act crm 16 software new features

Welcome!

Karen Fredricks, President, Tech Benders

The CRM Guru

Tech BendersBending technology to meet the needs of your business!

Tech Benders will make your business more efficient, effective and therefore more profitable. We don’t just know ACT!, we’ve written 13 books on ACT! and other

CRM solutions! We specialize in:• Sales process engineering & e-marketing• Custom reporting• Custom table development• Database repairs and conversions• Discounted ACT! software & add-on products

Whether you have one sales professional or 500, Tech Benders will help you design a process that builds and

strengthens profitable relationships with your customers and prospects.

ACT! Has a New Owner - Swiftpage

• Over 65 Million emails sent per month• 85% satisfied/very satisfied with support• They are moving to an 18 month release cycle• 11 years in the industry• They LOVE ACT! • They have 3 Products

New Features in Act!

• Mobile Features for tablets & phones– Mobile Groups/Companies– Mobile Email– Tablet Custom Views

• Desktop Features– Calculated Fields– Company Management– History List– Act! Scheduler automated email notifications– Reschedule multiple Activities– Create Lookup from Universal Search

• Web Features– Web Manage fields/Design– Chrome Support

New Mobile Groups & Company Features

• Add Groups/Companies to mobile to include all major entities. • Write Email - Sends an email to each contact in the group. • Create Groups – All groups/companies will work, but you can only

add new simple criteria. Only simple criteria can be created ID/Status = single value for groups. Karen says it’s probably better to create Groups & Companies in main database.

Mobile – Groups & Companies

Mobile – Groups List

Mobile – Group Detail

Mobile – Group Membership

Mobile - Companies

Mobile – Company Detail & Membership

New Mobile – Email Preferences Features

• Purpose: Simple way to avoid double message entry on sending out emails from device.

• Disabled by default to use existing manual email • Uses same preferences as APFW• Records history if enabled.

Mobile – Email Preferences

Mobile – Email Preferences

New Mobile Tablet Views

• Adds additional list views on the side of all detail views.• More search criteria

Mobile – Tablet View

Mobile – Tablet View

New Calculated Fields Feature

• Purpose: Allow simple calculations to complicated calculations on a single record.

• Works on Contact and Opportunity Views• Currency, Decimal, Number and Date Calculations• Commission, age, days to contract renewal • Processed at the database level; same for Web/Mobile/Sync/Import• Calculated on Save • Karen says: Cannot edit calculations! Must delete and recreate.

Calculated Fields – New Field Type

Calculated Fields – Add to your Layout

Calculated Fields

New Company Features

• Purpose: To provide best practice on basic CRM account management.

• Once threshold is met, company is created with just company name. Linked all contacts.

• If company already exists, linked to that company. • Multiple companies exist, links to one (but always the same one) • Processed at the database level; same for

Web/Mobile/Sync/Import….• Setup in the Preferences area

Company Management

Company Management

NO!!

Company Management

New History View List

• Another way to provide reporting.– Filterable, exportable, easy to generate quick excel reports or find data.

• See all your histories in one location• A great way to clean up your histories selectively • Karen says this feature could cost me money!

History View Button

History View List

3. Delete or Export

1. Filter 2.

Customize

History View List – Export to Excel

History View List – Export to Excel

Act! Scheduler – Admin Email Notification Facts

• Purpose: Assurance that database tasks are being completed or alerts that they are not.

• Can be configured to send to multiple recipients• Karen says, Are you sure your database is being backed

up????

Act! Scheduler – Admin Email Notifications

Act! Scheduler – Admin Email Notifications

Task List - Reschedule Multiple Activities

• Purpose: Efficiency in scheduling • Keeps all values except date/time• Changes time to timeless

Task List – Reschedule Multiple Activities

Task List – Reschedule Multiple Activities

Task List – Reschedule Multiple Activities

Universal Search – Create Lookup Facts

• Create Lookup from Contacts• Create Lookup from Companies • Filter for specific types of items• Filter by date• Karen says, “we’re getting warmer…..”

Universal Search – Create Lookup

Universal Search – Create Lookup Contacts

Act! for Web – Customize Fields/Layouts Facts

• Not meant to be a full replacement for the desktop product. • There are still limitations

Act! for Web – Customize Fields/Layouts

Act! for Web – Customize Fields

Act! for Web – Customize Layouts

Act! for Web – Chrome Browser Support

• 70 Defects addressed in Chrome Browser

Office, Mobile, Table – Act! Everywhere

MAC

Try it now:http://actv16.com/apfw

User: Chris HuffmanPswd: (leave it blank)

Need to work remotely? We’ve got you covered!

• ACT! Hosting – Sync & Web $35/user/month1

• ACT! for Web – no software $50/user/month2

• Virtual Server & Desktops - share all your data $75/user/month3

A Little ACT! Speak

• Business Care gives you 1 year of support & ACT! Connect• Business Care gives you the next release if it is within 1 year of

purchase• Business Care gives you a full year of “feature” enhancements• ACT! comes with 30 days of tech support starting with the first

phone call or the moment you register• Flavors of ACT!:

– Pro: Smaller Companies without remote or security issues– Premium: Need mobility and extra security

Call for Special Discounted Pricing!

For questions on the new product or to place orders:

Karen Fredricks

561-470-5450 x1

Karen@TechBenders.com

www.techbenders.com