ACT! by Sage 2010 slide presentation

ACT! by Sage 2010Available 9/1/09

Sage Overview

• £1.295B revenue for FY08 − 12% increase YoY

• 14,500 employees• 5.8 million customers1

− 56,000 Sage CRM Solutions customers

• Global distribution network− 30,000 reseller partners − 40,000 accountants

• Presence in 26 countries• 3rd largest business

management software provider worldwide2

1 At September 30th 20082 AMR Market Report

• Target Market: − SOHOs (1-4 employees) − Very small businesses (5-19) − Small businesses (20-99) − Corporate workgroups (100s)

• Buyers:− Business owners− Sales people− Independent professionals

• Industries: − Services, financial, insurance, real estate, manufacturing,

wholesale trade, and retail trade among others• Needs:

− Organize information, improve marketing, manage leads

ACT! Market Position

ACT! At-a-Glance

• #1 selling with 2.8 million users

• Helps small businesses and salespeople get organized, improve marketing, and sell more

• Easy to learn and use—proven to be more productive!

• Integrates with small business solutions

• Offers multiple access options—online, offline, and mobile

ACT! Solutions Family

1-10 UsersMobile Access

Standard Security

10+ UsersMobile AccessTeam Reporting

Enhanced SecurityTeam Administration

10+ UsersMobile AccessOnline AccessTeam Reporting

Enhanced SecurityTeam AdministrationCorporate License

Benefits

Introducing ACT! 2010

Faster and Easier!

Instant access to search from any view

Related tasks provide options for working with contacts, groups, opportunities, and more

Use big, easy buttons for frequent tasks, and the New button to create anything new—from contacts to activities, and more!

Get the most out of ACT! with quick access to common resources, tips on using ACT!, where to go for help, ACT! news, and more from the ACT! Welcome page

New Look, Proven to be Easier

Check here for the latest news and product updates on ACT!, it’s a live dynamic update

Quick Access to Favorite ReportsView reports in a streamlined view, mark favorites for quick access, and customize report descriptions

Better understand your biggest opportunities for quick wins with one of 13 reports

All new OLE DB Provider views for reporting straight from Excel

Faster and Easier!

Leading-Edge Social Media Integration

Stay in touch with your client’s personal online profiles—such as their LinkedIn updates

Get directions to their location

Perform an instant Google search—right from the Contact record!

Even add new websites—like Hoovers, Twitter, or ESPN if your customer is a sports fan—essentially have complete Internet browsing capability within ACT!

Increase the tab size to see a larger view of the Website

Contact’s Website link pulls the URL automatically from the contact record

Faster and Easier!

Full Cycle Lead ManagementACT! E-marketing Service Summary

1. Web Lead Forms & Surveys

2. E-mail Marketing Creation

4. Service Sends E-mail

3. Drip Marketing Campaigns

5. Recipient Tracking and Call List

− Easy to create hosted Webforms− Automatically creates contacts − Tracks survey information in ACT!

− 100’s of templates to choose from − Upload custom HTML templates− Easy to create template designer

− Multi-stage, event driven workflow− Centrally managed automated

marketing campaigns

− Displays recipient activity in ACT!− Prioritized call list− Configurable rank system

− Manages CAN SPAM & opt-out lists− Avoid IP blacklist− Tracks clicks, opens, and bounces

End-to-End E-Marketing ServiceReach Out to Your Contacts

Leverage end-to-end e-marketing capabilities integrated with ACT!—send an e-mail campaign , set up a drip marketing campaign, or conduct a customer survey directly to any ACT! group, contact, or lookup

Create and send customer surveys to gather feedback from existing contacts—helping you build and grow your ACT! database

Easily preview or edit templates

E-mail Marketing Tips

End-to-End E-Marketing ServiceCreate Striking Campaigns in Minutes

Create a series of e-mails delivered to your ACT! contacts over a period of time

Preview or edit templates quickly and easily before sending

End-to-End E-Marketing ServiceTake Action on Results from ACT!

Know who to call first with a ranked call list on the Marketing Results tab right in the contact record based on the results of your campaigns

Faster and Easier!

Customizable Opportunities

Add and edit fields to track tailored information specific to your process

Adapt product and services to track items relevant to your business

Comprehensive history and activity of opportunity – track activities, history, documents, notes, and more

Personalize your layout or add new fields and tabs to fit your selling model

Track opportunities by groups or companies

New Dashboards

Track key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users

2 new dashboards, including Contact and Administrator views, plus 12 new dashboard charts

Social Media and ACT! 2010

• ACT! Online Community (July)− 488K Page Views− 53K Visits− 2000+ Beta Posts− Customer Ideas Exchange and Partner Communications

• Social Media Networks:− Network development on all major communities− Activities began on 7/14/09− Blogs include information about beta, executive insights, and

details about new ACT! 2010 features

Business Services for ACT! Customers

Learn more: www.act.com/businessservices

Why ACT! 2010

• Top Reasons to Buy:− All new look, with proven easier to learn

and use navigation− Leading-edge social media integration − End-to-end e-marketing service− Customizable opportunities, and new

dashboards

• Pricing:− ACT! $229.99− ACT! Premium $399.99− ACT! Corporate Edition $459.99

• Available 9/1/09