E-Mail Us    Home
 
act 11 software
Certified ACT! Consultant    Southern Colorado's Solutions Provider
     
ACT! Support
& Training
Upcoming Events
& What's New
ACT! Training
& ACT! Classes
ACT! Consulting
ACT! Add-Ons
& Solutions
About EBS
About ACT! 2009
ACT! Platinum Care
Welcome

act 11


act certifiec consultant


act premier trainer


act training

  

act 6 symantecACT! by Sage 2008 Premium

ACT! by Sage Premium solutions are feature-rich, scalable contact and customer management solutions specifically designed to meet the needs of sales professionals, sales management, and IT professionals. With ACT! Premium solutions, your organization will benefit from centralized contact and customer information while utilizing powerful sales productivity functionality – plus ACT! Premium solutions are easy-to-implement and easy-to-maintain.

New and Improved Features
in ACT! 2008 Premium

- For New Users (pdf)
- For ACT! 2007 users (version 9.0) (pdf)
- For ACT! 2006 users (version 8.0) (pdf)

Product Tour
of ACT! 2008 Premium

- For ACT! 2007 users (version 9.0) (html) , (PowerPoint)
- For ACT! 2006 useres (version 8.0) (html) , (PowerPoint)

ACT! by Sage 2008 Product Family:
Feature Comparison

Features Act! 2008 Act! Premium 2008 Act! Premium for Web 2008
Organize contacts and leads
Track contact details, Notes and History, appointments, to-do items, and Opportunities X X X
Documents and document shortcuts X X X
60+ pre-defined fields X X X
Prevent and eliminate duplicate Records* X X X
Virtually unlimited date-and time-stamped Notes and History X X X
Notes and History shared between Contacts X X X
Company Records with Contacts linked to Companies X X X
Groups with 15 levels of hierarchy (14 Subgroups) X X X
Manage daily responsibilities
Calls, meetings, and to-dos X X X
Multiple calendar views with calendar pop-ups X X X
Activity alarms and automatic activity rollover X X X
Activity conflict notification X X X
Recurring activities X X X
Activity Series* X X X
Group scheduling   X X
Manage Resources including Conference Rooms, Equipment, etc.*   X X
Outlook calendar sync X X  
Automatic Outlook calendar sync X X  
View global events X X X
Track sales opportunities
Built-in ACT! sales process* X X X
Opportunity List view X X X
Customizable Opportunity field names and types with drop-down lists*   X X
Generate and import Product List* X X X
Instant Quotes1 X X  
Graphical sales pipeline X X X
Pre-formatted sales reports X X X
Export to Excel® X X X
Communicate more effectively
ACT! E-mail Client X X  
Direct integration with Outlook2 X X X
History of all customer correspondence X X X
Last Communication fields X X X
Built-in word processor X X X
Pre-formatted templates – e-mails, letters, memos X X X
Mail Merge3 with letter or e-mail; validate and correct addresses X X X
Gain business insight
Look-ups and Keyword Search X X X
Look-up Contacts by access*   X X
Numeric look-ups X X X
40 standard reports, including 20 sales Opportunity reports X X X
Interactive Dashboard X X X
Interactive Dashboard shared across team members   X X
Report Designer* X X X
Report on activities by user   X X
Customizable Priority, Activity, History types* X X X
Field types – Picture, Yes/No, Memo, E-mail* X X X
Layout Designer* X X X
Customizable drop-downs; multi-select values* X X X
Customizable navigation bar X X  
Accommodate large teams
Password rules * X X X
Five security levels   X X
Custom user permissions   X X
View team memberships*   X X
Automatic database functions*   X X
Silent Install4   X  
Access while mobile or remote
20 templates designed for popular paper organizers X X X
Print any ACT! calendar template X X X
Citrix® or Terminal Services5 support X X X
Synchronize with handheld devices6 X X  
Integrate with accounting solutions6
Peachtree by Sage, QuickBooks® Professional / Premier, Simply Accounting by Sage, Sage MAS 90, Sage MAS 200, Sage BusinessWorks X X  
  1. Requires Microsoft Excel and Word 2002, 2003, and 2007.
  2. During setup, users must select if they want to access Outlook e-mail through the ACT! E-mail client or direct integration with Outlook.
  3. In ACT! Premium for Web, mail merge functionality is
    available using the ACT! Word Processor, but not using
    Microsoft® Word.
  4. Delivered as an MSI package. Software to distribute
    MSI package is not included. Silent Activation on
    machines requires Internet access. Users must be
    machine administrators in order to activate.
  5. Citrix and Terminal Services require specific
    configurations. Citrix is supported using Presentation
    Server 3.0 and 4.0.
  6. Requires additional purchase.

Important Note for all customers: Sage Software recommends you carefully review all ACT! system requirements at www.act.com/2008systreq to ensure your system meets these requirements.

Compatibility with ACT! Solutions: ACT! 2008 cannot be used in conjunction with ACT! Premium 2008 (EX or ST Edition) or ACT! Premium for Web 2008 (EX or ST Edition). When used in standalone environments, ACT! Premium and ACT! Premium for Web solutions are only compatible with their respective same editions. When used in conjunction with each other, ACT! Premium and ACT! Premium for Web editions must be the same.

Regarding ACT! for Palm OS®: ACT! 2008 (10.0) solutions are not compatible with ACT! for Palm OS® 2.0.

Regarding ACT! Add-on Solutions: Certain ACT! add-on solutions may not be compatible with ACT! 2008 solutions. Please visit www.actsolutions.com or check with your add-on product provider to determine compatibility.

*Asterisks in this chart indicate: In ACT! Premium
for Web, this operation must be performed on the
Web server.
     
   

Effective Business Solutions, LLC.
445C E. Cheyenne Mountain Blvd., #117
Colorado Springs, CO 80906
719.538.6015
E-mail our ACT! Consultant
© Copyright 2005 Effective Business Solutions, LLC.