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Growth made easy.CRM & Marketing Automation built for small & midsized business success.

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Agenda

About Act! Act! Growth

Suite

Overview

Expert

Support &

Membership

Benefits

Why Choose

Act!

What’s New

in Act!

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About Act!

Purpose-built for small & midsized businesses, Act! provides the

ultimate toolset to build relationships, maximise engagement, and

drive business growth.

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Introducing the New Act! Growth Suite

Act! Growth Suite is an all-in-

one sales and marketing

platform, providing everything

you and your team need to

successfully run and grow

your business!

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Full-featured, everywhere access CRM

Powerful Marketing Automation

Convenient Act! Companion mobile app

Expert technical support

Exclusive Act! Insider membership benefits

What’s Included in the Act! Growth Suite?

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Professional

Designed for…expert technical support

option

$79 $71.10USD/month (billed annually)

Premier

Complete Marketing Automation:

• CRM workflow

• Nurture marketing

• HTML email editor

• Advanced lead capture & surveys

• Lead management & scoring

• Event marketing

• Website activity tracking

• Asset tracking

50,000 emails/mo to unlimited contacts

Time-saving Premier Support

Ultimate

Advanced Marketing Automation:

• A/B testing

• Progressive profiling

• Deliverability & marketing consultation

100,000 emails/mo to unlimited contacts

VIP Ultimate Support

Professional

Full-featured CRM

Essential Marketing Automation:

• Interactive template editor

• Landing pages & lead capture

• Surveys

• Drip marketing

• Real-time campaign metrics

• Marketing calendar

10,000 emails/mo to unlimited contacts

Act! Companion mobile app

Standard Support

Act! Insider benefits

Everything in Professional, plus:

Everything in Premier, plus:

Act! Growth Suite – What’s Included

Best value!

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Act! Growth Suite Feature Details

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Rich Customer Management

Make every interaction count with quick,

organised access to rich prospect and

customer details. Keep contact details,

emails, notes, history, activities,

documents, and more in one easy to find

place—the Act! contact record. Seamlessly

move your customer information from your

current CRM solution with ease.

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Act! Companion Mobile App

Stay connected to key Act! details from wherever

you are with Act! Companion, a native mobile CRM

app designed for iPhone®, iPad®, and Android™.

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Custom Tables & Industry Templates

Unlock the full potential of Act! with

Custom Tables and Industry

Templates for maximum adaptability.

Manage detailed, industry-specific

data like insurance policies, service

contracts, mortgages, or projects

with ease.

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Powerful Marketing Automation

Optimise all the ways you

communicate with prospects and

customers with Act! Marketing

Automation. You get comprehensive

campaign management, a visual

workflow designer to map out the

perfect customer journey, real-time

response metrics, and so much more.

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Act! Marketing Automation Feature Areas

Comprehensive Campaign Management—

Blasts, Drip, & Nurture

Visual Workflow Designer & Interactive

Template Editor

Effective Lead Capture, Scoring, & Nurturing

Time-saving CRM Workflow with Prioritised

Sales Follow-up

Real-time Response Metrics & Actionable

Customer Insights

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Dynamic Sales Pipeline Management

Close deals faster and more often

with dynamic sales pipeline

management tools. Capture all the

details of a sales opportunity, then

progress deals through stages with

a simple drag-and-drop tool.

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Rich Business Insights

Gain rich, actionable insights with

interactive Act! Insight dashboards.

Dashboards cover a range of

individual, team, and business

performance metrics.

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Act! Connect

Extend the power and reach of Act!

with the Act! Connect app

marketplace. Set up connections to

hundreds of popular apps, including

Microsoft® Outlook®, Slack™,

QuickBooks® Online, and Shopify.

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Membership Benefits

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Act! Insiders

Become a valued Act! Insider with

your active Act! Growth Suite

subscription!

Act! Insiders unlock access to exclusive

membership benefits that keep you

current, covered, and connected—

helping you get the most from your Act!

investment.

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Exclusive Membership Benefits

Covered

Stay covered with expert

customer success resources

at your fingertips.

Current

Stay current with automatic

access to product updates

as they’re released.

Connected

Stay connected to sales and

marketing features essential

to your business success.

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Why Choose Act!

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Act! is a recognised leader

with millions of users

worldwide.

Act! is purpose-built for the

unique needs of today’s

small and midsized

businesses.

Act! is the Perfect Fit & Trusted Choice

The

Perfect

Fit

The

Trusted

Choice

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Act! is Highly Rated by Customers

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What’s New in Act!

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Spring 2019 Launch

The next generation of Act! is here!

Act! now includes CRM and Marketing

Automation in one with the new Act! Growth

Suite.

If you haven’t seen Act! lately, here’s what

you’ve missed…

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Marketing Automation Dashboards in Act! Insight

Gain insight into overall campaign

performance with new Marketing

Automation dashboards in Act!

Insight.

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Marketing Calendar View

Know when campaigns are

being sent with the marketing

calendar, displaying planned

campaigns in day, week, and

month views.

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Marketing Automation Asset Tracking

Measure engagement of YouTube

videos and PDFs to pinpoint your

company’s most impactful

marketing assets.

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Compatibility & Integration Updates

Act! is now compatible with

Microsoft® Office 2019 and

Windows Server 2019.

Google Chrome™ users now have

full Office integration functionality.

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Numerous Additional Enhancements!

Experience improvements to Act! Companion mobile app,

Custom Tables, IT administration, and so much more that

make Act! even easier to use!

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Appendix – Additional Screen Shots

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Companies & Groups

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Calendar & Task List

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Custom Tables Examples

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Industry Template Library

Consulting

Event Planning

Insurance

Loans

Mortgage

Product Inventory

Projects

Realty

Service

Software

Support