sage act! 2012 analyst & media deck
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Sage ACT! 2012 &Sage ACT! ConnectLarry Ritter, SVP & GM Sage ACT!Ryan Zuk, Media & Analyst Relations(ryan dot zuk @ sage dot com – 480-383-5369)
About Sage
Sage is a leading supplier of business management software and services to 6.3 million customers worldwide. From small start-ups to larger organizations, we make it easier for companies to manage their business processes.
Our vision is to be the most admired and respected business software and services provider in the world
Accounting and Financial ManagementSage BusinessVision AccountingSage BusinessWorks AccountingSage ERP AccpacSage ERP MAS 90 and 200Sage ERP MAS 500Sage ERP X3Sage FAS Fixed AssetsSage PeachtreeSage PFW ERPSage Pro ERPSage Simply Accounting
Customer ManagementSage ACT!SageCRMSageCRM.comSage SalesLogix
Vertical Solutions—HealthcareSage HealthPro XLSage IntergySage Medical ManagerSage MedWare
Payment SolutionsSage Card ProcessingSage Electronic Check ProcessingSage Gift Card
Vertical Solutions—NonprofitSage FundraisingSage Fund AccountingSage Millennium
Human Resource Management and PayrollSage Abra HRMSSage TimeSheetSage Timeslips
Vertical Solutions— Construction and Real EstateSage MasterBuilderSage Timberline OfficeSage Timberline Enterprise
Integrated Small and Midsized Business (SMB) Market Offerings
Products We Offer
About Sage ACT!
• #1 contact and customer management choice of small businesses and sales teams—2.8M users and 59K customers
• Designed for professionals who rely on the development of profitable relationships
• Leads the industry in ease of use—accomplish more by using Sage ACT! over MSCRM and SF.com
• A powerful way to grow your business with Sage ACT! + Connected Services
• Backed by a global company with local expertise
System Usability Scale
100 90
80
70
60
50
40
30
20
10
Industry Average
2011 New Features
Top Tasks 2012
New Features
Best inClass
Industry-Leading Usability
*System Usability Scale, a ten-item attitude Likert scale used to compare subjective usability. SUS was developed by DEC in the mid-1980s. Testing is conduced by Sage Design Engineers using both existing users and non-users.
Google Apps in Small Businesses
• Gmail is 2nd most popular email website based on Internet usage, 24% Gmail and Google apps YOY growth
• MS Exchange and Outlook ~ 76% of worldwide installed base, but declining due to popularity of hosted, cloud based solutions (www.radica.com – Exchange and Outlook Analysis 2011-2015)
Yankee Group’s 2011 US Enterprise Mobility: Employee Survey: No. 1 reason employees use consumer cloud applications at work is because they are familiar with them from their non-work life.
57%
13%
30%
E-mail Clients - Startups
GoogleOutlookOther
Mashable.com – startup tools –July 2011
Customer Driven Enhancements
Managing Professional
AND Personal
Lives
Virtual Notepad
Seamless Interaction with Google Apps
Faster and Expansive Search
Anywhere Access
Convenient Connections View
Demo
• Access, create and modify Sage ACT! contact and calendar details from:− BlackBerry, Windows Mobile, and
Android devices − Popular tablets, like the iPad− Laptops via Internet Explorer, Firefox,
Google Chrome, and Safari
• Keep third-party and social media details in Sage ACT! Connect:− Import contacts from Google and Yahoo!− Link Facebook pictures to contacts
• Stay in sync when working as a team:− Improved team administration
About Sage ACT! Connect
Connected Services Traction
July 2010 July 2011
Sage Connected Services – North America
3x growth in 12 months!
Sage Mobile for ACT! Sage E-marketing for ACT!
Sage Business Info Services for ACT!
Sage ACT! = Your Business Command Center
Summary
Driven by rigorous usability testing
and market requirements Sage ACT! has evolved into a business command center Exceptional Value
− Sage ACT! Pro 2012: o New User: $239.99, Upgrade User: $179.95
− Sage ACT! Premium 2012: o New User: $479.99, Upgrade User: $319.95
− Sage ACT! Connect: $69.95 PUPA − Sage Business Info Services for ACT!: Free, $24.95 - $54.95 PUPM− Sage E-marketing for ACT!: $14.95 - $54.99 PUPM
Available September 1, 2011
Appendix
Valuable Resources
• Download the What’s New in Sage ACT! 2012 Brief
• Take a test drive of Sage ACT! 2012
• Download the Sage ACT! Connect Brief
• Try Sage ACT! Connect free for 12 months
• Get to know Napkin Mike!
• Sage ACT! Scratchpad:− Capture impromptu notes, phone
numbers, and personal reminders, with or without opening Sage ACT!
− Prioritize and check off items once completed, print the list to take it with you, or push updates into Sage ACT! with just a few clicks
− Send items to Sage ACT! as activities, notes, and history—even assign them to contacts
Keep business and personal tasks in
Sage ACT! Scratchpad
Virtual Notepad
Seamless Interaction with Google
• Gmail, Google Contacts, and Google Calendar:− Send and receive emails from Gmail and Sage ACT! will keep a
history of those emails − Specify one of three default history types to record emails− Create new Google Contacts from Sage ACT! and create new
Sage ACT! contacts from Google− Sync all or just a subset of your Sage ACT! contacts with Google− Sync your Sage ACT! and Google calendars manually or
automatically using pre-programmed intervals− Choose which Sage ACT! activity types sync to Google and then
clear activities from either application
• Universal Search− Find that key document or piece
of info in contacts, groups, companies, opportunities, notes, history, and attachments
− Filter search criteria by all dates, last 24 hours, last week, and last month
− View search results displayed by relevance and double-click on the item of interest to be taken to that particular field or attachment
− Use the back button to view the search results page again
Universal search is faster and more
expansive
Faster, More Expansive Search
• Sage ACT! Connect, Subscription-based Service: − Get to Sage ACT! contacts and calendar from Internet Explorer,
Firefox, Google Chrome, and Safari− Access from popular tablets, like the iPad − Sync these same details
to BlackBerry, Windows Mobile, and Android devices for real-time, mobile access
− Import Yahoo and Google contacts into Sage ACT! Connect
− Link Facebook pictures to the contacts you keep
− Use in a team environment
Anywhere Access
Convenient Connections View
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