Actionable insights are vital to business success. Act! v25 introduces an advanced dashboard builder to Act! Insight allows you to quickly create more granular, custom analytics dashboards to visualize more of your data, gain more meaningful insights, and react rapidly to changing business conditions.

Features:

• Advanced querying allows for multiple sets of criteria
• Create new dashboards based on contact, group, company, and opportunity data
• Pull in associated field data
• Configure grouping
• Add additional criteria as needed

Benefits:

• Quickly create new analytics dashboards
• Get granular by creating visualizations for previously unsupported data
• Gain more meaningful insights
• React quickly to changing business conditions

• Windows, Web, API, and Office integration drivers are 64-bit native and requires 64-bit hardware and operating system
• Act! for Web runs under 64-bit IIS mode, with significantly improved memory management (to be released in August 2023)
• If upgrading from Act! v23 or older, users must reinstall 3rd party add-ons (64-bit compatible only). Customers are encouraged to contact 3rd party developers to confirm 64-compatibility, and whether billable upgrades will be required.

Upgrades to custom tables were also bundled with Act! Premium v25, and include several new features and fixes to improve the user experience.

• Tables4act no longer uses the problematic OLEDB Views for lists, using the standard SQL tables instead
• Font settings can now be set for field values as well as labels (Windows)
• Added report designer under Custom Tables > Reports. (Windows)
• Added Charting support which can be accessed by pressing the Chart button on the custom table view. (Windows)
  
  • includes graphs & charts (click to enlarge the example to the right)
  • KPI's and Complex KPIs

Bug fixes:

• Font settings for field labels were not saving correctly. (Windows)
• Currency fields not showing the currency symbol when merging to MS Word or email, nor were they accepting 0 as a value in the web, or exporting to Excel correctly
• Activity fields displaying as an ID in the list view
• Calculated fields not displaying correct values in list view (especially age fields)
• Records in the list view sometimes disappeared after a period of inactivity
• Currency and decimal fields not displaying more than 2 decimal points in list view even if the field supports it.

Text messaging is an affordable and efficient way to reach customers and prospects alike. With open rates more than 4x greater than traditional email (98% vs 22%), it’s effective as well, allowing even the smallest businesses to compete with much larger competition.
While text messaging is currently available as part of Act! Marketing Automation for US customers, SMS4Act! Allows Act! users to send ad-hoc text messages globally without having to build a full-fledged marketing campaign. All sends and replies are automatically tracked for reference and follow-up. Click to expand the illustration ABOVE.

Features:

• Send ad-hoc text messages without the need to create a marketing campaign
• Send to individuals or groups
• Automatically track sends and replies in contact history records
• Create text message templates and personalize with individual contact information 
• Send text messages for appointments, order updates, shipping status, event reminders, promotions, and more 

Benefits:

• Affordable, efficient, and effective
• High open rates compared to email (98% vs 22%)
• Avoid designing labor-intensive emails in exchange for personalized text messages
• Track sends and replies for follow-up and reference

Act! Marketing Automation has something for businesses large and small, from basic outbound marketing tools to dynamic campaign automation, response-driven sales activity creation, and much more. 

As part of Act! Premium Desktop v25, we’ve made Act! Marketing Automation more intuitive and user-friendly for all users. Improvements include an enhanced campaign dashboard, new suppression list filters, additional date formats for mail merge, and improved list sorting.

Campaign Dashboard Enhancements:

A new Properties dropdown menu is now available to improve overall usability with options to Jump to Campaign, Jump to Campaign Dashboard, and Export all Email Campaigns.

• Jump to Campaign – Allows users to access to email campaign editor to quickly make content or design changes.
• Jump to Campaign Dashboard – Allows users quick access to the campaign dashboard to view more granular data around campaign success.
• Export all Email Campaigns – Quickly export campaign data to .csv which is sent directly to the user's email.

Email Suppression List Filters:

To make it easier for Act! Marketing Automation users to zero in on the right data, we’ve added three new filters for suppression - Reason, Status and by date.  

• Suppression reasons include like bounces, spam filters, unsubscribes, and blocking.
• Suppression status includes things like active or inactive. 

Additional Mail Merge Date Formats:

Mail merge functionality is a time-saving option to personalize outbound marketing content. 
In locales or industries where the 24-hour time format is preferred, users can now select this option on the fly or set it as the default option within the Account Properties settings.

New Email Template Sorting:

To make it easier for users to find email templates, we’ve improved load time performance and introduced four new sorting options. Users can now sort by:

• Template Name Ascending and Descending
• Last Edit Data Ascending and Descending

Available for iPhone®, iPad®, and Android™, The Act! Companion mobile app keeps users connected to their Act! database from anywhere. 
To improve the overall mobile app experience for all Act! users, we’ve made a number of enhancements to the login experience, opportunity filtering, and Act! proximity search.

Log in Screen:  
We’ve made it easier for users to quickly access the mobile app with the option to Remember Username. And a new blue background helps improve text readability.

Opportunities Filtering:
Act! Mobile app users can quickly review opportunities by status with new filtering, search for opportunities by opportunity name, and which filters have been applied.

• We updated the filter when using the User option to make sure it is using the record manager for the Opportunity records. When you use the User filter option the results are based on the record manager for the records returned.
• The Status filter option has been refactored to ensure the expected records are returned.
• We added the ability to search for Opportunities by Opportunity Name.
• Users will now see which filters are being used when looking in the Opportunity list view. The list of filters being used can be found in the white box showing the number of Opportunities being displayed.

Proximity Search:
Act! Proximity Search performance and stability has been improved to easily find the address you’re looking for while ensuring its accuracy using Google’s type-ahead suggestions.
When zooming in and out, users can easily adjust the search radius. 
Users center search location will now persist when navigating away and then back to the search.

Additional Enhancements:
The following improvements have also been implemented in Act! Companion:

• Company name visible in opportunity list view
• For contact records with more than one phone number, users will be prompted to select which to dial
• Google Maps address autocomplete
• Return all records when the search field is left blank
• Favorites page styling updates
• Clicking save multiple times does not create multiple histories
• A timestamp is not automatically added for timeless activities
• UK date format displays correctly
• Improved German translation quality
• See all associated activities in the contact detail view
• View and Manage “Hot Leads” from a single page
• Improved scrolling experience
• Phone extensions now appear in the contact record
• Record Manager added to opportunity detailed view
• Act! API out-of-date notification
• Creating an activity and assigning to contact automatically associates with a company

Act! v25 is only available in Premium version at this time, as the Web version is expected out in August and the Pro version has been discontinued. Act! Premium v25 will be available for download from Download Act! v25 - Act! on June 8th for North America, and all active Act! Premium v25 on-premises subscribers will be notified when the web version is available for download. Before upgrading, always check the Act! system requirements to confirm compatibility with your workstation setup. If you're on a 32-bit version currently and planning to upgrade to v24 or v25, please note the installation directory of Act! has changed, and will require the current version to be completely uninstalled before the new one is installed. Also, all addons will need to be reinstalled. Please consult with your addon vendor to confirm the availability of compatible updates, and if additional costs are involved.

For tips on upgrading your Act! software, please click HERE. 

If you're hosted with Act! Premium Cloud, your transition to Act! Premium v25 will be seamless. Even after Act! upgrades the databases on their side, you can continue to sync with your Act! v24 remote databases until your team is ready to upgrade their workstations. If you're hosted by a third party, please coordinate any upgrades through your Act! Administrator or Consultant, as upgrading early can cut off your sync access to the team's master database.