ACT! Professional 2007 for selling professionals and small teams

Small businesses and Professionals

ACT! Professional enables individuals and small business customers to instantly access key contact and customer information, manage and prioritise activities, and track all contact-related communications

ACT! 2007 will help you:

Organise Your Contacts

ACT! 2007 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.

Stay in Touch

Track all of your critical contact and customer communications on the Contact Record for quick and easy referencing. Utilize the ACT! 2007 E-mail Client integrated with Microsoft 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.

Prioritise Your Work

Stay on top of your deliverables with multiple Calendar views within ACT! 2007, 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.

Track Sales Opportunities

ACT! enables sales professionals to track sales opportunities from initial inquiry through close utilizing the standard sales process or a process customised 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.

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. ACT! Premium for Workgroups offers a host of functionality that is specifically designed to meet the needs of workgroups and teams in the areas of centralised administration, advanced user, contact, and field level security, advanced opportunity tracking, and flexible deployment options.

Information on the move

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.

New enhanced and additional features in ACT! 2007:

• Flexibility to utilise Outlook as your preferred e-mail client while in ACT!.
• Ensure you have a history of all e-mail sent, even if you are working in Outlook.
• Track e-mail received in Outlook on your ACT! contact record for a full view of all e-mail interactions.
• Quickly and easily get new contacts into ACT!.
• Quickly view your most recent communications with a contact using the Last E-mail field.
• Find exactly what you are looking for, quickly and easily, with improved search capabilities.
• View multiple notes at once and preview the critical ones using the new split-panel notes feature.
• Easily maintain-up-to-date information across the entire customer record.
• Determine when you are in a lookup or accessing your entire database.
• Better suit your search and reporting needs by editing existing queries.

Your business is more demanding?

Do you have more than 10 users or require a system that can handle a very large database with lots of document storage then the following versions are better suited to your needs:

ACT! Premium for Workgroups

ACT! Professional for Workgroups includes the ability to share data with 6-75 users for workgroup collaboration and sales effectiveness; to synchronise data from multiple users into a central database from inside or outside the company firewall; to assign access rights to specific contacts by users or teams of users; to check team member availability for meetings, calls and tasks; and to send meeting invitations and schedule resources, such as conference rooms and equipment. Learn More....

ACT! Premium For Web

ACT! Premium for Web provides contact and customer management users with anytime, anywhere access to centralized, secure data; enabling remote, travelling, or office-based users access to information in real time through a Web browser.

Simple server installation allows for easy rollout to users and provides organisations with the security of knowing that critical customer data stays within their firewalls, not on individual user PCs. ACT! Premium for Web delivers all the benefits of hosted Web-based solutions, without the recurring cost of monthly fees. Learn More....