Act! LLC

What is Act! LLC?

Act! LLC is a powerful CRM and marketing automation solution that simplifies work and puts clients first. With Act! LLC, businesses can nurture valuable customer connections, market more intelligently, sell more effectively, and ensure that every client feels like their only client. Its user-friendly interface and turnkey marketing features make it a top choice for businesses looking to streamline their customer management processes.

Act! LLC offers unparalleled SMB know-how, with over 35 years in business and 800,000+ users worldwide. Customers rave about the platform's ability to close opportunities faster, attract and engage prospects, and make informed decisions based on key business metrics. Act! LLC's flexibility and choice cater to all unique working styles, providing a total relationship package for businesses of all sizes.

Customers love Act! LLC for its award-winning software that keeps them connected and helps them win customers for life. The platform boasts a 93% customer satisfaction rate, making it a trusted partner for businesses seeking to enhance customer relationships on a daily basis. Experience the power of Act! LLC by starting your free 14-day trial today!

How to Use Act! LLC?

Step 1: Getting Started with Act! LLC

• Navigate to the Act! LLC website at www.act.com.
• Click on the 'Free Trial' button found on the homepage.
• Sign up for a free 14-day trial by filling out the necessary details (no credit card required).
• Check your email for the confirmation link and click on it to activate your trial.

Step 2: Setting Up Your Act! LLC Account

• Log in to your new Act! LLC account using your credentials.
• Follow the on-screen setup wizard to configure your account settings.
• Select your company size, industry, and primary use (CRM, Marketing Automation, or both).
• Complete the initial setup by importing existing contacts or manually adding new ones.

Step 3: Managing Contacts in Act! LLC

• Go to the 'Contacts' tab in the Act! LLC dashboard.
• Click on 'Add Contact' to input new contact details manually.
• Fill out the contact form with all necessary information such as name, email, phone number, and address.
• Save the contact information. Repeat this process for additional contacts or import a CSV file for bulk uploads.

Step 4: Using Marketing Automation

• Navigate to the 'Marketing' tab on Act! LLC dashboard.
• Select 'Create Campaign' to start a new marketing campaign.
• Choose a template or start from scratch to design your email campaign.
• Input your campaign details including subject line, recipient list, and email body.
• Schedule the campaign or send it immediately.

Step 5: Managing Sales Pipeline

• Go to the 'Opportunities' tab in your Act! LLC dashboard.
• Click on 'Add Opportunity' to create a new sales opportunity.
• Fill out the opportunity details, such as potential revenue, closing date, and associated contact.
• Move opportunities through different stages (e.g., New, In Progress, Closed) using the drag-and-drop interface.

Step 6: Scheduling and Managing Activities

• Find the 'Activities' tab in your Act! LLC account.
• Click on 'Add Activity' to create tasks, meetings, calls, and other scheduled activities.
• Fill in the details like date, time, participants, and any notes for the activity.
• Set reminders and notifications to keep track of all your activities.
• View and manage all your scheduled activities through the calendar view.

Step 7: Generating Reports and Insights

• Navigate to the 'Reports' section in your Act! LLC dashboard.
• Choose the type of report you want to generate (e.g., sales performance, activity report, contact report).
• Define the parameters and time frame for the report.
• Run the report to see the comprehensive insights and analytics.
• Export the report in various formats such as CSV or PDF for further analysis or sharing.

Step 8: Getting Help and Support

• Go to the 'Support' section on the Act! LLC website.
• Browse through the Learning Center for tutorials, FAQs, and how-to guides.
• Contact Act! LLC support through live chat, phone, or email for personalized assistance.
• Consider hiring an Act! Certified Consultant for professional help and training.

Act! LLC Features

Feature 1: CRM & Marketing Automation Integration

Act! LLC offers a unique feature that combines CRM and Marketing Automation into one powerful tool. This integration allows businesses to streamline their customer management and marketing efforts in a more efficient and cohesive manner.

Function Detail

• With the CRM & Marketing Automation Integration feature, users can easily track and manage customer interactions while also automating marketing campaigns.
• Users can create targeted marketing campaigns based on customer data stored in the CRM system, ensuring a more personalized approach to marketing.
• The feature also enables users to track the effectiveness of their marketing campaigns by analyzing customer responses and engagement levels.
• By integrating CRM and Marketing Automation, businesses can ensure a seamless flow of information between the sales and marketing teams, leading to improved collaboration and productivity.

Feature 2: Sales Pipeline Management

Act! LLC's Sales Pipeline Management feature is designed to help businesses track and manage their sales opportunities more effectively. It provides a visual representation of the sales process, from lead generation to closing deals.

Function Detail

• Users can create individual pipelines for different products or services, allowing for a more customized approach to sales management.
• The feature enables users to track the progress of each sales opportunity, including the stage of the sales cycle, probability of closing, and next steps to take.
• Sales Pipeline Management also offers reporting and analytics tools that help users analyze the performance of their sales team and identify areas for improvement.
• With automated reminders and notifications, users can stay on top of their sales pipeline and ensure that no opportunity slips through the cracks.

Feature 3: Activity Management

Act! LLC's Activity Management feature is designed to help users organize and manage their daily tasks, appointments, and communications in one centralized platform. It ensures that all activities are tracked and completed in a timely manner.

Function Detail

• Users can create to-do lists, schedule appointments, and set reminders for important tasks, ensuring that nothing falls through the cracks.
• The feature allows users to log all communications with customers, including emails, phone calls, and meetings, providing a comprehensive history of interactions.
• Activity Management offers customizable views and filters, enabling users to prioritize tasks based on urgency, importance, or customer priority.
• Users can collaborate with team members by assigning tasks, sharing calendars, and updating activity statuses in real-time, promoting teamwork and accountability.

Act! LLC Frequently Asked Questions