| Issue 21 |
Friday,
16th November 2007 |
|
|
|
|
|
|
Act
Today Wins Sage ACT! Partner of the Year 2007 |
|
 In October, Act Today were
presented with the ACT! Partner of the Year Award for 2007 at the Sage Insights
Conference in the Blue Mountains. We are very proud to have won this award every
consecutive year since its inception in 2001.
We were also delighted to be
presented with the Sage Presidents Club Award. Only four Sage companies
throughout Australia/New Zealand are presented with this award so it is a great
achievement for our wonderful team! |
|
|
Back to top
|
|
ACT! Version 10.01 Update
|
|
ACT! by Sage 2008 (V10.0.1)
Sage
in-line release of ACT! 10.0.1 Update is now available and can be downloaded
from our web site*.
Outline of changes:
-
Compatibility
-
New
Added Features
-
Fixed Issues
-
Known Issues
-
ACT! 2008 Handheld Links
|
|
|
|
|
To
view a full list of the
improvements and resolved issues included in the
ACT! 2008 (10.0.1) update please read
What Changes Were Made in
ACT! by Sage 2008 (10.0.1)
For those of you who are on previous
version of ACT!, here's what you can expect...
ACT!
2008 delivers a range of exciting new features as well as enhancements to
existing features, all focused on making ACT! easier to use and more
feature-rich, resulting in greater efficiency and productivity for you.
The flagship component of the current release is the all-new interactive
Dashboard. This sleek, modern Dashboard brings your
ACT! data to life and allows you to stay on top of critical activities and
opportunities.
In addition, opportunity
enhancements provide quick access to more comprehensive opportunity information
and Group and Company improvements so you can better track and retrieve
information. Plus, ACT! 2008 is compatible with Microsoft® Office 2007 and
Windows Vista™.
More...
Downloads
How to Apply Updates
If you would like to upgrade to ACT!
2008/Version 10 from a previous version of ACT! ie ACT! 2007/9 or below, please
request an order form
by calling 1300 362 046 or sending an email to
orders@acttoday.com.au. |
ACT! - Now compatible with Microsoft Vista
& Office 2007!
 |
|
*We strongly advise that you read the article:
How to download and apply updates to ACT! as we do not provide free phone
support on upgrading. If you prefer, we can arrange for a consultant to come out
and assist you with this procedure. |
|
|
Back to top
|
|
Free
ACT! Seminars |
Does your CRM drive your business...or is it just a passenger?
So you have ACT! by Sage - but are you really using it to it's full
advantage? Michael Bryant, Founder and Director of Act Today will be
presenting 3 seminars in Melbourne and Adelaide to show you how easy it
is to use ACT! to increase customer retention and boost profits.
In addition, you will find
out how to increase lasting sales results and how to integrate your
phone system with ACT! to streamline your business and increase
productivity. Featuring Guest Speakers John Pennington from
Accelerated Consulting and Simon Bennett from
CyTrack.
The Melbourne CBD event is
already fully booked however there are still seats available at the
Mulgrave and Adelaide Venues so book now before you miss out! Its Free
so what can you lose??
View Agenda
|
Melbourne CBD
Sorry - this venue is full
|
Melbourne East
Wednesday, 21st
November
Time: 2:45pm to 5:30pm
Venue: Mulgrave Country Club
|
Adelaide
Thursday 29th November
Time: 7:45am to 10.30am
Venue: Stamford Plaza
|
Seminars will be held in Brisbane/Gold
Coast in March 2008. Other States to be advised.
Another Free Seminar in Melbourne
Do you answer "yes" to these questions...?
-
Do you struggle staying “front of mind” with your
customers/prospects?
-
Do
you find it difficult to always follow-up customer
and leads?
-
Do
you know how many and where your leads come from?
|
If you answered
"yes" to just one of these questions..read on...
2008 is just around the corner! Improve your customer service, increase your efficiency and increase your profits next year by attending our free seminar “Accelerate your ACT!”.
You will learn how you can easily stay in front of your customers, follow up leads and provide the best service to outshine your competitors using ACT! Addon Solutions to accelerate your ACT! database!
|
Date
Tuesday 27th of November
Start: 3pm for a 3:30
Finish: 5.30pm
|
Venue
Monash Business Incubator
5a Hartnett Close, Mulgrave 3170 |
Cost
No Charge |
ACT! Addons to be demonstrated... QuoteWerks,
MailMerge,
Web Prospect &
Sales Automation Tool
|
|
|
Back to top
|
|
New
Interactive Dashboard for ACT! |
|
The new Dashboard for ACT! lets you view and work with important information in
one location such as your daily schedules, top opportunities and sales figures.
You can have multiple dashboards for
different views, you can customise existing dashboards or create own of your
own. You can even set KPIs so you can see how your staff are going!
Set the ACT!
Premium Dashboard as the default startup view so you can begin the work day with
a comprehensive snapshot of important activity and opportunity information that
requires attention.
Because the
entire Dashboard displays in a single, comprehensive view, you can gain insight
into your business without the administrative burden of producing and reviewing
multiple reports.
You can also
drill down into each Dashboard component for more detail or to take further
action on any activity or
opportunity.
Watch a 5 minute tour to show you
how it works. In ACT!, go the the Help Menu, Select Feature Tours>Dashboards
 |
|
|
Back to top
|
|
ACT!
2008 Premium for WEB - Remote Access |
ACT! 2008 Premium for Web is now available.
ACT! Premium for Web provides contact and customer management users with
anytime, anywhere access to centralised, secure data - enabling remote,
travelling, or office-based users access to information in real time through
a Web browser.
Simple server installation allows for easy roll-out to users and provides
organisations with the security of knowing that critical customer data stays
within their firewalls, not on individual user PCs. ACT! Premium for Web
delivers all the benefits of hosted Web-based solutions, without the
recurring cost of monthly fees!
You can use just ACT! Premium for Web and
combine it with ACT! Premium (for Windows). Give us a call on 1300 362 046
to discuss the possibilities!
Log in to a Live Demo
(Choose the Act10demo database from the drop down list. Username: Chris
Huffman. There is no Password) |
|
|
Back to top
|
|
ACT!
Link for MYOB Version 3 |
|
The ACT!
Link for MYOB is one of the most
popular addons for ACT! as it allows for a fast and easy way to share
information between ACT! and your MYOB® Accounting program. This link
provides you with the MYOB Integration you need to take control of your
business, such as customer purchasing history, accounts receivable status
and up-to-date contact information.
|
 |
|
Compatibility
The ACT!
Link for MYOB now works with ACT! Versions 2005/7 and above and with the
following MYOB Versions:
-
-
Accounting Plus V15/16/17
-
-
|
|
|
|
Back to top
|
|
|
Tips & Tricks
|
|
Dynamic
Groups enable contact to automatically be added to a
group or sub group by creating a query (see last
issue's Tips on
How to Create an Advanced Query). Therefore
contact only stay in the group as long as they meet
the criteria.
There
are so many applications for this functionality. For
example, your Mail List group could have all
contacts with the Email Status=Active, the Email
Address must contain something or perhaps the @
symbol (sometimes there could be dodgy information
in there by mistake), must be a Customer or Prospect
and they have something in the Salutation field (if
you are sending personalised emails). Now when you
go to send an email to your list, you just select
the group!
How
about a Renewal Group? Contacts with expiry date in
the next 30 days would automatically be in the group
so you can just check to see who needs to be sent
renewal information.
Another
one could be a Get Details Group with members who
have a phone number but no email address. When the
receptionist has some spare time, they call up the
people in this group to get their details and
permission to send marketing emails. Once the email
address is entered, they drop out of the group!
(Make sure the E-mail Status field is updated to
Active so they get included in the mail list.)
Click these links to learn more detailed information
about the tips outlined in this issue:
For all those people who want
Tips for ACT! 6...here you go...
As always, if you have any questions about ACT!, please do not hesitate to get
in touch with one of our
ACT! Certified Consultants.
|
|
|
Back to top
|
|
|
