IntroductionDedicated to helping secure your companys growth and profits by providing systems and support services to keep your team focused on your customers.• Sage Preferred Business Partner since 2000• Helping over 100 local companies• Sage Certified Trainer
About Sage Our vision is to be the most admired and respected business software and services provider in the world 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.
Products We OfferIntegrated Small and Midsized Business(SMB) Market OfferingsAccounting and Financial Customer Management Vertical Solutions—Management Sage ACT! HealthcareSage BusinessVision Accounting SageCRM Sage HealthPro XLSage BusinessWorks Accounting Sage Intergy SageCRM.comSage ERP Accpac Sage Medical ManagerSage ERP MAS 90 and 200 Sage SalesLogix Sage MedWareSage ERP MAS 500Sage ERP X3Sage FAS Fixed Assets Payment Solutions Vertical Solutions—Sage Peachtree Sage Card Processing NonprofitSage PFW ERP Sage Electronic Check Processing Sage FundraisingSage Pro ERP Sage Gift Card Sage Fund AccountingSage Simply Accounting Sage MillenniumHuman Resource Vertical Solutions—Management and Payroll Construction and Real EstateSage Abra HRMS Sage MasterBuilderSage TimeSheet Sage Timberline OfficeSage Timeslips Sage Timberline Enterprise
Sage CRM Solutions Over 75,400 customers and 3.6 Million users rely on Sage CRM Solutions to manage their customer relationships every day.
Sage ACT! Overview • #1 contact and customer management choice of small businesses and sales teams • Designed for professionals who rely on the development of profitable relationships • An industry leader when it comes to ease of use • A powerful way to grow your business • Backed by a global company with local expertise
Features and BenefitsOrganizedcustomer Activity details tracking and automated tasks Opportunity management
Features and BenefitsLeads List Imported Email from MarketingHoover’s™ Contact and calendar access from virtually anywhere
Your Business Command Center Desktop & Web-based Productivity Tools Subscription- based Sales & Social Media Marketing Services Back-office Updates
Connect Sage ACT! to…Subscription-based Services Version/ Products NotesSage ACT! Connect NEW!Sage E-marketing for ACT!Sage Business Info Services for ACT!Desktop & Web-based Productivity Tools Version/ Products NotesMicrosoft Office 2003 – 2007 and 2010Firefox® 3.5,3.6 & 4.0Internet Explorer® 7, 8 and 9Operating Systems XP, Vista and Windows 7Google® – Gmail™, Google Contacts, and Google NEW!Calendar™Back-office Version/ Products NotesAccounting Link Framework Sage Peachtree 2010/ 2011/ 2012, Sage Simply Accounting 2010 / 2011/ 2012, Sage BusinessWorks V6 or higher
Tap into Sage Resources• Sage ACT! Certified Consultants and Premier Trainers• Sage ACT! Online Community: − Register for Sage ACT! 2012 BETA − Share best practices − Chat with Sage employees and other Sage ACT! users• Anytime Learning• Sage Business Care http://community.act.com/sage/
Sage ACT! 2012 Sneak Peek• You are among the FIRST to see Sage ACT! 2012• This is a BETA build (BETA begins 6/22/11; ends 7/20/11)• So, certain features and functionality may not be working perfectly just yet• Sage ACT! 2012 scheduled to be released this fall
Introducing Sage ACT! 2012 Virtual Notepad with Sage ACT! Scratchpad Seamless Interaction with Gmail™, Google® Contacts, and Google Calendar™ Faster, More Expansive Universal Search Anywhere Access with Sage ACT! Connect
Ditch Your Pen/Paper To-do Lists• Sage ACT! Scratchpad: − Quickly capture impromptu Keep business and personal tasks in notes, phone numbers, and Sage ACT! personal reminders, with or Scratchpad 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
Work Seamlessly with Google®• Gmail™: − Send and receive emails from Gmail™ and Sage ACT! will keep a history of those emails for a complete view of your communications with that contact − Specify one of three default history types to record emails, including subject line, subject line and message, and email attachment View your Gmail emails from within Sage ACT!
Work Seamlessly with Google®• Google Contacts: − Create new Google Contacts from Sage ACT! − Create new Sage ACT! Contacts from Google − Sync all or just a subset of your Sage ACT! contacts with Google® Your contacts are always up to date regardless of where they were created or changed
Work Seamlessly with Google®• Google Calendar™: − Sync your Sage ACT! and Google calendars manually or automatically using pre-programmed intervals − Select if you want Sage ACT! or Google to “win” for conflict resolution when both calendars have been changed − Choose which Sage ACT! activity types sync to Google and then clear activities from either application − Specify if you want alarms displayed in Google, Sage ACT!, or both so you can be reminded in the place you work most often
Find What You Need…Faster Universal search is• Universal Search: faster and more − Find that key document or expansive piece of info you need in your contacts, groups, companies, opportunities, notes, history, and attachments − Filter your 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
Access Sage ACT! from Anywhere• Sage ACT! Connect: − Get to your Sage ACT! contacts and calendar from any computer with a web browser, including Internet Explorer®, Firefox®, Google Chrome™—even Safari® − Access from popular tablets, like the iPad® − Sync these same details to your 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
For Use in a Team Environment Sage ACT! Connect
Administrative Improvements• Consolidated setup and auto-sync schedules• Simplified startup experience, which reduces the complexity of getting started• Installation enhancements: − Continue to be productive during Sage ACT! installation (new installs) − Manage installation expectations better by knowing how long it will take, what prerequisites are needed − Make better decisions on when Sage ACT! installation should occur• Importing data enhancements: − Improved flow of import from other sources into Sage ACT! − Confirmation message that import is successful with a log of what’s not imported and why• Moving and sharing of databases: − Easily find databases that users can access/use, and share databases with others within the organization
Sage ACT! 2012 Demo
Summary• Local focus and global scale with Sage• Sage ACT! is your business command center that serves up relevant relationships details and connects you to: − Powerful, subscription-based sales and marketing services − Desktop and web-based productivity tools − Social media• NEW productivity and efficiency features in the upcoming release of Sage ACT! 2012• Sage resources to get you up and running and keep you running smoothly