A recent review of our Act! subscribers revealed that approximately 16% of Desktop customers who opted to transition to the Cloud have yet to complete the move. While timing (such as tax season) and internal processes may be factors, the primary reason is simple—there’s little urgency to change a system that already works. We understand that mindset. Having recently transitioned to Act! Advantage ourselves, we recognize the preparation involved.
However, the benefits make the move both practical and advantageous:
Seamless Continuity
Your existing setup remains intact. By simply converting your master database to a syncing database, you can continue using your supported version of Act! Premium, along with your add-ons, without disruption. Act! Advantage enhances your current experience—adding capabilities without removing any—and often at the same or lower cost.
Integrated E-Marketing
Act! Advantage includes professional e-marketing tools built directly into your CRM. Easily create templates, select your audience, and send—no need for third-party platforms or data transfers. With built-in email list verification, and upgrade options that include advanced automation, response-driven nurture marketing, and 10x-20x the monthly sends, you gain more functionality at a significantly lower cost.
Access Anywhere
Desktop access is reliable—until it isn’t. Act! Advantage ensures your data is always within reach via browser access on PC, Mac, or tablet, plus dedicated mobile apps for iOS and Android. Whether you’re remote or facing an unexpected disruption, your business stays connected.
Enhanced Security & Resilience
Hosted securely on AWS servers within your country, Act! Advantage provides automatic backups (daily for 7 days and monthly retention), along with optional offline sync databases. This level of protection safeguards your business from unforeseen events that could otherwise result in permanent data loss.
Built-In Marketing Tools
Beyond e-marketing, Act! Advantage offers powerful lead generation tools such as web forms, surveys, event management, and live chat. These features empower you to grow your pipeline—even if you adopt them gradually.
Advanced Sales Capabilities
Streamline your sales process with interactive quoting and online appointment scheduling. Gain visibility into customer engagement, enable online acceptance and payment, and eliminate back-and-forth scheduling delays—helping you close more deals faster.
Improved Productivity
Cloud users also benefit from integrations like accounting, SMS, and project management, as well as access to a customer portal—bringing more of your business operations into one unified system.
Built-In Savings
Many features included in Act! Advantage—such as e-marketing, mobility, calendar links, and project management—are typically purchased separately. Additional savings include discounted custom tables and enhanced support options, with premium tiers offering even greater value.
With significant advantages and no loss of functionality, it’s clear why so many customers have already chosen to transition. Now it’s time to follow through.
Over the coming weeks, we’ll be reaching out to assist you in completing your migration. Our team will provide complimentary onboarding, help upload your database, and ensure a smooth transition. Orange Care customers will receive full white-glove service, including setup, upgrades, and add-on optimization.
The result: the familiarity you rely on—combined with the power, flexibility, features, and security of Act! Advantage on the Cloud.
