Sage ACT! 2012

About Winnovative Tech Consulting, LLC Since 1993, WTC has been working with proactive business professionals through out New York’s Capital District region to empower them to accomplish more with their technology investment. Our goal is to provide effective, affordable outsourced IT support for your Cloud & on-premise CRM and e-marketing efforts Clients Include: DejaNews/Google Arcadia Manufacturing DMV Nutritionals The Sagamore Resort Sloan Advisory Group CDPHP Northeast Health

About Winnovative Tech Consulting, LLC “We have recommended Scott to several of our clients who would benefit from improved use of Act! We have also subcontracted IT consulting and data base design work to M. Scott. Scott is always up front about what he can do and by when. He has great integrity and talent, and is a real pleasure to work with. I highly recommend him.” - C., Mogul Marketing “Quality, value, getting the job done and always with a smile are keys to great success. All the reasons I continue to work with Scott and his company. He knows ACT! inside and out and has helped my business incorporate this technology to propel us to the next level. I highly recommend M. Scott for his Consulting Expertise.” - R., Sloan Advisory Group “M. Scott has been a great asset to a number of CompuWorks' clients. He is an expert in CRM systems and we don't hesitate to call Scott in when one of our clients has a need in this area. Scott is able to translate business goals and capabilities into software solutions built on industry standard platforms, customized to the specific needs of the client. And he provides the training and follow up support so vital to success.” - Al B., owner CompuWorks

Sage CRM Solutions Over 75,400 customers and 3.6 Million users rely on Sage CRM Solutions to manage their customer relationships every day Because it is so customizable, and it scales as your company grows, you may never outgrow ACT!, but it’s great to know ACT! can easily migrate to more complex CRM solutions – without losing any of the data you already have.

Sage ACT! Overview #1 contact and customer management choice of small businesses and sales teams. Designed for professionals who rely on the development of profitable relationships. An industry leader when it comes to ease of use. A powerful way to grow your business. Backed by a global company with local expertise

Features and Benefits Organized customer details Opportunity management Activity tracking and automated tasks

Features and Benefits Leads List Imported from Hoover’s™ Contact and calendar access from virtually anywhere Marketing

Your Business Command Center Desktop & Web-based Productivity Tools Social Media Back-office Updates Subscription- based Sales & Marketing Services

Desktop & Web-based Productivity ToolsVersion/ ProductsNotes Microsoft Office2003 – 2007 and 2010 Firefox®3.5,3.6 & 4.0 Internet Explorer®7, 8 and 9 Operating SystemsXP, Vista and Windows 7 Google® – Gmail™, Google Contacts, and Google Calendar™ NEW! Back-officeVersion/ ProductsNotes Accounting Link FrameworkSage Peachtree 2010/ 2011/ 2012, Sage Simply Accounting 2010 / 2011/ 2012, Sage BusinessWorks V6 or higher Subscription-based ServicesVersion/ ProductsNotes Sage ACT! Connect (Works with ACT! 2011 & 2012) NEW! Sage E-marketing for ACT! Sage Business Info Services for ACT! Connect Sage ACT! to…

Tap into ACT! Resources Sage ACT! Online Community: −Share best practices −Chat with Sage employees and other Sage ACT! users Anytime Learning Unique training & video CRMSuccessPlans.com 100s of custom addons and “off the shelf” industry specific solutions that take ACT! where you want to go

Introducing Sage ACT! 2012 Virtual Notepad with Sage ACT! Scratchpad Seamless Interaction with Gmail®, Google® Contacts, and Google Calendar™ Faster, More Expansive Universal Search Virtually Anywhere Access with Sage ACT! Connect

Trade Your Pen/Paper To-do Lists Sage ACT! Scratchpad: −Quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!. −Prioritize and check off items once completed, print the list to take it with you, or push tasks that require further follow up into Sage ACT!. −Send items to Sage ACT! as activities, notes, and history— even assign them to contacts. Keep business and personal tasks in Sage ACT! Scratchpad

Work Seamlessly with Google® Gmail®: −Send and receive s from Gmail and Sage ACT! will keep a history of those s for a complete view of your communications with that contact. −Specify one of three default history types to record s, including subject line, subject line and message, and attachment. View your Gmail s from within Sage ACT!

Work Seamlessly with Google® Google® Contacts: −Create new Google Contacts from Sage ACT! −Create new Sage ACT! Contacts from Google −Sync all or just a subset of your Sage ACT! contacts with Google® Your contacts are always up to date regardless of where they were created or changed

Work Seamlessly with Google® Google Calendar™: −Sync your Sage ACT! and Google calendars manually or automatically using pre-programmed intervals. −Select if you want Sage ACT! or Google to “win” for conflict resolution when both calendars have been changed. −Choose which Sage ACT! activity types sync to Google and then clear activities from either application. −Specify if you want alarms displayed in Google, Sage ACT!, or both so you can be reminded in the place you work most often

Find What You Need…Faster Universal Search: −Find that key document or piece of info you need in your contacts, groups, companies, opportunities, notes, history, and attachments. −Filter your search criteria by all dates, last 24 hours, last week, and last month. −View search results displayed by relevance and double-click on the item of interest to be taken to that particular field or attachment. −Use the back button to view the search results page again. Universal search is faster and more expansive

Access Sage ACT! from Virtually Anywhere Sage ACT! Connect: −Get to your Sage ACT! contacts and calendar from your laptop via supported web browsers, including Internet Explorer®, Firefox®, Google Chrome™—even Safari®. −Access from popular tablets, like the iPad®. −Sync these same details to your BlackBerry®, Windows Mobile®, and Android™ devices for real-time, mobile access. −Import Yahoo® and Google® contacts into Sage ACT! Connect. −Link Facebook pictures to the contacts you keep

Sage ACT! Connect For Use in a Team Environment

Administrative Improvements Consolidated setup and auto-sync schedules. Simplified startup experience, which reduces the complexity of getting started. Installation enhancements: −Continue to be productive during Sage ACT! installation (new installs). −Manage installation expectations better by knowing how long it will take, what prerequisites are needed. −Make better decisions on when Sage ACT! installation should occur. Importing data enhancements: −Improved flow of import from other sources into Sage ACT!. −Confirmation message that import is successful with a log of what’s not imported and why. Moving and sharing of databases: −Easily find databases that users can access/use, and share databases with others within the organization

Sage ACT! 2012 Demo

Summary Local focus and global scale with Sage. Sage ACT! is your business command center that serves up relevant relationship details and connects you to: −Powerful, subscription-based sales and marketing services −Desktop and web-based productivity tools −Social media NEW productivity and efficiency features in the upcoming release of Sage ACT! Sage resources to get you up and running and keep you running smoothly

What’s Your Next Step? Call the experts at CRM Success Plans: , ext. 1 −Ask questions about why ACT! is a superior solution −Schedule a live online demo – we’ll talk about what you want to know, not some “canned” script −Get the best pricing anywhere on ACT! 2011 & 2012 (show us another vendor’s price and we’ll do our best to make you a better deal!) −Ask about live custom tailored training – at your offices or online Check in at CRMSuccessPlans.com −Watch video clips on putting ACT! to work −Check out our Step-by-Step video Dashboard for implementing ACT! 2012 yourself Have a great day! M. Scott Schaffernoth, ACC Dir., Astonishing ACT! Implementations