Sage ACT! 2011 Features and Benefits


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New Features and Benefits of Sage ACT! 2011 - CRM with Workflow, Integration and Lead Management

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  • Add pricing for SF and MS; what does SF offer in their CM
  • Sage ACT! 2011 Features and Benefits

    1. 1. Sage ACT! 2011<br />Larry Ritter, SVP & GM Sage CRM Solutions<br />Ryan Zuk, Media & Analyst Relations<br />
    2. 2. Sage Overview<br /><ul><li>£1.4 Billion revenue FY09
    3. 3. 11% increase YoY
    4. 4. 13,100 employees
    5. 5. 6.2 million customers1
    6. 6. Global distribution network
    7. 7. 30,000 reseller partners
    8. 8. 40,000 accountants
    9. 9. Presence in 24+ countries
    10. 10. 3rd largest business management software provider worldwide2</li></ul>Sage MAS ERP Solutions<br />Sage Accpac ERP Solutions<br />1 At September 30th 2009<br />2 AMR Research: Global Enterprise Application Market Sizing Report, July 2009<br />
    11. 11. Sage ACT! At-a-Glance<br />Make Contact, Build Relationships, Get Results.<br />#1 Worldwide Contact and Customer Manager. <br />56,000 customers with > 10 users<br />Over 3M users <br />Designed specifically for individuals, small businesses and sales teams. <br />Easiest to use. Leads the industry in ease of use. <br />Personalizable. Enables the end-user to design views, add fields and tabs, edit drop-downs, and customize templates. <br />High value, Sage ACT! is priced for the cost-conscious, free from hidden costs and costly investments in IT stacks. <br />
    12. 12. Sage ACT! Market Position<br />Target Market:<br />Workgroups of sales professionals and individuals<br />Buyers:<br />Professionals<br />Sales, Sales Managers<br />Small Business Owners<br />Industries:<br />Horizontal with an emphasis on Financial Services, Insurance, Real Estate and High Tech<br />
    13. 13. Customer Driven Innovations<br />Requirements Gathering: <br />“Share Your Ideas” Forum in the ACT! Online Community<br />Extensive Usability and Beta Testing<br />In-depth Win/Loss Research<br /> > 22,000 members<br />Sage ACT! 2011<br />Better than 79% of all other SW products!<br />ACT! 2010<br />ACT! 2009<br />ACT! 2008<br />Source: ACT! 2010 Usability Study<br />Source: In-Product Survey, 60 Day ACT! scores (over 20,000 respondents).<br />
    14. 14. Expanded Solution Footprint<br />Sage Connected Services<br />Sage ACT! Application<br />Sage ACT! <br />Contacts, Notes, History<br />E-Marketing<br />Campaigns, Surveys<br />Lists<br />Search, Import<br />
    15. 15. Sage Connected Services for ACT!<br />Sage E-marketing for ACT!<br />E-mail marketing service<br />ACT! Mobile Live<br />Mobile Sync Service<br />
    16. 16. Introducing Sage ACT! 2011<br />Click to <br />view video!<br />
    17. 17. Major Enhancements<br />Outlook Contact and Calendar Sync<br />Welcome Page with Info for New and Upgrading Users<br />Direct Import from Excel<br />Integration with Sage 50 now; Peachtree in 2011<br />
    18. 18. Smart Tasks (aka Workflow)<br />Automate common tasks to enhance customer experience<br />10 pre-defined templates<br />Graphical Designer<br />Fully extensible engine<br />
    19. 19. Sage Business Info Services for ACT!<br />Learn more about the contacts/accounts you work with today<br />Find and import new prospects into ACT!<br />Turnkey Integration<br />Multiple Tiers<br />1: Directory (Free)<br />2: Reference<br />3: Lead (400/month)<br />
    20. 20. Extended Contact Management<br />
    21. 21. Demo<br />
    22. 22. Sage ACT! 2011 Summary<br /><ul><li>Rich Feature Set
    23. 23. Easiest to Use
    24. 24. Connected Services
    25. 25. Value for the Price:</li></ul>Sage ACT!<br />Pro :$169.95<br />Premium: $299.95<br />Connected Services<br />Business Info: Free, $24.99, $49.99 PUPM *<br />E-marketing: $14.95 - $54.99 PUPM<br />Mobile: $10 PUPM<br />*Early Bird Pricing<br />
    26. 26. Additional Screenshots<br />
    27. 27. Easy to find list of all Smart Task templates in the database<br />Easy to use drag- and-drop visual designer to create multi-step Smart Tasks<br />Smart Tasks<br />
    28. 28. Ability to schedule Smart Tasks to run when it’s convenient for the user<br />Ability to narrowly and clearly define the criteria for the Smart Task<br />Smart Tasks<br />
    29. 29. Smart Tasks<br />Pre-defined Smart Task templates offer an out-of-the-box value for users<br />Pre-defined Smart Tasks with Sage E-Marketing for ACT! templates available<br />
    30. 30. Users can trigger any scheduled Smart Tasks to run manually<br />Users can choose how much control they want to have over the steps in their Smart Tasks<br />Smart Tasks<br />
    31. 31. Sage Business Info Services for ACT!<br />Business Information:<br /><ul><li>Contact Profile
    32. 32. Company Profile
    33. 33. Company Financials
    34. 34. Company Contacts
    35. 35. Industry Information
    36. 36. Company News</li></ul>Import Companies <br />Import Contacts<br />Email Alerts<br />Business Info links display in-context Hoover’s data<br />
    37. 37. Sage Business Info Services for ACT!<br />Keyword Search to find new companies or key people<br />Build-a-List function for building highly targeted lead lists that are automatically imported into Sage ACT! <br />