Presentation from our Act! v16 Launch Event held on August 28th,2 013 at The Bently Reserve in San Francisco.

1. Power of 3 Consulting
Power of 3 Consulting
V16 Launch Event

2. Power of 3 Consulting
Introductions
Stacy Roach, President & Founder of Po3
925.362.4263, Ext. 1
Stacy@po3inc.com
Kiley McInroy, Marketing & Account Specialist
925.362.4263, Ext. 2
Kiley@po3inc.com
www.po3inc.com

3. Power of 3 Consulting
A Bit About Po3
• Practical, Real-World CRM Consulting Services
– Act! Certified Consultant & Premier Trainers for 13+ Year
– Sales Savvy
– Marketing Expertise
• PDCA
– Plan
– Do
– Check
– Act – Get it?
• We do…
– User Adoption & Training, Customization, Deployment &
Security, Reports & Dashboards, Importing and Data Clean-
up, Integration and, of course, project management

4. Power of 3 Consulting
Introductions – Your Turn
1. Your Name & Company
2. Where you live and/or work
3. Version of Act!
4. What you would like to get out of the session
5. If you are using Act!, what do you like about it?

5. Power of 3 Consulting
Power of 3 Consulting
What We Will Cover
{Cue Mindmanager}

6. Power of 3 Consulting
Power of 3 Consulting
Swiftpage Acquisition

7. Power of 3 Consulting
• Who are they?
– 11 years in the e-marketing industry
– Over 65 Million e-mails sent per month
– 98% deliverability
– 85% Satisfied to Very Satisfied with support
Swiftpage

8. Power of 3 Consulting
• What do they do?
– Swiftpage provide digital marketing and CRM solutions that help
businesses grow.
Swiftpage
Email Marketing
Social Media Marketing
Customer Relationship Management

9. Power of 3 Consulting
• Swiftpage delivers easy-to-use email
marketing, social media marketing and
contact management solutions to micro
and small businesses.
• #1 selling contact and customer
manager, enabling small businesses and
sales teams to organize customer
details, increase productivity, and drive
results.

10. Power of 3 Consulting
1. Marketing & Sales Driven Company – in this digital age
2. Youthful, energetic and motivated folks
3. Nimble organization
4. Focus on the customer
5. Investment in the product
Top 5 Reasons We Love the Swiftpage-Act! Merger

11. Power of 3 Consulting
Power of 3 Consulting
Act! v16 Cool New Stuff

12. Power of 3 Consulting
1. Mobile Groups/Companies
2. Mobile E-mail
3. Improved Tablet Views
4. Calculated Fields
5. Automate Company Creation
6. History List View
7. Reschedule Multiple Activities
8. Create Lookup from Universal Search
9. Act! Scheduler Sends Notifications – Finally!
10. Manage Fields & Layout Design in Web Client
11. Google Chrome Support
12. Office 2013 Support
Top 12 New Features

13. Power of 3 Consulting
Power of 3 Consulting
Act! v16
{Cue Demo}

14. Power of 3 Consulting
Power of 3 Consulting
Top 3 Reasons CRM Implementations Fail
{Cue Dramatic Music}

15. Power of 3 Consulting
3. Unclear Goals & Objectives, No Clear ROI
2. Too Ambitious – Never Gets Implemented
1. User Adoption
Top 3 Reasons CRM Implementations Fail

16. Power of 3 Consulting
3. Unclear Goals & Objectives, No Clear ROI
• Take the time to define exactly
– What the system will do
– Who will use it
• (Hint: Involve them in the process)
– What success looks like
– What are potential roadblocks
– What is the ROI

17. Power of 3 Consulting
2. Too Ambitious – Never Gets Implemented
• Prioritize your goals
• Start small – consider a pilot
• Create a phased approach
• Target areas of ROI
• Revised Goals & Objectives

18. Power of 3 Consulting
1. User Adoption
• Involve them in the planning &
goal setting
• Make sure initial phases offer
value to end users
• Make the transition as easy as
possible
• Understand that change is
hard
• Train, train, train and then
train some more.

19. Power of 3 Consulting
Power of 3 Consulting
The Big Wrap Up
{Cue the “Let’s Make a Deal” Music}

20. Power of 3 Consulting
Special Event Pricing
• First Option: Act! 2013 with Business Care
Upgrade Amnesty – Today Only!
Act! 2013 with Silver Business Care Bundle
(35% off SRP for Software + 60% off Bus. Care) SRP
Current Act!
Promo 25%
Off SW
Event
Special
Pricing
46% Off
Road Show
Savings
Act! 2013 Pro Upgrade License 356.70$ 306.70$ 192.67$ 164.03$
Act! 2013 Pro Full License 426.74$ 358.74$ 238.19$ 188.55$
Act! 2013 Premium Upgrade License 554.20$ 463.25$ 311.67$ 242.53$
Act! 2013 Premium Full License 744.24$ 606.25$ 435.19$ 309.05$
Act! 2013 with Gold Business Care Bundle
(35% off SRP for Software + 60% off Bus. Care)
SRP
Current Act!
Promo 25%
Off SW
Event
Special
Pricing
46% Off
Road Show
Savings
Act! 2013 Pro Upgrade License 424.20$ 374.20$ 234.67$ 189.53$
Act! 2013 Pro Full License 494.24$ 426.24$ 280.19$ 214.05$
Act! 2013 Premium Upgrade License 621.70$ 530.75$ 338.67$ 283.03$
Act! 2013 Premium Full License 811.74$ 673.75$ 462.19$ 349.55$

21. Power of 3 Consulting
Special Event Pricing
• Second Option: Act! v16 with Business Care
Bronze Biz Care: for
Pro is
$89.25, Premium is
$169.00 – No
Promos
Upgrade Amnesty – Today Only!
Act! v16 Software
(30% off SRP)
SRP
Current Act!
Promo 15%
Off
Event
Special
Pricing
30% Off
Road Show
Savings
Act! v16 Pro Upgrade License 199.95$ 169.96$ 139.97$ 59.98$
Act! v16 Pro Full License 269.99$ 229.49$ 188.99$ 81.00$
Act! v16 Premium Upgrade License 359.95$ 305.96$ 251.97$ 107.98$
Act! v16 Premium Full License 549.99$ 467.49$ 384.99$ 165.00$
Silver or Gold Business Care Added to v16
(60% off SRP)
SRP
Current Act!
Promo 15%
Off
Event
Special
Pricing
60% Off
Road Show
Savings
Pro Silver Business Care 156.75$ N/A 62.70$ 94.05$
Pro Gold Business Care 224.25$ N/A 89.70$ 134.55$
Premium Silver Business Care 194.25$ N/A 77.70$ 116.55$
Premium Gold Business Care 261.75$ N/A 104.70$ 157.05$
Pricing is per license, a license is required for each user login.

22. Power of 3 Consulting
Special Event Pricing
• Third Option: Act! v16
Upgrade Amnesty – Today Only!
Act! v16 Software
(30% off SRP)
SRP
Current Act!
Promo 15%
Off
Event
Special
Pricing
30% Off
Road Show
Savings
Act! v16 Pro Upgrade License 199.95$ 169.96$ 139.97$ 59.98$
Act! v16 Pro Full License 269.99$ 229.49$ 188.99$ 81.00$
Act! v16 Premium Upgrade License 359.95$ 305.96$ 251.97$ 107.98$
Act! v16 Premium Full License 549.99$ 467.49$ 384.99$ 165.00$

23. Power of 3 Consulting
Business Care – why should you care?
• Swiftpage is moving away from the Sage annual release cycle.
• That is why they are calling this release v16, not Act! 2014
• Silver Business Care =
• Software Maintenance = All Act! Feature Releases Within One
Year Subscription +
• Unlimited Level 1 Act! Technical Support = Break/Fix
• Gold Business Care =
• Software Maintenance = All Act! Feature Releases Within One
Year Subscription +
• Unlimited Level 2 Act! Technical Support = Break/Fix + ability to
schedule support appointments = no more YouTube/Facebook
time while holding
• Bronze Business Care =
• Just Software Maintenance
• No Promo’s, so Silver & Gold are much better deal

24. Power of 3 Consulting
Power of 3 Consulting
Drawing!
{Cue the Free Stuff}

25. Power of 3 Consulting
Drawing
• 1 Act! 2013 Premium with Gold Business
Care - $801.99 Value
• 1 ACT! 2013 Premium with Silver Business
Care - $736.99 Value
• 1 Act! v16 Premium - $549.99 Value
• 2 One Hour, On-line Act! Assessments with
Stacy
• 1 Plantronics Voyager Bluetooth Headset

26. Power of 3 Consulting
Power of 3 Consulting
Thanks for attending
{Cue the Credits}