1. Get Your Sage ACT! Contacts & Calendar in the Cloud
Sage ACT! Connect
Get Your Sage ACT! Contacts & Calendar in the Cloud

2. Introduction
Your Name
Title, Company Name

3. Agenda Defining “the Cloud” Market Trends and User Profiles
About Sage ACT! Connect
Live Demo
Compatibility with Sage ACT! Versions
Customer Feedback
Live Q&A

4. Defining “the Cloud” Data is stored in a data center Benefits for you:
Makes it fast to get started
Enables virtually anywhere access to the details you need
Eliminates the need for additional equipment
Provides a high-level of physical security
Includes multiple, redundant systems and backups

5. Sage ACT! Cloud-based Services
Hosted
On-premise 5

6. Mobile Service Evolution

7. Market Trends Exploding use of PC tablets and mobile devices:
70% of Sage ACT! users now have a Smartphone1
Gartner predicts tablet sales of 69 million this year (2011) and 468 million smartphones2
PC tablets replacing desktop and laptop use:
77% use their desktop or laptop PC less after buying a tablet3
28% have replaced their PC or laptop with a tablet3
Access to contacts and calendar from a mobile device4:
93% “Lookup contact information”
79% “View calendar”
72% “View contact details such as notes and histories”
Sage ACT! in product survey, Jan. 2011
Gartner, April 2011
Admob, March 2011
Sage ACT! Mobility Survey, June 2007

8. User Profiles Small Business Owner Sales Reps FIRE Professional Role
Responsibilities
Current Process
Change with SAC
Small Business Owner
This segment owns their business and conducts a broad range of activities to ensure the day to day running, profitability and growth of the business.
Relies on printed means to view calendar and contact information.
ACT! data is available via a web browser anywhere/anytime.
Sales Rep
Responsible for qualifying new prospects, presenting an offer that meets the prospects requirements, and follow-up to ensure delivery and satisfaction of the purchase. .
Relies on printed means and frequent contact with home office while remote for activity and contact information.
ACT! data can be updated and sync’d on behalf of the Sales Rep, making it available via a web browser.
FIRE Professional
This segment are typically independent business owners who work in the Financial, Insurance, and Real Estate industries . They often work while mobile or away from their office.
Sales Reps
FIRE Professional

9. Access Options Smartphones: Tablets: PCs via a web browser:
BlackBerry®, Windows Mobile®, and Android™
Tablets:
iPad® (via a web browser) and Android Xoom™
PCs via a web browser:
Internet Explorer®, Firefox®, Google Chrome™, and Safari®

10. Sage ACT! Connect

11. Workgroup Sync

12. Third-party and Social Media
Google® and Yahoo!®:
Import contacts into Sage ACT! Connect
Facebook®:
Link pictures to the contacts you keep in Sage ACT! Connect

13. Demo

14. Varying Access Options
Outlook® Sync
Google Sync
Sage ACT! Connect
Access Contacts & Calendar
Sync Updates
Notes & Histories
Integration with Social Media
Legend:
Fully meets requirement –
Somewhat meets requirement –
Does not meet requirement –

15. Compatibility with Sage ACT!
Sage ACT! Connect works with…
Sage ACT! Pro 2012
Yes
Sage ACT! Premium 2012 (access via Windows® and web)
Sage ACT! Pro 2011
Sage ACT! Premium 2011 (access via Windows® and web)
Sage ACT! Pro 2010 SP 1
Sage ACT! Premium 2011 SP 1 (access via Windows® and web)
Responsible Party: Product Management with input from Quality Assurance
This slide will be displayed to show the following areas:
Third Party Integrations
Sage Integrations
This may take more than one slide. During Scope finalization only the Status column will be filled in. During Release Readiness the Tested columns will be filled in.
Guideline: This slide must indicate with color those environment which are newly supported for this release. In this example the yellow fill represents new environments that are being supported for this release.

16. Customer Feedback
“WOW so easy, this is so awesome.” “Fairly easy to setup.” “Saved me hours of work transferring data.” “I am so excited about this new feature that I would want to buy this software just for this feature alone.” “This is just so cool and so easy to set up you guys have a real winner here.”

17. Learn More Call 866-903-0006 Buy online: www.act.com/sac
Contact your Sage ACT! Certified Consultant
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