Act! v17 Exclusive Premier

Rochester & Buffalo

Agenda

• • • • • • • • Introductions Act! History / Overview Act! v17 demonstration Act! E-Marketing & SPEM Act! for Cloud Tips & Tricks Q&A Drawings & Giveaways

Introductions - Presenters

Twelve/Three Marketing, Inc.

Geoffrey Boulden Bob Lozinak Laurie Gent Stephen Boulden

Swiftpage – ACT!

James Dever, East Coast CAM

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Act! Overview

• #1 Contact & Customer Management choice!

• Tap into all relationship details quickly • Designed for busy professionals • Seamlessly interact with productivity and social tools

Act! Timeline

• 1987 – Act! 1Pat Sullivan / Yes Everybody Sells • 1993 – Sold to Symantec • 1998 – Sold to Interact / SalesLogix / Pat Sullivan • 2000 – Act 5 for XP • 2001 – Sold to Sage • 2004 – Act 2005 (7) – complete re-write with SQL & .Net

• 2004-2013 Annual Releases, product refinement, Web, Mobile • 2/15/2013 – Swiftpage buys ACT & SalesLogix • 2014 – Swiftpage sells SalesLogix to Infor

Act! Features & Benefits

Act! Pro vs. Act! Premium

Calendar, Activity Tracking, and Smart Tasks

Activity tracking & automated tasks Pipeline & Sales Opportunity Management Organized customer details Slide 9

Act! emarketing

Integrated emarketing Call lists and Reporting Easily Create Templates Slide 10

Access on-the-go

Slide 11

Business Care

Protect Your Investment with Business Care

With Business Care, you get automatic access to new product innovations, expert support you can count on, and valuable extras that help you reduce the time, effort, and cost of operating your Act! solution.

Latest Technology

– Stay current with the newest product innovations, plus stay compatible with popular operating and desktop systems, because you receive automatic feature enhancements and platform updates.

Peace of Mind

- Get the help you need, when you need it, to keep your business running smoothly, because you have access to expert Act! Support Advisors ready to assist you.

Exceptional Value

- Save on valuable extras, like online training with Act! Anytime Learning and mobile access to Act! — available with certain Business Care plans.

Slide 12

Introducing Act! v17

v17 New Feature Areas Enhanced Act! emarketing

-Integrated & Included -Lead Capture -Account Dashboard -Team Access -Smart Task Options

Automation & Productivity Enhancements

-Contact Timeline -New Outlook Sync Options -Photo to mobile -Integrate with popular business tools

Streamlined Configuration & Access Options

-Additional read-only licenses -Web Remote Databases for web -Hide inactive users -Improved global preferences

Act! Gets a Fresh, New Look

-New icons -New layouts -Act! Marketplace integration -Act! Welcome page update

Recent History

ACT2011

Office 2010 ★★★★★ Win 7 ★★★★★ Excel Import ★★★★★ Outlook Contacts ★★★ Outlook Calendar ★★★ Smart Tasks ★ Social Media ★

ACT2012

ACT Mobile ★★★★★ IE9 ★★★★ Universal Search ★★★★ Google Sync ★★★ Scratchpad

ACT2013

ACT Mobile ★★★★★ More Smart Tasks ★ Database Moving ★ Social Updates ★

ACT v16

ACT Mobile ★★★★★ Chrome ★★★★ Safari ★★★★ Company Creator ★ Calculated Fields ★★ History View ★★★★ 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4 2012Q1 2012Q2 2012Q3 2012Q4 2013Q1 2013Q2 2013Q3 2013Q4 2014Q1 2014Q2 2014Q3 2014Q4 2015Q1 2015Q2 2015Q3 2015Q4 2016Q1 2016Q2 2016Q3 2016Q4

Released

HF2 SP1 HF4-HF5 HF6 Retirement

Released

SP1 SP2 HF2-HF3 HF4-HF5 HF6 HF7 Retirement

Released

HF1-HF2 SP1 HF3 HF4 Retirement

Released

HF1-4 HF5 SP1 - FP1 HF1-2 SP2 - FP2 Retirement

ACT v17

Browse License AEM Built in Dropbox/SharePoint Global Prefs Web Forms Timeline Lead Capture Cleaner Interface Photo to History (Mobile) Hide Inactive Users

ACT v18

??

ACT for Cloud

Not ACT RESTful Start Small

AEM Released

SP1 FP-SP2 deals Release SP1 FP deals etc Beta

Launch Launch

Fix

Geoff’s demo points

• New fancy look • Users • Unlimited browser licenses (Premium) • Hide inactive • One Way Outlook synch • Avoids duplicates • Timeline • Lead Capture • Act! E-marketing • Attach Photo from Mobile – http://www.actv16.com/apfw • A word about smart tasks – we’ll do better

Feature Area 1: Enhanced Act! emarketing

Chris Huffman

• Lead Capture – easily create simple web forms • Team Accounts with send-as feature • Emarketing Smart Task options • Account dashboard snapshot • Create, send, and track email campaigns • Intelligent follow-up with the Call List

Act! emarketing Now Included!

Act! emarketing Basic is now included in every purchase of Act! Send unlimited emails to up to 500 contacts per month.

Business Care subscribers receive an additional $15 / month off, up to a $180 value*.

*pricing and discounts subject to change.

Feature Area 2: Automation & Productivity Enhancements • Prepare for and personalize customer interactions with Contact Timeline • New Outlook sync options • Attach photos to history from Act! Premium mobile • Integrate documents with Dropbox, Google Docs ™ , iCloud ® , SharePoint ™ and more!

• New Smart Tasks automation

Feature Area 3: Streamlined Configuration & Access Options • Create read-only licenses for additional members of your business or team – at no extra charge! Up to 10 named users for Pro, and unlimited for Premium.

• Easily create and distribute Act! Premium for Web remote databases and offline clients, directly from the web.

• Improved global preference management • Hide inactive users from dropdowns.

• Seamlessly import contacts from CSV files to Act! Premium for Web.

Feature Area 4: Act! gets a new, fresh look

Act! for Cloud

It’s Not ACT

• Confusing Name • Cloud Service • It’s a start • Not Act!

• No synch • No Opportunities • No Companies • No Word / Excel Integration • No Notes • Your ACT cannot talk to it • Not Multi-User

What it is

• Pure Cloud – Windows, Mac, Android, etc.

• RESTful http://en.wikipedia.org/wiki/Representational_state_transfer • The Real product is the API and that is largely done • Now it’s a matter of creating the web pages/clients • Tied to social media • Google • Facebook • Linkedin • http://mycloud.act.com

• Some day, this could be bigger than Act!

• Subscription model - $10/month • http://www.act.com/products/act-cloud • Let’s take a look

Tips & Tricks

Web Info Tab

• Google Gmail Search • https://mail.google.com/mail/u/0/#search/{E-mail} • Google Search on Email

Web Info #2 – Link to your ERP-Acctg

More Tips

• Dolphin Browser • Clean out your My Record • Search Any Phone • Exponenciel add-ons www.exponenciel.com/actaddons/actaddon.aspx?ID=142 • Free Training every week from Twelve/Three – see Laurie

Business Care

• www.act.com/support/business-care/ • Optional • “Free” software upgrades for 12 months • If you are currently on BC, v17 is free • Otherwise, purchase an upgrade • Silver & Gold include Tech Support • Discounts on AEM (S,G) • Discounts on other products • Feature Packs

Q&A

Get v17 Today with Early Bird Pricing!

Sign up today to get 20% off new and upgrade licenses, or 30% off new and upgrade licenses if purchased with Business Care (no discount on Business Care.) Plus, receive an additional 5% off if you attend a Roadshow (valid for 30 days from the date of event).

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