Act! White Papers




Act! Smart Tasks New!
Audience: Owners, Sales People,and Sales Managers
Summary: Smart Tasks are a series of common and connected steps, such as those in a workflow, that automatically perform key tasks or actions for contacts or opportunities. Smart Tasks are ideal for automating routine tasks. You can use Smart Tasks to create processes that help you work smarter and reduce the time spent on manual repetitive tasks. [top]

Act! Architecture Updated!
Audience: IT Managers and System Administrators
Summary: Act! enables an organization to configure a contact and customer management solution based on the organization’s needs, whether users require online access, offline access, mobile access, or a combination of access types. This white paper describes the Act! architecture, which is founded on a feature-rich and customizable contact management platform, with a focus on scalability, reliability, and extensibility. [top]

Act! Integration and Deployment Updated!
Audience: IT Managers and System Administrators
Summary: Act! provides many integration points with the Microsoft® Office suite of products to leverage email, word processing, data sync capabilities and more. Act! also provides a connection to Google™ contacts, calendar, and email. In addition, you can use accounting integration capabilities to share information between Act! and a supported accounting application. This white paper also explores various deployment scenarios based on the organization’s needs, and whether users require online, offline, or a combination of access methods. [top]

Act! Security Model Updated!
Audience: Current and Potential Act! Customers
Summary: The Act! security model is designed to maximize flexibility and provide a variety of options for securing data. This whitepaper explains the Act! security model, including descriptions of the key features, capabilities, and concepts. [top]

Act! Synchronization Updated!
Audience: IT Managers and System Administrators
Summary: The Act! synchronization architecture is designed for performance, scalability, and data integrity. This whitepaper is written for those who want a better understanding of Act! synchronization, including its features, abilities, and concepts. [top]

How to Build Successful Email Marketing Campaigns Updated!
Audience: Owners, Sales People, Sales Managers, and Marketing Professionals
Summary: This white paper provides you with a guide to email marketing so that you will ultimately increase your return on investment. After reading through this white paper, you should be well on your way to creating your first email marketing campaign.[top]

The Choice Between What's Cheap and What Works Updated!
Audience: Owners, Sales People, and Sales Managers
Summary: This white paper examines the benefits of free and paid contact management solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a contact management tool that can satisfy short-term needs and meet long-term goals.[top]

Aberdeen: Sales Mobility Deployment Practices to Help Better Seal the Deal
Audience: Owners, Sales People, and Sales Managers
Summary: This research brief analyzes in detail four key sales mobility trends adopted by the strongest-performing sales organizations within Aberdeen's research. Explore successful sales practices, including "smarter selling" techniques and accomplishments realized as a result of effective mobile deployment. [top]

The Choice Between Contact Management and Customer Relationship Management
Audience: Owners, Sales People, and Sales Managers
Summary: Authored by Aberdeen, this white paper helps readers to determine which solution best fits their business type, as well as the organizational capabilities necessary to ensure the successful adoption of a Contact Management or Customer Relationship Management solution.[top]

The Automated Selling Machine
Audience: Owners, Sales People, Sales Managers, and Marketing Professionals
Summary: This white paper details the powerful, yet easy-to-use functionality in Act! that can help you turn your sales and marketing efforts into a consistent, systematic lead generation and selling machine.[top]

Act! Reporting and Data Access Methods
Audience: IT Managers and System Administrators
Summary: Act! provides its own report writer that offers a number of stock reports, envelopes, and labels which allow users to produce a variety of reports and correspondence. These items are based on templates which can be further modified or copied (from right within Act!) to create a customized and specific solution as needed. Additionally, Act! offers additional Data Access Methods outside of Act! to offer greater flexibility in creating reports, lists, or other documents to suit most any need. This includes data extraction to consolidated databases for rollup, as well as highly-customized reports using third-party software such as Crystal Reports®. [top]

Act! and Citrix Terminal Server Deployments
Audience: IT Managers and System Administrators
Summary: This white paper explores the benefits of deploying Act! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips.[top]

Act! Scalability Results
Audience: IT Managers and System Administrators
Summary: This white paper includes performance and scalability test results, and hardware recommendations to deliver a cost effective and positive end-user experience. While each organization’s needs differ, this white paper provides guidance to help an organization select a hardware configuration to optimize performance across a variety of deployment scenarios and user counts.[top]