1. Power of 3 Consulting Power of 3 Consulting V16 Launch Event

2. Power of 3 Consulting Introductions Stacy Roach, President & Founder of Po3 925.362.4263, Ext. 1 Stacy@po3inc.com Kiley McInroy, Marketing & Account Specialist 925.362.4263, Ext. 2 Kiley@po3inc.com www.po3inc.com 3. Power of 3 Consulting A Bit About Po3 Practical, Real-World CRM Consulting Services Act! Certified Consultant & Premier Trainers for 13+ Year Sales Savvy Marketing Expertise PDCA Plan Do Check Act Get it? We do User Adoption & Training, Customization, Deployment & Security, Reports & Dashboards, Importing and Data Clean- up, Integration and, of course, project management 4. Power of 3 Consulting Introductions Your Turn 1. Your Name & Company 2. Where you live and/or work 3. Version of Act! 4. What you would like to get out of the session 5. If you are using Act!, what do you like about it? 5. Power of 3 Consulting Power of 3 Consulting What We Will Cover {Cue Mindmanager} 6. Power of 3 Consulting Power of 3 Consulting Swiftpage Acquisition 7. Power of 3 Consulting Who are they? 11 years in the e-marketing industry Over 65 Million e-mails sent per month 98% deliverability 85% Satisfied to Very Satisfied with support Swiftpage 8. Power of 3 Consulting What do they do? Swiftpage provide digital marketing and CRM solutions that help businesses grow. Swiftpage Email Marketing Social Media Marketing Customer Relationship Management 9. Power of 3 Consulting 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. 10. Power of 3 Consulting 1. Marketing & Sales Driven Company in this digital age 2. Youthful, energetic and motivated folks 3. Nimble organization 4. Focus on the customer 5. Investment in the product Top 5 Reasons We Love the Swiftpage-Act! Merger 11. Power of 3 Consulting Power of 3 Consulting Act! v16 Cool New Stuff 12. Power of 3 Consulting 1. Mobile Groups/Companies 2. Mobile E-mail 3. Improved Tablet Views 4. Calculated Fields 5. Automate Company Creation 6. History List View 7. Reschedule Multiple Activities 8. Create Lookup from Universal Search 9. Act! Scheduler Sends Notifications Finally! 10. Manage Fields & Layout Design in Web Client 11. Google Chrome Support 12. Office 2013 Support Top 12 New Features 13. Power of 3 Consulting Power of 3 Consulting Act! v16 {Cue Demo} 14. Power of 3 Consulting Power of 3 Consulting Top 3 Reasons CRM Implementations Fail {Cue Dramatic Music} 15. Power of 3 Consulting 3. Unclear Goals & Objectives, No Clear ROI 2. Too Ambitious Never Gets Implemented 1. User Adoption Top 3 Reasons CRM Implementations Fail 16. Power of 3 Consulting 3. Unclear Goals & Objectives, No Clear ROI Take the time to define exactly What the system will do Who will use it (Hint: Involve them in the process) What success looks like What are potential roadblocks What is the ROI 17. Power of 3 Consulting 2. Too Ambitious Never Gets Implemented Prioritize your goals Start small consider a pilot Create a phased approach Target areas of ROI Revised Goals & Objectives 18. Power of 3 Consulting 1. User Adoption Involve them in the planning & goal setting Make sure initial phases offer value to end users Make the transition as easy as possible Understand that change is hard Train, train, train and then train some more. 19. Power of 3 Consulting Power of 3 Consulting The Big Wrap Up {Cue the Lets Make a Deal Music} 20. Power of 3 Consulting Special Event Pricing First Option: Act! 2013 with Business Care Upgrade Amnesty Today Only! Act! 2013 with Silver Business Care Bundle (35% off SRP for Software + 60% off Bus. Care) SRP Current Act! Promo 25% Off SW Event Special Pricing 46% Off Road Show Savings Act! 2013 Pro Upgrade License 356.70$ 306.70$ 192.67$ 164.03$ Act! 2013 Pro Full License 426.74$ 358.74$ 238.19$ 188.55$ Act! 2013 Premium Upgrade License 554.20$ 463.25$ 311.67$ 242.53$ Act! 2013 Premium Full License 744.24$ 606.25$ 435.19$ 309.05$ Act! 2013 with Gold Business Care Bundle (35% off SRP for Software + 60% off Bus. Care) SRP Current Act! Promo 25% Off SW Event Special Pricing 46% Off Road Show Savings Act! 2013 Pro Upgrade License 424.20$ 374.20$ 234.67$ 189.53$ Act! 2013 Pro Full License 494.24$ 426.24$ 280.19$ 214.05$ Act! 2013 Premium Upgrade License 621.70$ 530.75$ 338.67$ 283.03$ Act! 2013 Premium Full License 811.74$ 673.75$ 462.19$ 349.55$ 21. Power of 3 Consulting Special Event Pricing Second Option: Act! v16 with Business Care Bronze Biz Care: for Pro is $89.25, Premium is $169.00 No Promos Upgrade Amnesty Today Only! Act! v16 Software (30% off SRP) SRP Current Act! Promo 15% Off Event Special Pricing 30% Off Road Show Savings Act! v16 Pro Upgrade License 199.95$ 169.96$ 139.97$ 59.98$ Act! v16 Pro Full License 269.99$ 229.49$ 188.99$ 81.00$ Act! v16 Premium Upgrade License 359.95$ 305.96$ 251.97$ 107.98$ Act! v16 Premium Full License 549.99$ 467.49$ 384.99$ 165.00$ Silver or Gold Business Care Added to v16 (60% off SRP) SRP Current Act! Promo 15% Off Event Special Pricing 60% Off Road Show Savings Pro Silver Business Care 156.75$ N/A 62.70$ 94.05$ Pro Gold Business Care 224.25$ N/A 89.70$ 134.55$ Premium Silver Business Care 194.25$ N/A 77.70$ 116.55$ Premium Gold Business Care 261.75$ N/A 104.70$ 157.05$ Pricing is per license, a license is required for each user login. 22. Power of 3 Consulting Special Event Pricing Third Option: Act! v16 Upgrade Amnesty Today Only! Act! v16 Software (30% off SRP) SRP Current Act! Promo 15% Off Event Special Pricing 30% Off Road Show Savings Act! v16 Pro Upgrade License 199.95$ 169.96$ 139.97$ 59.98$ Act! v16 Pro Full License 269.99$ 229.49$ 188.99$ 81.00$ Act! v16 Premium Upgrade License 359.95$ 305.96$ 251.97$ 107.98$ Act! v16 Premium Full License 549.99$ 467.49$ 384.99$ 165.00$ 23. Power of 3 Consulting Business Care why should you care? Swiftpage is moving away from the Sage annual release cycle. That is why they are calling this release v16, not Act! 2014 Silver Business Care = Software Maintenance = All Act! Feature Releases Within One Year Subscription + Unlimited Level 1 Act! Technical Support = Break/Fix Gold Business Care = Software Maintenance = All Act! Feature Releases Within One Year Subscription + Unlimited Level 2 Act! Technical Support = Break/Fix + ability to schedule support appointments = no more YouTube/Facebook time while holding Bronze Business Care = Just Software Maintenance No Promos, so Silver & Gold are much better deal 24. Power of 3 Consulting Power of 3 Consulting Drawing! {Cue the Free Stuff} 25. Power of 3 Consulting Drawing 1 Act! 2013 Premium with Gold Business Care - $801.99 Value 1 ACT! 2013 Premium with Silver Business Care - $736.99 Value 1 Act! v16 Premium - $549.99 Value 2 One Hour, On-line Act! Assessments with Stacy 1 Plantronics Voyager Bluetooth Headset 26. Power of 3 Consulting Power of 3 Consulting Thanks for attending {Cue the Credits}