This document summarizes a presentation about the upcoming release of Sage ACT! 2012 customer relationship management software. Key points include new features that allow for seamless integration with Google services like Gmail, Contacts and Calendar, as well as faster universal search. It also highlights the ability to access Sage ACT! from any device using Sage ACT! Connect. The presentation provided an overview of Sage as a company, their various business software products, and resources available to customers to help them implement and get the most out of Sage ACT! 2012. A live demo of the new software was also provided.

1. Sage ACT! 2012
Exclusive Premier
Naples, FL

2. Introductions
Greg Muffuletto, Emily Youkers, Dione Rindahl,
Account Executive Manager of Sales Southeast
Florida Engineering Regional
Sales Manager

3. 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

4. Agenda
9am – 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!!!

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

6. Products We Offer
Integrated Small and Midsized Business
(SMB) Market Offerings
Accounting and Financial Customer Management Vertical Solutions—
Management Sage ACT! Healthcare
Sage BusinessVision Accounting SageCRM Sage HealthPro XL
Sage BusinessWorks Accounting Sage Intergy
SageCRM.com
Sage ERP Accpac Sage Medical Manager
Sage ERP MAS 90 and 200 Sage SalesLogix Sage MedWare
Sage ERP MAS 500
Sage ERP X3
Sage FAS Fixed Assets Payment Solutions Vertical Solutions—
Sage Peachtree Sage Card Processing Nonprofit
Sage PFW ERP Sage Electronic Check Processing Sage Fundraising
Sage Pro ERP Sage Gift Card Sage Fund Accounting
Sage Simply Accounting Sage Millennium
Human Resource Vertical Solutions—
Management and Payroll Construction and Real Estate
Sage Abra HRMS Sage MasterBuilder
Sage TimeSheet Sage Timberline Office
Sage Timeslips Sage Timberline Enterprise

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

8. 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

9. Features and Benefits
Organized
customer Activity
details tracking and
automated
tasks
Opportunity
management

10. Features and Benefits
Leads List
Imported Email
from Marketing
Hoover’s™
Contact and
calendar
access from
virtually
anywhere

11. Your Business Command Center
Desktop &
Web-based
Productivity
Tools
Subscription-
based
Sales & Social Media
Marketing
Services
Back-office
Updates

12. Connect Sage ACT! to…
Subscription-based Services Version/ Products Notes
Sage ACT! Connect NEW!
Sage E-marketing for ACT!
Sage Business Info Services for ACT!
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 NEW!
Calendar™
Back-office Version/ Products Notes
Accounting Link Framework Sage Peachtree 2010/
2011/ 2012, Sage Simply
Accounting 2010 / 2011/
2012, Sage
BusinessWorks V6 or
higher

13. 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/

14. 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

15. 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

16. Ditch Your Pen/Paper To-do Lists
• Sage ACT! Scratchpad:
− Quickly capture impromptu Keep business and
personal tasks in
notes, phone numbers, and
Sage ACT!
personal reminders, with or Scratchpad
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

17. 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!

18. 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

19. 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

20. Find What You Need…Faster
Universal search is
• Universal Search: faster and more
− Find that key document or expansive
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

21. 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

22. For Use in a Team Environment
Sage ACT! Connect

23. 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

24. Sage ACT! 2012 Demo

25. 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

26. Questions?