Sage act! 2013 sales presentation
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Transcript of Sage act! 2013 sales presentation
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Welcome!
The presentation will begin shortly.
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Sage ACT! 2013 Sales Presentation
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Sage ACT! 2013 Sneak Peek
Mobility Social Media E-marketing Smart Tasks
Propel Your Sales & Marketing Efforts
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MOBILITY Sage ACT! 2013 Sneak Peek
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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.
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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.
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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
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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.
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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
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SOCIAL MEDIA Sage ACT! 2013 Sneak Peek
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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.
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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.
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E-MARKETING Sage ACT! 2013 Sneak Peek
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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.
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SMART TASKS Sage ACT! 2013 Sneak Peek
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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.
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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.
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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!
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What’s New Since Your Version
+
Sage ACT! 2013
features and
bonus
improvements.
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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
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Pro vs. Premium
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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.
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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.
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E-marketing Plan Options
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Q&A
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Pricing