whats new in act! 2009 presentation for upgraders

What’s new inACT! by Sage 2009 (11.0)

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• Customers are our most valuable source of product feedback, which is why we rely on your input to develop new versions of ACT!

• We asked you what you wanted, listened to you, and observed how you work

• The result is ACT! 2009!

ACT! 2009 Snapshot

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• With ACT! 2009 you receive powerful new features, as well as significant enhancements to areas of the product that you use every day

• All this enables you to you work more effectively, become that much more productive, and better serve your contacts

• Let’s take a deeper look…

ACT! 2009 Snapshot

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Why upgrade?

You Use Microsoft® Outlook®

• New and improved Outlook integration features provide you with multiple options for tracking and organising e-mails in ACT!, as well as options for staying on top of your day:

– Track and organise e-mail communications en masse or on a case-by-case basis - or automate these functions so you can set them once and forget about them

– Calendar integration features enable you to create ACT! activities from Outlook for tracking important action items received via e-mail, and copy your ACT! and Outlook calendars automatically or with just one click

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Why upgrade?

You Use Microsoft® Outlook®

• Features include:– On-the-Fly E-mail History Recording– On-the-Fly E-mail History Recording in Multiple

Databases – En Masse E-mail Attaching– Flexible Outlook Rules and ACT!– E-mail Send from the Notes Preview Pane– ACT! Activity Scheduling from Outlook E-mails– Automatic Calendar Copying

(Relevant Only to ACT! Users)– One-Click Calendar Copy– Streamlined ACT! Setup Assistant for E-mail and

Calendar Integration

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Tighter Microsoft® Outlook® Integration

On-the-Fly

History

Recording

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Tighter Microsoft® Outlook® IntegrationEn Masse E-

mail

Attaching

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Tighter Microsoft® Outlook® Integration

ACT! Activity

Scheduling

from Outlook E-

mails

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Tighter Microsoft® Outlook® Integration

One-Click

Calendar Copy

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Tighter Microsoft® Outlook® Integration

Streamlined

ACT! Setup

Assistant for E-

mail and

Calendar

Integration

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Why upgrade?

You Regularly Search for Details in ACT!

• Lookups and search functionality have been streamlined, helping you find the details you need quickly, in one lookup-friendly place:

– Build the most basic or complex searches utilising a tool that has been simplified and enhanced

– Easily recall recent lookups, saving you time in your day

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Why upgrade?

You Regularly Search for Details in ACT!

• Features include:– Easy and Powerful Lookups– Fast Access to Previous Contact Lookups

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Powerful Lookups and Search Functionality

Easy and Powerful

Lookups

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Powerful Lookups and Search Functionality

Fast Access to

Previous Contact

Lookups

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Why upgrade?

You Print and View Your ACT! Calendar

• Improvements to calendar printing and viewing give you more visibility into your schedule so you can realise ultimate productivity gains

– Improvements to calendar printing make it easy to get relevant snapshots of your schedule

– Improvements to calendar viewing give you a beat on your schedule, plus your team’s schedule at-a-glance

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Why upgrade?

You Print and View Your ACT! Calendar

• Features include:– Calendar Filters Applied on Printouts– Contact Names on Monthly Printouts– First Name for Multiple Contact Meetings Viewable At-a-

Glance– Activities Viewable for Teams Larger than 10

(Relevant Only to ACT! Premium Users)

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Greater Calendar and Activity Visibility

First Name for

Multiple Contact

Meetings Viewable

At-a-Glance

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Greater Calendar and Activity Visibility

Activities Viewable

for Teams Larger

than 10

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Why upgrade?

You Need to Automate Administrative Tasks

• More database functions/automation options enable you to spend time managing what is most important to your bottom line, with the confidence of knowing your ACT! data is fully maintained

– ACT! now automatically handles periodic database maintenance tasks

– Utilise new options for tailoring maintenance to fit your needs

– Know exactly how your ACT! sync is progressing with the streamlined ACT! sync progress bar

– Reduce the size of your backup files by excluding attachments

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Why upgrade?

You Need to Automate Administrative Tasks

• Features include:– Automation of Important Tasks (ACT! Scheduler in ACT!)

(Relevant Only to ACT! Users)– Hourly Time Options for Automating Important Tasks– Simplified Installation of a Remote Database– Streamlined Sync Progress Bar– Option to Exclude Attachments from Backups– Quick Info for Logged-in Users

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More Database Functions/Automation Options

Automate Important

Tasks

(ACT! Scheduler in

ACT!)

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More Database Functions/Automation Options

Hourly Time Options

for Automating

Important Tasks

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More Database Functions/Automation Options

Quick Info for

Logged-in Users

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Upgrade today and take advantage of this powerful

functionality designed to help you work more effectively!