Absolutely! Act! will allow you to import a variety of data types including Excel, Outlook, and Access. And, if you currently have data in other sources including Salesforce.com, Sage CRM or an accounting product such as QuickBooks we can help you import that data into Act! so that you won’t lose a single piece of data!
Yes! ACT! integrates seamlessly with Microsoft Office. That means you can easily export your information into Excel or import information into Act! from an existing spreadsheet. It also means that you can easily transform your existing Word documents into Act! personalized Act! templates that can be sent via either snail mail or e-mail. Best of all, the Outlook integration automatically records your outgoing email messages into an Act! “history” record that can be shared with the other members of your team.
Act! includes the functionality for email merging using Outlook. This is effective for simple email templates using plain text and messages that are sent in small batches.
If you want to email to larger segments of your Act! database you can use either the original SwiftPage E-Marketing platform or the newer, Act! E-Marketing product. These products are “email service providers” that are built into Act!. They support HTML email templates, track email opens rates and provide a variety of reports for each of your email campaigns. The integrated “Act! Call List” provides you with a ranked call list of contacts based on their level of interest to each message. Best of all, the email service providers make sure that you remain completely spam compliant.