Written by   |   May 7 2019   |   Read 4356 times
Updates

What's new in Act! v21.1 

Act! now includes CRM and Marketing Automation in one solution called Act! Growth Suite. It's an all-in-one sales and marketing platform that provides everything you need to successfully run and grow your business. Additional innovations include Marketing Automation dashboards in Act! Insight, a new marketing calendar view, and asset tracking for PDFs and YouTube videos. Plus, experience improvements to Act! Companion Mobile app, Custom Tables, IT administration, and so much more!

 

Some highlights include:

  • New! Act! Database Administrator login (that does not take up an Act! Licence for administering the database
  • New! Campaign Management calendar view
  • New! Insights Dashboards for Marketing automation
  • New! Act Companion updates including Business Card Scanner
  • New! Marketing Automation Asset training improvements
  • New! Import wizard for data migration from other CRM products
  • Custom table enhancements
  • Microsoft Office 2019 and Windows Server 2019 are now officially supported
  • Plus many product improvements and compatibility enhancements!

 

NEW! System Manager User
  • New user role to help System Administrators, IT Support teams, ACCs, or hosting partners maintain the Act! database
  • Does not require a user licence
  • Access is restricted to specific features to manage database access, recovery and integrity
  • The user sees a limited interface when logged into Act!
  • Users can not view, create or delete database records, or make customisations in any area
  Act! System Manager User
NEW! Campaign Management Calendar View
  • See scheduled campaigns in a daily, weekly or monthly view
  • Filter by single send or recurring campaign
  • Available to all Act! Growth Suite tiers
  • Drill into any campaign for more detail.

 

  Act! Marketing Automation Campaign Calendar
 NEW! Insight Dashboard for Marketing Automation
  • Marketing Automation integration
  • All-new out of the box Marketing view for Act! Marketing Automation data
  • Marketing automation filters and visualisations
  • New demo data for Act! Marketing Automation in Act! Insight
 Act! Marketing Automation Insight 
 NEW! Marketing Automation Asset tracking improvements
  • Track interactions with marketing assets
  • Measure engagement:
    • Time spent and page visits of PDF documents
    • Time spent viewing YouTube content
  • Add lead capture forms
  • Optionally enforce sign-up to continue viewing
  • A/B test different assets
  • View a rich campaign dashbaord of interactions
  • Available to Act! Growth Suite Premier and Ultimate tiers
  Act! Marketing Automation Asset Tracking
NEW! Import Wizard for data migration from other CRM products

Migration and import from documents:

  • Excel
  • .CSV
  • Outlook

Migration and import for other CRMs:

  • Salesforce.com
  • Microsoft Dynamics
  • Zoho CRM
  • Sugar CRM
  • Pipedrive
  • Act! 365
  • Act! Pro
 CRM Migration Wizard
 Custom Table Enhancements
  • Include 'My Record' fields and child table records in mail merges
  • Filter and search for records when using the Assign option
  • Automatically add feault columns after creating new tables
  • 'Progress' type fields now show as a slider in the web client
  • Manage Custom Tables now pre-selects the table currently in view
  • Improved messaging in several areas to help guide users
  

DOWNLOAD ACT! V21.1

Important Note: Please be advised that updating to Act! version 21.1 requires an uninstall of the previous version prior to installing the new v21.1. We do recommend engaging a consultant to assist in the process however should you wish update Act! yourself please refer to this Knowledge Base Article: http://kb.act.com/app/answers/detail/a_id/39183.  Act Today provides this software and documentation as a courtesy and accepts no responsibility for self installations.
Michael Bryant

Michael Bryant is the Founder of Act Today. Michael’s vision for Act Today was born from his realisation of the importance of businesses having a deep and strong relationship with their customers. 

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