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ACT! 2009 Software: Back to Basics

The ACT! management team has spent a great deal of time talking with customers over the past year. They have done an amazing thing with this release of ACT!... they had the development team focus on the basics. They didn't spend time on fancy "bells and whistles" that almost no one would use. Instead they produced a product that offers:

  • Increased Speed
  • Easier and more powerful lookups
  • Better Outlook integration
  • Easier setup and administration of the product
  • and much more.

Take a look below at my picks for the top 13 reasons to upgrade from your older version to this new ACT 2009 software release.

Sincerely,
Susan Clark
President

Order ACT! 2009 Software Now P.S. Since we are one of the largest resellers of ACT! in the nation, we can offer you great pricing (even better than what ACT! is currently offering in their current mailings).

Top (Lucky) 13 Reasons to Upgrade to ACT! 2009
(differences from ACT! 2008)
  1. Lookup dialog has been reworked to make it easier... and more powerful.
  2. Lookup, Previous expanded so that it now remembers your last 9 lookups.
  3. Remember <Multiple Contacts>? It is now replaced with a plus sign and an actual name for any activity or opportunity scheduled with multiple contacts: +Susan Clark
  4. Unlimited display of users in any Calendar view. (No more limitation of only 10 users in a Calendar view, but hey, if you try to display 50 users, the calendar may be difficult to read.)
  5. One click access to copying the ACT to Outlook calendars (or vice-versa)... or automate the updates. The setup is also easier in the new Setup Assistant.
  6. Quick Attach feature in Outlook, quickly attaches any e-mail to the contact in ACT! based on the e-mail address.
  7. Create an ACT! activity from an Outlook e-mail message.
  8. Determine how your will record history of an e-mail on-the-fly (not just how you set it up in Options).
  9. Use rules to attach incoming messages in Outlook.
  10. Enhanced administration features, such as Setup Assistant, double-click (idiot-proof) installation of remote databases, ability to exclude attachments from a backup for quicker backups, expanded scheduling options (e.g., sync every 2 hours), and detailed progress bar during synchronization for better troubleshooting.
  11. ACT! Scheduler is now available for ACT! by Sage users (not just for Premium users).
  12. Desktop and/or Web access at one price. Licensing is user-named base. Want to view your database on the desktop and from your web server? No problem. It's all the same license now.
  13. Speed - Launches faster, switch views more quickly, speedier attachment syncs.

OK, so I have a 14th reason. ACT! Platinum CARE. For a short period of time, ACT! is packaging upgrade assurance with their product sales and throwing in some pretty cool bonuses. Get more of the details here.

So now...

Which Version?: ACT! or ACT! Premium

Overview: You have two options to choose from when selecting which ACT! is right for you.

ACT by SageACT! by Sage 2009
ACT by Sage PremiumACT! by Sage Premium 2009

If you choose the Premium version, you can choose to upgrade your database platform to Microsoft® SQL ServerTM Standard. How do you know which to choose? Well, it's all about scalability.

I've created several comparison charts below to help you decide which ACT! is the right one for you and your company. You can view the minimum system requirements for all 2009 versions. OR, try using our Select Your ACT! Version Wizard to help you decide what you need.

Because we are one of the largest resellers in North America, we can offer you a better deal than the one ACT! is currently offering.

ACT! by Sage 2009 Software
ACT! by Sage
ACT! by Sage Premium 2009 Software
ACT! by Sage Premium
Order ACT! 2009 Now or call
877-661-5200 for more details.



Key Differentiating Features
This abbreviated chart helps you decide among the options. Instead of focusing on all of the amazing features that you will find in ACT (see that chart next), this chart lists only the major differentiating factors to help you understand the differences when making your selection.

First see if any features are missing from the version you are considering and then check for scalability.
Key Differentiating Features ACT! ACT! Prem ACT!
Web
Software Integration Features
Works with Microsoft Word X X  
Works with Lotus Notes X X  
Syncs with PDAs (Palm or PocketPC) X X  
Peachtree or Quickbooks Integration X X  
Create Contact from Outlook Email X X  
Outlook Calendar Integration X X  
Automatic Outlook Calendar Sync X X  
General Features
List Edit Mode X X  
Add Document Shortcuts X X  
Availability tab in Schedule Dialog   X  
Customizable Opportunity Fields   X X
Instant Quote X X  
Limited Access for Contacts, Groups, Companies   X X
Custom User Permissions   X X
Field Level Security   X X
Automatic Database Backup X X X
Automatic Database Sync   X  
Silent Install Support   X  


Platform Differentiating Features ACT! Prem [EX] Prem [ST]
Scalability
Number of Users 1-10 1-30 1-50+
File Size Limitation of Database 4GB 4GB No Limit
Max RAM Used 1GB 1GB OS Max
Max Number of Processors Used 1 1 4


Feature Comparison Chart: ACT! 2009 Product Family

  • Feature set is consistent with ACT! 6.0: Important menus maintained and Hotkeys and Function Keys work the same.
  • View the system requirements for all 2009 versions.
  • Been using ACT! and not sure how to prepare your database prior to upgrading? Download our report on The 5 Things You Should Do Before Upgrading.

2009 Features ACT! ACT!
Prem
ACT!
Prem
Web
Organize Your Contact Data in One place
Track Complete Information: Including attachments, documents, sales opportunities, emails and more X X X
Attach documents to Activities and History items X X X
Attach shortcuts to Activities and History items X X  
60+ Pre-defined Fields X X X
Enter virtually unlimited date-and time-stamped Notes and History X X X
Edit Mode in Contact (or Group or Company) List View X X  
Create Company Records X X X
Specify Linked Contact/Company Fields X X X
Update Company Linked Fields from a Contact X X X
15 hierarchies of Groups and Subgroups - Dynamic membership X X X
Share Notes and Histories Between Contacts X X X
Rich Text Formatting - supports colors, bullets, graphics, URLs X X X
Layout Designer X X X*
Customizable Navigation Bar X X  
Maintain Private Contacts, Companies, or Groups X X X
Maintain Limited Access Contacts, Companies, or Groups X X X
Stay in Touch and Grow Business Relationships
Linked Correspondence X X X
Last Communications Fields X X X
Built-in ACT! Word Processor that supports tables, HTML images, spell checking, and more! X X X
Mail Merge using Microsoft® Word® X X  
Pre-formatted templates X X X
Opportunity Lookups X X X
Multiple Contacts per Opportunity X X X
Customizable Opportunity Fields (including date-type fields)   X X
Drop-down lists in Opportunity Fields   X X
Instant Quotes X X  
Sales and Pipeline Reports X X X
Export to Excel® X X X
Schedule from an Opportunity X X X
Schedule Activity Series X X X
Get a Complete View of Customer Interactions
Dashboard of your own Activities and Opportunities X X X
Dashboard of other User's Activities and Opportunities   X X
Advanced Keyword Search X X  
Advanced Query of Companies or Groups   X X
Quick Search     X
Save Lookups as Groups X X X
Lookup Ranges X X X
Lookup Indicator X X  
Edit within Queries X X  
Access 38+ standard reports X X X
Use Report Designer X X X*
Field Types - Picture, Yes/No, Memo, E-mail X X X*
Customize Drop-downs; Utilize Multi-Select values X X X
Share Drop-down lists across different fields X X X
Custom Activity Types X X X*
Custom History Types X X X*
Custom Priorities X X X*
Securely Administer and Deploy to Workgroups and Teams
Increased Scalability to accommodate your workgroup or team   X X
5 Security Levels for Users X X X
Custom User Permissions (including Managing Sync Subscription List)   X X
Grant Contact Access en Masse   X X*
Lookup Contacts by Access   X X*
Complexity of a Password, Expiration Options, and Password Reuse X X X*
Field Level Security   X X
Automatic Database Sync   X X*
Automatic Database Backup   X X*
Automatic Database Maintenance   X X*
Silent Install   X  
Eliminate Duplicate Records X X X*
Prevent Duplicate Records X X X
Access critical information when mobile or remote
Citrix®/Terminal Services support X X  
Synchronize Palm OS® X X  
Synchronize Pocket PC X X  
Works with ACT! for Palm OS X X  
Accounting Integration
Peachtree by Sage, QuickBooks Professional/Premier, Simply Accounting by Sage, Sage MAS 90 and Sage MAS 200, Sage BusinessWorks X X  
* Asterisks in this chart denote items in the Web version that are available, but must be designed or handled in the desktop version of the software.

Introduced with ACT! 2008/Version 10

  1. Dashboard - The all-new ACT! Dashboard gives you a visual (and customizable) overview of key performance activity and opportunity indicators of your business.
  2. Multiple Contacts/Opportunity - You can associate multiple Contacts per Opportunity (for those committee decisions).
  3. Customizable Opportunity Fields - If you own the Premium version of ACT!, you can define the Opportunity 1-8 fields as Date-type fields, if you like.
  4. Editing in List View - You can enter and edit data in the Contact List, Group List, or Company List views (similar to the way that you could edit in versions 6 and earlier).
  5. Groups and Companies Security - If you own the Premium version, you can assign Limited Access for Groups or Companies (my favorite). Now your users don't have to see all the Groups or Companies that others have created, you can limit what each user sees.
  6. Advanced Queries for Groups and Companies - You can create Advanced Queries for Companies and Groups that allow you to do lookups based on company or group field data.
  7. Easier lookups for subgroups and divisions - Now you see a tree-view display in the Group/Company selection dialogs, making lookups of subgroups (or divisions) a lot faster.
  8. Ability to Create Duplicate Group or Company Names - Now if you want a "Sales" group under Joe and a "Sales" group under Jane, it's no problem.
  9. Duplicate Checking - By First and Last Name and also dup checking for Groups and Companies
  10. Attach shortcut - You can attach a shortcut to a file on the network instead of attaching the actual file and copying it to the \Attachments folder.

Introduced with ACT! 2007/Version 9

  1. Direct Link to Microsoft Outlook® e-mail. No more ACT Email Window interface.
  2. New menu command (Write, Email from template) to quickly send a form e-mail (with graphics if you like) without going through the e-mail feature.
  3. Notes, History, Opportunities, Secondary Contacts and Documents now inherit the Contact Access security of the Contact Record. For example, if the Contact is Limited Access, then all their Opportunities will have the same Limited Access. If you don't have rights to see the contact, you won't see their opportunities in Opportunity List view or on the Company record.
  4. Field Security by user with Full access, Read-Only access, and No Access (Hidden).
  5. Regulate password usage through a global password policy. You can require employees to change passwords every set number of days, define the complexity required of passwords, and set password re-use limitations to ensure your data is secure
  6. Define which fields are linked between the Company and the Contact records.
  7. Last E-mail System field keeps track of your email correspondence
  8. View multiple notes at once and preview the critical ones using the new split-panel notes feature
  9. Enhanced query and lookup capabilities (better keyword searches, current lookup indicator displays in the status bar and ability to edit existing queries)
  10. Scheduled database maintenance (Check and Repair)
  11. Scheduled syncing of Outlook calendars with ACT!
  12. Speed...I promise...it is so much faster, you can't believe it. Testing shows over 60% faster than 7.0. Calendar views now open faster than version 6.0

Introduced with ACT! 2006/Version 8

  1. Enhanced Feature Sets
    • Tree View for Groups and Companies - (The tree view is back!)
    • View all Group and Company Associations - You can now view the contacts membership in Groups or Companies on the Groups tab, whether they were manually added or dynamically added using a query.
    • Add or Remove Groups/Companies from the Contact's record - Add or remove one or many contacts with ease.
    • Change the Activity Organizer - Easily update or change who an activity is scheduled for, even after the activity has been scheduled.
  2. Increased Compatibility
    • Lotus Notes Support - Attach inbound emails to contacts, create new contacts and activities from e-mail sender, create contact histories on the contact record when sending emails, while still using Lotus Notes.
    • Citrix/Terminal Services Support - Multiple users from different offices can access the same ACT! database, without the need for VPN access.
    • Accounting link to QuickBooks, Business Works and Simply Accounting.
  3. Improved Data Security
    • Field-level security by user.
    • Database expiration has now been extended from 90 to 365 days with one last chance to do a one-way sync even after the remote database has expired.
    • Custom user permissions allow the administrator the ability to provide some administrative functions to remote users to back-up, restore, and perform database maintenance. They can also restrict user's ability to delete contacts or export to Excel.
    • Only attachments related to the sync set will sync.

Introduced with ACT! 2005/Version 7

Focus on six major feature areas of differences from previous versions (ACT 2004/6 and earlier)
  1. Groups
    • Easy creation and maintenance - save lookups as groups; groups can be based upon a query or static membership. Because queries can be based on fields, you may never have to manually update (add or remove) groups again.
    • Increased levels - 15 levels of subgroups.
  2. Companies
    • Similar to groups - same properties; easily convert a group to a company.
    • Company record - updates to certain company fields can be pushed to contacts; automatic association.
    • Easy creation - create a company from a contact; create a contact from a company.
  3. Opportunities
    • Complete view - opportunity list view; opportunity lookups.
    • Consistent entry of data - product list; multiple sales processes.
    • Track more information - multiple products and user fields; automatic histories as opportunities move thru stages.
    • Easier reporting - export to Excel; create quotes; more report templates.
  4. Calendars and Scheduling
    • Fully customizable - custom activity and priority types; database events.
    • Activity security - calendar delegates so only authorized users can schedule on your behalf.
    • Direct Link to Microsoft Outlook e-mail (no more ACT E-mail window).
    • Automatic synchronization of Outlook calendars with the Premium version.
  5. Synchronization
    • Easy to set up - reusable queries to establish what contacts sync to what users; inductive user interface "walks you thru".
    • Reliable - recover from broken syncs; schedule your syncs.
    • Consistent - security is enforced; true parent to child relationship.
  6. Security
    • Record Level Security by users or teams for Premium versions
    • Field Level Security - by field for basic ACT! and by field by user in ACT! Premium
    • Password Management - ability to create rules for password length, complexity, re-use, etc.

Order ACT! 2009 Now
or call
877-661-5200 for more details,
or try our Select Your ACT! Version Wizard to help you decide what you need.


Don't Forget ACT! 2009 Training Manuals

ACT! 2009 Quick Study GuideWe really did write the book. We authored the "Official ACT! Quick Study Guide" for ACT! 2009 (as well as for ACT! 2008, 2007, 2006, 2005, 2004 (or 6) and 2000 (or 5). We also have developed courseware modules that you can use for teaching how to better use ACT!. The courseware comes with laminated cheat sheets to help you learn the new features more quickly...or you can buy these reference guides separately, if you like. If you want additional information about our courseware and learning aids, contact us toll free at: 877-661-5200 or email us.


Certified consultants for the ACT! contact management software through technical support, act software training and user groups.

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For comments or questions, email us
info@cornerstonesolutions.com
or contact us at:
Cornerstone Solutions, Inc., PO Box 270514, Houston TX, 77277-0514
Phone: 713-661-5200 Toll Free: 877-661-5200
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