ACT! Premium 2008 (10.0) Solutions Product Tour

Keep Contact Details in One Place Keep important contact details in one place with ACT! Premium so you have quick access to the information you need. Store complete Contact information, including , Notes, History, and more. Consolidate and eliminate duplicate Contact, Group, and Company Records for the cleanest data. Populate more than 60 pre- defined fields including Name, Company, Phone, Address, Web Site, E- mails, Last Meeting Date, and Status/ID. Add documents or document shortcuts to Contact Records to keep track of proposals, quotes, and more. Add virtually unlimited Secondary Contacts related to primary Contacts such as administrative assistants. Find anyone or any Contact detail instantly with Look-ups and Keyword Searches.

Keep Contact Details in One Place Manage company/account information for a complete view of your prospects and customers. Link Contacts to Companies so when core Company information changes, the changes push to each Contact for easier updating. Company records contain a roll-up of all Notes, History, and Opportunities associated with Contacts at that Company. If a Contact is linked to a Company record, the company name will display as a hyperlink on that Contact Record for quick access to Company details. Create new Company and Division records to get a more complete picture of the entire relationship.

Keep Contact Details in One Place Manage groups of related contacts for easier tracking and communications. Further organize Groups into Subgroups, accommodating up to 15 hierarchies* and up to 14 levels of Subgroups. View shared Contacts, Notes, History, Activities, Opportunities, and Documents in Group roll-up tabs. Easily see relationships using the Group Tree View for quick, easy navigation. Create and maintain Static or Dynamic Groups. Static Groups allow Contacts to be added manually. Dynamic Groups allow Contacts to be added automatically based on Group definition. Save any look-up as a Group definition to create Groups instantly. Create new Groups and Subgroups quickly and easily. *This feature is not available in ACT! Premium for Web.

Keep Contact Details in One Place Enter virtually unlimited date- and time-stamped Notes and History to track every relationship detail. Mark notes as Private so only you have access to confidential data. Share Notes and History between Contacts – update one and all corresponding Contacts will update automatically. Highlight the note from a list of notes on one side to quickly view the full contents of that note on the other side of the split-panel. Use Rich Text Formatting to change colors, fonts, and text size. Filter by user, date, type, and more.

Manage Daily Responsibilities Manage daily responsibilities so important calls, meetings, and to-dos don’t slip through the cracks. Mini-month calendar expands to up to one year. A quick view of today’s tasks. Incomplete tasks roll over to the next day. Mouse over a scheduled activity for more detail. Share calendars between users. Customizable work week views show the days you specify. Quickly print displayed calendar. View the Task List for a complete, filterable, list of all to-dos in one place.

Manage Daily Responsibilities Group scheduling facilitates interactivity between teams and boosts productivity. Quickly view all members that make up that Company or Group, and easily associate to an activity. At-a-glance availability for every user in the database*. Anywhere a team name is displayed, simply right click to view individuals that make up that team. Pop-up icons lets you know when meeting invitations are available. Schedule resources such as conference rooms, A/V equipment, and more. *This feature is not available in ACT! Premium for Web.

Communicate More Effectively Communicate more effectively with your contacts to build stronger relationships. Facilitate your daily communication with contacts using letter templates such as Initial Communication to Presentation Follow-up, and more. Quickly identify your last communication with a contact by viewing the Last Reach, Last Attempt, Last Meeting, and Letter fields. Select a contact or group of contacts and perform a mail merge* to a letter or . Write letters using Microsoft® Word** or the built-in Word Processor which supports tables, graphics, HTML, and spell checking. Link all correspondence to associated Contacts for a complete record of everything sent and received. *Mail Merge functionality is available using the ACT! Word Processor, but not using Microsoft Word. **This feature is not available in ACT! Premium for Web.

Integrate with Everyday Applications Integrate with everyday applications, including Microsoft Office to work the way you’re accustomed. Integrate with Outlook for easier communication to your Contacts. Sync your ACT! Premium and Outlook calendars automatically. Utilize Excel® for importing information or for exporting contact and opportunity lists for sharing with non-ACT! Premium users or for further analysis.

Improve Sales Opportunity Tracking and Visibility Forecast and track sales opportunities for insight into your pipeline. Export your opportunity list to Microsoft Excel for easy data analysis. Access, update, and filter your Opportunities. A probability percentage is linked to each sales stage, or can be overwritten. Track Opportunities through the sales cycle with the Interactive Pipeline Graph. Click on any stage in the graph, and the Opportunity list quickly reflects those Opportunities. See all Opportunities in one place by using the convenient, customizable Opportunity List view. Choose from the ACT! Premium Sales Cycle process and stages, or create your own.

Improve Sales Opportunity Tracking and Visibility ACT! Premium offers multiple ways to track Opportunity details. Create a product list for use by the entire team. Capture cost, item number, and price for consistency, and easily import your product list to avoid data entry. Schedule follow- up activities directly from an Opportunity. Easily add discounts to products. Associate with multiple Contacts, Groups, and Companies. Customize* Opportunity field names, types, and drop-downs to better fit your business. *In ACT! Premium for Web, customizations must be performed on the ACT! Premium for Web Server.

Use As-Is or Highly Customized Use ACT! Premium as-is or highly customized* to fit your needs. Add memo, picture, and yes/no fields so you can capture information that is required by your business. Create your own activity, history, priority, or other field types so ACT! Premium is customized to your business. Use the Layout Designer to change background colors or to add logos to your layout. *In ACT! Premium for Web, customizations must be performed on the ACT! Premium for Web Server.

Use As-Is or Highly Customized Ensure data consistency and more accurate reporting by customizing opportunity fields to suit your business. Change field names as well as field types in order to capture the most relevant information. Users can change the field type to currency, decimal, or number fields. When creating a new Opportunity, you can select field values from a drop down list to ensure data consistency. Fields can be adapted and customized* to make a field mandatory, to disable the editing of a field, to change the field length, or to generate a History for a field. *In ACT! Premium for Web, customizations must be performed on the ACT! Premium for Web Server.

Gain Insight into Performance Get a comprehensive view of your top priorities and take action immediately. The Dashboard provides information that informs sales reps of pending deliverables and how their time is allocated. Additionally, the Dashboard includes opportunity information so sales reps and managers can quickly evaluate sales efforts The Dashboard delivers an at-a- glance view of key ACT! Premium information through six customizable components. Managers can see how sales reps are allocating their time and their Opportunity status.

Gain Insight into Performance Gain insight into your performance to make more informed decisions. Customize the reports that ship with ACT! Premium, including 40 standard reports such as Contact Status, and 20 preformatted Sales Reports such as the Pipeline Report. Utilize the report designer to create custom reports and output most reports to Excel, HTML, PDF or e- mail. One-click Excel export allows you to export Contact, Group, Company, or Opportunity Lists to an Excel spreadsheet for sharing with non-ACT! Premium users or for further analysis using built-in, customizable pivot tables.

Centralize and Secure Critical Contact Information Reduce redundancy and errors; enable improved data control and security. Define read-only access for particular users and/or teams so they can view the field, but are blocked from editing or deleting. Or, select no access to completely hide the field’s contents. Improve data security by limiting the access to any Group or Company Record by user or by teams of users. Field level security allows administrators to restrict access by user and/or team to certain fields.

Centralize and Secure Critical Contact Information Quickly control public or private access to Contacts and Contact Notes, History, and Opportunities en Masse. Grant contact access en Masse from the Contact List view. Select multiple Contacts and make them public, private, or limit the access to specific individuals or teams of users. Administrators and Managers can set security access en Masse to Notes, History, and Opportunities from a Contact Record, allowing users to make them public or private.

Centralize and Secure Critical Contact Information Retain critical contact information when a sales rep leaves the organization. Provide remote users the ability to perform select administrative functions, without providing full administrative rights, including the ability to back-up, restore, and perform database maintenance. Enable or disable users from deleting data and/or exporting to Excel. Secure Notes, Histories, and Opportunities en masse. Assign up to five security levels including Manager and Restricted to all users. Maintain database security with custom user permissions per user.

Centralize and Secure Critical Contact Information Enforce password policy to extend data security at the user level. Utilize password rules such as password expiration options, complexity of a password, and password re-use to help protect valuable contact information from intruders.

Flexible Access and Deployment Options Provide anytime, anywhere access with ACT! Premium solutions. ACT! Premium solutions offer flexible deployment options to accommodate users in a wide variety of work environments and empower your sales team. These include teams who require access from main and remote offices, home-based offices, or from the road. Because ACT! offers such a variety of access options, you can count on meeting the specific requirements of current and new team members. *Citrix and Terminal Services require specific configurations. Citrix supported using Presentation Server v3.0, v4.0, and v4.5.

Flexible Access and Deployment Options Access critical information while mobile or remote so you have ACT! Premium data with you at all times. * This feature is not available in ACT! Premium for Web. **Requires additional purchase. Sync* ACT! to Palm OS®, Pocket PC, or BlackBerry®** devices for the contact and scheduling information you need. Access Contact data using ACT! Premium deployed via a network when in the office, or sync your data to the main database when on the road. Access Contact data using ACT! Premium for Web via an Internet connection for access in or out of the office.

Scalable to Accommodate Large Teams or Workgroups Whether you buy ACT! Premium, ACT! by Sage Premium for Web, a combination of the two, or ACT! by Sage Premium Dual Access, you have the option to select our EX Edition or our ST Edition. Both editions offer the same great feature set and scalability* to accommodate your workgroup or team. The key difference is that EX Editions ship with Microsoft SQL Server™ 2005 Express Edition, and ST Editions ship with both SQL Server 2005 Express Edition and SQL Server 2005 Standard Edition. Please refer to system requirements to determine scalability recommendations for each server. ACT! Premium offers edition options to meet your organizational needs. *Published minimum system requirements are based on single user environments. Actual scalability and number networked of users supported will vary based on hardware and size and usage of your database. Sage Software scalability recommendations are based on in-house performance tests using the recommended server system requirements found at: You must purchase one license of ACT! per user.

Silent Install* eliminates the need to install software on individual machines. *Delivered as an MSI package. Software to distribute MSI package is not included. Silent Activation on machines requires Internet access. Users must be machine administrators in order to activate. Using the silent installation* feature, you can now install, activate, and register ACT! Premium on the server and then push the deployment of ACT! to different users on the network. Administrators can set most users’ preferences at this time, but users can later adapt preferences to meet their needs. ACT! Easy to Implement, Learn, and Use

Be up and running quickly because ACT! Premium is easy to learn and use. ACT! Premium is easy to install with the step- by-step Installation Wizard and Getting Started Wizard to help you configure common preferences and settings. Import data from your personal information manager, including popular formats such as.cvs, Outlook, and Palm® Desktop, eliminating the work involved in re-entering data. Use the product Feature Tours for a walk through of ACT! Premium functionality to get you acquainted with the solution.

Administer ACT! Premium Solutions Using Automatic Database Functions Once automatic maintenance, synchronization, and backup are set up, the only remote user involvement required is that his/her computer must be turned on at the scheduled time.* *In ACT! Premium for Web, this operation must be performed on the Web server. Easy to Implement, Learn, and Use

Database synchronization* is based on a query for the utmost accuracy. Administer ACT! Premium Solutions Using Automatic Database Functions Sync times can be set and managed to ensure remote databases are automatically synchronized to the master database so your organization has the most complete customer information at all times. Administrators can temporarily suspend a remote database from synchronizing to the parent database to protect unwanted data or deletions from affecting the parent database. Custom Permissions for Subscription List ensures that the sync set defined by the administrator is the only data the remote user can see. *This feature is not available in ACT! Premium for Web. Easy to Implement, Learn, and Use