Description of ACT Software and What's new in the 2012 Version

1. Sage ACT
Andy Irvine
Managing Director,
Boldfield
Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS
Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878
Email: enquiries@boldfield.com Web: www.boldfield.com

2. Sage ACT! Overview
 Number one contact and customer management
choice of small businesses and sales teams
 Designed to help develop profitable relationships
 An industry leader when it comes to ease of use
 A powerful way to grow your business
 Sage has expertise in understanding UK businesses

3. Demonstrated Leadership for over 22 Years
Over 2.8 million registered users and 53,000 corporate customers
Over 30,000 in UK

4. Lets Hear from Mike

5. Communications

6. Calendar

7. Dashboards

8. Email Marketing

9. What's New in - Sage ACT! 2012
Virtual Notepad with Sage ACT! Scratchpad
Faster, More Expansive Universal Search
Seamless Interaction with Gmail™, Google®
Contacts, and Google Calendar™
Accounts Integration

10. Ditch Your Pen/Paper To-do Lists
• Sage ACT! Scratchpad:
− Quickly capture notes, phone numbers,
and personal reminders, with or without
opening Sage ACT!
− Prioritize and check off completed items,
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

11. Find What You Need…Faster
 Universal Search:
 Quickly find that info you need in your
contacts, groups, companies, opportuniti
es, notes, history, and attachments
 Filter your search criteria
 View and search results displayed by
relevance and double-click links to the
document

12. 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

13. 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®

14. Work Seamlessly with Google®
 Google Calendar™:
 Sync your Sage ACT! and Google calendars manually or automatically using pre-
programmed intervals
 Set conflict resolution
 Choose the activity types that sync to Google
 Specify if you want alarms displayed in Google, Sage ACT!, or both

15. ACT Connect
 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 with your
 BlackBerry®
 Windows Mobile®
 Android™
 Import Yahoo® and Google® Contacts
 Link Facebook pictures

16. Integration with Sage 50
• Credit Control
Information
Sage ACT! Link • Quotes
for
Sage 50 & Instant • Invoices
Accounts • Orders
• Product & Price List
 Business benefits of having Accounts and Sage ACT!
 Efficiency and productivity through front and back office integration
 Joined up end to end process make the business more effective
 Get a more rounded view of business to drive growth
21

17. Your Business Centre
Links to
Office
E Marketing Social Media
Accounts

18. Version Differences - Summary
Version Features
Sage ACT! 2012  Sage ACT! Scratchpad, a convenient, virtual notepad
 Universal search that looks in contacts, groups, companies, opportunities, notes, history,
and attachments
 Seamless interaction with Gmail™
 Google® Contacts and Google Calendar™ sync
 Access to Sage ACT! contacts and calendar from supported web browsers, popular
tablets, like the iPad®, and mobile phones with Sage ACT! Connect
 Confirmation message after you import from sources like Excel® and other Sage ACT!
databases
 Menu that displays exact install times and components required
Works with Internet Explorer® 9 and Firefox® 4
 Smart Tasks, which is like workflow, only easier
Sage ACT! 2011
 Leads with Sage Business Info Services for ACT! powered by Hoover’s™
 Outlook contact and calendar sync
 Direct import from Excel®, no .csv required
 Mobile access to contact and calendar details from Android™ devices with Sage Mobile for ACT!
 Works with Microsoft® Office 2010 and Windows® 7
ACT! by Sage 2010  View LinkedIn®, Facebook, and more from within Sage ACT!
 Email marketing with Sage E-marketing for ACT!
 Mobile access to contact and calendar details from BlackBerry® and Windows Mobile® devices
with Sage Mobile for ACT!
 Reports view
 Simplified navigation
 Welcome page with feature tours, help, and news from Sage
 Customisable opportunities
ACT! by Sage 2009  Related contacts
 Seamless interaction with Microsoft® Outlook® email
ACT! by Sage 2008  Graphical dashboards
 Duplicate checking by first and last name
 Duplicate checking for groups and companies
 Advanced Queries for groups and companies
ACT! by Sage 2007  Last email field
 Specify linked contact and company fields
1
 Field-level security
 En masse security for notes, history, and opportunities
2
ACT! by Sage 2006  Customisable opportunity field names and types
 Citrix® and Terminal Services
3
 Automatic database backup and sync
ACT! by Sage 2005  Multi-select values
 Customizable drop-downs
 Rich text formatting
 Attach documents to activities, notes, and history
 Groups with dynamic group membership
 Company records
 Multiple calendar views
 Opportunity list view
 Instant quotes using supported versions of Microsoft® Excel® and Word
 Sample sales processes
 Graphical sales pipeline
 Preformatted reports
 Export to Excel
1
This feature is only available in Sage ACT! Premium.
2
This feature is only available in Sage ACT! Premium.
3
This feature is only available in Sage ACT! Premium.