What is ACT! 2005 and ACT! 2005 Premium for Workgroups?
ACT! 2005 and ACT! 2005 Premium for Workgroups is loaded with new features and capabilities. Having a new SQL backend is taking ACT! to the next level in the CRM world. ACT! has created 2 versions to match your needs, ACT! 2005 and ACT! 2005 Premium for Workgroups.

ACT! 2005 and ACT! 2005 Premium for Workgroups will help sales teams and corporate workgroups make contact, build relationships and get results. It helps teams:

Gain greater customer insights by accessing, organizing and managing contact details.

Improve the bottom line with tools for forecasting, tracking and reporting sales opportunities.

Increase team efficiency with centralized data, robust scalability, group scheduling, and advanced security, for up to 50 users(this is only for ACT! 2005 Premium for Workgroups - ACT! 2005 would be up to 10 users).

Manage time more efficiently by tracking and completing calls, meetings, and to-do items.

Create your own activity types such as traveling, vacation, sales call, etc.

New Features
A few of the new ACT! 2005 features include:

·        One click export to Excel

·        Invoicing

·        Improved activities/calendar capabilities.

·        Company Records

Which one is for my company?
ACT! 2005 is for the smaller environment as compared to ACT! 2005 Premium for Workgroups is for the larger environment with multiple users working as a team or sharing the database.

Quick Facts:

• 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 quotes 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.
• 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.