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ACT!
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GoldMine
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Brief Description
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ACT! is the worlds best selling CRM system. An entry-level solution yet offers many of the tools seen in advanced products.
ACT! is available in 3 versions for small to medium sized organizations:
ACT! 2007 standard version supports between 1 10 users sharing the same contact database.
ACT! Premium for Workgroups providing greater scalability and performance for larger teams and workgroups with higher volumes of data. Available in 2 (EX & ST) editions for flexible deployment options.
ACT! Premium for Web online access through a web browser. Deployed as standalone solution or in combination with ACT! Premium for Workgroups.
ACT! is an easy to use, intuitive CRM system and is particularly well suited to first time users.
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GoldMine is a mid-market solution providing an extensive array of facilities and tools including in-depth reporting capabilities and enables much greater control over user access.
Designed for medium sized companies or departments within larger corporations with 2 versions to cater for different sized requirements.
GoldMine Standard Edition built on dBASE technology.
GoldMine Corporate Edition built on Microsoft SQL architecture.
GoldMine is an advanced product which can exchange data with other internal data systems.
GoldMine is best suited to competent computer users although customization of the interface is possible for beginners.
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Layout & Ease of Use
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- The look and feel can be completely redesigned and features removed or hidden as required.
- Each user has a personal contact record which is displayed upon starting ACT!
- Intuitive design of interface with separate screens for Contacts & Company records.
- Fields options include drop down lists, image and memo fields plus yes / no tick boxes.
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- GoldMine has a more complex user interface, due to its more powerful feature set. Minor look and feel modifications are possible.
- The application is built in modules and each component can be enabled or disabled for all or some users.
- MyGoldMine provides welcome page with basic details including to-do lists, recently updated contacts, recent sales activity etc.
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Networking Capability
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ACT! is multi-user enabled & network ready.
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All software is multi-user enabled & network ready.
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Typical User Number
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ACT! 2007: Maximum of 10 users.
ACT! Premium for Workgroups: EX edition recommended 5-30 user & ST edition: 5-50+usrs.
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Standard edition: Typically 1-25 users.
Corporate edition: Typically 10-250 users.
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Remote Access
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- Inbuilt offline synchronization facility.
- Remote live access via VPN connections.
- ACT! Premium for Web can work as a standalone system or sharing data the Workgroups edition.
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- Offline synchronization (additional fee).
- Thin-client version available, which can be accessed via the web.
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PDA Compatibility
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Inbuilt 2-way synchronization to Palm OS and Pocket PC handheld devices.
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Inbuilt synchronization with Palm OS and Pocket PC handheld devices.
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Workgroup Security
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5 user security levels. Workgroups and Web editions provide extended control over access permissions to contact records & specific fields.
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Advanced user-group security with configurable data access to record & field level.
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Contact/Company centric
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Contact & Company centric structure capabilities. Contacts can be associated with company or divisional records.
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Contact-centric structure with organizational structure capabilities and roll-up account level reporting.
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Multiple addresses
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Unlimited secondary contacts per record with individual addresses. Company records can track divisional office addresses.
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Unlimited multiple contacts per record with individual addresses.
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Managing Sales
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Comprehensive Sales & Opportunity Manager with configurable products, price lists and sales stages linked to probability. Inbuilt quotation generator. Supports multi-product sales & user fields. Opportunity list view can be filtered and sorted and exported to MS Excel with 1 click. Integrates with the QuoteWerks add-on for extended quote management.
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Advanced Sales & Opportunity Manager with configurable products and sales stages, supports multi-product sales and ongoing billing, sales history and sales linked to multiple contacts. Integrates with the QuoteWerks add-on for extended quote management.
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Managing Marketing Campaigns
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Full mail-merge capabilities through Word and HTML e-mail.
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Full mail-merge capabilities via Word or HTML e-mail and campaign management for return-on-investment analysis.
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Reports
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Around 40 customizable pre-configured reports, with powerful inbuilt report writer, supporting graphs, scripting etc. Crystal Reports compatibility available with optional module.
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Comprehensive array of customizable pre-configured reports plus an option to run templates created using Crystal Reports.
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Customer Service Management
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Provides a complete view of the contact communications history, scheduled activities, and sales opportunities.
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Provides a complete contact history view and Corporate Edition can be integrated with FrontRange HEAT Service & Support software.
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Calendar
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Outlook-style multi-user daily, weekly, monthly & customizable work week views. Personal calendars can be synchronized with Outlook.
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Multi-user daily, weekly, monthly, yearly and pegboard views. Optional integration with Microsoft Outlook or Exchange Server.
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Activity Types
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Scheduling for telephone calls, meetings, to-dos, and events or define bespoke custom activity types.
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Scheduling for telephone calls, next action, meetings, to-dos, events and literature requests.
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Searching & Grouping contacts
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- Right click on any field to perform a quick lookup search and refine the search with additional criteria.
- Perform queries using multiple criteria, edit and preview results before running the query.
- Pool contacts into relevant groups and apply dynamic membership rules for automated group management. Add up to 15 levels of sub-groups.
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- Easy double-click search on commonly used fields. Advanced Queries are more complex to configure than ACT! but can be easily activated.
- Dynamic contact filters and basic contact groupings.
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Telemarketing Capabilities
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Schedule call campaigns against a group of contacts.
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Easy schedule of a call campaign against a group of contacts and use inbuilt telemarketing scripts with branching logic controls.
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Automated processes & Workflow
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Activity series allows easy scheduling of a series of tasks for multiple users around an anchor date.
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Full multi-user workflow capabilities with triggered events to fully automate repetitive tasks, set up internal procedures, produce automated e-mails & documents etc.
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Attaching files
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Full file-attachment and remote user synchronization facilities with history logging and document library access.
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Full file-attachment and remote user synchronization facilities.
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Word Integration
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Create formatted templates using Microsoft Word and personalize with contact detail. (Web edition is restricted to ACT! Word Proc. integration only).
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Create formatted templates using Microsoft Word and personalize with contact detail.
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Excel Integration
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Single click outputs to Excel from most contact & sales list views with automatic formatting & pivot table creation.
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Direct outputs to Excel from most list views.
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Internet Connectivity
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Create hot-links to client websites. Launch webpages based on current record info (e.g. map views, weather reports).
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Hot-links to client websites. Launch web-pages based on current record info (eg map views, weather reports), and display web pages within GoldMine.
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E-mail Capabilities
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- Designed to work with existing e-mail client software, or direct connection with POP3/SMTP server.
- Can send one-off or bulk e-mails & HTML graphical email templates.
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- Designed to work as own e-mail system although can work with existing e-mail client software or direct connection with POP3/SMTP server.
- Can Send one-off or bulk e-mails & HTML graphical email templates.
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Microsoft Outlook Integration
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Send emails from ACT! via Outlook to keep a copy in sent items and apply to the ACT! contact history. Or, add your ACT! address-book to Outlook & ACT! will automatically attach sent emails to ACT! Also create new ACT! records from emails received.
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Optional Outlook integration (in built for Corporate Edition) connecting GoldMine and Outlook for a complete email history.
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Microsoft Exchange Integration
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Can send/retrieve e-mails through Exchange.
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Extended Integration Services available for Corporate Edition connecting Exchange Server & GoldMine Server for 2-way calendar synchronization between GoldMine and Exchange users
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Lotus Notes Integration
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Compatible with Lotus Notes 6.5 email.
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Can be configured to send e-mails but by-passes Lotus Notes deskmiddle. Third party calendar integration options available.
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Database Customization
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Fully customizable screen-template interface with support for colour, fonts and business logos. Customizable document and report templates.
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Configurable screen-template interface, with basic modifications. Customize doc. & report templates. Customizable Record Types allows separate field profiles to be configured for each type of contact (e.g. prospects, customers, suppliers etc.).
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Field Definition Options
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- Flat-file default structure with option to add relational tables via programming.
- Unlimited user-definable contact fields including text, numeric, date, tick-boxes, graphics fields, memo fields.
- Virtual Basic Script support for conditional updating.
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- Flat-file field structure with predefined relational data elements and up to 233 user-definable contact data fields including text, numeric & date.
- Scripting support for conditional updating.
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Data Transfer
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Supports data import from MS Outlook, text delimited, CSV and dbf data files.
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Data import from Outlook, text delimited, dbf and xml data.
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Website Integration
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Additional software available to capture of new leads and inquires.
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Inbuilt web-import facility for capturing new leads & repeat inquiries.
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Programming Options
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.NET application enabling development of plug-in modules, modification of table structure and Visual Basic scripting in field definitions and report templates
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Software Development Kit available. INI scripting support for field updating & control.
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Database Engine
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ACT! 2007 Microsoft SQL 2005 Express
ACT! Premium for Workgroups EX edition: Microsoft SQL 2005 Express. ST Edition supplied with Microsoft SQL 2005 Standard & Express editions (All SQL server & client access licenses included).
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Standard Edition dBASE
Corporate Edition MS-SQL (open database) All SQL server & client access licenses included
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Server Requirements
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ACT! 2007 Windows based fileserver.
ACT! Premium for Workgroups Windows 2000/2003 Server
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Standard Edition Windows-based fileserver
Corporate Edition Windows 2000/2003 Server
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Client PC Requirements
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Windows 2000 or XP with recommended 1GB RAM and 1GB hard disk space.
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Windows 2000 or XP with recommended 256MB and 150MB hard disk space available.
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Licensing structure
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Licensed on a strictly named user basis.
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Concurrent licensing for network users with dedicated licenses for remote users. Synchronization or Thin-client licenses required for remote workers (included in Corporate Edition).
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Products for 1-5 Users