Sage act! 2013 sales presentation

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Sage ACT! 2013 Sales Presentation

Sage ACT! 2013 Sneak Peek

Mobility Social Media E-marketing Smart Tasks

Propel Your Sales & Marketing Efforts

MOBILITY Sage ACT! 2013 Sneak Peek

Mobility Sage ACT! Premium Mobile gives you and your team real-

time, mobile access to Sage ACT! Premium contact, calendar, and

opportunity details from iPhone, iPad, and Android.

Mobility with Opportunities Sage ACT! Premium 2013 now

includes Opportunities so you

can easily view, add, and edit

your opportunities for a powerful

sales advantage. Focus your

energy on high priority

opportunities by filtering your list

view based on date, status,

process, and stage—like

commitment to buy.

Keep everyone up-to-date and on the same page since

workgroups have secured, shared access to the most recent Sage

ACT! Premium details.

Sage ACT! Premium

Designed for Team Success

Sage ACT! Connect

• Makes it easy stay connected to your

business from iPhone, iPad, Android,

BlackBerry or Windows Mobile.

• Works with a broad range of mobile

devices so you can easily work and be

productive from wherever you are.

• Gives you access to custom Sage ACT!

data from your mobile device enabling

you to make better and faster decisions

while on-the-go.

• Provides you the freedom to pay-as-you-

go with an affordable yearly

subscription—$69.95 PUPY.

Mobility Options

• Access Sage ACT! (Pro & Premium) contacts & calendar, activities, and notes & history.

• Works with iPhone, iPad, Android, Windows Mobile, and BlackBerry.

• Requires subscription or included as part of certain Sage Business Care plans.

• Hosted by Sage.

For Sage ACT! Pro Customers

• Access Sage ACT! (Premium only) contacts & calendar, opportunities, activities, notes & history, and attachments.

• Works with iPhone, iPad, and Android.

• Included with your purchase of Sage ACT! Premium.

• Hosted by you or a Partner.

For Sage ACT! Premium Customers

SOCIAL MEDIA Sage ACT! 2013 Sneak Peek

Market Trends – Social Discovery

• 70% of small businesses use social

media or plan to in next 12 months –

SMB Group and CRM Essentials.

• “..the way our leads find us has changed.

We need to be where our next customers

are and they are on Facebook.” – Sage

ACT! customer quote.

Social Media Develop unique insight based on a greater understanding of

your customers through a centralized view of your contact’s last

25 posts made on LinkedIn, Facebook, and Twitter.

E-MARKETING Sage ACT! 2013 Sneak Peek

E-marketing Extend your reach beyond email addresses by automatically

posting your Sage E-marketing for ACT! messages to your

LinkedIn, Facebook, and Twitter pages. Viewers who have “Like”d

your business Facebook fan page will immediately receive these

updates as well.

SMART TASKS Sage ACT! 2013 Sneak Peek

Smart Tasks Defined

• Smart Tasks aka Workflow helps you

handle the things you need to get done

every day by automating key activities

based on steps you define, like sending a

welcome email to a new customer.

• Think of it like your own personal

assistant to take care of the small details

so you can focus on taking care of

business.

• Get started with one of many sample

Smart Task templates or create your own

to set in motion the most basic or

advanced steps to occur automatically.

Smart Tasks Offline Sage ACT! 2013 now enables your Smart Tasks to run offline so

your designated steps can keep moving forward, even when Sage

ACT! is closed.

Smart Tasks Triggers Save time with data/field triggers that automatically update

records once certain conditions are met—another critical Smart

Tasks improvement in Sage ACT! 2013!

What’s New Since Your Version

+

Sage ACT! 2013

features and

bonus

improvements.

Multiple Deployment Options

Support your IT preference with cloud, on-premise, and

hybrid options.

Cloud

On-premise

• Sage ACT! Pro – Windows only

• Sage ACT! Premium – Windows and

Web options

• Sage ACT! Premium Mobile

• Sage ACT! Hosted

• Sage Connected Services for ACT! –

FaaS – Mobility and E-marketing

• Hosted Partner Providers

Pro vs. Premium

Sage ACT! Hosted

• Have on-demand access to Sage ACT!

Premium anytime you're online.

• No setup, installs, or upgrades—we

automatically take care of it so you don't

have to.

• Start for as little as $2 per user, per day

with subscription billing that allows you to

pay-as-you-go.

Sage E-marketing for ACT!

• Gives you a simple way to grow your

business through impactful email

marketing communications.

• Powered by Swiftpage to ensure

deliverability—ISP relations and a free

spam check tool.

• Integrates seamlessly with Sage ACT! for

easy sending and results tracking.

• Provides you the freedom to pay-as-you-

go with low-cost monthly subscription

plan options.

E-marketing Plan Options

Q&A

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