Your last day to upgrade to a newer version of Act! with preferred pricing is September 30, 2015.

What this means for you:
A) You can choose to do nothing, and keep your current version of Act!. If you decide at a later date to purchase a newer version, you will be paying full price, and will not be eligible for an upgrade discount.
-OR-
B) You can choose to upgrade Act! at this time and receive preferred upgrade pricing (pricing varies, please contact us to discuss).

Why upgrade now?

• Innovative new features
  

          - History List view provides an insightful look back
          - Automation and customization options
          - Integrations to Dropbox, SharePoint™, iCloud®  etc.

• Ensure compatibility with popular business applications  like Windows®, Outlook 2013® and Google™ to name a few. 
  
• Flexible new monthly or annual subscription plans (permanent licensing is also still an option). Subscription plan benefits include: 
  

          - Feature and platform updates
          - Basic technical support provided by Act!
          - Basic Act! emarketing accounts
          - Video tutorials 

• Deployment flexibility: manage Act! on premise or host it in the Cloud. Act! Premium Cloud subscriptions include:
  

          - Secure Cloud hosting
          - Automatic installation
          - Nightly backups

• Integrated emarketing services  including Team Access, Lead Capture and Smart Task options.
  
• Usability and system improvements driven by customer feedback.
  

Remember, all users sharing the same database have to be on the same version of Act!.  After September 30th, you will no longer be able to buy additional ACT! 2013 licenses. Upgrade today to maintain your business continuity.

Click here for a version by version comparison. Learn more about Act! v17.

Ready to try or buy? Contact Us.

In the past couple of years, our firm has seen a remarkable uptick in the frequency with which our clients are asking, “How can I get ACT! on my iPad?”

And it isn’t just iPads—It’s also tablets and mobile phones—basically whatever mobile device is provided by employers for workers who are constantly outside of the office. And we have found that Sage ACT! Premium Mobile is one of the best answers to the question. What is Sage ACT! Premium Mobile? We figured one of the best ways to help you understand it is to answer some of the most frequently asked questions we’ve received from our clients:

What does it look like and how does it work?
Check out this demo video on Youtube to see it in action:

Will Sage ACT! Premium Mobile work on my device?
Sage ACT! Premium mobile can be accessed via an approved web browser on iPhones, iPads or Android devices. Since it is browser based, you can technically access the mobile page on your computer browser, but it is supported for use on the devices listed above on supported browsers (you would have a better user experience using ACT! for Web on your PC or laptop).

What browsers are compatible with Sage ACT! Premium Mobile?
Safari® for iPad® iOS4 and iOS5
Safari for iPhone® iOS4 and iOS5
Android™ Device Browsers 2.2, 2.3, 3.0, 4.0

How is Sage ACT! Premium Mobile different from Sage ACT! Premium for Web?
Sage ACT! Premium Mobile is actually just a mobile-device optimized (fancy for: looks and works  better on mobile devices) version of Sage ACT! Premium for Web. Your database information will be stored in Sage ACT! Premium for Web, you just use Sage ACT! Premium Mobile to access it from your mobile device.

How much is Sage ACT! Premium Mobile?
When you purchase Sage ACT! 2012 Premium, or Sage ACT! 2013 Premium, Sage ACT! Premium Mobile comes with your licensing at no additional cost. There is no subscription for this feature.

I have Sage ACT! 2012 Premium and I want to use Sage ACT! Premium Mobile. How do I set it up?
If you are using Sage ACT! 2012 Premium, Sage ACT! 2012 Premium for Web and Service Pack 1 and 2 must be installed on your server to gain access to Sage ACT! Premium Mobile. We recommend calling our office to discuss the process and requirements, and we would be happy to schedule an appointment with one of our technicians to set it up for you.

The desktop version of Sage ACT! 2012 and 2013 can be used in conjunction with Sage ACT! for Web 2012 and 2013 (respectively--2012 works with 2012 and 2013 works with 2013). Here is a video tutorial on Sage ACT! 2013 Premium Mobile installation.

If you have questions about how Sage ACT! Premium Mobile can work for you, or you would like our assistance getting set up to use Sage ACT! Premium Mobile, please call our office at 847-520-0860 or send us an email to info@kristismith.com.

In the past, we have encouraged our clients to keep track of not just sales information regarding their clients, but to also make notes when clients tell them about an upcoming big event in their lives or when they share anecdotes. In this way, ACT! has always served as a tool that helps create and maintain a strong relationship with your clients.

But ACT! 2013 has made it even easier to care for those relationships. Let me show you an example.

Last time you spoke to John, you remember him saying that he was going on vacation to Florida soon. You have a follow-up call to make with him today, so you pull up his ACT! record. You made a note in your database that John was headed to vacation in Florida, so you will probably ask him how is vacation went.

But you are also friends with John on Facebook and linked to him on LinkedIn. So now with Sage ACT!’s social media integration, you can select the Social Updates tab to see what John has said recently on his Facebook or LinkedIn account. John mentioned that he went SCUBA diving on his vacation, and you are an avid SCUBA diver too—so now when you call John, you may inquire about the activities he did on vacation and spend a few minutes sharing your enthusiasm for SCUBA diving.

By pulling in your contacts’ updates which they shared with you on social media, Sage ACT! 2013 makes it very easy to engage your contacts in meaningful conversation, thereby cementing your relationships with them. And it saves you time—you don’t need to check Facebook and LinkedIn to see what John has been up to, because now ACT! puts it in one place for you.

Social media integration also may help you understand when would be a good time to make an important call. For instance, you may pull up a client’s Social Updates tab to find out they are on vacation, on a business trip, or perhaps they are not working due to personal matters. Social media integration can give you a heads up about what is currently happening in your client’s world, so you can more aptly frame the conversation and its timing so it is most convenient for them.

With this new release of ACT!, managing your contacts is smoother and more social than ever. If you would like to see more, feel free to contact our office at 847-520-0860.