4 weeks ago - last edited 4 weeks ago
Looking to upgrade form Act premium desktop to Growth Suite Pro. I have switched to another CRM in the interim and will be upgrading from that.
How does the email marketing work? Do I need to setup my domain's mail servers through Act or do they go through Act's servers.
Does the data (email, contacts, calendar) sync with Outlook365 desktop? Does it require an Exchange server?
Can it import custom fields from Act premium or other CRM?
I was told Growth Suite is going away and e-marketing was going to be a separate module. Is this the case and if so what is the cost/time-frame?
Will current plans be grandfathered in?
2 weeks ago - last edited 2 weeks ago
A lot of good questions.
This is like any 3rd party eMail marketing program except it is part of ACT.
The first thing to remember it is actually SaaS, meaning all content is on Swiftpage's server and not on your local system, including the templates.
My process is this:
Once you've invested the time in the videos, come back here and post questions on what you still need help or a better understanding.