ACT! by Sage 2010 Prospects Release Overview

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Make contact. Build relationships. Get results.

You want to get organized, but your current method of managing customer information just isn’t enough. You need something more, something that’s designed for you, something that comes highly recommended. You need ACT! by Sage, the #1 selling Contact and Customer Manager.

With ACT!, you can organize all the details of your customer relationships in one place—from basic contact information to detailed notes on past interactions—for a complete view of the people you do business with. Improve your marketing effectiveness to attract new customers and get more from existing relationships. And, take action on your most qualified sales leads with total visibility and control of your pipeline.

Because ACT! is easy to learn and use, you can be more productive right away. Continue working with your existing business solutions, like Microsoft® Outlook®, Word, Excel®, and Lotus Notes®, because they integrate with ACT!.

Start today and relax, it’s in ACT!.

Top Reasons to Choose ACT!

• Choose a solution you’ll love. You want the best for your business, which is why you need ACT! to manage your customer relationships. ACT! is the #1 selling Contact and Customer Manager in the world with 2.8 million users, and comes highly recommended by small businesses and salespeople. Why look anywhere else?

ACT! has been my CRM tool since Version 1.0. Without it I would be disorganized and behind in keeping in touch with prospects and clients. I tenderly call it the ‘nagger’ as with reminders/alarms set, it will nag you until you do something. I promote it to everyone who is a small business owner because it will help them stay on track and grow a successful business. I love it! My friends call me an ACT! Guru. --Trudy M. Phillips, File Management, LLC, ACT! user since 1987

Having been in the sales profession for many years, I have over 13,000 contacts in my primary database. I can’t tell you how much it has meant to my business over the years to always have at my fingertips every conversation, kids’ names, birthdays, and anniversaries when I haven’t spoken to a prospect for a year. Without ACT!, I would be lost in a sea of Post-it notes and drifting without focus and direction. Oh, and of course I never miss an appointment or a phone call. I started with Version 1.0, and I love ACT!. --John Burwick, ACT! user since 1987

• Organize the details of your customer relationships. Get organized and get a complete view of the people you do business, plus instant access to past interactions and e-mails sent. Next time a customer calls, you’re prepared with a response about what you discussed last time, as well as personal details, like his favorite sports team, to set your business apart from the rest.

We pride ourselves on the personal relationships we develop with our clients and news organizations. ACT! is an essential tool for helping us maintain those relationships. --Richard Neuman, News Broadcast Network, ACT! user since October 2006

Our clients and candidates always remark positively that we know so much about them. In short, ACT! means our customers get excellent service. --Vicki Herrod, Seligman & Herrod, ACT! user since 2002

• Improve your marketing effectiveness. Attract new customers and get more from existing relationships with end-to-end ACT! E-marketing*. Not only can you create and send striking email and drip marketing campaigns using a simple online editor, you’ll be able to quickly identify your most interested prospects using a ranked call list so you know who to reach out to first.

More than 70 percent of our business today is repeat business. We make it our business to know our
clients and meet their professional staffing needs. ACT! helps us do that. --Ruddy Polhill, HealthCare Partners, ACT! user since 2004

ACT! allows us to query the database in ways we never could before, uncovering marketing and sales trends and opportunities that we might otherwise have missed. --William Steinberg, TSE Sports & Entertainment, ACT! user since 2004

• Take action on your most qualified sales leads. Capture leads and manage each through the sales process where you can capture detailed progress notes, include your products and services, plus see the probability of close. This gives you total visibility and control of your sales pipeline so you know where to focus your immediate efforts.

Prior to implementing ACT!, we had no visibility into our sales pipeline. Now our department is viewed as a leader within the organization—a model of an effective sales and marketing workforce. --Bruce Jensen, Transcontinental Printing, ACT! user since 2004

There’s no question that we’re being more productive. We’re working more on those opportunities that are most productive for us. ACT! has been instrumental in helping us pursue those leads. --Larry Schottenstein, Buyer’s Agent Real Estate, ACT! user since 2005

• Be more productive right away. Don’t worry about a learning curve. ACT! is easy to learn and use and we can prove it’s easier than competitive solutions. In fact, you can be 25%** more productive by simply choosing ACT!. If your customer information lives in spreadsheets today, no worries there either. You can import all of that valuable data into ACT! and continue building upon it.

Everyone is comfortable with the intuitiveness of ACT!. It really is easy to use. Even our newest users get it right away without requiring training.--Gordon Rogers, Gordon Rogers Architecture, ACT! user since 2000

I needed a way to communicate with ease. I needed great technical support. I needed a solution that just works. I knew where I wanted to take the business, and Salesforce.com couldn’t get me there. With ACT! I’m becoming an expert one step at a time. And the best part is, it’s so gosh-darn easy. --Kathy Logan, KM Medical, ACT! users since 2005

• Work with your existing business solutions. Take full advantage of the familiar solutions you’ve already invested in. Integrate ACT! with your e-mail, calendar, and accounting products, including Microsoft® Outlook®, Lotus Notes®—over 10 business solutions available today.

I have decided to focus my entire business around ACT! and Outlook. I’ll have it up all day and use it for
every e-mail, document, letter, and report. --Robert Thompson, Ornaments of Wood

We love Microsoft® Outlook® integration for calendars. Those using ACT! can synchronize with others in the organization who use Outlook, but not ACT!. This saves significant time by removing the need to make multiple phone calls or send e-mails in regard to scheduling. --Rita Johal, Pathways Home Health, ACT! user since 2004

• Coordinate efforts across your team. Good news! Just one place to enter phone numbers, emails, and more. You and your team can access all the same relationship details from one place—ACT!—to better coordinate your efforts when speaking to customers and appear completely in sync.

We use ACT! Premium throughout the organization. Our sales managers, team leaders, marketing staff, support personnel, and outside sales reps all use it to communicate with our customers and suppliers. We’ve got 30 people using ACT! Premium in all different capacities, so the ability to tailor it to each user is very important. --Mark Renn, H. J Oldencamp, ACT! user since 2003

Having that data in one location makes us all more efficient. We don’t have to go looking for answers;
they’re in ACT! --Linda Rennie, Ethan Allen Medical Search, ACT! user since 2007

More Detail on ACT! Features

• Manage relationships by keeping everything—phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more—in one organized place.
• Search and instantly access the exact customer relationship details you need using the most basic keyword search to a more advanced field search.
• Be more productive because ACT! not only enables you to schedule and track meetings and activities, these items roll-over if not complete, can be cleared as completed, and appear as history with your customer relationship details.
• Market effectively using ACT! E-marketing4, a marketing service in the cloud that enables you to create and send e-mail and drip marketing campaigns, plus track open and click-through rates, and manage opt-outs.
• Sell more by managing leads from first interaction through close using out-of-the-box sales stages or a process you customize.
• Measure results using 50+ reports and dashboards, or for deeper analysis, send most reports to Microsoft® Excel® and use connections to third-party report writers, like Crystal Reports®.
• Share and secure relationship details across your business with data-sharing options for teams of multiple sizes, and set security by employee profile and customer information.
• Personalize to fit the way you run your business by designing views, adding fields and tabs, editing drop-downs, and customizing templates.
• Access ACT! from anywhere with online5 and offline options, plus from your BlackBerry®6 or iPhone™7.
• Integrate with Microsoft® Outlook®, Lotus Notes®—over 10 business solutions available today.
  4 Requires additional subscription.
  5 This feature is only available in ACT! Corporate Edition.
  6 Requires additional purchase.
  7 Requires additional purchase.
• Administer and maintain using Silent Install8 9administration and activation, and take advantage of automatic backup, maintenance, and synchronization options.

* Requires additional subscription.
** Based on a Keystroke Level Modeling competitive study conducted by Sage and Measuring Usability, LLC in May 2009. Competitors included Microsoft Dynamics CRM and Salesforce.com.

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ACT! Platinum Care

Successfully manage and grow your business with help from ACT! Platinum Care, an annual subscription-based service that offers valuable business resources to ACT! users. Get the resources and tools to move your business to the next level.

With a one-year subscription, you get:

• ACT! Upgrade Assurance -- Your initial purchase of ACT! Platinum Care, and subsequent annual renewal fee, includes upgrades to your ACT! product released during the contract period. This insures you have the latest software upgrades and the most up-to-date enhancements for your ACT! software.
• Exclusive Business Specialist Forums - Access to essential business tools and online forums on topics including business planning and marketing strategies, leadership development, and effective presentations – all moderated by business specialists.
• SandlerSM Sales Training - Learn from the best! Sandler teaches an effective sales training methodology which has helped sales reps and managers around the world. ACT! Platinum Care subscribers receive a full year of access to the Sandler Broadcast Center which has been customized for ACT! Platinum Care users. Access includes e-lessons, podcasts, an Extended DISC® individual assessment, Sandler e-newsletters, and one complimentary sales training session at a local Sandler TrainingSM center.
• Exclusive Add-on Offers - Get even more out of ACT! by taking advantage of exclusive add-on offers available only to ACT! Platinum Care subscribers.

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Total Care = Plat Care + Edge

ACT! Edge is designed to save time and boost productivity by providing corporate customers with access to our Senior Support Specialist team. This annual support plan includes phone, chat, and e-mail support for 12 months.  Renewable annually, as an option.

ACT! Edge Support Includes:

• 12 months of phone, Email, and Live Chat Assistance with our ACT! Support Specialists.
• Phone Service is available 12 hours a day, Monday-Friday, 8:30am-8:30pm EST.
• Live Chat Assistance is available Monday-Friday, 9:00am-5:30pm EST.
• Access to our team of Senior Level Support Specialists.
• Voice message service for non-urgent issues with a guaranteed 4 business hour response time.
• Email non-urgent issues anytime and receive a 4 business hour turnaround.
• Free password recovery.
• Discounted database repair service if required.

Requirements:

• Compatible with all ACT! by Sage Single and Multi User 2006–2009 products as referenced in Sage's Obsolescence Policy.
• Your system must meet the minimum requirements to be eligible at the time of purchase and will be required by Support Specialists when troubleshooting issues.

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