ACT! Licensing

When do you need ACT!?

• "We need to keep all our customer information all in the one place."
• "We need to find the exact relationship details of our contacts instantly."
• "We need to manage our daily responsibilities and schedule and track activities."
• "We need to be able to customise the software to suit our business."
• "We need to have remote access to our customer information when we are on the road."
• "We need to integrate the software with other applications we use every day."
• "We need to monitor our leads from first interaction through to close."
• "We want easy administration capabilities so we can perform automatic backups of our data, maintain our database and synchronise with ease."
• "We want software that is easy to learn and use so our staff can hit the ground running."
• "We don’t have instant visibility into our corporate performance from dashboards or reporting tools."
• "We want secure and central access to our contact information."

Licensing Information

NEW TO ACT! BY SAGE

ACT! BY SAGE 2010 is licenced by the number of users. This product is for 1 – 9 users, once the number of users exceed 9, You would need to upgrade to ACT! By Sage Premium EX.

ACT! By Sage Premium Ex 2010 is licenced by the number of users, however, the more licences you purchase, the more cost effective each licence becomes.

Level A	1 - 4 users
Level B	5 - 9 users
Level C	10 - 19 users
Level D	20 - 29 users
Level E	30+ users

Already an ACT! user?

Upgrading ACT! By Sage

• If you already have ACT! Licences on older versions, you can purchase an upgrade licence for each licence either you or Sage Business Solutions have a record of.
• A customer can upgrade from any version – V6, V7, V8, V9, V10, etc.
• A customer can also upgrade to the ACT! Premium tier from the entry level version of ACT! By Sage.

Upgrade Assurance

• Upgrade Assurance provides 12 months coverage for the customer and entitles the customer to receive the next version for FREE when released within that time frame.
• Upgrade Assurance can be renewed on the date it has expired and replaces the need for the customer to purchase Upgrade Licenses.
• Upgrade Assurance must be purchased at the time they purchase their ACT! Premium or ACT! Premium for Web licenses.
• It is based on a 1:1 ration – for each ACT! license you require 1 license of Upgrade Assurance.
• Upgrade Assurance is only available with the ACT! Premium solutions.

Compare ACT! Features

Features	ACT!	ACT! Premium
Contact and Customer Management
Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records
Duplicate checking and the ability to merge records
Lookups and Searching
Lookups on all fields
Advanced queries
Sales Opportunity Management
Built-in or custom sales process with multiple steps
Track product/services, details, and more for each sales opportunity
Calendar and Activity Management
Schedule calls, meetings, and to-dos, plus custom activities
At-a-glance user availability
Prospect and Customer Communications
ACT! and Outlook® e-mail integration
Create activities and contacts from Outlook e-mails
Dashboards and Reporting
Dashboard with team views
Report on activities by user
Data Sharing and Security
View activities for 10+ users on your ACT! calendar
Specify user permissions and access
Anywhere Workforce
Windows or offline access
Web access

Frequently Asked Questions

Q. Are there trial versions of ACT and ACT! Premium
A. Yes, please contact the Harris Technology Software Licensing Team on 1300 13 9999 or email softwarelicensing@ht.com.au

Q. How do ACT! and ACT! Premium differ
A. ACT! is designed for individuals, sales professionals and sales teams of up to 10 users who share data. ACT! Premium is for sales teams, small business and corporate workgroups who require greater scalability and data sharing, more flexible deployment options, advanced workgroup functionality, and additional administration and security features.

Q. With ACT!, can I have more than 10 users who share the same database
A. No, with ACT! you cannot have more than 10 users sharing data. If you require more than 10 users sharing data, you must use ACT! Premium.

Q. If I’m in a workgroup, do all customers have to have the same version of ACT!
A. Yes, all users sharing a database must have the same version.

Q. Does ACT! Premium 2010 have to be installed on a Server OS to host the master DB
A. No, you can install ACT! Premium on a non-server OS. However, for enhanced scalability, we recommend that you locate databases on a server machine so you can take advantage of the scalability offered by dedicated server resources.

Q. Can you limit which contacts can be viewed by certain users
A. Yes, you can make contacts private so that other users in the database cannot access those contacts via ACT!, or, if using ACT! Premium, they can be restricted by user or team.

Q. Are users happy with the 2010 release
A. User feedback has been extremely positive for the 2010 release. Users are particularly excited about the enhancements to the most commonly used features. The features worked on and added in ACT! 2010 were in direct response to customer feedback and surveys conducted with our install base of users on multiple prior versions of ACT!.

Q. What are the primary differences among ACT!, Sage SalesLogix, and Sage CRM
A. ACT! is a contact and customer manager, whereas Sage SalesLogix and Sage CRM are CRM products. CRM products by definition include Sales, Marketing, Service and Support competencies, and have opportunities and activities aligned with a company or account. While all three products are highly customisable, Sage SalesLogix, and Sage CRM allow further customisation of business process and workflow.

Product Information

	ACT!
	The #1 selling contact and customer manager, ACT! helps individuals and small business owners work more effectively. With ACT!, you can easily access a complete, integrated view of your contact relationships, impress contacts with your follow-up, leave no task undone, and make informed decisions to advance your business.

	ACT! Premium
	Designed for sales teams or corporate workgroups, teams can access an integrated view of contact relationships to maximise productivity and provide a better customer experience. ACT! Premium is easy to deploy, learn, and use, either as-is or customised to fit your business requirements.