With the release of ACT 2010, Sage Software fills in some sales and marketing gaps that have been missing from its contact manager feature set. Watch The Database Diva’s free “day in the life” how-to ACT! 2010 demo video, and then read answers to the questions it generated below.
If you have an ACT! 2010 question for us, let us know in the comment section, and we’ll respond.
Sage ACT! 2010 Software Overview
- Q: can I watch a demo of ACT! 2010′s new features?
A: Yes. Here’s the link to the ACT! 2010 demo. Our version is a “role play” between Chris Huffman and her trusty ACT! Consultant as they define a typical business workflow for CHTechOne using ACT! Software. - Q: What’s diff between ACT Standard and ACT Premium
A: ACT! Premium has extra features to accommodate enterprise-wide contact database security and firepower for processing remote database synchronization. If you have no sync users and need only basic database security, ACT! by Sage (Standard) will work fine for up to 10 users. - Q: What does a new license of ACT! 2010 cost?
A: $160.99 for ACT! 2010 Standard, $321.99 for ACT! 2010 Corporate Edition Premium EX and $384.99 for ACT! 2010 Corporate Edition Premium ST. - Q: What does an upgrade license of ACT! 2010 cost?
A: Go here to see ACT! Software Pricing - Q: Is this the upgrade price no matter what version I’m upgrading from? (I have an earlier version of ACT!)
A: Yes, you may upgrade from any prior ACT version for the upgrade price shown in the above link. You are not penalized for “skipping” an upgrade. If you are upgrading from ACT! 6.0, however, you must go through a database conversion first. That’s because ACT!’s software code has changed to MS SQL since that older version was released in 2003. - Q: Are there any ACT 2010 discounts available?
A: Yes. Our online pricing is cheaper than “calling in your order” - Q: When is this version available?
A: ACT! 2010 is available now. - Q: Can you show us the groups and companies?
A: Groups and companies work exactly as they did in previous versions of ACT! Software. However, we offer a great tutorial on ACT! Groups and Companies. - Q: For a small company starting up, would it be better to get last year’s version for now and then upgrade at a later date when we grow into it to utilize everything to the fullest?
A: If you’re buying ACT! for the first time, invest in the current version. Even veteran ACT! users don’t use every feature that comes with ACT! While this version has both new and improved features, taking an ACT! training class or working with our ACT! consultants on your sales and marketing workflow will help you leverage your software much more quickly. - Q: How stable is this? I got burned by a previous version that didn’t work.
A: ACT 2010 is an extension of ACT 2009, not a complete rewrite as in previous versions. That means Sage has simply added new features to an already stable platform. - Q: How long until they have a version that fixes/patches initial bugs.
A: Sage typically follows an update timeline of approximately 3 – 4 months after initial release. - Q: Is there a web-enabled or web-access version of ACT?
A: Yes. Your options are to configure your own dedicated web server (recommended), configure a standalone PC workstation as a web server (acceptable, but will be slow the more ACT users you have) or host your database with our hosting service. All of these solutions require ACT! Corporate Edition Premium EX. - Q: Is it only ACT! Corporate Edition that does what you covered today?
A: All versions of ACT! 2010 have the same upgraded feature sets for expanded sales opportunity customization, e-marketing, reporting and social media. - Q: Is this price for a one-user version?
A: Yes, pricing is per license. Call us for a multi-user discount if you need 25 or more licenses. - Q: When you upgrade to ACT! 2010, will all of your contact information be transferred?
A: Yes. Unless you are upgrading from ACT 6.0 or older. Then you will need to do a data conversion first. - Q: Does ACT work with the most recent version of Internet Explorer?
A: Yes, and here are the current ACT! system requirements
ACT! 2010 Email Integration
- Q: What if I use Gmail, Yahoo instead of Outlook for email
A: Both of these allow integration with Outlook. Setup Outlook to connect to these and then connect ACT to Outlook. - Q: How does Act work with Outlook? Is it 110% compatible?
A: We think so. For the first time, ACT!’s Outlook integration accepts and sends meeting invites just like Outlook does. - Q: What marketing tool do you recommend for email marketing?
A: There are many excellent email marketing tools in the marketplace. However, if you use ACT!, the only email marketing tool to consider using is Swiftpage. In ACT! 2010, Swiftpage is automatically integrated into the software. Your marketing metrics are easily written back into your ACT! history tab so you can create prioritized call lists and create better niche marketing groups.
ACT! Drip Marketing
- Q: When is the next drip marketing camp and how much is it?
A: The Database Diva’s exclusive DripMarketingCamp is held approximately every six weeks and teaches you how to use your ACT! database and Swiftpage e-marketing to send nurture campaigns to groups in your database. - Q: Are there plans for a drip-marketing autoresponder?
A: Yes. You can set up ACT! e-marketing (Swiftpage) to launch an autoresponder off a web-form sign-up. The web form is created with a Swiftpage survey form and web inquiries are auto-imported into ACT! and then a drip campaign is launched. This is one of the drip marketing campaigns you can set up in DripMarketingCamp. - Q: Would I need Act 2010 Premium to utilize drip marketing?
A: No. Drip Marketing works with any version, except for legacy versions of ACT 6.0 or earlier (when email barely existed!) - Q: Can we see more on the Drip Marketing section
A: You can get a free trial of ACT! e-marketing here
ACT! Training
- Q: Do you have information on the training classes on the website?
A: The Database Diva offers public, private and online ACT! training classes. In the monthly Marketing with Your Database sessions, you get 60 minutes of in-depth subject matter expertise on a variety of ACT sales and marketing topics. - Q: We will be a first time user of ACT…. Is there a simple “start-up” webinar?
A: Yes. The easiest and fastest way to get ACT! training is to book a 2-hour private online class. You pick the date, time and agenda. We cram in as much as you can stand in 2 hours. All our training programs come with a 30-day guarantee. Additionally, we have recorded training modules which are cheap and great for self-directed staff training.
PDA Integration with ACT! 2010
- Q: Can I sync my calendar/contacts with the Palm Pre, iPhone, Blackberry (etc.)?
A: Yes. You need the Companionlink add-on to record your activities into your contact’s history (and not your ACT! My Record history). The one-time software purchase is $49-$99, depending on whether you want to sync wirelessly or through a PDA cradle. (The Database Diva loves her Blackberry wireless connection. As soon as someone schedules her in ACT!, the activity immediately appears on her phone.)
ACT! 2010 Reporting
- Q: Can you use TopLine Dash with ACT 2010? I currently have ACT 2009.
A: Yes.
ACT! Accounting Integration
- Q: Does this version or any other version of ACT! integrate with QuickBooks?
A: Yes. - Q: Do I need an add-on to enter contacts into QuickBooks?
A: See the answer above. But one easy way to get ACT! contacts into QB is with eGrabber.



{ 13 comments… read them below or add one }
When will ACT! 2010 Premium for Real Estate be ready to purchase?
No word yet, Don. Given the RE market right now, I wouldn’t hold my breath, either. You can upgrade to ACT! 2010 Standard and all your customized real estate data fields will carry over.
Is ACT 2010 compatible with Windows 7?
Yes, Sage ACT! 2010 is compatible with Windows 7.
Hi,
Great resource for ACT! users. My company is on ACT! 6.0 and we want to migrate to 2010 on new laptops running Windows 7. What’s the best option? Can we just purchase the ACT Upgrade software and copy over our existing database? Does the standard ACT 2010 version also convert 6.0 files? We would have at most 5 users. Appreciate your suggestions.
Robert, ACT 6.0 requires a conversion rather than an upgrade if you want to maintain your notes, history and activities. You can’t copy the existing data and a straight upgrade will only keep your contact information. But it’s a one-time process, and then you’re current.
I have a client who needs to do an ACT 6.0 to 2010 upgrade as well. Does ACT2010 have the conversion procedure built in, or do we need to buy an extra program to do it?
Hi I’d like to follow up on the last question. How difficult is the database conversion? We also are using Act 6.0 and want to go to Windows 7 with an upgraded version of ACT. Is there a separate disc to get for the conversion or is it part of the upgrade to ACT 2010? We are using 3 different computers and they are networked together so when 1 computer changes, they all change. Which edition of the ACT 2010 should we get?
Thank you for your help!
Hi Lori, We talked a few months ago about gettting new computers and upgrading our ACT. We currently use Version 6.0 so I know we will need to do a database conversion. Couple of quick questions to make sure we are buying the right version:
1. The new computers have Windows 7 – 64 bit – is that a problem?
2. We will have 2 computers with Act – one would house the database but we would want both computers to have access to the database and make changes. Is Standard version okay?
3. How difficult is the conversion?
4. Do we go with ACT 2011 or ACT 2010?
5. Looking for best prices…
Hey Lori – Please comment on the pros and cons of using ACT vs Zoho, Saleforce, Infusionsoft. Thanks – Randy
Hi, Randy – at the bare basic level, all do the same thing. ACT is the only one of the 4 that can reside on a PC or laptop, helpful if you’re not always connected to the internet when you want to work on your CRM system. Question differentiators in decision making, to me, are: do you plan to use your CRM to sell products and services via e-commerce? Do you have an IT department (or geek) to help you with troubleshooting or can you figure things out on your own? Do you plan to pick a platform and NEVER change or do you want the flexibility to retrieve your data if you decide to do something different in the future? Since I only know ACT well, these are the questions I’d recommend you ask when scoping out the other programs. Thanks for asking! – Lori
Issue, CHTeachONE.COM took over my act program which was act. 2008 & all my information is not available to me. What caused this????
Charles, CHTechOne is ACT’s demo database. You probably lost your path to your company database. Do a system search on .PAD and you should find it again. If not, use our technical support ticketing system to send us an ACT! help request. – Lori