Sage ACT! 2011 adds automation and online services. Ramp up your business!

1. Sage ACT! 2011 Social media and automation meets the world’s #1 contact manager.

2. Sage ACT! At-a-Glance Make Contact, Build Relationships, Get Results. #1 Worldwide Contact and Customer Manager. 56,000 customers with > 10 users Over 3M users Premium version Designed for small businesses and sales teams. Easiest to use. Leads the industry in ease of use. Customizable. Let’s the customer design views, add fields and tabs, edit drop-downs, and customize templates. High value, Sage ACT! is free from hidden costs and costly investments in IT stacks or monthly hosting fees

3. Sage ACT! Market Position Target Market: Workgroups of sales professionals Buyers: Professionals Sales, Sales Managers Small Business Owners Enterprise Sales Departments Industries: Horizontal with selected verticals Focused on Financial Services, Insurance, and Real Estate

4. Introducing Sage ACT! 2011 Click to view video!

5. Major Enhancements Smart Tasks Sage Business Info Services Outlook Contact and Calendar Sync Integration with Sage 50 now; Peachtree in 2011 Import from Excel

6. Smart Tasks (aka Workflow) Automate common tasks to enhance customer experience 10 pre-defined templates Graphical Designer Fully extensible engine

7. Smart Tasks Pre-defined Smart Task templates offer an out-of-the-box value for users Pre-defined Smart Tasks with Sage E-Marketing for ACT! templates available

8. Sage Business Info Services for ACT! Learn more about the contacts/accounts you work with today Find and import new prospects into ACT! Turnkey Integration Multiple Tiers 1: Directory (Free) 2: Reference (1) 3: 400 leads/ month (1) (1) paid subscription required

10. Company Profile

11. Company Financials

12. Company Contacts

13. Industry Information

14. Company NewsImport Companies Import Contacts Email Alerts Business Info links display in-context Hoover’s data

15. Extended Contact Management

17. Easiest to Use

18. Connected Services

19. Value for the Price:Sage ACT! Pro :$169.95 Premium: $299.95 Connected Services Business Info: Free, $24.99, $49.99 PUPM * E-marketing: $14.95 - $54.99 PUPM Mobile: $10 PUPM *Early Bird Pricing

21. Improved Lookups

22. Defined currency settings

23. Vcard Export

24. Opportunities – new entity

25. Web Info Tab

26. ACT! eMarketing

27. Reporting view

28. Relationships tab

30. Default for Opportunities is still the list view

31. Opportunities no long require a contact

32. Layouts are customizable

33. Fields can be defined for Opportunities

35. Facebook

36. Plaxo

37. ZoomInfo Contact

38. Contact's Website

39. Google™

41. Synch Status by User

42. Remote Database

44. Recently Edited Contacts

46. Slide 17 Custom Tables Extend ACT! capabilities. Build one-to-many relationships to track equipment support agreements, policies, and more.

48. Start with requirements, not technology

49. Recognize that no two businesses have the same needs, budget, or goals

50. Help you get it right the first time and avoid costly mistakes Free whitepaper: The six CRM mistakes to avoid 800.963-1030www.yourcrmteam.com Download here! > Software sales >Installation >Project planning >Implementation >Customization >Training >Project Management >Business Process Analysis