ACT! by Sage 2010 slide presentation
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ACT! by Sage 2010 contact and customer manager software product overview for media, industry analysts, customers and prospective users. Highlights new look/design, social media integration and E-marketing service. Sage North America www.sagenorthamerica.com and www.act.com
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ACT! by Sage 2010 slide presentation
- 1. ACT! by Sage 2010 Available 9/1/09
- 6. Introducing ACT! 2010 Faster and Easier!
- 7. New Look, Proven to be 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 Check here for the latest news and product updates on ACT!, it’s a live dynamic update
- 8. Quick Access to Favorite Reports View 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
- 10. 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
- 13. End-to-End E-Marketing Service Reach 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
- 14. End-to-End E-Marketing Service Create 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
- 15. End-to-End E-Marketing Service Take 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
- 17. 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
- 18. 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
- 20. Business Services for ACT! Customers Learn more: www.act.com/businessservices
Editor's Notes
- CRM 2010 will not only further differentiate the Sage CRM Solutions family in the standalone CRM market, but will also create exciting synergies with our ERP and vertical products that our distributed around the world. While I recognize that all of you are familiar with Sage’s current position in the CRM market, I find that some analysts and press are less aware of Sage’s overall business footprint. As a point of reference, in our fiscal year ending September 30, 2007, Sage’s worldwide revenue was $2.29B USD, representing a 30% increase YOY. We ended the fiscal year with just under 14,000 employees. We had 5.5 millions registered customers. 56,000 of which were Sage CRM Solutions customers. This figure includes ACT! corporate customers, which are businesses that purchase more than 10 licenses in an initial purchase. The over 2.7 million individual ACT! users are not included in the 5.5 million registered customer count nor the 56,000 Sage CRM Solutions customer count. Sage is able to reach this large customer base through our extensive distribution network, which includes 25,000 business partners or value-added resellers. And, 40,000 accounts that serve as recommenders for our products. With operations in 20 countries, we are the third largest business management software provider worldwide.
- Know. Market. Sell. 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 reports/dashboards
- Benefit: Proven easier to learn and use navigation Features: New color scheme New Welcome Page with easy access to help, startup tasks, news and product updates Big “easy” buttons Instant access to search Related tasks provide quick access to helpful tasks in each view Consolidated menus Dynamic content based on user types
- Benefit: Unlock insight into your biggest opportunities for quick wins using new reports in a streamlined view Features: new opportunity reports Opportunities by Record Manager and Process Opportunity Summary by Record Manager and Process Opportunities by Process and Status Opportunities by Estimated Closing Month Won Opportunities and Days Open Won Opportunity Summary by Sales Process Won Opportunities by Sales Process and Competitor Won Opportunities by Sales Process and Reason Won Opportunities by Sales Process and Record Manger Won Opportunities by Sales Process Won Opportunities by Actual Closing Month Pipeline Report by Sales Process and Stage Pipeline Report and Products by Sales Process and Stage Streamlined reports view Ability to mark reports as favorites New OLEDB provider
- Know. Market. Sell. 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 reports/dashboards
- Competitive SF: · Their equivalent seems to be “Custom links” – they have these on the lead page, account profile page, and contact page but they only have the following as out of box: Google Search Google Maps Google News Hoovers Profile For Contacts ONLY, they include weather · These links only key off account name or contact/lead name (except in the case of weather, which doesn’t tie into any database fields, just pops another window with Yahoo Weather and you have to retype the zip). · All links open a separate window · Doesn’t seem to be any obvious way to pull info back into SFDC from that window · Not that I really think our Advanced Editor is super easy to use, but it’s WAY better than this (which is buried in the setup view); Benefit: Leading-edge social media technology that automatically integrates profiles and data with ACT! for instant knowledge about your customers Features: Links to LinkedIn, Facebook, Plaxo, ZoomInfo Contact, Contact's Website, Google™, Google Maps ™, and Yahoo ® Easy access to Web information for companies and contacts Dynamic display of contact and company data Add new Websites of your choosing and include dynamic search parameters Customizable searches based on field values
- Know. Market. Sell. 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 reports/dashboards
- Web Lead Capture Form E-mail Marketing Campaign Creation Drip Marketing Tracking Recipient Activity Ranked Call List
- Benefit: End-to-end e-marketing that intelligently and automatically reaches out to your ACT! contacts and delivers results right to the contact record Features: Mass e-mail send to contacts, groups, companies, or lookups Drip-marketing campaigns to send e-mails over time Customer surveys Results harvested into call lists integrated with ACT!
- Know. Market. Sell. 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 reports/dashboards
- Competitive: · Products don’t come with the professional edition – they have to be added on for an additional fee. · You can’t associate more than one company with an opportunity – although, you can add other companies on as “partners” · No groups in SFDC, obviously, so you can’t have group associations either · No quotes (although ours aren’t fabulous, so I’m not sure if we want to talk about that too much) Benefit: Tailor opportunities to fit your selling model with redesigned sales tracking functionality that makes managing leads easier and more flexible Features: Customizable opportunities, including product fields Relate activities, notes, history, and documents to opportunities 2 New Sales processes New Technology process Promotional process
- Benefit: Unlock insight into your biggest opportunities for quick wins using new dashboards Features: 12 new Dashboards charts 2 new default Dashboards Recently Created Contacts Recently Edited Contact Contact History Count by History Type Contacts by Country Contacts by Department Opportunities Open by Product Opportunities with Contact Info Opportunities by Products Opportunity Weighted Total by Stage Remote Database Information by User Remote Database Sync Status by User User Status
- ACT! Community Blogs (http://community.act.com) Facebook (http://www.act.com/facebook) LinkedIn (http://www.act.com/linkedin) MySpace (http://www.act.com/myspace) Plaxo (http://www.act.com/plaxo) Twitter (http://www.act.com/twitter)
- Don’t have to be ACT! customer to use these services Go to www.act.com/businessservices Enter customer ID# in the APC special offer section Customers with valid # redirected to landing page to get offer