Act! 2010 | ACT! Consultant - Melbourne | CRM Software | Help with ACT!

Know. Market. Sell.

This is the new motto for Act 2010 and it delivers. as ACT consultants based in Melbourne, it's really important that we see our customers reach their business CRM goals.

Work Better and Faster with the Easy New Design

Enjoy the new look of ACT!, with proven easier to learn and use navigation, instant access to search, related tasks, consolidated menus, big “easy” buttons, and more. You’ll get streamlined layouts and instant access to search from any view—no longer going through the lookup dialog. Related tasks provide you with more options for working with contacts, groups, opportunities, and more. You’ll see consolidated menus with relevant feature options, big “easy” buttons for tasks you complete most often, and a “new” button that lets you create anything new, from contacts to activities. The all-new Welcome Page features resources, tips, help, news, and common tasks.

Take Advantage of Leading-edge Social Media Technology
Tap into the endless possibilities of social networking and online resources for instant knowledge about your customers. See your customers on LinkedIn®, Facebook, or any other sites you choose from within ACT!, to quickly understand more about their interests, their past work history, and their connections.

Generate Actionable Demand with End-to-End E-marketing

ACT! E-marketing intelligently and automatically reaches out to your ACT! contacts, runs e-mail marketing campaigns in minutes, and delivers results right to the ACT! contact record, saving you money by helping you focus on the right customers. With ACT! E-marketing, you get:

E-mail marketing—Create striking e-mail templates and send to contacts, lookups, groups, and companies in ACT!.
Drip marketing—Create a series of e-mails that are delivered to ACT! contacts over a period of time, automatically.
Survey and Web forms—Gather valuable feedback from existing contacts so you can build and grow your ACT! database.
Marketing results tab—Use a ranked call list of the most interested contacts so you know who to call first.
Tailor Opportunities to Fit Your Selling Model
Sales tracking functionality in ACT! has been completely redesigned to make managing leads easier and more flexible. Sales opportunities now behave and appear like contacts, groups, and companies, so you can customise them, personalise them, track activity history, and set security options like you would a contact record.
Gain Insight with New Dashboards and Reports, and Streamlined View
Twelve new dashboard charts and two new default dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. Plus, you can better understand your biggest opportunities for quick wins by running one of the 13 new opportunity reports you’ve been asking for, including opportunities by process and status, pipeline by process, and many more!
With the streamlined reports view, easily understand which ACT! reports are available to you, mark reports as your favorites for quick access, and customise report descriptions for a view that’s more personalised to your needs.

Tips and Tricks

Writing Letters:

From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.

Creating a Mail Merge:

ACT! makes it really easy to create a mail merge -- a mass personalised letter created for multiple contacts at once.

When you need to send a letter to more than one contact in your ACT! database, you can use the Mail Merge feature in ACT! to send a template-based letter in one short procedure. By following the simple steps in the ACT! Mail Merge Wizard, you can write a single template-based letter to multiple contacts in an ACT! database. If you've used the mail merge features in other programs, you'll probably find that ACT!'s Mail Merge is much more user-friendly.