AspenTech Act! v18 Preview: Emarketing - Cloud - Connectivity - Compatibility
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Act! v18 Preview, presented by AspenTech Consulting Group January 20,2016. Includes a complete overview of Act! v18, Act! Premium Cloud and Act! API. The YouTube video includes a thorugh demo of Act! v18, Act! emarketing, Mapper GeoCode, Contact Dedupper Wizard and detailed Q&A. This presentation is available on YouTube at https://youtu.be/8fcEPKt2PCc If you have any questions about Act! v18 or any Act! product, please contact the team at AspenTech Consulting Group, 734-455-7188, www.aspen-tech.com.
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AspenTech Act! v18 Preview: Emarketing - Cloud - Connectivity - Compatibility
- 1. AspenTech Consulting Group, Inc. www.aspen-tech.com Act! v18 Preview
- 3. Agenda • Act! v18 Feature Overview • Act! v18 Live Demo • Q & A Part I • Act! Purchase Options • Special Act! v18 Pricing • Giveaways • Q & A Part II • Summary
- 4. Act! v18 Feature Overview
- 5. Act! v18 Feature Overview Free read-only licenses Web Remote Databases Improved global preferences Hide inactive users Import on Web Silent Install Utility • Modern Act! Web User Interface • Act! E-Marketing • Improved Team & Call List Functionality • Limit Access to E-Marketing by User • Compatibility Updates • Windows 10 • Office 2016 • Google Chrome • Internet Explorer 11 • Act! Web API – Application Programming Interface
- 6. Act! v18 Feature Overview Act! v18 Web API Possibilities – Connect Act! to ???? • HubSpot • SurveyMonkey • QuickBooks Online • Formstack / Wufoo / other web form products • ZenDesk • And many, many more
- 7. Act! v18 Feature Overview • History List • Calculated Fields • Automatic Company Creation • Reschedule Multiple Activities • Documents Tab Options • Free Browse Users • Hide Inactive Users • Act! Scheduler Notifications • Outlook Sync Stability • Act! Mobile • Photo to History • Groups & Companies • List View Filters
- 8. Act! v18 Live Demo
- 9. Q & A
- 10. Don’t Be Shy!
- 12. Act! Subscription Model New Pricing Model as of June 1, 2015 With new Act! Subscriptions, you receive: Latest Updates – Stay current with the newest product innovations, plus stay compatible with popular operating and desktop systems, because you receive automatic feature enhancements and platform updates. Unlimited Support - Get the help you need, when you need it, to resolve basic tech support and break/fix issues, keeping your business running smoothly. Valuable Extras - Save on valuable extras, like Act! E- Marketing or online training with Act! Anytime Learning – great for a refresher or use it to supplement custom training from your Act! experts.
- 13. Act! Subscription Plans – Annual Act! Premium Annual Subscription • Self-Hosted • Windows, Web & Mobile Clients • Feature & Compatibility Updates • Act! E-Marketing • Unlimited Technical Support • Video Tutorials
- 14. Act! Subscription Plans – Perpetual Act! Premium Perpetual License • Self Hosted • Windows, Web & Mobile Clients • Feature & Compatibility Updates – Year 1 Only • Act! E-Marketing • Unlimited Technical Support – Year 1 Only • Video Tutorials
- 15. Act! Subscription Plans – Cloud Annual Act! Premium Cloud Annual Subscription • Act!-Hosted Database • Automatic Upgrades of Master Database • Windows, Web & Mobile Clients • Feature & Compatibility Updates • Act! E-Marketing • Unlimited Technical Support • Video Tutorials
- 16. Obsolescence / Sunset The official end of support No new licenses Support for Act! v16 – Ends 11/30/2016 Support for Act! v17 – Ends 11/30/2017 Loyalty Discounts for Act! v16 / v17 – Ends 9/30/2016
- 18. Special Act! v18 Pricing for v16/v17 Users Act! Premium Annual for 1-4 Users (price per user) • By February 29, 2016: $163.00 • By September 30, 2016: $181.00 • On or After October 1, 2016: $238.00 Act! Premium Perpetual License for 1-4 Users (price per user) • By February 29, 2016: $325.00 • By September 30, 2016: $361.00 • On or After October 1, 2016: $475.00 Act! Premium Cloud Annual License for 1-4 Users (price per user) • Everyday Price: $399.00 Additional Volume Discounts Are Available for 5+ Users
- 19. Special Act! v18 Pricing for v16/v17 Users Act! Premium Annual Clients Will Be Grandfathered Into Yearly Savings Additional Volume Discounts are Available for 5+ Users Act! License Price – 1-4 Users By 2/29 By 9/30 10/1+ Act! Premium Annual $ 163.00 $ 181.00 $ 238.00 Act! Premium Perpetual $ 325.00 $ 361.00 $ 475.00 Per License Savings – 1-4 Users By 2/29 By 9/30 10/1+ Act! Premium Annual $ 75.00 $ 57.00 $ - Act! Premium Perpetual $ 150.00 $ 114.00 $ -
- 20. Special Act! v18 Pricing for Older/New Users Act! Premium Annual for 1-4 Users (price per user) • By February 29, 2016: $214.00 • On or After March 1, 2016: $238.00 Act! Premium Perpetual License for 1-4 Users (price per user) • By February 29, 2016: $428.00 • On or After March 1, 2016: $475.00 Act! Premium Cloud Annual License for 1-4 Users (price per user) • Everyday Price: $399.00 Additional Volume Discounts Are Available for 5+ Users
- 21. Special Act! v18 Pricing for Older/New Users Additional Volume Discounts are Available for 5+ Users Act! License Price – 1-4 Users By 2/29 3/1+ Act! Premium Annual $ 214.00 $ 238.00 Act! Premium Perpetual $ 428.00 $ 475.00 Per License Savings – 1-4 Users By 2/29 3/1+ Act! Premium Annual $ 24.00 $ - Act! Premium Perpetual $ 47.00 $ -
- 22. Giveaways
- 23. Giveaways Free read-only licenses Web Remote Databases Improved global preferences Hide inactive users Import on Web Silent Install Utility • Fair drawing using RANDOMPICKER.com • All registrant names imported just prior to starting the webinar • Prizes • 2 x DesignR1’s Mapper • 2 x Egen Consulting’s Duplicate Wizard Expert • 2 x AspenTech’s Public Power User Training • 2 x AspenTech’s Public Customization / Admin Training • Winners will receive an email with redemption instructions
- 24. And The Winners Are… Winners will receive an email with redemption instructions Prize Winner Random Number Weight DesignR1 Mapper Mickey Nagler - Monte Nagler Fine Art, LLC 01E49AAD-A8A5-46AF-A17E- E91D3C6D6E9C 1 DesignR1 Mapper Eva Cirovski - MJM Sales, Inc. / RAM Solutions, Inc. 0237681B-D734-4CFA-82BD- 395ABA5CAE0C 1 Egen Consulting Dupe Wizard Kris Horton - Kris Horton Insurance/Aflac 028924D7-B88A-49A8-9E48- 7E472A0E661D 1 Egen Consulting Dupe Wizard William Wiarda - Cornerstone Wealth Partners 02EEE22B-2396-4CE4-AEBA- C0D06958AC16 1 PowerUser Training Peter Campbell - Campbell Press Repair 0434A0DD-2F05-4B34-8AC6- D297C4DC907A 1 PowerUser Training Neal Dregansky - Special Tree 05A9BF6B-68A5-4228-8CD4- 239EC95C3C41 1 Customization & Admin Training Reiner Mueller - Liberty Capital Funding 05C4FE7D-D1D1-441F-AD44- 88FC7EAE4F11 1 Customization & Admin Training Cara Cullen - Dimension Systems, Inc. 08056B2F-4BC0-404E-87CA- 3E114BE35A52 1
- 25. Q & A
- 26. Summary
- 27. Summary Great New Features in Act! v18 New Subscription Plans • Premium Annual • Premium Perpetual • Premium Cloud Annual Loyalty Pricing Ends for v16 / v17 Users 9/30/2016 Support Ends for v16 Users 11/30/2016 and v17 Users 11/30/2017 Significant Price Breaks if You Purchase by 2/29/2016
- 28. 28 Please contact us with any additional questions you have about Act! v18, New Subscription Plans, or Anything Act! 866-880-4ACT (4228) info@aspen-tech.com www.aspen-tech.com Thank you for attending!
Notes de l'éditeur
- Welcome everyone to AspenTech’s Act! v18 Preview! I’m Marshall Knapp, Senior Consultant here at AspenTech. We appreciate you taking the time out of your busy schedules for our webinar. Following today’s webinar, you’ll be hearing from us. We’ll get an email out to you tomorrow with links to a comparison of Act! features by version, a PFD of our slides, and a recording of today’s webinar. Please be sure to check your junk/spam folder as emails like this do have the potential to end up there. And in the next few weeks we plan to reach out to each of you to talk more about an Act! upgrade and if it makes sense for your business.
- Look for the Questions area of the GoToWebinar control panel on the right side of your screen and highlighted on this slide. As we go along, please post any questions you have here.
- Here’s our agenda for the next 90 minutes: Act! v18 Feature Overview Brand new features in v18 Compatibility updates A review of other helpful, new features released in v16 and v17 because we have a lot of folks on the call with older versions of Act! as well as some who don’t yet have Act! Act! v18 Live Demo w/ Top Tips and a couple of our Favorite Apps for Act! Q & A Part I Act! Purchase Options Special Act! v18 Pricing Giveaways We’ll be giving away a couple of free licenses each of the favorite apps we demo as well as some free registrations for our public Act! training classes Q & A Part II And a Summary to quickly review everything we talked about today
- Act! v18 was released on December 7 and there’s a lot of exciting new features, functionality, and compatibility updates. Let’s get into those
- Act! v18 includes a completely revamped, modern interface for the Web-based product The Windows product interface remains the same as what you’ve grown to know and love For Act! E-Marketing, the built-in email marketing solution for Act!, there are important updates for team functionality. Also, for Act! users using something older than v16, Act! E-Marketing is entirely new for you. There have been compatibility updates to provide support for software as well. For users on Windows 10 and older versions of Act!, there were a number of key issues that have been addressed. For anyone with Office 2016, v18 will work seamlessly with Outlook, Word, and Excel And for our Web-based users, Chrome and Internet Explorer 11 are now fully supported And probably the most exciting v18 feature, is the Act! Web API – or Application Programming Interface The API will allow Act! to communicate with other applications more easily, interacting and sharing data.
- With a modern API built into Act!, we now have the ability to connect Act! with hundreds of other applications. Here are a few examples of some of the possibilities to help you get a feel for what we’re talking about: Let’s say you use HubSpot for marketing or to drive traffic to your website. With the API, we can add new HubSpot contacts directly and automatically to your Act! database. Or if you use SurveyMonkey to get feedback from your clients or prospects, feed that data back into your Act! database. Or if you use QuickBooks Online, add new Act! customers to QuickBooks and update contact information. Or add new QuickBooks Online Estimates as Act! Opportunities If you use Formstack, Wufoo, or other web form products on your website, add those new contacts directly to Act! Or if you’re using something like ZenDesk to manage support tickets or customer service requests, have new support tickets create an Act! activity for follow-up. These are just a few of the possibilities. Act! will be able to connect to literally hundreds of products much more seamlessly and easily than ever before.
- Now, we also have a lot of folks on the call today with older versions of Act!, so here are just some of the other features added in recent versions - v16 and v17 The History List view, enabling you to quickly and easily see interactions and correspondence across all of your contacts Calculated fields which allow for simple math or date based calculates like age, or number of years as a customer Automatic company record creation, saving you time and ensuring consistency in your Act! record keeping The ability to reschedule multiple activities quickly and easily from the Task List view Additional Documents tab options which allow you to link to online resources like Dropbox and Google Drive, and the ability to link to a folder on your PC or a network drive Free Browse Users – that’s right. For users who only need to look at Act! and don’t need to update data, you no longer need to purchase an Act! license Hide Inactive Users from Schedule For and Record Manager dropdowns, allowing you to maintain records of what those users have done without cluttering your user lists The Act! Scheduler – the application responsible for your automated Act! Backups and Maintenance tasks, now includes email notifications so you can be assured these tasks are running properly Outlook Sync Stability improvements, including the ability to do one-way syncs from Act! to Outlook for your Contacts and Calendars And in Act! Mobile, you can now add photos from your mobile device to the Act! History, can utilize Groups and Companies, and more easily filter the list views
- Let’s take a live look at Act! v18!
- OK let’s take a few minutes now to address some of the questions that have been posed in chat up to this point. ANSWER QUESTIONS
- Please continue posting questions in the GoToWebinar Control Panel. Later in the webinar we’ll take some time to address your additional questions.
- Now we’re going to take a look at your purchase options for Act! v18
- Act! rolled out a new, subscription based pricing model on June 1 of last year. Active subscriptions are entitled to Updates – Service Packs, Hotfixes, and Version Upgrades You’re also entitled to Support – Unlimited access to Act!’s help desk teams for basic troubleshooting and break/fix support. As well as Extras like Act! E-Marketing and Act! Anytime Learning library – a great resource for refresher training And with subscription, there are 3 core plans that we sell…
- The first plan is the Annual plan You host your Act! database yourself You get access to the Windows, Web and Mobile Clients You get all of the updates You get free Act! E-Marketing accounts Unlimited basic technical support and break/fix help Anytime learning video tutorials And this plan requires that you renew each year in order to continue using your Act! software.
- The next plan is the Perpetual plan In year 1 of a perpetual plan, you have the exact same benefits as the annual plan. The big difference is that in year two you don’t need to renew your subscription in order to continue using your software – that’s the perpetual component. That does come with a catch though… you are no longer entitled to the updates and technical support in year 2 and beyond. However, perpetual licenses can also be renewed into annual to continue support and updates but retain the original perpetual status, allowing you to stop your subscription and continue using your software at any point.
- The last option is Cloud Annual. This is identical to the annual subscription except Act! hosts your main database. This means your database is stored in a secure data center and is automatically backed up and maintained. This allows you to free yourself from the need to have a server in house or worry about things like VPN connections for Act! synchronization and port-forwarding on your firewall for Act! Web and Mobile access. This is a great option if you don’t have a server or are looking to get away from having a server in-house.
- There are a couple of additional benefits you get by being on a subscription. Over time, software vendors will discontinue older versions of their products. We call this entering obsolescence or the sunset of the product. And you can avoid that entirely by being on subscription. The obsolescence or sunset of a product signals the official end of the useful life of the product, support from the software vendor will end, and new licenses will no longer be available. AspenTech can continue to support our clients but your product may not work with newer versions of Windows, Office, newer Internet Browsers, Smart Phones or Tablets. Just in the last couple of years, Microsoft released Windows 8, Windows 10, Server 2012, Office 2013, the new Edge internet browser, and there are plans for an Office 2016 release later this fall. Additionally, once a product is Sunset, if there’s an issue AspenTech can’t resolve, we can’t turn to Act! for additional assistance or for a repair of a damaged database – so our hands are tied. Support for Act! v16 ends November 30 of this year and support for v17 ends November 30 of next year. There are also loyalty discounts for users who are on current Act! products. This used to be “upgrade pricing”, a term you’re probably familiar with, and you’ll learn more about the new pricing model in the next couple of slides. Loyalty discounts end for Act! v16 and Act! v17 customers on September 30 of this year.
- So… as a thank you to our valuable clients for taking time to see what Act! v18 is all about, we’ve secured some excellent pricing for any of your who are interested in upgrading.
- For our Act! v16 and Act! v17 users, this is the pricing which includes Loyalty Discounts. All of these prices are for clients with 1 to 4 licenses. Additional volume discounts are available for 5 or more licenses and we can work with each of you to quote the proper price level. These are the best prices we’ll be able to offer on Act! this year so if you’re considering upgrading, this is the time to do it. Additionally, you can secure the pricing by purchasing the licenses now, and we can wait until you’re ready to implement to install your upgrade. So don’t worry about committing to doing your upgrade installation in the next 5 weeks. For Annual Subscriptions, your price now is $163. After our special pricing period ends on February 29, your price jumps to $181. And after you’re no longer eligible for the Loyalty Discount on October 1, it’s up to $238. While the price breaks between now and February 29 are an excellent savings, it’s absolutely critical that you consider your upgrade purchase before October 1. The Loyalty Discount is not only something that applies in year 1 but it applies to each additional year of your Annual subscription. For clients considering a Perpetual License, your price now is $325. After our special pricing period ends on February 29, your price jumps to $361. And after you’re no longer eligible for the Loyalty Discount on October 1, it’s up to $475. And for anyone considering an Annual Cloud plan, our everyday price is $399.
- Here’s another slide, showing the savings a different way, including the per license savings relative the dates we just talked about. As a reminder, this is the pricing for current Act! v16 and v17 clients.
- For our users of older versions of Act! or for new Act! clients, this is your pricing. All of these prices are for clients with 1 to 4 licenses. As we mentioned before, additional volume discounts are available for 5 or more licenses and we can work with each of you to quote the proper price level. Again, these are the best prices we can offer on Act! all year, so if you’re on an older version and are considering an upgrade or if you’re considering implementing this amazing tool for your organization this year, this is the time to make the commitment. For Annual Subscriptions, your price now is $214. After our special pricing period ends on February 29, your price jumps to $238. For Perpetual Licenses, your price now is $428. After our special pricing period ends on February 29, your price jumps to $475. And for anyone considering an Annual Cloud plan, our everyday price is $399.
- Here’s another slide, showing the savings a different way, including the per license savings relative the dates we just talked about. As a reminder, this is the pricing for users on versions of Act! older than v16 and for new clients considering implementing Act!.
- OK, now to our giveaways.
- Just prior to the start of today’s webinar, we imported all of our registrants into a contest tool at RANDOMPICKER.com. We’ll be giving away 2 licenses of the Mapper and Deduplication tools we showcased during the live demo as well as 2 registrations for AspenTech’s Public Power User Training class and 2 registrations for AspenTech’s Public Customization and Administration training classes. Note that the Power User training is an in-person, hands-on training class at our Plymouth, MI training center. If you’re selected as a winner of that and you’re not local, we’d be happy to accommodate your attendance in one of our online customization and administration training sessions.
- Congratulations to our winners! We’ll get an email out to you in the next couple of days with instructions on how to redeem your prize.
- We’re going to take a bit more time now to address some of the questions that have been posed.
- I know we’ve covered a lot today, but would like to make a few points as we wrap up. There are a lot of great features in Act! v18 for our upgrading clients as well as anyone new to Act! and considering implementing it for their business. The new Act! subscription plans deliver a lot of value and make it possible to ensure you have access to the latest updates and technical support. For our Act! v16 and v17 users, it’s extremely important that you act while you still qualify for loyalty discounts and before you lose support for your business-critical CRM tool. And if you’re ready to move on something by February 29, you qualify for even more significant discounts. It’s the best pricing we’ll be able to offer all year.
- Thank you again taking the time out of your busy schedules for our webinar. As a reminder, following today’s webinar, you’ll be hearing from us. We’ll get an email out to you tomorrow with links to a comparison of Act! features by version, a PDF of our slides, and a recording of today’s webinar. Please be sure to check your junk/spam folder as emails like this do have the potential to end up there. And over the course of the next few weeks we plan to reach out to each of you to talk more about an Act! upgrade and if it makes sense for your business. Thank you once more! Have a great day everyone!