Sage ACT! 2011 Features and Benefits

Sage ACT! 2011

Larry Ritter, SVP & GM Sage CRM SolutionsRyan Zuk, Media & Analyst Relations

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

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.

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

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

Sage Connected Services for ACT!

• Sage E-marketing for ACT!− E-mail marketing service

• ACT! Mobile Live− Mobile Sync Service

17-Jun

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11-Jul

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27-Jul

ACT! Mobile Live Users Since Launch

30-day TrialsInvoiced Sales

User

s

Introducing Sage ACT! 2011

Click to view video!

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

Smart Tasks (aka Workflow) • Automate common tasks to enhance customer experience• 10 pre-defined templates• Graphical Designer• Fully extensible engine

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)

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

Demo

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

Additional Screenshots

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

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

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

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

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

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!