Sage Act! 2011

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Sage ACT! 2011 adds automation and online services. Ramp up your business!

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

    1. 1. Sage ACT! 2011<br />Social media and automation meets <br />the world’s #1 contact manager.<br />
    2. 2. 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 />Premium version Designed for small businesses and sales teams. <br />Easiest to use. Leads the industry in ease of use. <br />Customizable. Let’s the customer design views, add fields and tabs, edit drop-downs, and customize templates. <br />High value, Sage ACT! is free from hidden costs and costly investments in IT stacks or monthly hosting fees<br />
    3. 3. Sage ACT! Market Position<br />Target Market:<br />Workgroups of sales professionals<br />Buyers:<br />Professionals<br />Sales, Sales Managers<br />Small Business Owners<br />Enterprise Sales Departments<br />Industries:<br />Horizontal with selected verticals <br /> Focused on Financial Services,<br /> Insurance, and Real Estate<br />
    4. 4. Introducing Sage ACT! 2011<br />Click to <br />view video!<br />
    5. 5. Major Enhancements<br />Smart Tasks<br />Sage Business Info Services<br />Outlook Contact and Calendar Sync<br />Integration with Sage 50 now; Peachtree in 2011<br />Import from Excel<br />
    6. 6. 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 />
    7. 7. 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 />
    8. 8. 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 (1)<br />3: 400 leads/ month (1)<br />(1) paid subscription required<br />
    9. 9. Sage Business Info Services for ACT!<br />Business Information:<br /><ul><li>Contact Profile
    10. 10. Company Profile
    11. 11. Company Financials
    12. 12. Company Contacts
    13. 13. Industry Information
    14. 14. Company News</li></ul>Import Companies <br />Import Contacts<br />Email Alerts<br />Business Info links display in-context Hoover’s data<br />
    15. 15. Extended Contact Management<br />
    16. 16. Sage ACT! 2011 Summary<br /><ul><li>Rich Feature Set
    17. 17. Easiest to Use
    18. 18. Connected Services
    19. 19. 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 />
    20. 20. Upgrading from an older version? <br />Here’s what else you’ve been missing:<br />Slide 12<br /><ul><li>The New Look of ACT!
    21. 21. Improved Lookups
    22. 22. Defined currency settings
    23. 23. Vcard Export
    24. 24. Opportunities – new entity
    25. 25. Web Info Tab
    26. 26. ACT! eMarketing
    27. 27. Reporting view
    28. 28. Relationships tab
    29. 29. Custom Tables</li></li></ul><li>Slide 13<br />Opportunities: Overview<br /><ul><li>Activities, Notes, Histories and documents can be associated
    30. 30. Default for Opportunities is still the list view
    31. 31. Opportunities no long require a contact
    32. 32. Layouts are customizable
    33. 33. Fields can be defined for Opportunities
    34. 34. Fields can be defined for Products/Services</li></li></ul><li>Slide 14<br />Web Info Tab<br />Links to social networking sites and more:<br /><ul><li>LinkedIn
    35. 35. Facebook
    36. 36. Plaxo
    37. 37. ZoomInfo Contact
    38. 38. Contact's Website
    39. 39. Google™
    40. 40. Yahoo! </li></li></ul><li>Slide 15<br />Dashboards in ACT! 2010<br />Admin Dashboard<br /><ul><li>User Status
    41. 41. Synch Status by User
    42. 42. Remote Database
    43. 43. Information by User</li></ul>Contacts Dashboard<br /><ul><li>Recently Created Contacts
    44. 44. Recently Edited Contacts
    45. 45. Contact History Count by History Type</li></li></ul><li>Slide 16<br /> Relationships tab<br /> Reports view<br />Links contacts based on their relationships (family, business, whatever . . .)<br />Select your favorite reports for faster access.<br />
    46. 46. Slide 17<br />Custom Tables <br />Extend ACT! capabilities. Build <br />one-to-many relationships <br />to track equipment<br />support agreements, policies, and more.<br />
    47. 47. On the verge, incorporated<br /> Why talk with us? It's simple. We know stuff!<br />You want your business to succeed - and so do we. That's why we:<br /><ul><li> Focus on business objectives, process and people
    48. 48. Start with requirements, not technology
    49. 49. Recognize that no two businesses have the same needs, budget, or goals
    50. 50. Help you get it right the first time and avoid costly mistakes</li></ul> Free whitepaper: The six CRM mistakes to avoid<br />800.963-1030www.yourcrmteam.com<br />Download here!<br />> Software sales >Installation <br />>Project planning >Implementation<br />>Customization >Training<br />>Project Management >Business Process Analysis<br />

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