act! v18 premium cloud presentation updated june 2016

Act Premium Cloud for Pc, Laptop, Tablet and MobileIntegrated Contact Management and Email Marketing

2

Act Premium Cloud

• Easy to use • Modern new look for Act!• Fully cloud based web version Hosted securely by Swiftpage. An offline

client is also available free of charge.• Fantastic links with Outlook®, Excel®, Word®• Easy to customise• Integrated Email Marketing¹ included • Web and Mobile Options Access Included• Unlimited telephone support included + remote access support • Constant Upgrades to always ensure you have the latest technology.

¹Basic account and Call List included (email up to 500 contacts per month)

33

New Modern Act! Interface

4

Create new layouts, new fields, drop down menus or remove fields and tabs you don’t need.

Add Fields

Customise The Software to suit your needs

5

See Calls, Notes , Meetings Held And Any History With A Contact Or Company

Track Communications To Customers, Prospects And Suppliers

6

View any sent or received Outlook Emails in Act!.

Track mass and 1-2-1 email communication

7

Explore And Search

be saved to group for future marketing.

Search Single Or Multiple Fields For Pin Point Accurate Searches

Create Lookups to find perfect contacts for telemarketing lists, Email shots or Reports

8

Manage documents with Act! PDFS, Excel®, Jpegs, Word documents, Contracts and Folders

Email Documents straight to customers and view sent items in your history

URL Document Links SupportedOnline Storage options including Drop Box

9

Flexible Contact Storage Options

Store individual details of a single contact or have a master record and see all details from company

1010

Create Segmented Groups

Add contacts to groups to find clusters for an email blast or call out list

11

Plan Your Day Using The Task List

Never miss a call or meeting

12

Create Activity Reminders

On Screen Alerts will remind you of important call backs or meetings

13

Track Sales From Start To Close in Opportunities

Track Sales Leads, Open, won, Lost or Inactive enquiries or sales leads.

Export Excel

Export To Excel

Select Which Act Users data you want

to display

14

Run Reports And Gain Insight

See contacts reports, view users stats, sales, pipeline, forecast and history reports

Easy to run with export to Excel® for further analysis

15

Automate Email Sends or Diary Entries With Smart Tasks

An Example For Use -Add a new contact, and the system can auto generate an email and create a follow up task for a follow up call

16

Fully integrated email marketing tool.

Send and fully track eye catching email templates

.

Create your own templates or browse a huge library of free stock templates.

*Act free with v17 for 500 contacts a month or £9 a month for 2500 contacts a month

500 contacts per month email limitFree of charge

£18 a month for 2500 contacts

£36 a month for 5000 contacts

Create Traffic And Generate New Enquiries

17

View Email marketing reports

See Who Opened your emails, Clicked, Unsubscribed and how many times

Track your email Success

1818

Mobile Access With Act! Premium Cloud

• T• Users can access Act! Contacts, Groups,

Companies and Opportunities/Leads on Iphone®, Ipad® and Android™

• New contacts can be added, notes can be viewed and edited

• Tasks can be added and custom fields from Act! available

• Sales Opportunities can be viewed added and amended

• Included Free with Act! Premium Cloud

1919

Web API – Allows vast integrations with other software or apps

*Act! Connect puts integration with hundreds of popular business apps at your fingertips! Quickly and easily set up connections between Act! and Outlook®, Slack ™, PayPal®, Wufoo™, QuickBooks ™ Online, and more!

*This API requires an active subscription free or paid subscription of Zapier ™

20

Thank youFor Further Information

Please Contact your Account Manager Luke McClelland

Luke.mcclelland@Swiftpage.com

0845 268 0220 / Sales ask for Luke