ACT! by Sage 2010What’s New?

Why ACT! 2010?

Know. Market. Sell. Newly Designed Look and Feel Social Media Integration End-to-End E-marketing Customizable Opportunities New Dashboards and Reports Compatibility with iCalendar and vCard Corporate Implementation Benefits

• Benefit: − Enjoy the newly designed look of ACT! with proven easier to

learn and use navigation

• Features:− New color scheme− New Welcome Page with easy access to help, startup tasks,

news and product updates− Big “easy” buttons− Instant access to search− Related tasks provide quick access to helpful tasks in each view− Consolidated menus− Dynamic content based on user types

Newly Designed Look and Feel

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Instant access to search from any view

Related tasks provide options for working with contacts, groups, opportunities, and more

Use big, easy buttons for frequent tasks, and the New button to create anything new—from contacts to activities, and more!

Get the most out of ACT! with quick access to common resources, tips on using ACT!, where to go for help, ACT! news, and more from the ACT! Welcome page

Newly Designed Look and Feel

Check here for the latest news and product updates on ACT!

Easier than the Competition!

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0 50 100 150 200

Average Task Time (seconds)

Maximizer Enterprise v10

Productivity Rating

ACT! 2010

QuickBooks Customer Manager v2.5

Outlook Business Contact Manager for Outlook 2007 v3.0

Microsoft Dynamics CRM v4.0

Salesforce v9 (Spring)Based on results of Keystroke Level Modeling Study conducted by Sage May 2009

Easier than the Competition!

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50 60 70 80 90 100

Score

Industry Average

66.2

System Usability Scale (SUS)

ACT! 2010

81.7

Results of usability study where users rate their overall experience with software by responding to 10 questions rating their perception of the application’s ease of use

Customer Feedback

• “I have been using ACT! for at least 12 years (started with ACT! 2.0 Norton) and this new version was very impressive! I have upgraded every year and this is the first time I have actually been excited about a productivity program. I think it has to do with the overall improvement of making it more intuitive, similar to the changes in Windows 7....it is slicker.  The redesign, particularly the top "big" buttons, is great! ”

- Beta Tester

• “I like the new welcome page.  It give me a fall back to find instructions, templates, etc. that I would have otherwise have to do a lot of searching for.  This has made ACT! very user friendly.”

- Beta Tester

• “I really appreciate the way Lookup works now.  Much easier and can be readily customized.” - Beta Tester

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Social Media Integration

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• Benefit:− Take advantage of leading-edge social media technology that

automatically integrates profiles and data with ACT! for instant knowledge about your customers

• Features:− Links to LinkedIn, Facebook, Plaxo, ZoomInfo Contact,

Contact's Website, Google™, Google Maps ™, and Yahoo® − Easy access to Web information for companies and contacts− Dynamic display of contact and company data− Add new Websites of your choosing and include dynamic search

parameters− Customizable searches based on field values

Social Media Integration

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Stay in touch with your client’s personal online profiles—such as their LinkedIn updates

Get directions to their location

Perform an instant Google search—right from the Contact record!

Even add new websites—like Hoovers, Twitter, or ESPN if your customer is a sports fan—essentially have complete Internet browsing capability within ACT!

Increase the tab size to see a larger view of the Website

Contact’s Website link pulls the URL automatically from the contact record

Customer Feedback

• “I really like the Web tab.  I have not been in the habit of including Websites in the Contact details, but you can be assured that I will be updating all of my contact info to include them now.  I had no problems adding these.” - Beta Tester

• “I love this tab [Web Info], this is one of the best features ACT! could have added.  When you have an appointment with a client and you can just get a map straight from ACT! instead of going to ACT! getting the address then opening a browser and MapQuest. Great job!! ”- Beta Tester

• “With the new AWESOME Web Links tab area, it's very easy to find and enter updated info on a contact.” - Beta Tester

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ACT! E-marketing

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• Benefit:− Generate actionable demand with end-to-end e-marketing that

intelligently and automatically reaches out to your ACT! contacts and delivers results right to the contact record

• Features:− Mass e-mail send to contacts, groups, companies, or lookups− Drip-marketing campaigns to send e-mails over time− Customer surveys− Results harvested into call lists integrated with ACT!

ACT! E-marketing

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• What’s Different from Mail Merge?:− Not only merges ACT! data into your e-mail, but also sends the

e-mails en-masse to your selected contacts− Provides striking pre-defined e-mail templates and content

management− Sends a series of e-mails to support a specific campaign− Allows you to create surveys to gather customer feedback− Tracks opens, clicks, and forwards and creates real-time call

lists using this information (no need to generate reports)− Provides benefits of an e-mail marketing service including;

o List management (opt-outs)o SPAM filteringo Scheduled sendso Much more!

ACT! E-marketing

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Leverage end-to-end e-marketing capabilities integrated with ACT!—send an e-mail campaign , set up a drip marketing campaign, or conduct a customer survey directly to any ACT! group, contact, or lookup

Create striking e-mail templates, edit with a built-in online editor, and send to lookups, groups, and companies with a single click

Create and send customer surveys to gather feedback from existing contacts—helping you build and grow your ACT! database

Easily preview or edit templates

ACT! E-marketing

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Create a series of e-mails delivered to your ACT! contacts over a period of time

Preview or edit templates quickly and easily before sending

ACT! E-marketing

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Know who to call first with a ranked call list on the Marketing Results tab right in the contact record based on the results of your campaigns.

Customer Feedback

• “This [AEM] is one of the attractions of 2010 as it will add real value to my business…”

- Beta Tester

• “… [AEM] will be a VERY useful feature as it provides a simplistic turnkey approach to e-Marketing, surveys, drip campaigns, etc.”

- Beta Tester

• “I'm very excited about the E-marketing opportunities in the new ACT! … The possibility of having an organized and seamless marketing program without having to establish more files & systems or hire an assistant makes me absolutely giddy!”

- Beta Tester

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Customizable Opportunities

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• Benefit:− Tailor opportunities to fit your selling model with redesigned

sales tracking functionality that makes managing leads easier and more flexible

• Features:− Customizable opportunities, including product fields− Relate activities, notes, history, and documents to opportunities− 2 New Sales processes:

o New Technologyo Promotional

Customizable Opportunities

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Associate multiple contacts to each sales opportunity

Customize the product and services grid to include the fields you need to track your information

Track activities, history, documents, notes, and more—all tied to the sales opportunity.

Personalize your layout or add new fields and tabs to fit your selling model

Customer Feedback

• “The overall look and feel to the new version is superb. The opportunity layout is without-a-doubt the most awesome addition.” - Beta Tester

• “The changes to the opportunities will greatly enhance my ability to track production of my team.” - Beta Tester

• “This version is by far the best ever. You will blow away your competition on this version. I never used the opportunity layout before and now I spent all my time there trying to tailor it to my needs. Awesome! Give yourselves a pat on the back. I am an ACT! addict now.” - Beta Tester

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New Reports in a New View

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• Benefit:− Unlock insight into your biggest opportunities for quick wins

using new reports in a streamlined view

• Features:− 13 new opportunity reports:

o Opportunities by Record Manager and Processo Opportunity Summary by Record Manager and Processo Opportunities by Process and Statuso Opportunities by Estimated Closing Montho Won Opportunities and Days Openo Won Opportunity Summary by Sales Processo Won Opportunities by Sales Process and Competitoro Won Opportunities by Sales Process and Reasono Won Opportunities by Sales Process and Record Mangero Won Opportunities by Sales Processo Won Opportunities by Actual Closing Month

o Pipeline Report by Sales Process and Stage

o Pipeline Report and Products by Sales Process and Stage

New Reports in a New View Cont.

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• Features:− Streamlined reports view

o Ability to mark reports as favoriteso Customize the description of your reports

− New OLEDB providero Use with third party report writer to run reports on any data you keep in ACT!

New Reports in a New View

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View reports in a streamlined view, mark favorites for quick access, and customize report descriptions

Better understand your biggest opportunities for quick wins with one of 13 reports you’ve been asking for

For those accustom to using the Report menu, it is still available in ACT! 2010

• Benefit:− Unlock insight into your biggest opportunities for quick wins using

new dashboards

• Features:− 12 new Dashboards charts:

o Recently Created Contactso Recently Edited Contacto Contact History Count by History Type o Contacts by Country o Contacts by Departmento Opportunities Open by Producto Opportunities with Contact Infoo Opportunities by Productso Opportunity Weighted Total by Stageo Remote Database Information by Usero Remote Database Sync Status by Usero User Status

New Dashboards

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− 2 new default Dashboards:o Contacts Dashboardo Administrative Dashboard

New Dashboards

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Track key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users.

Customer Feedback

• “The contact history count [in Dashboards] is AWESOME.”

- Beta tester

• “I rarely use the dashboard feature, but will now reconsider as it is very easy to customize and make very relevant. ” - Beta Tester

• “Dashboards are great, I liked the ability to create custom dashboards and to quickly filter data without needing to create different dashboards.  Simplicity of building dashboard was appreciated.” - Beta Tester

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• Benefit:• Work seamlessly with non-ACT! users

• Features:• Send iCalendar invitations from ACT! to Gmail™, Apple® iCal®,

Windows Live™, and Microsoft® Outlook® • Receive iCalendar invitations in ACT! • vCard export

Compatibility with iCalendar and vCard

Windows Live Calendar

Microsoft Outlook

Apple iCal

Lotus Notes

Compatibility with iCalendar and vCard

Customer Feedback

• “Great to see this feature [iCalendar] incorporated. You people have really outdone yourselves with the new features this year. It is nice not to have to switch back and forth between ACT! and Outlook. ”

- Beta Tester

• “I like the ability to use the iCalendar feature in ACT!. It is a nice add.”

  - Beta Tester

• “The convenience of having customizable Web tools, all of which worked fine for me, is a nice new feature for ACT!  The iCalendar and vCard features are also good time savers and will also add to ACT!'s efficiency.” - Beta Tester

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Additional Features

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• Instant quotes and mail merge in ACT! Premium for Web• 3 activity series templates:

− Confirmation Information Change− Key Customer Communication− New Project

• Corporate Implementation Benefits:− Create up to 50 remote databases simultaneously− Automated answer file (Silent Install)− User-defined currency settings− Simplified registration process with fewer required screens− Simplified installation with a new option for typical install,

bypassing all installation questions (custom install still available)

Why ACT! 2010?

Know. Market. Sell. Newly Designed Look and Feel Social Media Integration End-to-End E-marketing Customizable Opportunities New Dashboards and Reports Compatibility with iCalendar and vCard Corporate Implementation Benefits

Contact DataMasters, Inc. to learn more about how your

organization can benefit from ACT! 2010

DataMasters, Inc.410-557-4135

sales@DataMastersInc.comwww.DataMastersInc.com