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Home > Products > ACT! By Sage Solutions Upgrade

ACT! by Sage Solutions Upgrade

With the newly designed ACT! by Sage 2010, you can take advantage of the latest social media technology to access instant knowledge about your customers. Generate actionable demand with end-to-end e-marketing*. Tailor sales processes to your business by completely customizing opportunities. And, unlock insight into your biggest opportunities with new dashboards, new reports in a new view, and more! ACT! 2010 now supports Windows® 7 and Internet Explorer® 8. See system requirements


  • Why should I upgrade?
  • What’s new since my version?
  • Which product should I choose?

In a weaker economy, it's tempting to "wait it out," but consider the cost of doing nothing. New tools in ACT! 2010 help you focus on the most promising customers, saving you time and money spent sifting through leads.


  • View DemoBe more efficient with the newly designed look of ACT!, including proven easier to learn and use navigation, instant access to search, related tasks, big "easy" buttons, and the new Welcome page.



  • View DemoTake advantage of leading-edge social media technology that automatically integrates profiles and data from LinkedIn®, Facebook, Plaxo, and more with ACT! for instant knowledge about your customers.



  • View DemoGenerate actionable demand with end-to-end e-marketing* that intelligently and automatically reaches out to your ACT! contacts and delivers results right to the ACT! Contact Record, saving you money by helping you focus on the most promising customers.


  • View DemoTailor opportunities to fit your selling model with redesigned sales tracking functionality that allows you to maximize the way you manage leads. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever.


  • View DemoUnlock insight into your biggest opportunities for quick wins using new dashboards and reports viewable in a streamlined layout, or create custom reports with the new connector for third-party report writers. Get more from everything you keep in ACT!.



    "I'm very excited about the e-marketing opportunities in the new ACT!. The possibility of having an organized and seamless marketing program without having to establish more files and systems or hire an assistant makes me absolutely giddy!"
    Beta User

*Requires additional subscription

The newly designed ACT! by Sage 2010 helps you work more efficiently and better understand your customers.

  • With the new look, not only will you get streamlined layouts, you’ll also have instant access to search from any view. Plus, you’ll get related tasks that provide you with more options for working with contacts, groups, opportunities, and more; consolidated menus with relevant feature options; big “easy” buttons for tasks you complete most often; and a new button that lets you create anything new, from contacts to activities.
  • See your customers on popular social networking sites and quickly understand more about their interests, their past work history, and their connections. Some of the sites included with ACT! are LinkedIn®, Facebook, Plaxo, ZoomInfo Contact, Google™, and Yahoo!.
  • Improve your marketing with end-to-end e-marketing1, including:
    • E-mail marketing—Create striking e-mail templates and send to contacts, lookups, groups, and companies in ACT!.
    • Drip marketing—Create a series of e-mails that are delivered to ACT! contacts over a period of time, automatically.
    • Survey and Web forms—Gather valuable feedback from existing contacts so you can build and grow your ACT! database.
    • Marketing results tab—Use a ranked call list of the most interested contacts so you know who to call first.
  • Maximize the way you manage leads with redesigned sales tracking functionality. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever, so you can add new fields and tabs; customize2 the product/services grid to include the fields you need to track your information; personalize the layout with the colors and graphics that best represent the look of your business; track activities, history, documents, notes, and more—all tied to the sales opportunity; and set security options.
  • Create custom reports with the new connector for third-party report writers (such as Crystal Reports®). It gives you the ability to run reports on everything you keep in ACT!, including user information, activities, groups, and companies.
  • See reports in the streamlined reports view and easily understand which ACT! reports are available to you, mark reports as your favorites for quick access, and customize report descriptions for a view that’s more personalized to your needs.
  • Track customers, sales, and users with new dashboards. Two new dashboards, 12 new dashboard charts, and 13 new opportunity reports have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. New dashboards include Contacts Dashboard and Administrative Dashboard.
  • Do more with ACT! from the new Welcome Page. We’ve made it really easy for you to get the most out of ACT! with quick access to common resources, tips on using ACT!, where to go when you need more in-depth help, and ACT! news.
  • Send calendar invitations from ACT! to leading e-mail solutions. Not all your customers use ACT!, so now you can send ACT! calendar invites to customers who use iCalendar connected calendars and the invitations you send will appear on their calendar.
  • Share ACT! contacts with ease in vCard format to non-ACT! users with just a few clicks—no retyping or cutting and pasting required.
  • Use Mail Merge and Instant Quotes in ACT! Premium for Web with Microsoft® Word.
  • Create remote databases simultaneously, up to 50 at one time, for easy rollout of larger implementations.

To see what's new since your version, view the ACT! 2010 Version Comparison Chart.



1. Requires additional subscription.
2. In ACT! Premium for Web, some customizations must be done on the Web server.

ACT! offers a range of solutions to meet your Contact and Customer Manager needs.

  • ACT! is for individuals and teams of up to 10 users.
  • ACT! Premium is for individuals and teams requiring greater scalability.
  • ACT! Corporate Edition is for individuals and teams requiring both Windows® and Web access, and greater scalability.

Upgrade to the product below that best fits your business needs. Products are also available for real estate and financial services industries.

ACT! ACT! Premium ACT! Corporate Edition

ACT! Sales

Contact an ACT! Sales Representative
866-903-0006

ACT! Platinum Care


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