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2011. Exclusive Sneak Peek. Agenda. ACT! in About a Minute New Features in ACT! 2011 Live ACT! 2011 Demonstration Break eMarketing powered by Swiftpage Q & A Session Cool Drawings and Giveaways. 2011. ACT! 2011 Sneak Peek. You are among the FIRST to see ACT! 2011

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  1. 2011 Exclusive Sneak Peek

  2. Agenda • ACT! in About a Minute • New Features in ACT! 2011 • Live ACT! 2011 Demonstration • Break • eMarketing powered by Swiftpage • Q & A Session • Cool Drawings and Giveaways

  3. 2011

  4. ACT! 2011 Sneak Peek • You are among the FIRST to see ACT! 2011 • This is an ALPHA BUILD • So, not everything is working perfectly… • ACT! 2011 scheduled to be released in Fall of 2010

  5. Beta Participants Welcome • Join the ACT! Online Community if you haven’t already • Go to <board> to register • Beta begins in late June • NOT recommended you test with production database!

  6. This first-of-its-kind service for ACT! gives you astonishing value including: Upgrade Assurance - Always have the latest version of ACT!. Access to Business Specialists - Speak with our business specialists in our Expert Forums. Sandler Sales Training - One full year of access to Sandler Broadcast Center: eLessons, DISC Assessment, and Podcasts - Plus one complimentary training session. Extended Benefits - Extend ACT! with special add-on offers and discounts available only to Platinum Care members. The Benefits of ACT! Platinum Care

  7. ACT! Online User Community Engage and interact with other ACT! users through a variety of different communication forums and tools

  8. New in ACT! 2011 Smart Tasks Outlook Integration Getting Started Business Info Services Security

  9. Simplify Start-Up Experience • Simplified Startup Experience • Redesigned Welcome Page – easier navigation • Express Importing • Import directly from Excel • One Click “Create New Field” option • Improved Default Layouts for improved navigation High portion of support calls around “getting started”

  10. Sage Business Info Services for ACT! • Business information • Contact Profile • Company Profile • Company Financials • Company Contacts • Industry Information • Company News • Update companies and contacts • Search for new companies and Import new leads • Email Alerts

  11. Smart Tasks

  12. Contact Synching Outlook Integration Contact Synching • Create new Outlook Contacts from ACT! • Create new ACT! Contacts from Outlook • Control which ACT! Contacts are synched to Outlook • Contacts are always up to date regardless of where they were created or changed

  13. Calendars are always up to date, regardless of where events were created or modified Select which ACT! Activity types to sync to Outlook No duplicate entries Sync runs even with Outlook and/or ACT! closed Same features available for APFW users Users choose which system alarms display in Calendar Synching

  14. Security Preferences: New Database Preferences • Restrict emails from being attached to user records • Restrict emails attachments in the database • Restrict file attachment in the database • IE, Word, Notes, Histories, Activities, Mail Merge, ACT! Email

  15. And now for our demo…

  16. ACT E-Marketing Powered by Swiftpage Swiftpage is an e-mail, sales automation and nurture marketing company that has created an integrated solution for the most popular business and contact management applications. Swiftpage provides the ability to create e-mail campaigns using our simple online editor, send to your contacts through our powerful servers, and track your campaigns by providing reports of who is opening and clicking on your e-mails. Integrated Solutions Other Platforms ACT! by Sage Sage SalesLogixSageCRM Microsoft Outlook Microsoft Excel Windows Desktop Hosted Solution

  17. Email Marketing Create Create your e-mail marketing messages using our simple online editor and choosing from 65+ templates as a starting point. Ability to import your own HTML as well. Send Send through Swiftpage’s powerful servers, not your ISP. No more send limit restrictions. Track

  18. Sales Force Automation Swiftpage Call List Send an email blast to a group of contacts – As your recipients open and click on the email message Swiftpage creates a ranked list of the most interested contacts based on their interaction with the email blast. Send As Many studies show an email delivered from a personal, trusted, recognized email address garners stronger results than that of a general email address. Send as allows one person to send on behalf of all Swiftpage users with a single click. Marketing Results / Snapshot Snapshot is a tab in the Swiftpage for ACT! integration that gives a sales team member the tools to know who to call and what to talk about once they have their contact on the phone.

  19. Swiftpage Drip Marketing Swiftpage Drip Marketing is designed to put your sales and marketing initiatives on cruise control. Build and deliver multi-step marketing plans that intelligently and automatically reach out to your leads, prospects and customers. Automatic Marketing Content Delivery Conditional Actions and Branching Database Integration Add recipients to drip marketing campaigns directly from your database. Swiftpage Drip Marketing will also look at a specific database field and deliver marketing content based on the field results

  20. Recap… • ACT! is a time-tested, proven market leader in the contact management space with strong customer presence across the globe • The ACT! solutions family offers a variety of products to meet the needs and preferences of each individual within your organization • Individual professionals and small business owners, sales reps and sales management, and IT administrators within your organization will experience increased levels of productivity • Strong customer backing and successes with ACT! prove high end-user adoption Join the 2.8 million customers who’ve already chosen ACT!

  21. Questions?

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