What’s New in Act! v18.1 Webinar presented by Michael Bryant and Matthew Wild

Overview of what we will cover.. Basic overview of Act! concepts Navigation and Lookups Ready to go integrations: Excel Outlook Integration Word SMS4Act! New Features in Act v18.1 Subscription Q&A

3 What’s New..

4 Act! 18.1 New Features (released 4 th May 2016) New Favourite Check box for quick lookups Activities now show original Schedule Date Supports Microsoft Office 2016 & Windows 10 New Act! Connect Outlook Integration - Office 365 and 2016 (32 bit) New Web interface, supports IE11, Google Chrome (great for MAC users) Act! emarketing has been greatly improved for Team use. As an administrator, you have greater control over who can send emarketing messages. (requires Team Account) New Web API integration into hundreds of other data sources

5 Act! Connect Demo

6 Zapier Connections - Examples Over 400 existing connections and growing…

7 Act! Premium Contact Link You can find out more about Act! Premium Contact Link here: Streamline your workflow, save time, and ensure you maintain a complete record of all customer and prospect interactions with Act! Premium for Outlook®. Available to Act! Premium users

8 Act! Pro vs Premium FeatureAct! ProAct! Premium Standard Act! Features, including Activities, Contacts, Groups, Opportunities, task and calendar managements Yes Record Level Security (Contacts, Companies, Groups and Opportunities) by login name NoYes Team Level SecurityNoYes Field level Security (Contacts, Companies, Groups and Opportunities) by login name NoYes Cloud – Remote sync ModelNoYes Unattended Synchronisation ServicesNoYes Web Access – IE, Chrome, iPad, iPhone, AndroidNoYes Subscription PricingNoYes Feature UpdatesNo (yearly only)Yes Supports Windows 10 and Office 2016 (32 BIT)Yes Support Paid supportIncluded in Subscription For more information about Premium Go Here -software/act-premium

9 Subscription Act! Premium is now available on a Subscription basis starting from as little as $30 per month per user plus GST. There is also volume & Loyalty pricing for existing Act! users of v16 & v17. Act! v18 customers with Business Care migrating to subscription $12 per user per month plus GST (annual billing only) Contact to check how we can help your business move to subscription today! See this blog for good overview on understanding subscription

Subscription – What Options ? Users currently on Business Care get their perpetual license ownership grandfathered when they migrate… Meaning, your just need to buy a monthly or annual subscription. Act! Pro users are not affected by the Subscription but have the choice to.. buy a licence outright or move to subscription and save $$!

11 Useful Links and Blog articles Name /URL Sales Product updates bloghttp://acttoday.com.au/blog/act-updates/ Zapshttps://zapier.com/zapbook Act! Premium Contact Linkhttp:// E-marketing blogshttp://acttoday.com.au/blog/marketing/ E-marketing getting startedhttp:// Act! Downloadshttp://acttoday.com.au/crm-software/downloads

12 Recommended AddOns to try… NameURL Act! Link for MYOBhttp://acttoday.com.au/crm-software/act-software-addons/financial/act-myob HandHeld Contacthttp://acttoday.com.au/crm-software/act-mobility/act-handheld-contact 123 Synchttp://acttoday.com.au/crm-software/act-software- addons/accessories/123sync SMS4Act! Act! Addonshttp://acttoday.com.au/crm-software/act-software-addonshttp://acttoday.com.au/crm-software/act-software-addons and

13 Advanced Tutorials and Guides NameURL Video Tutorialshttp://acttoday.com.au/video-tutorials/ Act! Video Libraryhttp://acttoday.com.au/crm-services/act-training-courses/act-library Cloud vs On-premiseshttp://acttoday.com.au/crm-solutions/cloud-vs-premises E-marketing Getting Startedhttp://acttoday.com.au/crm-software/act-emarketing#get-started Act! Installation Guidehttp://acttoday.com.au/wp-content/uploads/Act-Install-Guide.pdf Cheat Sheetshttp://acttoday.com.au/wp-content/uploads/Act-CheatSheet.pdf

14 Q&A Session

Q&A – General Q. How do you back up your Act! database? A: See the Act! Knowledgebase Article: How to back up and restore an Act! databaseHow to back up and restore an Act! database Q. What is the cost of Act! Subscription? A: Act! Subscription allows customers to pay monthly for maximum flexibility or annually for maximum savings. Permanent license options are also available that include 12 months subscription. Pricing for new licences is listed on our website. Current Act! Business Care subscribers and existing v16/17 Act! users receive special loyalty pricing for a limited time. Please contact us for a quote.website contact us for a quote Q. Does Act! have any problems with Windows 10? A: Act! version 18 is compatible with Windows 10. There are some known issues and fixes that can be found on the Knowledge Base: See Prior to upgrading, we suggest reading our blog 6 Factors to Consider Before Upgrading to Windows 10http://kb.act.com/app/answers/detail/a_id/ Factors to Consider Before Upgrading to Windows 10

Q&A - Integration and API Q. What are the system requirements for Act! Connect? A: Act! Connect is only available to Act! Premium users using Office 2013, Office 2016 PC, OWA for iPad or iPhone, Outlook Web Access or Outlook.com See the Act! Connect System Requirements for more information.Act! Connect System Requirements Q. Does Act! integrate with Unleashed or other inventory software? A: The new Act! Connect enables quick and easy integration with hundreds of popular business apps. Unleashed is not currently available however it is listed on the Zapier website as an upcoming integration. Visit and search for Unleashed. Q: Are all Act! features available under the web interface? A: Due to limitations with web compared to a desktop environment, there are some Act! features that are not available when using Act! Premium for Web. See Cloud LimitationsCloud Limitations

Q&A - Integration and API Q: Does Act! integrate with Office 2016 or only Office 365? A: Act! is compatible and supports both Office 2016 and Office 365. Q. Is SMS4Act compatible with the web version? A: Yes you can send text messages using SMS4Act! and Act! Premium for Web. Due to web interface restrictions, the template and SMS Alerts functionality is not available at this stage. Q. Does Act! integrate with Accounting programs such as MYOB, Quickbooks and Xero Link with A: Yes, there are AddOn programs that enable seamless integration of Act! with MYOB, Quickbooks and Xero. See Act! Accounting LinksAct! Accounting Links

Q&A - Integration and API Q: Is there an Act! App for iPhone/iPad? A: Act! Premium Mobile is a free AddOn with the Premium version of Act! that enables users to view and capture important customer details in real-time on an iPhone or iPad. Handheld Contact is our favourite AddOn for mobile devise as it enables users to wirelessly access and manage their Act! Contacts, Calendar, Activities right on their mobile device – even if they don't have an Internet connection. Act Today has been using and recommending HHC for 10 years as it is the best and most loved software for handheld devices. For more information see Act! MobilityAct! Mobility Q. How easy is marketing with the cloud version of Act!. A: The Act! Cloud product provided by Act Today works seamlessly with the in-built Act! emarketing program. Additionally, you get to the first 500 contacts for free. For more information see Act! EmarketingAct! Emarketing

Q&A – Training and Resources Q. Are their Act! training modules on all aspects of Act! that we can use to readily educate staff from the basics up? A: We have a list of Act! Video Tutorials that are great for getting new users up to speed, or refreshing the knowledge of current users. See Act! Video Tutorials Additionally with Act! Subscription, users gain access to an extensive library of training resources, including 100+ training videos, informative guides, product documentation, whitepapers, and more.Act! Video Tutorials Q: How do you add customer details to Act! from Outlook? A: With the Act! Premium Contact Link, users can interact with Act! Contact details right inside of Outlook. See Act! Premium Contact Link or the Act! Connect Video Tutorials for more details.Act! Premium Contact Link Act! Connect Video Tutorials Note additional purchase may be required.

Q&A – Training and Resources Q. When someone clicks submit in a form, can they be added to a new group? A: Dynamic Groups in Act! enable you to automatically add contacts to a group bases on a set criteria. See the Creating Group Membership section in the KB article How To Create, Manage, and Add Contacts to Groups in ACT! or view our video tutorial.How To Create, Manage, and Add Contacts to Groups in ACT!video tutorial For example, you could set the criteria to be Create Date within the last 7 days with an ID/Status of "New lead" to group all the new leads from the last week. Of course the contact would need to be in Act! for this to happen so you would need a process to automatically add the contact details from a new form into Act!. How to do this depends on what type of forms you use. Act! Connect enables this function using Wordpress Gravity Forms as an example. For more information, please talk to one of our consultants.consultants

Q&A – Training and Resources Q: How to you trigger a sequence of events? A: Use the Activity Series feature in Act! to create a sequence of related activities or events scheduled at set intervals. You can use an activity series to automatically schedule related activities to help you prepare for, track, or complete key tasks. As an example, you can create an activity series to track activities for closing a sale or managing a new customer. See How to create an use Activity Series.How to create an use Activity Series. You can also set up a field trigger to automatically schedule an Activity Series when a field is updated. See How to manage fields in Act!See How to manage fields in Act! Q. How do we access a video of the webinar to forward to members of our team? A: Visit to download a recording of the webinar.

22 Contact Act Today to see how we can help make your CRM implementation a success or maximise the potential of your current one acttoday.com.au