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Sage ACT! - Comparisons:

Comparisons - Sage ACT! Version 2010:

Helping you to…	Sage ACT! - 2010	Sage ACT! Premium - 2010
Manage Relationships:
60+ pre-defined fields for contact details, e-mails, and phone numbers
Note, history, activity, and document tracking
Social media profiles
Last communication fields
Duplicate checking
Record merge
Related contacts
Group and company tracking
Automatic add and remove of contacts in groups and companies
Linked company and contact fields1
Tabbed interface
Big “easy” buttons
Right-click2 and one-click functionality
Type-ahead
Multi-select drop-downs
“Layman” verbiage throughout
Setup assistance for configuring preferences
In-context help, feature tours, and documentation
Search:
Central search
Lookups on all fields
Advanced queries
Activity, opportunity, document, and user lookups
Save lookups as groups and companies
Be more productive:
Activities tied to contact records
Editable priority, activity, and history types
Activity series3 for activities with multiple steps
Activity rollover
Multiple calendar views
Filterable task list view
Activity alarms
Calendar pop-ups
Calendar access by user
At-a-glance user availability4
Manage and define resources
Conflict notification
Activities for 10+ users viewable on your ACT! calendar
Market Effectively:
E-mail marketing5
Drip marketing5
Survey and Web forms5
Marketing results tab5
Attach e-mails to contacts
Preformatted templates for e-mails and letters
Mail merge to contacts and groups
Validate and correct addresses during mail merge
History of all customer correspondence
Sell More:
Opportunity note, history, activity, and document tracking
Product and service tracking
Built-in ACT! sales stages
Opportunity date fields
Opportunity designations as open, closed-won, closed-lost, and inactive
Instant quotes4 6
Filterable opportunity list view
Opportunity list export to Microsoft® Excel®
Measure Results:
Interactive activity, opportunity, and user dashboards
Dashboard targets
Dashboard with team views
Interactive pipeline report with drilldown capability
50+ preformatted report templates
Export reports to Excel, HTML, PDF, or e-mail
Activity reports by user
Connector for third-party report writers
Share and Secure:
Data sharing with 1-10 users
Data sharing with 10+ users
Viewable team memberships
Secured contacts, notes, history, and opportunities
Field level security
Company security7
Group and company security7
Five security roles for users
User permissions and access specifications
Password rules
Personalise3:
Layout designer for editing layouts
Field types designated as date, currency, yes/no, expansive memo, and picture
Remove, edit, or add fields
Add values to drop-downs
Customisable menus4, toolbars, columns, and navigation bar
Customisable sales processes
Customisable opportunity field names and field types
Customisable dashboards with the dashboard designer
Customisable reports with the report designer
ACT! online community for free downloads
ACT! Software Development Kit (SDK)
Enhancement solutions developed by third-party8 vendors
Access:
Offline access
Mobile access, including BlackBerry® and iPhone™ 9
Citrix® or terminal services
Integration:
Office and Outlook® integration10
Send meeting invites from ACT! to any calendar connected calendars
Contact4 and activity creation from Outlook e-mails
Share ACT! contacts in vCard format
Lotus Notes® integration
Excel import and export
Administration & Maintenance3:
Automatic backup
Automatic database maintenance
Automatic synchronisation
Silent install11 administration and activation
Automatic install updates

1 Not all fields can be linked and linked field types must be compatible.

2 In ACT! Premium for Web, this feature may b ehave differently.

3 In ACT! Premium for Web, administrative functions must be performed on the Web server.

4 This feature is not available in ACT! Premium for Web.

5 Requires additional subscription.

6 Requires Microsoft Excel and Word 2002, 2003, or 2007.

7 Limited access group and company names will be viewable from the tree view, but all associated information will remain inaccessible.

8 Sage and its affiliates are in no way liable or responsible for any claims made related to products or services provided by third party vendors. Sage does not guarantee the quality of third party products or services.

9 Requires additional purchase.

10 Outlook calendar integration is not available in ACT! Premium for Web.

11 Delivered as an MSI package. Software to distribute an MSI package is not included.

Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate.

Important Note: Review ACT! system requirements at www.idlsystems.co.uk/sage-act/sage-act-requirements.htm.

You must purchase one license of ACT! per user. Scalability varies based on hardware, size, and usage of your database.

About ACT!

ACT! by Sage is the number 1 selling contact and customer manager in the world with 2.8 million

users. It’s designed so you can organise all the details of your customer relationships in one place

for a complete view of the people you do business with. Improve your marketing effectiveness to

attract new customers and get more from existing relationships. And, take action on your most

qualified sales leads with total visibility and control of your pipeline. Because ACT! is easy to learn

and use, you can be more productive right away. Continue working with your existing business

solutions, like Microsoft Outlook, Word, Excel, and Lotus Notes, because they integrate with ACT!.

Sage’s policy is one of constant development and improvement. We reserve the right to alter,

modify, correct and upgrade our software programs and publications without notice and without

incurring liability.