 60+ pre-defined fields including Name, Company, Phone, Address, Web site, E-mail, and ID/Status, or add your own.
• Enter virtually unlimited date- and time-stamped notes and history. Easily view the entire contents of a note with split-panel note preview while simultaneously scrolling for another note.
• Create Company Records and view a roll-up of notes, history, and opportunities tied to contacts at those companies.
• Use the Groups feature to easily organize, communicate, and schedule with related contacts.
• Attach documents directly into Activities, History, or Documents tabs. Even when you are in Microsoft® Word® and Excel®, you can attach documents and spreadsheets to ACT! contacts so it’s easy to quickly locate presentations, proposals, quotes, and more.
• Create notes, history, activity, and opportunity details using Rich Text Formatting that supports colors, bullets, graphics, URLs.

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Stay in Touch
Track all of your critical contact and customer communications on the Contact Record for quick and easy referencing. Utilize the ACT! E-mail Client integrated with Lotus Notes® or Microsoft Outlook Express®, or integrated directly with Outlook to send outbound e-mails to contacts and create contact history on the Contact Record. ACT! Mail Merge allows you to correspond with multiple contacts, either via e-mail or paper correspondence, and automatically track a history on each Contact Record.

• Track customer correspondence on the relevant Contact Record for a history of all communications with that contact and organization.
• Quickly identify the last communication with a contact from the Contact Detail View with the Last Reach, Last Attempt, Last Meeting, Last Letter, and Last E-mail fields.
• Write letters in ACT! using Microsoft Word or the ACT! built-in Word Processor which supports tables, graphics, HTML, and spell checking.
• Select a group of contacts and perform a mail merge to a letter or e-mail. A history is automatically generated on each Contact Record.
• Use pre-formatted templates to save time on e-mails, letters, and memos. Easily customize the HTML graphical templates to e-mail customers.
• Create, send, and track e-mail to/from contacts using ACT! E-mail Client integrated with Microsoft Outlook Express or Lotus Notes or integrated directly with Outlook and create a history for all e-mails sent.
• Utilize direct Outlook e-mail integration from within ACT! to send messages.

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Prioritize Your Work
Stay on top of your deliverables with multiple Calendar views within ACT!, including Daily and a customizable Work Week view. Calls, meetings, and to-do items can be filtered by priority, date range or user, even displaying totals for each type of activity. And, Activity Alarms will help you stay on top of all your time-sensitive deliverables.

• Schedule calls, meetings, and to-dos quickly and easily.
• Filter calls, meetings, and to-do items by priority, date range or user.
• Access Daily, Weekly, and Monthly Calendar views.
• Calendar pop-ups make it easy to view activity details instantly by mousing over any activity for an "at-a-glance" view.
• Use Activity Alarms to stay on top of deliverables.
• Schedule recurring activities at once for repeat tasks. Activities are linked to one another so a date change in one can push out other activities.
• Use Group Scheduling for an at-a-glance user availability for everyone in the database, to manage and define resources, and to receive task bar notifications when a meeting invitation is sent.
• Synchronize your ACT! and Microsoft Outlook calendars automatically to facilitate appointment scheduling with company employees not using ACT!.

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Track Sales Opportunities
ACT! enables sales professionals to track sales opportunities from initial inquiry through close utilizing the standard sales process or a process customized to suit their business. When working an opportunity, sales professionals can simply click follow-up and a new activity will be created automatically with the opportunity details – ensuring the prospect is managed as it moves through the process. Sales professionals and sales management can view and report on all sales opportunities so they always know where they stand.

• View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount, or Probability of Close.
• Use the built-in sales process or customize it to suit your specific needs.
• Customize opportunity field names as well as field types in order to capture the most accurate sales and opportunity information.
• Use the Product List to easily enter repeated products or services and automatically fill in information such as name, item number, cost, and price.
• Generate instant quotes6 for any opportunity without having to re-key information.
• Choose from 20+ pre-formatted Sales Reports or export to Microsoft Excel with one click for further analysis using built-in, customizable pivot tables.

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Report on Activities
Instantly access every important contact or detail using advanced Lookups or Keyword Searches. At the end of the week or month, it’s easy to report on activity or milestones with one 40 standard reports that ship with ACT!, 20 of which are specifically focused on sales activities. And, because ACT! has advanced field types such as multiple select, you can better track information that often requires more than one selection such as ID Source or Referred By, and then report accurately on that information.

• Perform a lookup on most fields or use Keyword Search and ACT! will highlight the keyword in particular note, history, activity, or opportunity.
• Perform numeric lookups such as greater than or less than queries and easily edit a row or rows within the query to better suit your search needs.
• Access 40 standard reports including Phone Lists, Activity Reports, Referral Source, and Sales Summaries.
• Use the Report Designer to create custom reports and send most reports to Excel, HTML, PDF, or e-mail.
• Customize Priority, Activity, and History types for better tracking and analysis.

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ACT! Premium for Workgroups was developed to work either as a standalone product or in conjunction with ACT! Premium for Web. Equipping users with ACT! Premium for Web provides them with access to a centralized ACT! database via a Web browser without the requirement of synchronization, so remote and traveling users always have the most up to date customer information.

• ACT! Premium for Workgroups provides increased scalability to accommodate your workgroup or team.
• Assign up to five security levels including Manager and Restricted to all users, to allow different access to data and features depending on user levels.
• Administrators, managers, and individual users can easily view team memberships.
• View, manage, and report on activities by user, providing administrators and managers’ insight into activities initiated and completed by users.
• Ensure up-to-date customer information with automatic database synchronization, backup, and maintenance.
• From a Contact view, select individuals or teams that you want to grant contact access to.
• Maintain database security with custom user permissions per user, enabling or disabling them from deleting and/or exporting to Microsoft Excel.
• Keep data more secure with the ability to set password rules including; Password Expiration Options, Complexity of a Password, and Password Re-use.
• With Silent Install, easily deploy ACT! to multiple users. Administrators can pre-select preferences to ensure all users receive the same settings and desired configuration.
• Restrict access by user and by team and grant Read-Only Access or No Access to certain fields using field level security.

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Information on the Go
Take your critical contact and customer information with you so you can be more productive, whether you are in the office or on the road. With ACT!, you can link to a Palm OS® or Pocket PC device so you have the information you need at all times.

• Synchronize your ACT! Calendar, Contact and To-Do information, Notes, and History items to Palm OS® or Pocket PC devices.
• Print over 20 templates designed for popular paper organizers so you always have your schedule with you.
• Print from any ACT! calendar template and the contact phone number for any scheduled call is automatically printed on the calendar.
• Access critical contact and customer details through Citrix® or Terminal Services when out of the office.
• Integrate with ACT! Premium for Web for anytime, anywhere access.

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