act!2012 road show - naples, fl

Sage ACT! 2012Exclusive PremierNaples, FL

Emily Youkers, Manager of Sales

Engineering

Introductions

Greg Muffuletto,Account Executive

Florida

Dione Rindahl,Southeast Regional

Sales Manager

Introduction

Dedicated to helping secure your company's growth and profits by providing systems and support services to keep your team focused on your customers.

• Sage Preferred Business Partner since 2000• Helping over 100 local companies• Sage Certified Trainer

Agenda9am – 9:45am:

− Sage Overview− Sage ACT! Features and Benefits− Sage Connected Services for ACT!− Introducing Sage ACT! 2012

9:45am – 10am:− Break

10am – 11am:− Sage ACT! 2012 Live Demonstration

11am – 11:15am:− Sage ACT! Certified Consultants

11:15am – 11:30:− Q & A Session− Raffle Prizes!!!

About Sage

Sage is a leading supplier of business management software and services to 6.3 million customers worldwide. From small start-ups to larger organizations, we make it easier for companies to manage their business processes.

Our vision is to be the most admired and respected business software and services provider in the world

Accounting and Financial ManagementSage BusinessVision AccountingSage BusinessWorks AccountingSage ERP AccpacSage ERP MAS 90 and 200Sage ERP MAS 500Sage ERP X3Sage FAS Fixed AssetsSage PeachtreeSage PFW ERPSage Pro ERPSage Simply Accounting

Customer ManagementSage ACT!SageCRMSageCRM.comSage SalesLogix

Vertical Solutions—HealthcareSage HealthPro XLSage IntergySage Medical ManagerSage MedWare

Payment SolutionsSage Card ProcessingSage Electronic Check ProcessingSage Gift Card

Vertical Solutions—NonprofitSage FundraisingSage Fund AccountingSage Millennium

Human Resource Management and PayrollSage Abra HRMSSage TimeSheetSage Timeslips

Vertical Solutions—Construction and Real EstateSage MasterBuilderSage Timberline OfficeSage Timberline Enterprise

Integrated Small and Midsized Business (SMB) Market Offerings

Products We Offer

Sage CRM Solutions

Over 75,400 customers and 3.6 Million users rely on Sage CRM Solutions to manage their customer relationships every day.

Sage ACT! Overview• #1 contact and customer

management choice of small businesses and sales teams

• Designed for professionals who rely on the development of profitable relationships

• An industry leader when it comes to ease of use

• A powerful way to grow your business

• Backed by a global company with local expertise

Features and BenefitsOrganized customer

details

Opportunity management

Activity tracking and automated

tasks

Features and BenefitsLeads List Imported

from Hoover’s™

Contact and calendar

access from virtually

anywhere

Email Marketing

Your Business Command Center

Desktop & Web-based Productivity

Tools

Social Media

Back-office Updates

Subscription-based

Sales & Marketing Services

Desktop & Web-based Productivity Tools Version/ Products Notes

Microsoft Office 2003 – 2007 and 2010

Firefox® 3.5,3.6 & 4.0

Internet Explorer® 7, 8 and 9

Operating Systems XP, Vista and Windows 7

Google® – Gmail™, Google Contacts, and Google Calendar™

NEW!

Back-office Version/ Products Notes

Accounting Link Framework Sage Peachtree 2010/ 2011/ 2012, Sage Simply Accounting 2010 / 2011/ 2012, Sage BusinessWorks V6 or higher

Subscription-based Services Version/ Products Notes

Sage ACT! Connect NEW!

Sage E-marketing for ACT!

Sage Business Info Services for ACT!

Connect Sage ACT! to…

Tap into Sage Resources

• Sage ACT! Certified Consultants and Premier Trainers

• Sage ACT! Online Community:− Register for Sage ACT! 2012 BETA− Share best practices− Chat with Sage

employees and other Sage ACT! users

• Anytime Learning

• Sage Business Care http://community.act.com/sage/

Sage ACT! 2012 Sneak Peek

• You are among the FIRST to see Sage ACT! 2012

• This is a BETA build (BETA begins 6/22/11; ends 7/20/11)

• So, certain features and functionality may not be working perfectly just yet

• Sage ACT! 2012 scheduled to be released this fall

Introducing Sage ACT! 2012

Virtual Notepad with Sage ACT! Scratchpad

Seamless Interaction with Gmail™, Google® Contacts, and Google Calendar™

Faster, More Expansive Universal Search

Anywhere Access with Sage ACT! Connect

Ditch Your Pen/Paper To-do Lists• Sage ACT! Scratchpad:

− Quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!

− Prioritize and check off items once completed, print the list to take it with you, or push updates into Sage ACT! with just a few clicks

− Send items to Sage ACT! as activities, notes, and history—even assign them to contacts

Keep business and personal tasks in

Sage ACT! Scratchpad

Work Seamlessly with Google®• Gmail™:

− Send and receive emails from Gmail™ and Sage ACT! will keep a history of those emails for a complete view of your communications with that contact

− Specify one of three default history types to record emails, including subject line, subject line and message, and email attachment

View your Gmail emails from within

Sage ACT!

Work Seamlessly with Google®• Google Contacts:

− Create new Google Contacts from Sage ACT!− Create new Sage ACT! Contacts from Google− Sync all or just a subset of your Sage ACT! contacts with Google®

Your contacts are always up to date

regardless of where they were created or

changed

Work Seamlessly with Google®• Google Calendar™:

− Sync your Sage ACT! and Google calendars manually or automatically using pre-programmed intervals

− Select if you want Sage ACT! or Google to “win” for conflict resolution when both calendars have been changed

− Choose which Sage ACT! activity types sync to Google and then clear activities from either application

− Specify if you want alarms displayed in Google, Sage ACT!, or both so you can be reminded in the place you work most often

Find What You Need…Faster• Universal Search:

− Find that key document or piece of info you need in your contacts, groups, companies, opportunities, notes, history, and attachments

− Filter your search criteria by all dates, last 24 hours, last week, and last month

− View search results displayed by relevance and double-click on the item of interest to be taken to that particular field or attachment

− Use the back button to view the search results page again

Universal search is faster and more

expansive

Access Sage ACT! from Anywhere• Sage ACT! Connect:

− Get to your Sage ACT! contacts and calendar from any computer with a web browser, including Internet Explorer®, Firefox®, Google Chrome™—even Safari®

− Access from popular tablets, like the iPad® − Sync these same details

to your BlackBerry®, Windows Mobile®, and Android™ devices for real-time, mobile access

− Import Yahoo® and Google® contacts into Sage ACT! Connect

− Link Facebook pictures to the contacts you keep

Sage ACT! Connect

For Use in a Team Environment

Administrative Improvements• Consolidated setup and auto-sync schedules• Simplified startup experience, which reduces the complexity of getting

started • Installation enhancements:

− Continue to be productive during Sage ACT! installation (new installs)− Manage installation expectations better by knowing how long it will take,

what prerequisites are needed− Make better decisions on when Sage ACT! installation should occur

• Importing data enhancements:− Improved flow of import from other sources into Sage ACT!− Confirmation message that import is successful with a log of what’s not

imported and why• Moving and sharing of databases:

− Easily find databases that users can access/use, and share databases with others within the organization

Sage ACT! 2012 Demo

Summary

• Local focus and global scale with Sage• Sage ACT! is your business command center that serves

up relevant relationships details and connects you to:− Powerful, subscription-based sales and marketing services− Desktop and web-based productivity tools− Social media

• NEW productivity and efficiency features in the upcoming release of Sage ACT! 2012

• Sage resources to get you up and running and keep you running smoothly

Questions?