Web Prospect

Still entering those leads from your web site by hand?

Web Prospect reads the mail you receive from your web site registration forms and creates contacts in Act!, saving you hours of retyping.

You simply define which web fields correspond to which Act! fields. Web Prospect can also be set up to enter related data from the web into Act! Notes -- for example, products the customer is interested in, or where they saw your ad.

Web Prospect can read email directly from an Outlook folder, or it can download its own email directly using a separate POP account.

Features

• Reads input from Outlook folder or a separate email account mailbox (POP version).
• Creates new contact, or merges if duplicate found.
• Supports FrontPage "Send to" form data.
• Map any web field to any Act! field or Notes/History.
• ID/Status is set to "New Web" so you can find the new contacts.
• Can be set up for complete "hands off" operation.
• Act! does not need to be running -- Web Prospect writes directly to the Act! database via supported interface.

Benefits

• Automate your web-to-Act! link!
• No more retyping of contact data received from the web. No more typos!
• Faster and more accurate than by hand.

No Templates

Web Prospect is not a template based system. It reads the field names on your web form data and understands what to do with each field. Because of this, you do not have to buy a more expensive version to get multiple form support. You also don't have to keep track of which registrations come from which web forms.

Integrates with Sales Automation Manager (SAM) a powerful and flexible campaign automation system for Act!. We can show you how to set up Web Prospect so that new contacts are automatically launched in a campaign when added to Act!.

ADD TO CART

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Other products by Patricia Egen Consulting:

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Company Wizard Plus
Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn‘t exist, it will be created. Any contacts with blank names or blank company fields are skipped.

Duplicate Remover Wizard Expert
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Fields and Tables to Excel Wizard
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Mail Merge
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Sales Automation Bundle
Sales Automation Bundle -- essential automation for all of you busy salespeople and sales administrators. This bundle features three outstanding products that work together beautifully. Automate: adding contacts to Act! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save $187. FREE TRIAL

Sales Automation Manager
Perfect Followup... made easy! Sales Automation Manager (SAM) adds to Act! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL

Secondary Contact Wizard
Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.

Web Prospect
Enter contact information received from your Web site directly into Act! without re-typing. Define which Web fields correspond to which Act! fields. Web Prospect can be set up to enter related data from the Web into Act! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name and Company match. Supports FrontPage "Send to" Form data. Map any Web field to any Act! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL

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$289 -- Up to 4 User License

SPECIAL BUNDLE OFFER

Take advantage of the SalesAutomation Bundle. For only $545 (Save $343) you get:

• Sales Automation Manager (SAM)
• Web Prospect
• Mail Merge

FREE TRIAL

• Free 30-Day TRIAL

INSTRUCTIONAL VIDEO

Shows you how Web Prospect and SAM running automatically on schedule. Learn how:

• Web Prospect pulls a new web lead into your Act! database
• Web Prospect can be run automatically every day
• Create a SAM campaign that sends a followup E-mail to new lead
• The SAM campaign also sends a "New Contact" Email to salesman that is on the road
• The SAM followup campaign gets run automatically every day.

Compatible with:

• Act! 2009 and Newer / Except for Act! for Web client
• Word 2003 to Word 2016 Desktop/Non-Cloud Versions (for letters and faxes)
• Windows 7/8/10

Technical Support

• Provided by Patricia Egen Consulting