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Growth made easy.CRM & Marketing Automation built for small & midsized business success.
2
Agenda
About Act! Act! Growth
Suite
Overview
Expert
Support &
Membership
Benefits
Why Choose
Act!
What’s New
in Act!
1 2 3 4 5
3
About Act!
Purpose-built for small & midsized businesses, Act! provides the
ultimate toolset to build relationships, maximise engagement, and
drive business growth.
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Introducing the New Act! Growth Suite
Act! Growth Suite is an all-in-
one sales and marketing
platform, providing everything
you and your team need to
successfully run and grow
your business!
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Full-featured, everywhere access CRM
Powerful Marketing Automation
Convenient Act! Companion mobile app
Expert technical support
Exclusive Act! Insider membership benefits
What’s Included in the Act! Growth Suite?
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Professional
Designed for…expert technical support
option
$79 $71.10USD/month (billed annually)
Premier
Complete Marketing Automation:
• CRM workflow
• Nurture marketing
• HTML email editor
• Advanced lead capture & surveys
• Lead management & scoring
• Event marketing
• Website activity tracking
• Asset tracking
50,000 emails/mo to unlimited contacts
Time-saving Premier Support
Ultimate
Advanced Marketing Automation:
• A/B testing
• Progressive profiling
• Deliverability & marketing consultation
100,000 emails/mo to unlimited contacts
VIP Ultimate Support
Professional
Full-featured CRM
Essential Marketing Automation:
• Interactive template editor
• Landing pages & lead capture
• Surveys
• Drip marketing
• Real-time campaign metrics
• Marketing calendar
10,000 emails/mo to unlimited contacts
Act! Companion mobile app
Standard Support
Act! Insider benefits
Everything in Professional, plus:
Everything in Premier, plus:
Act! Growth Suite – What’s Included
Best value!
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Act! Growth Suite Feature Details
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Rich Customer Management
Make every interaction count with quick,
organised access to rich prospect and
customer details. Keep contact details,
emails, notes, history, activities,
documents, and more in one easy to find
place—the Act! contact record. Seamlessly
move your customer information from your
current CRM solution with ease.
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Act! Companion Mobile App
Stay connected to key Act! details from wherever
you are with Act! Companion, a native mobile CRM
app designed for iPhone®, iPad®, and Android™.
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Custom Tables & Industry Templates
Unlock the full potential of Act! with
Custom Tables and Industry
Templates for maximum adaptability.
Manage detailed, industry-specific
data like insurance policies, service
contracts, mortgages, or projects
with ease.
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Powerful Marketing Automation
Optimise all the ways you
communicate with prospects and
customers with Act! Marketing
Automation. You get comprehensive
campaign management, a visual
workflow designer to map out the
perfect customer journey, real-time
response metrics, and so much more.
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Act! Marketing Automation Feature Areas
Comprehensive Campaign Management—
Blasts, Drip, & Nurture
Visual Workflow Designer & Interactive
Template Editor
Effective Lead Capture, Scoring, & Nurturing
Time-saving CRM Workflow with Prioritised
Sales Follow-up
Real-time Response Metrics & Actionable
Customer Insights
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Dynamic Sales Pipeline Management
Close deals faster and more often
with dynamic sales pipeline
management tools. Capture all the
details of a sales opportunity, then
progress deals through stages with
a simple drag-and-drop tool.
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Rich Business Insights
Gain rich, actionable insights with
interactive Act! Insight dashboards.
Dashboards cover a range of
individual, team, and business
performance metrics.
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Act! Connect
Extend the power and reach of Act!
with the Act! Connect app
marketplace. Set up connections to
hundreds of popular apps, including
Microsoft® Outlook®, Slack™,
QuickBooks® Online, and Shopify.
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Membership Benefits
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Act! Insiders
Become a valued Act! Insider with
your active Act! Growth Suite
subscription!
Act! Insiders unlock access to exclusive
membership benefits that keep you
current, covered, and connected—
helping you get the most from your Act!
investment.
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Exclusive Membership Benefits
Covered
Stay covered with expert
customer success resources
at your fingertips.
Current
Stay current with automatic
access to product updates
as they’re released.
Connected
Stay connected to sales and
marketing features essential
to your business success.
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Why Choose Act!
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Act! is a recognised leader
with millions of users
worldwide.
Act! is purpose-built for the
unique needs of today’s
small and midsized
businesses.
Act! is the Perfect Fit & Trusted Choice
The
Perfect
Fit
The
Trusted
Choice
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Act! is Highly Rated by Customers
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What’s New in Act!
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Spring 2019 Launch
The next generation of Act! is here!
Act! now includes CRM and Marketing
Automation in one with the new Act! Growth
Suite.
If you haven’t seen Act! lately, here’s what
you’ve missed…
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Marketing Automation Dashboards in Act! Insight
Gain insight into overall campaign
performance with new Marketing
Automation dashboards in Act!
Insight.
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Marketing Calendar View
Know when campaigns are
being sent with the marketing
calendar, displaying planned
campaigns in day, week, and
month views.
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Marketing Automation Asset Tracking
Measure engagement of YouTube
videos and PDFs to pinpoint your
company’s most impactful
marketing assets.
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Compatibility & Integration Updates
Act! is now compatible with
Microsoft® Office 2019 and
Windows Server 2019.
Google Chrome™ users now have
full Office integration functionality.
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Numerous Additional Enhancements!
Experience improvements to Act! Companion mobile app,
Custom Tables, IT administration, and so much more that
make Act! even easier to use!
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Appendix – Additional Screen Shots
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Companies & Groups
36
Calendar & Task List
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Custom Tables Examples
38
Industry Template Library
Consulting
Event Planning
Insurance
Loans
Mortgage
Product Inventory
Projects
Realty
Service
Software
Support