act! by sage 2010 slide presentation
DESCRIPTION
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.comTRANSCRIPT
ACT! by Sage 2010Available 9/1/09
Sage Overview
• £1.295B revenue for FY08 − 12% increase YoY
• 14,500 employees• 5.8 million customers1
− 56,000 Sage CRM Solutions customers
• Global distribution network− 30,000 reseller partners − 40,000 accountants
• Presence in 26 countries• 3rd largest business
management software provider worldwide2
1 At September 30th 20082 AMR Market Report
• Target Market: − SOHOs (1-4 employees) − Very small businesses (5-19) − Small businesses (20-99) − Corporate workgroups (100s)
• Buyers:− Business owners− Sales people− Independent professionals
• Industries: − Services, financial, insurance, real estate, manufacturing,
wholesale trade, and retail trade among others• Needs:
− Organize information, improve marketing, manage leads
ACT! Market Position
ACT! At-a-Glance
• #1 selling with 2.8 million users
• Helps small businesses and salespeople get organized, improve marketing, and sell more
• Easy to learn and use—proven to be more productive!
• Integrates with small business solutions
• Offers multiple access options—online, offline, and mobile
ACT! Solutions Family
1-10 UsersMobile Access
Standard Security
10+ UsersMobile AccessTeam Reporting
Enhanced SecurityTeam Administration
10+ UsersMobile AccessOnline AccessTeam Reporting
Enhanced SecurityTeam AdministrationCorporate License
Benefits
Introducing ACT! 2010
Faster and 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
New Look, Proven to be Easier
Check here for the latest news and product updates on ACT!, it’s a live dynamic update
Quick Access to Favorite ReportsView 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
Faster and Easier!
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
Faster and Easier!
Full Cycle Lead ManagementACT! E-marketing Service Summary
1. Web Lead Forms & Surveys
2. E-mail Marketing Creation
4. Service Sends E-mail
3. Drip Marketing Campaigns
5. Recipient Tracking and Call List
− Easy to create hosted Webforms− Automatically creates contacts − Tracks survey information in ACT!
− 100’s of templates to choose from − Upload custom HTML templates− Easy to create template designer
− Multi-stage, event driven workflow− Centrally managed automated
marketing campaigns
− Displays recipient activity in ACT!− Prioritized call list− Configurable rank system
− Manages CAN SPAM & opt-out lists− Avoid IP blacklist− Tracks clicks, opens, and bounces
End-to-End E-Marketing ServiceReach 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
End-to-End E-Marketing ServiceCreate 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
End-to-End E-Marketing ServiceTake 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
Faster and Easier!
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
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
Social Media and ACT! 2010
• ACT! Online Community (July)− 488K Page Views− 53K Visits− 2000+ Beta Posts− Customer Ideas Exchange and Partner Communications
• Social Media Networks:− Network development on all major communities− Activities began on 7/14/09− Blogs include information about beta, executive insights, and
details about new ACT! 2010 features
Business Services for ACT! Customers
Learn more: www.act.com/businessservices
Why ACT! 2010
• Top Reasons to Buy:− All 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
dashboards
• Pricing:− ACT! $229.99− ACT! Premium $399.99− ACT! Corporate Edition $459.99
• Available 9/1/09