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| | ACT! 2005 - Full Version - Retail Box >> ACTS2005RT | ACT! 2005 - Full Version - Retail Box
This package includes one license of ACT! 2005, ACT! Link for Palm OS and ACT! Link for Pocket PC.
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|  | Product Name: ACT! 2005 - Full Version - Retail Box. . This package includes one license of ACT! 2005, ACT! Link for Palm OS and ACT! Link for Pocket PC..
- Organize your data
for quick and easy access to key customer information.
- Manage and grow your business relationships
with streamlined productivity and increased customer satisfaction.
- Stay on top of your schedule, 24/7, to
manage your day and prioritize your tasks!
- Forecast and track sales opportunities
for an improved bottom line.
- Centralize customer information
securely for increased team efficiencies.
New company records
Create new Company and Division records to get a more
complete picture of the entire relationship with any company,
including all Notes, Histories and Opportunities. Link contacts
to companies so that when core company information changes, the
changes push to each contact for easier updating. Easily convert
Groups into Companies. And create Companies from Contacts (or
vice versa).
Track more opportunity
information
See all opportunities in one place using this convenient new
customizable working view. Access, update and filter
opportunities by User, Estimated Close Date, Status, Sale Stage,
Amount or Probability of Close. And, quickly access the contact
record or perform Lookups from any opportunity within the list.
Enhanced database synchronization
Perform secure background synchronization that's easy to set
up so all users always have the most up-to-date contact
information. Even templates and attachments synchronize to other
users. Synchronization is more reliable then ever with a
synchronization scheduler that ensures everyone has the latest
data. For the utmost consistency, security is enforced through a
main to remote database relationship.
Updated calendar views
We've updated the appearance of all Calendar Views to have a
more modern look and feel. There are even new views including
the Today View, a customizable Work Week View and a Multiple
Month Mini-Calendar that can be expanded to the entire year.
With new Quick Print, you can quickly print the Calendar
displayed without specifying the template.
Customizable activities,
priorities and new field types
Create your own activity types to help you better track
activities that are specific to your business. For example, you
can define "Billable Hours" as an activity type
instead of just using "Meeting" "Call" or
"To-Do". Add and customize up to five levels of
Priorities according to your preferences. This makes it easy to
match up priorities with FranklinCovey® planners or other
prioritization methods you might use. Add new field types to
your database including Yes/No fields, virtually unlimited Memo
fields and Picture field - so you can store images of people,
houses or anything you want with any record in your database.
New contact notes and history
tabs
Include unlimited date- and time-stamped Notes and Histories
for each contact to keep track of important conversations,
commitments and meeting notes. Separate Notes and History tabs
help you better track your relationship details - and associate
with Groups or Companies for better management of data.
Improved e-mail performance
Create, send and track e-mails to and from your contacts
with the ACT! E-mail Client. Attach e-mail messages to the
Contact record and create a history item noting when the e-mail
was sent and what its contents were. The new find feature allows
you to quickly access e-mails that have been sent.
One-click export to Microsoft®
Excel
Export all List Views to Microsoft Excel with one click for
further analysis and manipulation of data. All column
customizations are maintained when exporting for easy viewing.
For advanced analysis, pivot tables are automatically created.
Enhanced groups and subgroups
Organize your contacts into Groups and up to 15 levels of
Subgroups based on location, interest, project or other. Group
records let you view cumulative information from all contacts
that belong to that group for a more complete picture of that
group. You can also save any Lookup as a Group definition to
create Groups instantly.
Tighter Microsoft® Outlook®
integration1
Keep your entire office up to date. Your ACT! Calendar can
stay up to date with your company's Outlook calendar. Schedule
and edit an activity in ACT! or Microsoft® Outlook and both
calendars will be updated.
Updated look and feel
The new, more intuitive ACT! interface is both as easy to
use as ever and, at the same time, offers a new interface with a
soft, friendly look and feel and many ease of use enhancements.
Integrated sales system
Integrate all sales opportunities and communications to
contacts, groups and companies for an at-a-glance view of all
your business relationships with intelligent workflow design
that virtually anticipates and links key information.
Powerful, easier-to-use lookups
Providing you instant access to contact details is one of
the most important benefits of ACT!. Find anyone or any detail
quickly by performing Lookups on all customer data using
Lookups, Advanced Lookup and Keyword Search features. Perform
numeric lookups by ranges, such as greater than or less than
queries - ideal when searching in date and numeric fields;
search on Create Date or Edit Date; and new Sticky Lookups
remember your last five Lookup terms on any field.
Easily find and eliminate
duplicate records
Consolidate duplicate records by easily moving contact
fields and other data such as Notes, Histories, Activities and
Opportunities from one contact record to another - to create a
single, more complete record while eliminating duplicates.
Unlimited secondary contacts
Add virtually unlimited Secondary Contacts to any contact
allowing you to quickly locate alternate contacts, assistants,
family members and other related contacts. Each Secondary
Contact has their own fields that Lookups can be performed on,
including e-mail address, business address, up to two phone
numbers, ID/Status and more. And at anytime, promote Secondary
Contacts to a full contact.
Robust forecasting tools
Meet your sales goals with confidence through built-in sales
and opportunity tracking and forecasting tools. Histories are
generated automatically as opportunity moves through sales
cycle. And, there are eight fields that can be customized to
capture specific information.
New activity series
The new Activity Series feature is a huge time-saver. It
helps you to define a series of activities around an anchor
date. Schedule the activities in the series for yourself or
other users. These activities remain linked so when one activity
moves, you are prompted to move the other ones. You'll never
miss an upcoming task!
New opportunity list view
See all opportunities in one place using this convenient new
customizable working view. Access, update and filter
opportunities by User, Estimated Close Date, Status, Sale Stage,
Amount or Probability of Close. And, quickly access the contact
record or perform Lookups from any opportunity within the list.
Generate customized quotes2
Generate an instant quote from any opportunity without
re-keying contact and opportunity information - even customize
the quote template with your logo and contact information.
New reports
Comes with 40 standard Reports for Phone Lists, Activity
Report, Relationship Histories, Sales Summaries and more; or
customize the Reports to meet your specific needs. Most Reports
can be exported to HTML, PDF, e-mail and more for easy
manipulation of data.
1
Requires Microsoft Outlook 2000, 2002 or 2003
2 Requires Microsoft Word 2000,
2002 or 2003 and Excel 2000, 2002 or 2003
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Instantly access customer information.
- Store complete contact
information including e-mail, notes, history, attachments
and more.
- Import data from Microsoft
Outlook, Palm™ Desktop and other sources.
- Choose from 60 standard
contact fields—or create your own.
- Customize your database to
access and manage information the way you want.
- IMPROVED!
Add new field types—including Yes/No, picture and memo
fields.
- IMPROVED!
Find anyone or any detail instantly with Lookups or Keyword
Searches.
- Access information on the go
with Palm OS or Pocket PC handheld devices.
Manage and grow business relationships.
- NEW! Create
Company records to see the entire business relationship.
- IMPROVED!
Organize data into Groups and 15 levels of Subgroups for
individual treatment.
- IMPROVED!
Add virtually unlimited date- and time-stamped Notes and
Histories to easily recall important details.
- NEW!
Use rich text formatting to change colors, fonts and more.
- NEW!
Attach presentations, proposals and more to Activities,
Notes and History items.
- NEW!
Share Notes and Histories between contacts—then change a
note, and it’s automatically updated in all places.
- Track completed Activities for
each relationship so you know what happened and when.
- IMPROVED!
Add searchable Secondary Contacts to easily find assistants,
family members and more.
- IMPROVED!
Create, send and track e-mail using the built-in ACT!
e-mail.
- Link correspondence to
contacts for a record of what was sent and received.
- IMPROVED!
Write letters using the built-in word processor or Microsoft
Word.
- IMPROVED!
Send letters, e-mail and more with mail merges.
- Save time with standard
letter, e-mail and memo templates.
- NEW!
Consolidate and eliminate duplicate records for the cleanest
data.
Stay on top of your schedule 24/7.
- Schedule calls, meetings and
to-do items quickly and easily.
- IMPROVED!
View daily, weekly, monthly, work week—even mini-month
calendars.
- Set alarms so you never miss
important meetings or events.
- NEW!
Track and sort five different Activity Types—or customize
and create your own.
- NEW!
Create custom History Types and Priority Levels to help you
manage your time.
- Get immediate notification of
any scheduling conflicts.
- Schedule recurring activities
in one easy step.
- IMPROVED!
Schedule multiple activities around a single event and
automatically add those activities to users’ calendars.
- NEW!
Set Global Events—like holidays and company events—to
appear on everyone’s calendars.
- Share calendars between users
to help see where everyone is at any given time.
- Manage tasks
easily—incomplete activities roll over to the next day so
nothing falls through the cracks.
- IMPROVED!
Update your calendar with Microsoft Outlook.
Help improve your bottom line.
- IMPROVED!
Forecast sales with confidence using built-in sales and
forecasting tools.
- NEW!
View and filter all opportunities in one place with
Opportunity List.
- IMPROVED!
Choose from the built-in sales process—or create your own.
- NEW!
Create or import your product list with item number, cost
and price—so everyone has the same data.
- NEW!
Generate instant quotes1 for any opportunity
without re-entering data.
- IMPROVED!
Use the built-in sales reports—or create your own using
the improved Report Designer.
- IMPROVED!
Track opportunities through the sales cycle with interactive
pipeline graphs.
- NEW!
Export your opportunity list to Microsoft Excel2
for easy data analysis and reporting.
Be more efficient with secure, shared data.
- Get up and running in
minutes—with up to 10 users sharing data.3
- IMPROVED!
Synchronize in the background so all users have the most
up-to-date data.
- IMPROVED!
Assign up to five security levels to allow different access
to information.
- Link ACT! with popular
accounting programs like Peachtree® and other leading
accounting programs.
- NEW!
Print any view without having to specify a template.
- IMPROVED!
Make records private to keep confidential information to
yourself.
- Works with Microsoft Outlook.4
1
Requires Microsoft Word 2000, 2002 or 2003 and Excel 2000, 2002
or 2003.
2 Requires Microsoft Excel 2000, 2002 or 2003.
3 You must purchase one license per user.
4 Requires Microsoft Outlook 2000, 2002 or 2003.
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Important Note:
In a shared environment, ACT! 2005 is
designed to work with up to 10 users.
If you intend to use workgroup functionality or share a database with more than
10 users, you must purchase ACT! 2005 Premium for Workgroups. You must purchase
one license per user. Customer registration and activation are required in order
to use this software. Some add-on products may not be compatible or available
with ACT! 2005.
For handheld users: ACT! 2005 does not work with
ACT! for Palm OS 1.0. ACT! handheld links are one-way updates from the desktop
to the handheld device.
For Handheld users:
ACT! 2005 does not work with ACT! for Palm OS 1.0. ACT! handheld links are
one-way updates from the desktop to the handheld device.
System Requirement:
• Microsoft Windows XP Home, XP Professional, 2000 Professional, 2000 Server, 2000 Advanced Server,
Server 2003 Standard Edition, Server 2003 Enterprise Edition, Server 2003 Web Edition operating systems
• Minimum 266 MHz processor (Pentium III or higher recommended)
• Minimum 256 MB RAM (512 MB or higher recommended)
• Minimum 300 MB of available hard disk space
• CD drive
• SVGA (800x600) or higher resolution monitor
Palm OS minimum device requirements:
• Palm OS 3.5-5.x
• Minimum 33 MHz or higher processor
• Minimum 8 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• HotSync Manager 3.5-4.x
Pocket PC minimum device requirements:
• Pocket PC 2000/2002/Phone Edition (Windows CE 3.0), Windows Mobile 2003 for Pocket PC
(Windows CE 4.x) operating systems (excludes Smartphone)
• Minimum 133 MHz or higher processor
• Minimum 16 MB or higher memory
• Minimum 500K free memory plus 1K for each contact
• Microsoft ActiveSync 3.5-3.7
ACT! 2005 Compatibility
• Microsoft Outlook 2000/2002/2003
• Microsoft Outlook Express 5.5/6.0
• Eudora 5.2/6.0
• Internet Mail SMTP/POP3
• Microsoft Office 2000/2002/2003
• Microsoft Internet Explorer 5.5
• Adobe Acrobat Reader 5.0/6.0
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