Act! Add-ons. x-tend your CRM to xrm

Transcription

1 Act! Add-ons x-tend your CRM to xrm

2 Anywhere.24 Creating Impact xrm - Extended Relationship Management You can significantly increase the acceptance and efficiency of your CRM software with add-ons from Anywhere.24. The convenience and additional functions range from automatic data transfer from the clipboard to various formatting and validation functions to complex and dynamic interface solutions for third party systems such as DMS or ERP systems. The CRM system becomes xrm through the seamless integration of the additional functions and the inclusion of external systems. More than 5,000 users already put their trust in the capability and performance ability of our add-ons. If, while working with your CRM, you or your colleagues sometimes ask yourselves: Why can my CRM not...? Then look more closely at our add-on catalogue or get in touch with us directly and let us advise you on xrm for your company. The solution is always simple, you just have to find it. (Alexander Solschenizyn) Anywhere.24 GmbH Lindberghstraße Puchheim Germany Telephone: +49 (89) Fax: +49 (89) [email protected] Website: You can find our current Terms and Conditions at:

3 Add-ons Active Inactive 4 Admin Package 5 Address Master 6 Advanced Group Functions 7 Auto Team Assigner 8 Call Reports 9 Card Scan 10 Company Manager 11 Connection View 12 Connect 13 ERP Light 14 ERP Connect AEVOSYS 15 ERP Connect Classic Line 16 ERP Connect Office Line 17 Excel Connect 18 Explorer 19 Field History 20 Field Link 21 Field Relation Trigger 22 Grid View 23 Hierarchy View 24 Mobile Relations 25 Quick Search 26 Table Sync 27 TAPI Connect 28 Team Calendar View 29 Thunderbird Connect 30 Twin Finder 31 Validation Manager 32 Windows Desktop Search 33 Word Connect 34

4 Active Inactive Inactive data records can now be managed quickly and easily Use Active Inactive to quickly and easily identify inactive data records, protect them from further use and processing, separate them from the current database and to filter them out of marketing campaigns. Better data quality Targeted marketing campaigns Saves time for your employees Since I started using Active Inactive for my Act! I ve had much less data to process after marketing campaigns because the inactive data is filtered out in advance. (Marketing Employee) Advanced search functions and instant filters for active and inactive data records Deactivation of all inactive data record fields Reason for inactivity is saved User definable drop down lists for inactivity reasons Compatible for contact and company level Propagation of the inactive status from company to contact level 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

5 Admin Package Administration and customising: simple, direct and automatic The perfect tool collection for administrators: The Admin Package makes everything easier - from password and authorisation management to automatic creation of company records. Direct access to all field properties is also available for free. Easier system administration Simple company record creation Optimised user guidance 5 As an administrator, this tool saves me an enormous amount of time: no more long searches for field and system settings, authorisations can now be managed conveniently and easily. (IT System Administrator) Advanced functions for database management (SQL password) Direct access to all field properties Simplified assignment of authorisations for contacts and companies Automatic company record creation following contact data import Tool for deactivating Act! functions and menu items (e.g. list view editing mode) Database licence: 990,00

6 Address Master Create data records: quickly, cleverly and from any source This means you can create new data records securely and efficiently. Simply move address data from any source to the clipboard - the tool then automatically assigns the data to the correct fields in Act!. Saves time while creating records Record creation without mistakes Easy handling A must-have for our Sales department and our back office! The creation of complete address data is the basis for contact management and, finally, the inconvenient copying of individual fields is no longer necessary. (Sales Manager) Add contact data to the Address Manager from, for example, signatures using copy and paste and use this to create contacts Intelligent mapping of the existing Act! fields to established content Address data from any sources can be transferred to Act! via the clipboard 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

7 Advanced Group Functions Efficiently manage target groups: with optimised view, search function and mass operation If you want to manage target groups in a simple yet effective way then this tool is invaluably helpful: Company and group affiliation can be seen at a glance; thanks to the simplified search function and mass operations, management is child s play. Efficient management of groups Save time with negative searches Optimised views 7 This additional tool helps me with my everyday work; particularly the fact that I can quickly find and edit groups and contact lists for newsletters and other marketing campaigns. (Marketing Employee) Parallel display of company and group affiliations in your own extension register Simplified maintenance function with tree view and option for one-click adding and deletion Fast and convenient search function for selecting company and group data records Display of static and dynamic groups incl. current number Complex group operations such as All contacts who are in at least one of the selected groups or All contacts who are in none of the selected groups for example Remove the current search from one or more groups 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

8 Auto Team Assigner Manage authorisations: can now be done automatically, dependent on field and in a structured way The Auto Team Assigner makes life much easier for administrators: Field dependent authorisations for users and teams can now be assigned and this can be done automatically. You can also effortlessly get to grips with the predefined authorisation structure. Automatic access authorisations Less administration outlay Field dependent team affiliation I save myself so much time in the creation and maintenance of authorisations. I finally no longer have to deal with each user individually. (Team Manager) Automated assignment of user and team authorisations Management of authorisations using user-definable field values from one or more fields Implementation of multi-dimensional authorities Manage authorisations securely and centrally with the server service Database licence: 1.490,00

9 Call Reports Structured forms: Design, define and evaluate individually Not just a huge time saving but also a useful source of information: With Call Report, you can create any forms, for example visit reports, questionnaires or checklists, and also link the templates with any entities such as companies, contacts, sales opportunities, histories, activities and documents so as to evaluate these later. Structured visit reports Transparent evaluations User-defined surveys 9 I finally have forms for my customers visits that are easy to adapt and use: no more inconvenient manual content transfer and no more separate visit reports... everything is now supported by tools, can be printed out immediately and is transparent for my customers. (Customer Advisor) Database licence: 1.490,00 Universal tool for the creation and design of individual forms for visit reports, surveys and checklists Option of linking to companies, contacts, sales opportunities, activities, histories and documents Can be integrated directly into Act! Activities through a right mouse click function and direct creation of a visit report from an activity Automatic creation of an activity in the event of spontaneous visits User-definable questions and answers with various field types (checkbox, drop down menus, multi-selects, date or date range, memo, text, number, currency) Grouping function and user-definable question sequences Definition of compulsory fields for each questionnaire Use of the Act! authorisation concept (users, teams) for managing access to the templates Central evaluation tool incl. reporting engine Export functions for PDF and Excel Simple inclusion of your company logo Offline compatible in connection with Table Sync

10 Card Scan Make contacts from business cards: completely, conveniently and with no errors No more manual contact creation: In connection with the Dymo Card- Scan, this tool scans all data on both sides of business cards and automatically assigns the data to the correct fields in Act! - quickly and with no errors. Save time when creating data Data input with no errors All data fields are up-to-date This add-on is fabulous - the address information is transeferd correctly into the fields of the contact record. An enormous time saving, particularly when following up after trade fairs. (Management Assistant) Intelligent mapping of the data scanned and recognised by OCR to the Act! database fields Fast and simple creation of data records Updates existing data records Optional saving of the scanned business card in the contact (both sides) Option of decentral use (business card scanner and Act! workstation are separate) Licence: 490,00 per user Upgrade: 290,00 per user ( without business card scanner)

11 Company Manager Intelligently links contact and company levels: an automated and perfect interaction With Company Manager, any fields between company and contact level can be linked and propagated to individual levels. The linking of contacts and the creation of new companies is also done automatically and is greatly simplified. Better data quality Updating of linked data Simple operation 11 Another additional tool that makes a small but mighty difference for the acceptance of Act! amongst our employees. (Sales Manager) Propagation of field values between the company and contact entities Locking of linked fields at contact level, independently of the Act! authorisation concept Definition of exceptions to propagation (e.g.: deviating visit address; deviating powers) Automatic creation of company data records can be defined as optional or compulsory Simplified linking of company and contact data records thanks to optimised search functions Automatic generation of branch names, such as Anywhere.24 GmbH - Munich for example 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

12 Connection View Establish connections between all entities: viewable and searchable Now you can establish connections between all Act! entities and, as a result, significantly improve your relationship management: The connection types are user-definable, can be depicted graphically and you can even create a link for all contacts from a search. Transparent connections User-definable roles Graphic display The complex connection network of the company groups and networks of our customers becomes transparent and tangible for our employees with this add-on. (Sales Team Manager) List display and graphic display in the form of a mind map In the graphic display: Freely selectable connection depth incl. inverse connections User-definable roles between the individual entities: contact, company, sales opportunity, group Mass creation of connections for the current contact search Integrated search function Offline compatible in connection with Table Sync 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

13 Connect Fully exploit the potential in s: directly from Outlook and yet still in Act! Now use Outlook as a convenient instrument for communication, merchandising and processing: with Connect, you can create graphically designed s or personalised newsletters incl. file attachments and you can send these immediately or with a time delay in the blink of an eye. Right click functions Professional marketing functions Personalised templates 13 A great workflow tool for everyday marketing and sales activities; a bonus is that the familiar work in Outlook is supported. (Marketing Manager) Follow up and archive one or more s by right clicking right in the Outlook folder in Act! All fields are searched in the automatic assignment Multiple assignments for To:, CC:, BCC: can be freely configured Additional manual linking of s to arbitrary contacts, companies, groups or sales opportunities Simple use of Act! database as an Outlook address book Direct creation of an activity from an User-definable saving options for the (.txt,.msg,.html) and the attachments Marking of s attached in Act! in Outlook Assignment of support tickets on the basis of incoming s and identification of file number during allocation Supports all Office versions from Microsoft Office 2000 and more recent 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

14 ERP Light Expand CRM: enterprise resource planning functions Expand your CRM system into a small enterprise resource planning system: template management for all document types, user-definable number ranges, multilingual product management and automatic creation of sales opportunities. Facilitates sales Templates save time Quotation management to go For the first time, salespeople no longer need to work in several systems at the same time. With this add-on, we can not only create contacts in Act! but also the required documents and sales opportunities. (Sales Employee) Word-based template management for all document types User-definable number ranges Expansion of Act! products to include product long text Multilingualism for templates and product text Automatic creation and updating of sales opportunities based on the quotation given Offline compatible in connection with Table Sync 1-9 licences: 249,00 per user licences: 219,00 per user 25+ licences: 189,00 per user

15 ERP Connect AEVOSYS Link your CRM system with AEVOSYS: a great source of valuable information Make your CRM system into a really useful information portal: Search information and use the dynamic real-time display of dynamic data and the integrated workflows in order to recognise sales opportunities and look after customers better. Multiple client capability Workflow integration for documents Dynamic data in real-time 15 A simple idea that has been well implemented. The connection of Act! and AEVOSYS combines the practical and the useful; the usual Act! user interface for contacts with master and dynamic data from AEVOSYS. (Sales Manager) Database licence: 2.490,00 Note: ERP Connect AEVOSYS is only available in connection with a configuration workshop! Bidirectional master data synchronisation of companies and contact persons Display of all dynamic data in user-definable extension registers up to item level incl. serial numbers User-definable ODBC views available in Act! Individual authorisation to all extension registers can be user-defined Searches at company and contact level can be saved, making use of of all displayed ERP information fields Excel export of update data Multiple client capability (a CRM data record with links to several ERP data records) Automated creation of debitors and creditors incl. approval process Workflows for automatic follow-up in the field of sales and purchasing documents User-definable field mapping between Act! and AEVOSYS Dynamic data is offline compatible in connection with Table Sync

16 ERP Connect Classic Line Your CRM can do more: e.g. display sales potential Your CRM system can do more than you might think: Search information and use the bidirectional, multiple client master data synchronisation and the dynamic real-time display of dynamic data in order to recognise new opportunities in sales and marketing. Advanced search functions Dynamic data in real-time Dynamic data available offline Another pragmatic solution from Anywhere.24 for our everyday sales activities: Classic Line master and dynamic data can be easily integrated in Act! - even offline. (Sales Group Manager) Bidirectional master data synchronisation of debitors and creditors Display of all dynamic data in user-definable extension registers up to item level User-definable ODBC views available in Act! Individual authorisation to all extension registers can be user-defined Searches at company and contact level can be saved, making use of all displayed ERP information and fields Excel export of update data Multiple client capability (a CRM data record with links to several client data records simultaneously) Partially automated creation of debitors and creditors incl. approval process User-definable field mapping between Act! and Classic Line Dynamic data is offline compatible in connection with Table Sync Database licence: 2.490,00 Note: ERP Connect Classic Line for ACT! is only available in connection with a configuration workshop.

17 ERP Connect Office Line CRM as an information portal: master data, document information, turnover, open items With ERP Connect Office Line, your CRM system can become an information portal: The bidirectional and multiple client master data synchronisation and the real-time display of dynamic data open up new potential for you in terms of looking after your business partners. Cross-client data Bidirectional master data synchronisation More effective marketing campaigns 17 The complete interface from Anywhere.24 saved us a costly inhouse development. (IT Manager) Bidirectional master data synchronisation of companies, contact persons and bank account details Display of all dynamic data in user-definable extension registers up to item level User-definable ODBC views available in Act! Individual authorisation to all extension registers can be user-defined Searches at company and contact level can be saved, making use of all displayed ERP information and fields Excel export of update data Multiple client capability (a CRM data record with links to several client data records simultaneously) Automated creation of debitors and creditors incl. approval process User-definable field mapping between Act! and Office Line Dynamic data is offline compatible in connection with Table Sync Database licence: 2.490,00 Note: ERP Connect Office Line is only available in connection with a configuration workshop!

18 Excel Connect Lists, documents, invoices, etc.: immediate, complete and individual Now you can conveniently use all data from Act! in Excel. Regardless of whether it s analyses, statistics, histories or documents: Excel Connect provides you with an editor that is intuitive to use, and you can use it to create precisely the templates that you need. Flexible templates Export all list views Simple evaluations The add-on is easy to use and, thanks to the individually definable templates, I can quickly create an overview of my desired data at any time. (Service Manager) Direct logging in the history is possible (even without printing) Adapted telephone format (country code) in this version Improved template creation editor incl. access to all fields of the entities: contact, company, sales opportunity, product or group Optional saving of each individual document in mass issuance Use of Excel formulas and functions is possible in the Excel Connect templates One-click exports of all Act! list views Supports all Office versions from Microsoft Office 2000 and more recent 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

19 Explorer Create and manage folder structures: fully automatic, clear and convenient The creation and management of folder structures and files can be this easy: Explorer integrates your existing Windows folder structure and takes over the creation of new folders and the storage of files almost fully automatically. Standardised file structure Faster access Windows Explorer in your CRM 19 I can finally find all information and documents related to the customer in our file. The creation of the structure is done at the push of a button and is now child s play. (Sales Assistant) Display of the Windows Explorer in an extended register at company, contact, group and sales opportunity level All Windows Explorer standard functions such as drag & drop and context menu are available User-definable folder templates Automatic creation of folder structures (per entity) based on the defined templates Updating of folder structures in the event of name changes and rebranding Integration for Word Connect and Connect for saving documents directly and creating in the folder structure 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

20 Field History Changes to the database: track and document individually It is now child s play to create an audit trail, for example: Field History for Act! logs changes to the database for you at field level. You can define the fields to be logged. User-definable logging More data security Automatic audit trail The audit trail option makes it easier for us to restore the data after input errors are made. At the same time, the user activities are documented and are thus easier to track. (Christian Hertneck, CEO) Tabular display of field value changes (old value new value) in an inhouse extended register Can be defined by field and entity Use of the Act! teams for managing access to the extended register Offline compatible in connection with Table Sync 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

21 Field Link Data management: more efficient, more transparent and more useful than ever before Links make it possible: With Field Link, you can use your data anywhere at the click of a mouse. The linked target entity can be chosen by you and you can transfer any field values into the object to be linked. In connection with Connection View, these links are automatically maintained and visually presented. Better transparency and data quality Automatic data updates Simple master data maintenance 21 Simple linking of data makes my work easier and creates much more transparency. (Back Office Employee) Linking of fields and data records between any entities Hyperlink function User-definable filter for the selection of the data to be linked In the linking, any field content can be combined and saved in additional target fields In connection with Connection View : graphic display of links 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

22 Field Relation Trigger Intelligent logics for master data: use in a varied and efficient way, easy to maintain Regardless of whether you want to ensure that you have the correct letter salutations, post codes or bank sort codes - with the Field Relation Trigger, you can automatically make field additions or data corrections based on any data sources. Auto-completion Better data quality Simplified data input The Field Relation Trigger makes it a lot easier working with Act! on a daily basis; the automated completion of field entries alone is worth its weight in gold. (Service Employee) Automatic and user-definable telephone number correction and recognition of country and area codes Definition of field dependencies and mutual field updates (salutation <> letter salutation) Completion of field values using saved data sources (sort code > bank name; post code > city, country) Fast input with defined abbreviations (DD > direct debit) User-definable dependent drop down menus (dependent on the pre-filtered sub-industries for the selected industry) 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

23 Grid View Management of additional data: extensive, reliable and flexible Regardless of whether you want to integrate ODBC-capable data dynamically in Act! or manually acquire further additional information - with Grid View and with its more than 100 user configurable parameters, you can overcome any challenge. Flexible and dynamic views Lots of user-definable settings Expansion of data model 23 This was one of our best-selling add-ons in that s due to the management flexibility of the additional data and the user-friendly interface. (Gaëtan Hartmann, Senior Project Manager) 1-9 licences: 329,00 per user licences: 249,00 per user 25+ licences: 169,00 per user Integration of ODBC-capable data on all Act! entities User-definable fields and tables incl. sub-tables Searches can be saved as under the Expanded queries in Act! incl. all integrated additional data Various display forms from list view to file card view Export functions according to Excel and integration in Excel Connect for Act! or also Word Connect Various special functions such as look-up for users, companies, contacts, sales opportunities or groups incl. automatic field additions for example Convenient functions such as right click properties can be defined by the user Various system fields dependent on the registered user Advanced filter and grouping options in all list views Authorisation concept up to field level based on Act! teams Offline compatible in connection with Table Sync

24 Hierarchy View Recognise data structures and relationships and use these in a targeted way Hierarchy View The tool identifies relationships based on field similarities and displays the grouping levels in a clear tree view. Information such as history, activities and sales opportunities can also be visualised by summarisation level. Dynamic tree views Transparent data structures Easier data maintenance I had to spend a long time looking for this: a simple solution for summarising and displaying different data hierarchies. (Sales Employee) User-definable hierarchies can be saved in up to 10 different profiles, incl. individual icons per level Display of relationships based on field similarities and data affiliation Summary of histories, activities and sales opportunities by summarisation level Display of structures in the extension register, separate window or replacing the standard corporate tree 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

25 Mobile Relations Act! and iphone : simple, fast and reliable Mobile Relations makes your Act! data available at all times and synchronises this bidirectionally on the iphone, ipod touch or ipad in online and offline mode. Data available online and offline Intuitive operation High acceptance by employees 25 I now have all important information on my iphone at all times and everywhere and this is now integrated in the usual environment. (Sales Employee) Licence purchase: 249,00 per user Monthly fee: 14,90 per user Synchronisation server: 1.490,00 iphone Look and Feel for intuitive operation. Makes it easy to get started Companies, contacts, sales opportunities, history and activities available for mobile access on the iphone, ipod touch or ipad Online and offline access to all data Extremely fast and bidirectional synchronisation Creation of any data records can also be done offline Telephony, navigation and integration are all fully supported Intelligent and comprehensive search functions Save history and mark favourites Graphic evaluations and cockpit function Clear detail and list views Advanced views on the ipad Server administration Supports several databases

26 Quick Search Full-text search: find what you re looking for quickly instead of looking for ages It couldn t be simpler or more convenient: Define any fields that you want to browse and determine the search accuracy yourself. Especially useful: You can search phonetically and do a fuzzy search at the same time. Search more efficiently Fuzzy and phonetic search Easy operation There is finally an add-on that significantly eases my search for certain data. It saves me lots of time. (Back Office Employee) User-definable search fields at company and contact level Address data from any sources can be transferred to Act! via the clipboard Phonetic and fuzzy search function 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

27 Table Sync SQL tables: user-definable, can be used offline and easy to synchronise Would you like to use additional data from an ERP system or other add-ons offline as well? With Table Sync you can define SQL tables and synchronise changes bidirectionally and easily the next time you are online. Additional option for the following add-ons: Call Reports Connection View ERP Connect Light ERP Connect AEVOSYS ERP Connect Classic Line ERP Connect Office Line Field History Grid View Twin Finder Additional data available offline Decentralised data maintenance More transparency in sales 27 In my job it is important to be able to activate connection data quickly - Table Sync allows me to call up data at any time, regardless of whether I m online or offline. That is very important, particularly in sales. (Sales Manager) Can be used for any additional data SQL databases User-configurable synchronisation directions (unidirectional and bidirectional) One click synchronisation for Table Sync and Act! Synchronisation Process priority can be set by the server Design as Windows service for the automatic synchronisation of data Extensive logging of synchronisation process Database licence: 1.490,00

28 TAPI Connect Manage calls: quickly, clearly and transparently Save time and have an overview of the telephone jungle at all times: easily manage incoming and outgoing calls via your CRM system. With the intelligent call monitor from TAPI Connect, you are holding all the strings. Dial numbers directly from ACT! Intelligent caller recognition Automatic call logging Another very popular add-on - it saves our customers lots of time and documents all calls for them. (Gaëtan Hartmann, Senior Project Manager) Intelligent call recognition Automatic logging of talk time Fade-in with direct acceptance and Go to contact or company function Support of all TAPI 2.x capable telephone systems Client and server TAPI is supported Terminal server support for local TAPI Logging properties can be set freely 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

29 Team Calendar View Resource and appointment planning: efficiently, transparently and quickly You don t want to be without this tool any longer, particularly for resource planning: Team Calendar View compiles any calendar profiles for you and displays appointments there for any group of persons - including users, resources and visualisation in team calendar. Accurate resource planning Good service quality Save time in project planning 29 We are able to plan projects much better because with this add-on we have an overview of available resources at a glance. This saves a lot of time and helps us to write accurate project schedules. (Project Manager) User-definable display profiles that can be saved Choice of activity types, resources and users to be displayed and an individual display colour for each Day, week and month view incl. daily display Direct editing and go to function in team calendar Display in a separate window, meaning it is always available Mouse-over function with definable content Database licence: 990,00

30 Thunderbird Connect Use Thunderbird efficiently with Act!: directly, quickly and transparently Optimise communication and processing with Thunderbird : with fewer work steps and faster work, you can improve your efficiency in the blink of an eye - and the quality of your history as well. Seamless Thunderbird integration Right click function Simple archiving Finally, a system that doesn t only work with Outlook but also has links to free tools. (Sales Team Manager) One or more s can be followed up and archived in Act! directly from the Thunderbird folder by right clicking All fields are searched in the automatic assignment Multiple assignments for To:, CC:, BCC: can be freely configured Additional manual linking of s to arbitrary contacts, companies, groups or sales opportunities Direct creation of an activity from an User-definable saving options for the (.txt,.html) and the attachments Assignment of support tickets on the basis of incoming s and identification of file number during allocation Supports Thunderbird from version 2.x 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

31 Twin Finder Avoid and delete duplicates: simple, fast and secure Make your CRM system more efficient than ever before: with Twin Finder you can avoid and remove duplicates reliably and in the blink of an eye. Enjoy a configurable field matrix and a quick and secure hash value technology and the automatic phonetic testing. Avoid duplicates Improved data quality Easy consolidation of data 31 With the Twin Finder, we are finally able to keep our database upto-date in Act! and filter out duplicate data. (Marketing Employee) User-definable field matrix (company, contact) incl. rating Consolidation at field level and all 1:n information Automatic phonetic verification for creating and changing Manual verification of individual data records or current search Extremely high performance thanks to hash value technology User-definable threshold (in %) per entity (company, contact) Option: automatic consolidation of additional add-on data (Connection View, Grid View, Field History) 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

32 Validation Manager Validation of data: complete, error-free and plausible in future Now you can optimise the quality and plausibility of your data: With the Validation Manager, you can define validation groups and determine the status of data records. Increased data integrity Transparent information Dependent OBLIGATORY fields Data quality and integrity has greatly improved since the introduction of this tool. I am more confident in the validity of our data and, as a result, also in the conclusions drawn from it. (CEO) Creation of user-definable validation groups Graphic flagging of missing information directly in the user interface and next to any affected field Mouse-over function with definable guidelines Saves the comprehensive validation status in one field for quick search and filtering Definition of authorisations dependent on field values Show/hide extension registers dependent on team authorisations Inverse validation Available for company, contact, group and sales opportunities (version 2010 and more recent) 1-9 licences: 99,00 per user licences: 66,00 per user 25+ licences: 49,00 per user

33 Windows Desktop Search Find documents: intelligently, comprehensively and with full-text search Would you like to quickly and conveniently search the documents appended in Act!? Then you ll like this tool: It integrates the Windows Desktop Search function in Act! and provides you with an intelligent and comprehensive full-text search for all file attachments. Full-text search in documents Information is available faster Automatic indexing 33 I now have my usual search functionality in Act! too. A high performance tool for searching through all information. (Marketing Employee) Integration of the Windows Desktop Search function in Act! Full-text search of all documents that have been appended in Act! Display of document and contact matches Go to function and create current search function available Database licence: 990,00

34 Word Connect Generate bulk letters: professionally, conveniently and in the blink of an eye This means that sending out lots of mail at once is child s play: Word Connect makes it very easy for you to generate templates, bulk letters and labels. And the whole process is much faster than ever before. Extremely quick bulk letter function Easy to use template editor Intuitive operation Word Connect makes my work much easier - I can use it to send trade fair invitations easily and print labels. The selected data records from Act! are applied automatically. (Team Assistant) Supports all Office versions from Microsoft Office 2000 and more recent Extremely quick bulk letter generation Easy to generate templates (company contact) Convenient label printing function Direct logging (without printing) in the history Adapted telephone format (country code) Improved editor for creating templates 29,00 per user

35 Act! References As soon as we rolled out Act!, we could significantly reduce our cycle time of our administrative processes. This allowed us an expanded freedom of action. Anywhere.24 could convince us even in critical phases of the project with quick responses and pragmatic solutions again and again. (Kai Hessing, IT Manager Staufenbiel Institut GmbH) We especially benefited from the tailor made solutions from Anywhere.24. They could be integrated seamlessly into our Act! enviroment. Our work efficiency was even further increased using the added functionality. (Wolfgang Leopold, Commercial Manager Miles & More International GmbH) Based on real-time evaluations of our CRM data, we were enabled with the right tool to plan our resources effectively and purposefully. The training from Anywhere.24 empowered our staff to use the system for optimizing their daily work. (Arno Rechenberg, Sales Manager Mandel & Rupp Medizintechnik GmbH) Contact Details For Sales Inquiries: Yasmina Ebert Sales Professional +49 (89) For Technical Advice: Gaetan Hartmann Senior Project Manager +49 (89) For General Requests: +49 (89)

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