2013 Sage ACT! Sales Presentation

1. Welcome!
The presentation will begin shortly.

2. Sage ACT! 2013 Sales Presentation

3. Sage ACT! 2013 Sneak Peek
Mobility Social Media E-marketing Smart Tasks
Propel Your Sales & Marketing Efforts

4. Sage ACT! 2013 Sneak Peek
MOBILITY

5. Mobility
Sage ACT! Premium Mobile gives you and your team real-
time, mobile access to Sage ACT! Premium contact, calendar, and
opportunity details from iPhone, iPad, and Android.

6. Mobility with Opportunities
Sage ACT! Premium 2013 now
includes Opportunities so you
can easily view, add, and edit
your opportunities for a powerful
sales advantage. Focus your
energy on high priority
opportunities by filtering your list
view based on date, status,
process, and stage—like
commitment to buy.

7. Designed for Team Success
Keep everyone up-to-date and on the same page since
workgroups have secured, shared access to the most recent Sage
ACT! Premium details.
Sage ACT! Premium

8. Sage ACT! Connect
• Makes it easy stay connected to your
business from iPhone, iPad, Android,
BlackBerry or Windows Mobile.
• Works with a broad range of mobile
devices so you can easily work and be
productive from wherever you are.
• Gives you access to custom Sage ACT!
data from your mobile device enabling
you to make better and faster decisions
while on-the-go.
• Provides you the freedom to pay-as-you-
go with an affordable yearly
subscription—$69.95 PUPY.

9. Mobility Options
• Access Sage ACT! (Pro & Premium) • Access Sage ACT! (Premium only)
contacts & calendar, activities, and notes contacts & calendar, opportunities,
& history. activities, notes & history, and
attachments.
• Works with iPhone, iPad, Android,
Windows Mobile, and BlackBerry. • Works with iPhone, iPad, and Android.
• Requires subscription or included as part • Included with your purchase of Sage
of certain Sage Business Care plans. ACT! Premium.
• Hosted by Sage. • Hosted by you or a Partner.
For Sage ACT! Pro For Sage ACT! Premium
Customers Customers

10. Sage ACT! 2013 Sneak Peek
SOCIAL MEDIA

11. Market Trends – Social Discovery
• 70% of small businesses use social
media or plan to in next 12 months –
SMB Group and CRM Essentials.
• “..the way our leads find us has changed.
We need to be where our next customers
are and they are on Facebook.” – Sage
ACT! customer quote.

12. Social Media
Develop unique insight based on a greater understanding of
your customers through a centralized view of your contact’s last
25 posts made on LinkedIn, Facebook, and Twitter.

13. Sage ACT! 2013 Sneak Peek
E-MARKETING

14. E-marketing
Extend your reach beyond email addresses by automatically
posting your Sage E-marketing for ACT! messages to your
LinkedIn, Facebook, and Twitter pages. Viewers who have “Like”d
your business Facebook fan page will immediately receive these
updates as well.

15. Sage ACT! 2013 Sneak Peek
SMART TASKS

16. Smart Tasks Defined
• Smart Tasks aka Workflow helps you
handle the things you need to get done
every day by automating key activities
based on steps you define, like sending a
welcome email to a new customer.
• Think of it like your own personal
assistant to take care of the small details
so you can focus on taking care of
business.
• Get started with one of many sample
Smart Task templates or create your own
to set in motion the most basic or
advanced steps to occur automatically.

17. Smart Tasks Offline
Sage ACT! 2013 now enables your Smart Tasks to run offline so
your designated steps can keep moving forward, even when Sage
ACT! is closed.

18. Smart Tasks Triggers
Save time with data/field triggers that automatically update
records once certain conditions are met—another critical Smart
Tasks improvement in Sage ACT! 2013!

19. What’s New Since Your Version
+
Sage ACT! 2013
features and
bonus
improvements.

20. Multiple Deployment Options
Support your IT preference with cloud, on-premise, and
hybrid options.
• Sage ACT! Hosted
• Sage Connected Services for ACT! –
Cloud FaaS – Mobility and E-marketing
• Hosted Partner Providers
• Sage ACT! Pro – Windows only
• Sage ACT! Premium – Windows and
Web options On-premise
• Sage ACT! Premium Mobile

21. Pro vs. Premium

22. Sage ACT! Hosted
• Have on-demand access to Sage ACT!
Premium anytime you're online.
• No setup, installs, or upgrades—we
automatically take care of it so you don't
have to.
• Start for as little as $2 per user, per day
with subscription billing that allows you to
pay-as-you-go.

23. Sage E-marketing for ACT!
• Gives you a simple way to grow your
business through impactful email
marketing communications.
• Powered by Swiftpage to ensure
deliverability—ISP relations and a free
spam check tool.
• Integrates seamlessly with Sage ACT! for
easy sending and results tracking.
• Provides you the freedom to pay-as-you-
go with low-cost monthly subscription
plan options.

24. E-marketing Plan Options

25. Q&A

26. Pricing