Phone AspenTech: 734.455.7188

Exclusive PremierAspenTech Consulting Group, Inc.Act! v16

Greg Knapp – President & Co-Owner – Act! Certified Consultant & Trainer

Marshall Knapp – Senior Consultant & Co-Owner – Act! Certified Consultant

Tania Chahine – Office Manager

www.aspen-tech.com734-455-7188 or info@aspen-tech.com

471 W. Ann Arbor Trail, Plymouth, MI 48170

Introduction

Phone AspenTech: 734.455.7188

Agenda

• Who is Swiftpage & who is AspenTech

• Act! Deployment Options – Windows, Web, Mobile

• Act! v16 (2014) Feature Overview / Live Demo

• Act! 2011 Obsolescence

• Business Care Redefined

• Special v16 Preview Pricing – HUGE Savings!

• Drawings and Giveaways (must be present to win)

• Additional Q&A

Phone AspenTech: 734.455.7188

Who is Swiftpage and what do they do?

Swiftpage provides digital marketing and CRM solutions that help businesses grow.

Email Marketing

Social Media Marketing

Customer Relationship Management

Phone AspenTech: 734.455.7188

Swiftpage Facts

• 11 years in the industry• Over 65 Million emails sent per month• 98% deliverability• 85% satisfied/very satisfied with support

Phone AspenTech: 734.455.7188

Why Choose Swiftpage Solutions?

• Swiftpage delivers easy-to-use email marketing, social media marketing and contact management solutions to micro and small businesses.

• #1 selling contact and customer manager, enabling small businesses and sales teams to organize customer details, increase productivity, and drive results.

Introducing Our Products

Phone AspenTech: 734.455.7188

Who is AspenTech?

AspenTech is a leading provider of custom Act! CRM systems.

Our purpose is to help clients create a system to manage customer data relating to sales & marketing, incorporating core business processes to accomplish your goals and meet your targets.

We offer software sales, consulting, training, and support.

Results-Driven CRM Since 1994!

Phone AspenTech: 734.455.7188

Office, Mobile, Tablet – Act! Everywhere

Phone AspenTech: 734.455.7188

Premium Windows, Web, Mobile

Database Server

Remote LAN

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The Internet or VPN

Traveling Laptop Users

Remote Offices

Home Users

Headquarters Location

Local LAN

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Phone AspenTech: 734.455.7188

New Features in Act!

• Mobile Groups/Companies• Mobile Email• Tablet Custom Views• Calculated Fields• Company Management• History List• Reschedule multiple Activities• Create Lookup from Universal Search• Act! Scheduler automated email notifications• Web Manage fields/Design• Google Chrome Support• Office 2013 Support

Phone AspenTech: 734.455.7188

Mobile – Groups & Companies

Phone AspenTech: 734.455.7188

Mobile – Email Preferences

Phone AspenTech: 734.455.7188

Mobile – New Tablet Views

Phone AspenTech: 734.455.7188

Calculated Fields – New Field Type

Phone AspenTech: 734.455.7188

Calculated Fields

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Company Management

Phone AspenTech: 734.455.7188

History View - New

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History View List – Export to Excel

Phone AspenTech: 734.455.7188

Task List – Reschedule Multiple Activities

Phone AspenTech: 734.455.7188

Universal Search – Create Lookup

Phone AspenTech: 734.455.7188

Act! Scheduler – Admin Email Notifications

Phone AspenTech: 734.455.7188

Act! for Web – Customize Fields/Layouts

Phone AspenTech: 734.455.7188

Act! for Web – Customize Fields

Phone AspenTech: 734.455.7188

Act! for Web – Customize Layouts

Phone AspenTech: 734.455.7188

Act! for Web – Chrome Browser Support

Phone AspenTech: 734.455.7188

LIVE DEMO - Act! v16

Phone AspenTech: 734.455.7188

Act! 2011 Obsolescence – September 30 Deadline

• You will be running your company on an unsupported, obsolete product. If it breaks, there is little you can do.

• You will no longer be able to purchase any additional Act! 2011 licenses. Remember, everyone accessing the same Act! database has to be on the same version.

• Act! 2011 will not work with MS Office 2013 or later Office versions.

• Act! 2011 is not supported on Windows 8, Windows SBS 2011 or Server 2012.

• If you wait to upgrade until your Act! 2011 is unsupported, your price will virtually double because you’ll no longer qualify for upgrade pricing.

Phone AspenTech: 734.455.7188

Act! Business Care Redefined

• Act! is going away from an annual release cycle – hence the terminology of v16, not Act! 2014

• Bronze Care – Act! “Feature Packs” are free with your 12-month subscription

• Silver Care – Includes “Bronze” benefits PLUS unlimited Tier 1 Act! technical support (LIMITED TIME – SAME PRICE AS BRONZE!!!)

• Gold Care – Includes “Silver” benefits PLUS unlimited Tier 2 Act! technical support including scheduled call-backs

Phone AspenTech: 734.455.7188

Special Preview-Only Pricing

• HUGE savings on licenses and Business Care

• Lowest prices anywhere

• Special offers through Wednesday, September 11

• First 5 orders of 4+ Premium licenses will receive an additional license FREE

• What are you waiting for?

Phone AspenTech: 734.455.7188

Drawings and Giveaways

• 2 attendees in AspenTech’s public “Power User” training class

• 2 attendees in AspenTech’s public “Customization & Administration” training class (online)

• 1 TopLine Designer custom tables license

• 1 TopLine Dash reporting license

• 2 Patricia Egen Duplicate Remove Expert licenses

Phone AspenTech: 734.455.7188

Q&A

Phone AspenTech: 734.455.7188

T H A N K Y O U ! ! !