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Sage ACT! 2011
Larry Ritter, SVP & GM Sage CRM SolutionsRyan Zuk, Media & Analyst Relations(ryan dot zuk @ sage dot com)
Sage Overview • £1.4 Billion revenue FY09
− 11% increase YoY
• 13,100 employees
• 6.2 million customers1
• Global distribution network− 30,000 reseller partners
− 40,000 accountants
• Presence in 24+ countries
• 3rd largest business management software provider worldwide2
Sage Accpac ERP Solutions
1 At September 30th 20092 AMR Research: Global Enterprise Application Market Sizing Report, July 2009
Sage MAS ERP Solutions
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
• Designed specifically for individuals, small businesses and sales teams.
• Easiest to use. Leads the industry in ease of use.
• Personalizable. Enables the end-user to design views, add fields and tabs, edit drop-downs, and customize templates.
• High value, Sage ACT! is priced for the cost-conscious, free from hidden costs and costly investments in IT stacks.
ACT! 200719 point im-provement
20 point im-provement
11 point im-provement
Customer Driven Innovations
• Requirements Gathering: − “Share Your Ideas” Forum in the ACT! Online Community− Extensive Usability and Beta Testing− In-depth Win/Loss Research
Source: In-Product Survey, 60 Day ACT! scores (over 20,000 respondents).
ACT! 2008
ACT! 2009
ACT! 2010
Better than 79% of all other SW products!
Sage ACT! 2011
Source: ACT! 2010 Usability Study
> 22,000 members
Expanded Solution Footprint
Sage Connected Services
ListsSearch, Import
Sage ACT! Application
Prospect
Lead
Opportunity
Sales
Ongoing
Relationsh
ip
E-MarketingCampaigns, Surveys
Sage ACT! Contacts, Notes, History
Sage Connected Services for ACT!
• Sage E-marketing for ACT!− E-mail marketing service
• ACT! Mobile Live− Mobile Sync Service
17-Jun
21-Jun
25-Jun
29-Jun3-Ju
l7-Ju
l
11-Jul
15-Jul
19-Jul
23-Jul
27-Jul
ACT! Mobile Live Users Since Launch
30-day TrialsInvoiced Sales
User
s
Introducing Sage ACT! 2011
Click to view video!
Major Enhancements
• Outlook Contact and Calendar Sync• Welcome Page with Info for New and Upgrading Users• Direct Import from Excel• Sage Integration Contract: Sage 50 now!
− Existing Accounting Link Framework still supported (i.e. all in-market integrations continue)
Smart Tasks (aka Workflow) • Automate common tasks to enhance customer experience• 10 pre-defined templates• Graphical Designer• Fully extensible engine
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− 3: Lead (400/month)
Find New Prospects with
Hoover’s™ Integration
Automate Follow-up with Smart Tasks
Nurture with E-marketing
Build strong relationships
with Sage ACT!
Extended Contact Management
Sage ACT! 2011 Summary
Rich Feature Set Easiest to Use Connected Services Value for the Price:
− Sage ACT!o Pro : $229.99/$169.95o Premium: $459.99/$299.95 *
− Connected Serviceso Business Info: Free, $24.95,
$54.95 PUPM o E-marketing: $14.95 - $54.99
PUPMo Mobile: $10 PUPM
*New/Upgrade Pricing
Easy to find list of all Smart Task templates in the database
Easy to use drag- and-drop visual designer to create multi-step Smart Tasks
Smart Tasks
Ability to schedule Smart Tasks to run when it’s convenient for the user
Ability to narrowly and clearly define the criteria for the Smart Task
Smart Tasks
Smart Tasks
General Productivity
Birthday Reminder
Contacts with No Recent Activity
New Contact Welcome
Incomplete Information
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
Users can trigger any scheduled Smart Tasks to run manually
Users can choose how much control they want to have over the steps in their Smart Tasks
Smart Tasks
Sage Business Info Services for ACT!
• Business Information:o Contact Profileo Company Profileo Company Financialso Company Contactso Industry Information o Company News
• Import Companies • Import Contacts• Email Alerts
Business Info links display in-context Hoover’s data