sage act! 2012 analyst & media deck

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Sage ACT! 2012 & Sage ACT! Connect Larry Ritter, SVP & GM Sage ACT! Ryan Zuk, Media & Analyst Relations (ryan dot zuk @ sage dot com – 480-383-5369)

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Sage ACT! 2012 contact and customer manager; analyst and media deck.

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Page 1: Sage ACT! 2012 Analyst & Media Deck

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)

Page 2: Sage ACT! 2012 Analyst & Media Deck

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

Page 3: Sage ACT! 2012 Analyst & Media Deck

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

Page 4: Sage ACT! 2012 Analyst & Media Deck

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

Page 5: Sage ACT! 2012 Analyst & Media Deck

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.

Page 6: Sage ACT! 2012 Analyst & Media Deck

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

Page 7: Sage ACT! 2012 Analyst & Media Deck

Customer Driven Enhancements

Managing Professional

AND Personal

Lives

Virtual Notepad

Seamless Interaction with Google Apps

Faster and Expansive Search

Anywhere Access

Convenient Connections View

Page 8: Sage ACT! 2012 Analyst & Media Deck

Demo

Page 9: Sage ACT! 2012 Analyst & Media Deck

• 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

Page 10: Sage ACT! 2012 Analyst & Media Deck

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!

Page 11: Sage ACT! 2012 Analyst & Media Deck

Sage ACT! = Your Business Command Center

Page 12: Sage ACT! 2012 Analyst & Media Deck

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

Page 13: Sage ACT! 2012 Analyst & Media Deck

Appendix

Page 14: Sage ACT! 2012 Analyst & Media Deck

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!

Page 15: Sage ACT! 2012 Analyst & Media Deck

• 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

Page 16: Sage ACT! 2012 Analyst & Media Deck

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

Page 17: Sage ACT! 2012 Analyst & Media Deck

• 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

Page 18: Sage ACT! 2012 Analyst & Media Deck

• 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

Page 19: Sage ACT! 2012 Analyst & Media Deck

Convenient Connections View