Sage ACT! 2012 MI Roadshow - Welcome & Break Slides

Welcome ACT! Fanatics!

We look forward to learning more about your organization and how we can help you.

Meanwhile, enjoy the show!

AspenTech Consulting Group is the proud sponsor of Michigan’s first ever Sage ACT! Roadshow.

www.aspen-tech.com 866-880-4ACT (4228) [email protected]

About your Roadshow sponsors…

Since 1994, AspenTech has been helping clients succeed with ACT!. We solve business problems and align your business processes in a well-implemented custom ACT! system. Our specialties include:

aConsulting aTraining aHosting (Web & Sync)

aSoftware aSupport aData Migration


ACT! Consulting

Needs Assessment

Your requirements are our first priority. We meet with key personnel to fully understand your goals for the project and your business processes.

System Survey

We review existing servers and client machines to ensure they’ll meet the requirements for ACT!.


ACT! Consulting

Design & Review

Based on your needs, we build the right database for your organization.

Elements may include custom reports, mail-merge documents for letters and email, and/or ACT! AddOn software configuration.

Throughout this process we will review our progress with you—either in person or via online meetings.


ACT! Consulting

Implementation

We install and configure your custom ACT! system on your servers, workstations and laptops. This often includes Web access, offline synchronization, and ACT! AddOn software.

If you have an in-house or outsourced IT department, we will work side-by-side with them or train them on best practices for implementing ACT!.


ACT! Training Public Training

Regularly scheduled training classes at our training facility in Plymouth, MI.

Hands-on, focused, and efficient. Packed with practical techniques and time-saving tips.

Learn not just how to use ACT!, but why.

Economical way to get new employees up to speed quickly.


ACT! Training Custom Training

Tailored to your specific needs.

Held at AspenTech’s training facility in Plymouth, MI or we can travel with our portable classroom to the location of your choice.

Great way to get the team up to speed on your new ACT! system or the new features when you upgrade.


ACT! Training Online Training

Custom classes conducted via online meetings and conference calls.

Best for organizations with multiple locations or with many people in the field.

Saves you money and travel time.


ACT! Hosting

- Connect users in many

locations

- Mobile access to your CRM

system

- Little or no IT investment

- You own your data

- You own your software

licenses

- No software to install with

ACT! for Web


ACT! Hosting (continued)

- Access ACT! on a Mac

- Secure hosting of your

critical data

- Automatic maintenance &

backups

- Remote access to modify

your database users, fields

and dropdowns

- Free ongoing technical

support


ACT! Software & AddOns Most competitive prices

on all Sage ACT! products

10% below MSRP on all Sage ACT! Pro & Sage ACT! Premium licenses all the time

AspenTech is a Sage Software Platinum Partner


Many More Not Pictured Here

ACT! Software & AddOns (continued)

We partner with virtually all ACT! AddOn providers

We offer the most complete suite of products available for your ACT! system.


Many More Not Pictured Here

Data Migration

Many clients come to us because their current systems don’t meet their needs. Whether that’s another CRM system, an email application, spreadsheets, an in-house custom application, or any combination, we can migrate your data to your new ACT! system.

We carefully migrate your data to ensure accuracy. We may perform trial migrations so you can review the data in the new ACT! system before we move forward.

Let us know if you’re using something else today and would like to talk about getting your data to ACT!.


Technical Support

Phone, e-mail, on-site, and remote support for quick and efficient solutions to any issues you’re having.

Through Sage’s special support lines we have fast and direct access to high-level tech specialists in the Sage technical support center.

We have access to ACT! support, development and quality assurance experts through forums that we monitor and query.

All of this helps ensure that our clients get the highest level of service.


A trip down memory lane…


ACT! Facts

- ACT! was the first contact manager, originally developed for DOS in 1987.

- At one time ACT! stood for Activity Control Tracking and later it was Automatic Contact Tracking.

- The first version of ACT! for Windows was released in 1991 and networking support was added in 1992.


ACT! Facts

- ACT! for HP95LX was the first mobile version for PDAs, 1992.

- 1998 - ACT! introduced support for Microsoft Office.

- ACT! for Web 1.0 was released in 2003

- In 2004, ACT! completely re-wrote the code from the ground up, incorporating Microsoft SQL Server as the underlying database platform.


ACT! Facts

- ACT! is the #1 contact and customer manager.

- ACT! is used by over 2.8 million individuals.

- Over 56,000 companies use ACT! worldwide.


Sage ACT! 2012 MI Roadshow - Welcome & Break Slides

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