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Whitepapers

ACT! Customer and Contact Management

The following is a collection of ACT! Whitepapers from various resources.  Also check out the ACT! White Pages web site:

Act! Architecture

Audience: IT Managers and System Administrators
Summary: Act! enables an organization to configure a contact and customer management solution based on the organization’s needs, whether users require online access, offline access, mobile access, or a combination of access types. This white paper describes the Act! architecture, which is founded on a feature-rich and customizable contact management platform, with a focus on scalability, reliability, and extensibility

How to Build a Successful Email Marketing Campaign

Audience: Owners, Sales People, Sales Managers, and Marketing Professionals
Summary: This white paper provides you with a guide to email marketing so that you will ultimately increase your return on investment. After reading through this white paper, you should be well on your way to creating your first email marketing campaign.

 


The Choice between What's Cheap and What Works

Audience: Owners, Sales People, and Sales Managers
Summary: This white paper examines the benefits of free and paid contact management solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a contact management tool that can satisfy short-term needs and meet long-term goals.

 


Feeding Sales: Find targeted leads with Business Info Services for ACT!, powered by Hoovers's (tm)

This whitepaper explores how companies can expand their business with highly qualified leads from Business Info Services for ACT!, powered by Hoover's™, a new cloud-based service that provides a rich source of new sales leads and research, accessed from within ACT! 2011. 

 


Automated Selling Machine 

This Whitepaper details covers how the new functionality in ACT! 2011, especially the use of Smart Tasks- how they can be used to automate selling process functions, provide automation for a Stay in Touch campaign and provide support of a consistent customer experience.


ACT! 2010 and Microsoft Office Integration 
This Whitepaper details ACT! integration with core Microsoft Office applications, including Microsoft Word, Microsoft Excel®, Microsoft Outlook®, as well as Internet Explorer®. It explores how ACT! users can leverage the power of both ACT! and Microsoft Office when integrated together. The integration capabilities addressed in this Whitepaper pertain to the 2010 versions of ACT! by Sage, ACT! by Sage Premium, and ACT! by Sage Premium for Web.



ACT! by Sage and Social CRM - Part 1 
This whitepaper is Part 2 of our ACT! and Social Media series and will explore the benefits of using social media to engage with your customers, and demonstrate how ACT! 2010 can make it easier to find new prospects, learn about their needs, and grow those relationships. For more information about getting started with social media, please refer to Part 1 of our whitepaper series, Connecting with Your Customers: A Guide to Social Media, which provides a general overview and description of social media and step by step guidelines for how to get started.



ACT! by Sage and Social CRM - Part 2 
This whitepaper is Part 2 of our ACT! and Social Media series and will explore the benefits of using social media to engage with your customers, and demonstrate how ACT! 2010 can make it easier to find new prospects, learn about their needs, and grow those relationships. For more information about getting started with social media, please refer to Part 1 of our whitepaper series, Connecting with Your Customers: A Guide to Social Media, which provides a general overview and description of social media and step by step guidelines for how to get started.



ACT! by Sage 2010: Delivering on Usability and Productivity 
This whitepaper discusses how in the past year, Sage Global CRM Solutions has increased efforts related to usability, and therefore, implemented a progressive program of customer research involving hundreds of customers and partners. To determine the quality of the ACT! 2010 design compared to the competition, Sage conducted a Keystroke Level Modelling (KLM) study of ACT! and five competitors. The results of the KLM study presented in this paper show that ACT! was rated number one in user productivity, while Microsoft® and Salesforce.com finished 5th and 6th respectively. Overall, ACT! was rated as most efficient with on average 17% higher productivity than competitors. Notably, the same tasks take 25% longer to complete in Microsoft Dynamics® CRM and 37% longer using Salesforce.com.



ACT! Reporting and Data Access Methods 
This whitepaper discusses the technical aspects of the ACT! reporting and data access methods. For example, the ACT! architecture provides four additional data access methods that can be used for querying, reporting and data extraction: ACT! OLE DB Reporting Provider, ACT! Reader Utility and account (ACT! Premium only), ACT! Password Utility (ACT! Premium only), ACT! SDK (Software Developers Kit).



Using ACT! Premium in Microsoft® Terminal Server or Citrix Presentation Server Environments™ 
The whitepaper explores the benefits of deploying ACT! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips. It is intended for IT Administrators who are considering deployment of ACT! using Microsoft Terminal Services, with or without Citrix.



Factors That Affect ACT! Performance for Individual Users 
This whitepaper examines the factors that affect ACT! application performance for the individual user. It includes results of testing performed by an independent benchmark testing company using ACT! by Sage 2006 (8.0), as well as testing performed by Sage on subsequent ACT! versions.



Scalability Results for ACT! Premium Solutions 
This whitepaper provides performance and scalability test results and hardware recommendations to deliver a cost effective and positive end-user experience.



ACT! Architecture, Customization, and Integration 
This whitepaper discusses the ACT! product family architecture, deployment methods, customization, and integration capabilities with other products and is intended for IT managers or system administrators who want to better understand the underlying platform and capabilities.



Keys to a Successful ACT! by Sage Deployment 
This whitepaper explores various deployment scenarios possible with ACT! solutions, based on the organization’s needs, whether users require online access, offline access, handheld mobile access, or a combination of access types.



ACT! Security Model 
This white paper discusses the ACT! security model, which was developed to support stand-alone and workgroup implementations and provide consistency and flexibility to managers and IT personnel charged with protecting contact information.



ACT! Synchronization Architecture 
This whitepaper provides an overview of the ACT! sync model, including a description of the key features, abilities, and concepts. It is directed at current users and potential customers seeking to perform a functional and technical evaluation of the product. Diagrams and examples are provided where appropriate, as well as greater detail on Internet synchronization, focusing on setup and configuration.



Managing Customer Relationships: The Choice Between What's Cheap and What Works 
Authored by Aberdeen, this research document will examine the benefits of free and paid CM solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a CM tool that can satisfy short-term needs and meet long-term goal.



CRM: A Business Imperative for Companies During the Global Economic Downturn 
This whitepaper examines how Sage is working with small and medium sized businesses today to help them protect and grow their revenues during the economic downturn through the use of Customer Relationship Management (CRM) software.



Automating Success: The Choice Between Contact Management and Customer Relationship Management 
Authored by Aberdeen, this whitepaper will enable users to determine which solution best fits their business type, as well as the organizational capabilities necessary to ensure the successful adoption of a Contact Management or Customer Relationship Management solution.

 

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