sage act! 2011 features and benefits
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Sage ACT! 2011
Larry Ritter, SVP & GM Sage CRM SolutionsRyan Zuk, Media & Analyst Relations
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Sage Overview • £1.4 Billion revenue FY09
− 11% increase YoY
• 13,100 employees
• 6.2 million customers1
• Global distribution network− 30,000 reseller partners
− 40,000 accountants
• Presence in 24+ countries
• 3rd largest business management software provider worldwide2
Sage Accpac ERP Solutions
1 At September 30th 20092 AMR Research: Global Enterprise Application Market Sizing Report, July 2009
Sage MAS ERP Solutions
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Sage ACT! At-a-Glance
Make Contact, Build Relationships, Get Results.
• #1 Worldwide Contact and Customer Manager. − 56,000 customers with > 10 users
− Over 3M users
• Designed specifically for individuals, small businesses and sales teams.
• Easiest to use. Leads the industry in ease of use.
• Personalizable. Enables the end-user to design views, add fields and tabs, edit drop-downs, and customize templates.
• High value, Sage ACT! is priced for the cost-conscious, free from hidden costs and costly investments in IT stacks.
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ACT! 200719 point im-provement
20 point im-provement
11 point im-provement
Customer Driven Innovations
• Requirements Gathering: − “Share Your Ideas” Forum in the ACT! Online Community− Extensive Usability and Beta Testing− In-depth Win/Loss Research
Source: In-Product Survey, 60 Day ACT! scores (over 20,000 respondents).
ACT! 2008
ACT! 2009
ACT! 2010
Better than 79% of all other SW products!
Sage ACT! 2011
Source: ACT! 2010 Usability Study
> 22,000 members
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Expanded Solution Footprint
Sage Connected Services
ListsSearch, Import
Sage ACT! Application
Prospect
Lead
Opportunity
Sales
Ongoing
Relationsh
ip
E-MarketingCampaigns, Surveys
Sage ACT! Contacts, Notes, History
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Sage Connected Services for ACT!
• Sage E-marketing for ACT!− E-mail marketing service
• ACT! Mobile Live− Mobile Sync Service
17-Jun
21-Jun
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29-Jun3-Ju
l7-Ju
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11-Jul
15-Jul
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27-Jul
ACT! Mobile Live Users Since Launch
30-day TrialsInvoiced Sales
User
s
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Introducing Sage ACT! 2011
Click to view video!
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Major Enhancements
• Outlook Contact and Calendar Sync• Welcome Page with Info for New and Upgrading Users• Direct Import from Excel• Integration with Sage 50 now; Peachtree in 2011
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Smart Tasks (aka Workflow) • Automate common tasks to enhance customer experience• 10 pre-defined templates• Graphical Designer• Fully extensible engine
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Sage Business Info Services for ACT!
• Learn more about the contacts/accounts you work with today
• Find and import new prospects into ACT!
• Turnkey Integration• Multiple Tiers
− 1: Directory (Free)− 2: Reference− 3: Lead (400/month)
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Find New Prospects with
Hoover’s™ Integration
Automate Follow-up with Smart Tasks
Nurture with E-marketing
Build strong relationships
with Sage ACT!
Extended Contact Management
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Demo
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Sage ACT! 2011 Summary
Rich Feature Set Easiest to Use Connected Services Value for the Price:
− Sage ACT!o Pro :$169.95o Premium: $299.95
− Connected Serviceso Business Info: Free, $24.99,
$49.99 PUPM *o E-marketing: $14.95 - $54.99
PUPMo Mobile: $10 PUPM
*Early Bird Pricing
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Additional Screenshots
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Easy to find list of all Smart Task templates in the database
Easy to use drag- and-drop visual designer to create multi-step Smart Tasks
Smart Tasks
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Ability to schedule Smart Tasks to run when it’s convenient for the user
Ability to narrowly and clearly define the criteria for the Smart Task
Smart Tasks
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Smart Tasks
General Productivity
Birthday Reminder
Contacts with No Recent Activity
New Contact Welcome
Incomplete Information
Pre-defined Smart Task templates offer an out-of-the-box value for users
Pre-defined Smart Tasks with Sage E-Marketing for ACT! templates available
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Users can trigger any scheduled Smart Tasks to run manually
Users can choose how much control they want to have over the steps in their Smart Tasks
Smart Tasks
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Sage Business Info Services for ACT!
• Business Information:o Contact Profileo Company Profileo Company Financialso Company Contactso Industry Information o Company News
• Import Companies • Import Contacts• Email Alerts
Business Info links display in-context Hoover’s data
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Keyword Search to find new companies or key people
Build-a-List function for building highly targeted lead lists that are automatically imported into Sage ACT!
Sage Business Info Services for ACT!