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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
Pricing