Sage ACT! Messaging Kitdownload.act.com/actpartners/docs/Sage_ACT!_2012_Partner_Me… · Web...

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Sage ACT! 2012 | Partner Messaging Kit

This Document is for Sage Partner Use Only

Messaging for Prospects Positioning StatementMake contact. Build relationships. Get results.

100-word: Sage ACT! makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business’ command center that serves up relevant relationship details and also connects to powerful, subscription-based sales and marketing services, desktop and web-based productivity tools, and social media to help you get results. Here’s how.

With Sage ACT!, you have organized access to the full spectrum—from basic contact info to rich customer history, even back-office updates1, so you’re in the know, instantly. Make the most of your work day with features that manage tasks related to and unrelated to your contacts, like personal to-dos. Even setup Smart Tasks to automatically trigger and perform tasks for you. Generate buzz for your business and turn new opportunities into paying customers when you connect to Sage Business Info Services for ACT!2 and Sage E-marketing for ACT!3. These services fill your pipeline with highly-targeted leads4 from Hoover’s™, and make it easy for you to create, send, and track email marketing campaigns. And, work seamlessly with the tools you rely on every day, like Microsoft® Outlook®, Gmail®, LinkedIn®, and more.

50-word: Sage ACT! makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business’ command center that serves up relevant relationship details and also connects to powerful, subscription-based sales and marketing services, desktop and web-based productivity tools, and social media to help you get results.

25-word: Sage ACT! makes it easy for you to manage anything and everything related to your contacts and calendar, and connect to powerful, subscription-based sales and marketing services.

Key BenefitsWhat can Sage ACT! help you do?

Know every detail about your contacts and customers. It’s important for any business owner or salesperson to be organized, but being organized doesn’t mean anything if the customer info you keep isn’t actionable. Sage ACT! not only keeps all the details of your business relationships in a single, orderly view; it also makes it easy for you to drill into the specifics whenever you need to. So, the next time a customer calls unexpectedly, you’ll have the email they sent you last week, notes from your last phone call, the date of your next meeting, and their account status5 in front of you in an instant. And, when you add Sage ACT! Connect6, you get convenient access to the details you need from virtually anywhere. Details like Sage ACT! contacts and calendar are stored in the Cloud, so you can quickly pull up that customer address you’re headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day from popular smartphones, tablets, like the iPad®, and your laptop via supported web browsers7.

1 This feature is not available in Sage ACT! Premium (access via web).2 Requires additional subscription.3 Requires additional subscription.4 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.5 This feature is not available in Sage ACT! Premium (access via web).6 Requires additional subscription.


Feature Snapshot: Keep contact info, plus associated notes, history, activities, documents, opportunities,

social media profiles, and more for each of your customers in a single, orderly view. Categorize related contacts as Sage ACT! groups and companies for easy viewing and

communicating. Find that key document or piece of info you need in your contacts, groups, companies,

opportunities, notes, history, and attachments with a fast and expansive search option. View back-office updates8, including open quotes, sales orders, last invoices, and more

when you use Sage ACT! with Sage Peachtree, Sage Simply Accounting, and Sage BusinessWorks.

Access your contacts and calendar from popular smartphones, including BlackBerry®, Windows Mobile®, and Android™ devices, tablets, like the iPad®, and your laptop via supported web browsers with Sage ACT! Connect9 10.

Recommend pairing with a main contact detail view (notes tab enabled) screen shot and a Sage ACT! Connect contact screen shot.

Make the most of your work day. The start of your day can be tedious with unanswered emails in your inbox and to-dos that carried over from yesterday, but, it doesn’t have to be. With Sage ACT!, you can approach the things you need to get done in an organized, prioritized manner. Keep everything from impromptu notes to personal tasks in a virtual notepad. Schedule and associate certain activities to your contacts. Take it to the next level when you setup Smart Tasks to automatically trigger and perform tasks for you, like send emails or schedule follow-up activities, so your customers get the excellent service they expect, with little work required by you.

Feature Snapshot: Quickly capture impromptu notes, phone numbers, and personal reminders, with or

without opening Sage ACT!, when you use Sage ACT! Scratchpad11, a convenient, virtual notepad.

Prioritize and check off items once completed in Sage ACT! Scratchpad12, print the list to take it with you, or push those updates into Sage ACT! with just a few clicks.

Track scheduled activities, including calls and meetings, and associate those activities to your contacts for a complete view of any happenings with those relationships.

Accomplish more when you let Smart Tasks automatically trigger and perform tasks or processes you define. Think of Smart Tasks like workflow, only easier.

Get started with one of many sample Smart Task templates and accompanying email templates.

Recommend pairing with a Sage ACT! Scratchpad screen shot and a Smart Tasks template screen shot.

Generate buzz for your products and services.Email marketing is one of the most effective and inexpensive marketing techniques to grow your business. So, what are you waiting for? Extend the power of Sage ACT! with Sage E-marketing

7 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.8 This feature is not available in Sage ACT! Premium (access via web).9 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.10 Requires additional subscription.11 Sage ACT! Scratchpad is not supported in a Citrix® environment. 12 Sage ACT! Scratchpad is not supported in a Citrix® environment.


for ACT!13 to drive interest for your business using professional email communications. Sage E-marketing for ACT! gives you tools to engage in end-to-end e-marketing activities, from initial campaign creation through to results tracking. It’s like having a full marketing department at your disposal, only it’s easy enough for you to do yourself.

Feature Snapshot14: Create, send, and track impactful email marketing campaigns and associated landing

pages using a simple, graphical online editor. Automatically deliver a set of marketing messages to your customers over time with Drip

Marketing15. Capture new leads on your web site with easy-to-create web forms. Completed forms are

transferred to Sage ACT! and new contacts are created. Send surveys to learn more about your contacts, including contact preferences, customer

satisfaction, phone numbers, email addresses, and event registrations. Gauge your campaign success in Sage ACT! with a ranked, qualified list of your most

interested prospects based on their interactions with your emails.

Recommend pairing with a Sage E-marketing for ACT! campaign templates and a main contact detail view (marketing results tab enabled) screen shot.

Turn new opportunities into paying customers. Looking for new customers is not only time-consuming, it can be incredibly frustrating when you’ve spent the day cold calling companies that weren’t a fit for your products and services after all. When you add Sage Business Info Services for ACT!16 to Sage ACT!, you always have highly-targeted leads17 in your pipeline. You get access to a large pool of leads from Hoover’s™ that you segment based on your criteria and then import18 them directly into Sage ACT!. Work those leads through sales processes in Sage ACT! and watch as they turn into qualified prospects and eventually profitable, long-lasting business relationships.

Feature Snapshot: Access new leads19 from the Hoover’s™ database of 68 million companies and 85 million

contacts. Segment those leads by location, size, industry, type, people, and more, then import20 them directly into Sage ACT!21.

Manage sales opportunities by tracking your products and services, notes, associated activities, key decision makers, competitors, probability of close, and more with each opportunity.

Use Sage ACT! sales processes or easily build your own sales processes that fit your selling style.

Generate instant quotes using supported versions of Excel® and Word. See graphical representations of performance with actionable dashboards. Or, run one of

40+ reports related to activities, opportunities, and more.

13 Requires additional subscription.14 Requires additional subscription.15 Drip Marketing is purchased in addition to the Email Marketing service level. Each additional user is an additional cost.16 Requires additional subscription.17 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.18 Import functions for Sage Business Info Services for ACT! must be performed on the web server when using Sage ACT! Premium (access via web).19 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.20 Import functions for Sage Business Info Services for ACT! must be performed on the web server when using Sage ACT! Premium (access via web).21 Requires additional subscription.


Recommend pairing with a Sage Business Info Services for ACT! build-a-list screen shot and an opportunity view screen shot.

Work seamlessly with the tools you rely on every day. Close those open application windows and do it all from just one place. Sage ACT! works with the other desktop and web-based productivity tools, and social media sites you already rely on. Seamless interaction with and in-context access to Microsoft® Outlook®, Gmail®, Google® Contacts, Google Calendar™, LinkedIn®, Facebook®, Hoover’s™, and more mean you only need Sage ACT! open. Not only can you continue to work with the things you find valuable, you’ll make the most of your existing technology investments and leverage additional web services you may not be taking advantage of today.

Feature Snapshot: Write Microsoft® Outlook® email from within Sage ACT! and a history is recorded on the

associated contact for quick recall of past conversations. Send and receive emails from Gmail® and Sage ACT! will keep a history of those

communications too. Sync all or just a subset of your Sage ACT! contacts with Outlook and Google®, then

access contacts from either application. Sync your Sage ACT! calendar with Outlook and Google calendars manually or

automatically using pre-programmed intervals. Leverage LinkedIn®, Facebook®, Hoover’s™, and more from within Sage ACT! to get

more detail about what your customers are up to now.

Recommend pairing with a main contact detail view (history tab enabled with Outlook emails sent/received) and a main contact detail view (web info tab with LinkedIn enabled) screen shot.


Product and Service Offerings

Sage ACT! Profor 1 – 10 Users

Sage ACT! Premiumfor 1 – 10+ Users

Includes all Sage ACT! Pro Features, Plus: Contacts, groups, and companies Group scheduling

Activity management Dashboards and reports with team views

Seamless interaction with desktop and web-based productivity tools, and social media, like Microsoft® Outlook®, Gmail®, LinkedIn®,

and more

Additional security settings, including field level security22

Opportunity management Advanced administration and deployment Dashboards and reports Options for customers with

a large number of users or large databases*Standard security settings, including

user permissions and accessWeb access to complete Sage ACT! Premium

details, maintained by your IT admin or a Sage ACT! Hosting Provider23

Sage Connected Services for ACT!24 for use with Sage ACT! Pro & Sage ACT! Premium

NEW! Access to Sage ACT! contacts and calendar from popular smartphones, tablets, like the iPad®, and your laptop via supported web browsers with Sage ACT! Connect25 26

E-mail marketing with Sage E-marketing for ACT!27

Leads28 from Hoover’s™ with Sage Business Info Services for ACT!29

*To learn more, contact the Sage ACT! Sales Team by calling 866-873-2006 or contact a Sage ACT! Certified Consultant30.

22 This feature is only available in Sage ACT! Premium.23 Sage ACT! Hosting Providers are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the products or services provided by third-party vendors.24 Requires additional subscription.25 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.26 Requires additional subscription.27 Requires additional subscription.28 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.29 Requires additional subscription.30 Sage ACT! Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.


http://www.act.com/partners/acc

http://www.act.com/partners/acc

Messaging for the Installed BasePositioning Statement Accomplish More Every Day with Sage ACT! 2012

100-word: Like many small businesses and sales teams, it’s likely you’re on the relentless pursuit to find more time in your day or at least to maximize the time you have. Not only that, but the lines between your business and personal lives are becoming increasingly blurred. Don’t think it’s possible to keep it all together? It is when you use the new productivity and efficiency features in Sage ACT! 2012.

Sage ACT! 2012 equips you with a toolset to revolutionize the way you manage your day using a convenient, virtual notepad31 that enables you to quickly capture impromptu notes, phone numbers, and personal reminders. Work seamlessly with the web-based productivity tools you already rely on, including Gmail®, Google® Contacts, and Google Calendar™. Find what you need in an instant with a faster, more expansive search option. Have convenient access to your contacts and calendar from virtually anywhere when you subscribe to Sage ACT! Connect32. And, benefit from numerous usability improvements based on extensive research and testing, like the new Connections page.

50-word: Sage ACT! 2012 equips you with a toolset to revolutionize the way you manage your day using a convenient, virtual notepad33 that enables you to quickly capture impromptu notes, phone numbers, and personal reminders. Work seamlessly with the web-based productivity tools you already rely on, including Gmail®, Google® Contacts, and Google Calendar™. Find what you need in an instant with a faster, more expansive search option. Have convenient access to your contacts and calendar from virtually anywhere when you subscribe to Sage ACT! Connect34. And, benefit from numerous usability improvements based on extensive research and testing, like the new Connections page.

25-word: Sage ACT! 2012 equips you with a toolset to revolutionize the way you manage your day using a convenient, virtual notepad35, work seamlessly with Gmail™, find what you need in an instant with a faster, more expansive search option, and have convenient access to your contacts and calendar from virtually anywhere when you subscribe to Sage ACT! Connect36.

Reasons to Upgrade Why should you upgrade to Sage ACT! 2012?

Revolutionize the way you manage your day with a convenient, virtual notepad37. Forget about conventional paper-and-pen lists that fail to keep you on task. Revolutionize the way you manage your day with Sage ACT! Scratchpad38, a convenient, virtual notepad where you can quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!. But that’s not the best part. Prioritize and check off items once completed, print the list to take it with you, and push tasks into Sage ACT! that require further follow-up with just a few clicks. Send them to Sage ACT! as activities, notes, and history, even assign them to

31 Sage ACT! Scratchpad is not supported in a Citrix® environment. 32 Requires additional subscription.33 Sage ACT! Scratchpad is not supported in a Citrix® environment. 34 Requires additional subscription.35 Sage ACT! Scratchpad is not supported in a Citrix® environment. 36 Requires additional subscription.37 Sage ACT! Scratchpad is not supported in a Citrix® environment. 38 Sage ACT! Scratchpad is not supported in a Citrix® environment.


contacts. Let’s say you’re working on a proposal for Chris Huffman, but the phone rings, so you get distracted. You quickly jot down a reminder in Sage ACT! Scratchpad. When you have time at the end of your day, you push that activity into Sage ACT! on Chris Huffman’s contact and set an alarm to go off first thing the next morning. Finally, you can rid yourself of the sticky notes and legal pads that have been cluttering your desk for years and actually get through your to-dos!

Sage ACT! Scratchpad39 Feature Snapshot: Quickly capture impromptu notes, phone numbers, and personal reminders, with or

without opening Sage ACT!. Prioritize and check off items once completed, print the list to take it with you, and push

tasks into Sage ACT! that require further follow-up with just a few clicks. Send items to Sage ACT! as activities, notes, and history—even assign them to contacts.

Recommend pairing with a screen shot of Sage ACT! Scratchpad, with a variety of tasks bolded, italicized, and completed.

Work seamlessly with the web-based productivity tools you already rely on. Sage ACT! is the one place where you manage all the details of your business relationships, but you may also be using Gmail®, Google® Contacts, and Google Calendar™ to manage additional business and personal details. You don’t have to check two different places or manage two different calendars for a complete view of your business and personal lives. Keep all or just a subset of your emails, contacts, and activities updated in both places when you sync Sage ACT! with Google. When an email is sent and/or received in Gmail, even if it's an email address with your registered business domain, that history will be recorded in Sage ACT! on the corresponding contact. If you’re working in Google, you can see your Sage ACT! contacts or if you’re working in Sage ACT!, view your Google contacts. Even clear activities once completed from either application. No need to stop the flow of where or how you work.

Gmail Feature Snapshot: Send and receive emails from Gmail® and Sage ACT! will keep a history of those emails

for a complete view of your communications with that contact. Specify one of three default history types to record emails, including subject line, subject

line and message, and email attachment.

Google Contacts and Calendar Feature Snapshot: Sync all or just a subset of your Sage ACT! contacts with Google®. Sync your Sage ACT! and Google calendars manually or automatically using pre-

programmed intervals. Select if you want Sage ACT! or Google to “win” for conflict resolution when both

calendars have been changed. Choose which Sage ACT! activity types sync to Google and then clear activities from

either application. Specify if you want alarms displayed in Google, Sage ACT!, or both so you can be

reminded in the place you work most often.

Recommend pairing with a main contact detail view (history tab enabled with Gmail emails sent/received) screen shot.

Find what you need in an instant with a faster, more expansive search option. So you’ve got all the details of your business relationships organized in Sage ACT!, but you need an easier way to dig into that data. With a new universal search option, you can find that one

39 Sage ACT! Scratchpad is not supported in a Citrix® environment.


thing you need in an instant, because search is faster and more expansive than ever. Let’s say you’re looking for the sales proposal prepared for “Yellow Jersey Bikes.” Sage ACT! will search your contacts, groups, companies, opportunities, notes, history, even attachments for that term. Further hone your search when you filter by all dates, last 24 hours, last week, or last month. Once your search results are displayed by relevance, simply double-click on the item of interest and you’re taken to that particular field or attachment for more detail. And, if it's not what you’re looking for, simply use the back button to view the search results page again.

Universal Search Feature Snapshot: Find that key document or piece of info you need in your contacts, groups, companies,

opportunities, notes, history, and attachments, because search is faster and more expansive than ever.

Filter your search criteria by all dates, last 24 hours, last week, and last month. View search results displayed by relevance and double-click on the item of interest to be

taken to that particular field or attachment. If it’s not what you’re looking for, simply use the back button to view the search results page again.

Recommend pairing with a search results screen shot.

Access Sage ACT! from where you are, from the method most convenient for you.Your business takes you everywhere and you need Sage ACT! to be there with you. Now, it can be. When you subscribe to Sage ACT! Connect40, you have convenient access to the details you need from virtually anywhere. Details like your Sage ACT! contacts and calendar are stored in the Cloud, so you can quickly pull up that customer address you’re headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day from popular smartphones, tablets, like the iPad®, and your laptop via supported web browsers41. And, not only will you have access to Sage ACT! details, you can keep your Google® and Yahoo!® contacts in Sage ACT! Connect too. Even link Facebook® pictures to your contacts, so it’s that much easier to put a face to a name.

Sage ACT! Connect42 Feature Snapshot: Sync your BlackBerry®, Windows Mobile®, and Android™ devices to Sage ACT!

Connect for real-time, mobile access to your contacts and calendar43. Access these same details from tablets, like the iPad®, and your laptop via Internet

Explorer®, Firefox®, Google Chrome™, and Safari®44. Import Yahoo® and Google® contacts into Sage ACT! Connect. Link Facebook® pictures to the contacts you keep in Sage ACT! Connect.

Recommend pairing with a Sage ACT! Connect contact record screen shot, a Droid screen shot, and an iPad screen shot.

Connect to powerful subscription-based sales and marketing services, desktop applications, and web-based productivity tools from the convenient Connections page. Rely on Sage ACT! as your business command center, further specialized for your specific business when you connect to powerful, subscription-based sales and marketing services, plus

40 Requires additional subscription.41 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.42 Requires additional subscription.43 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.44 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.


other desktop and web-based productivity tools. Subscribe to Sage Business Info Services for ACT!3 via the new Connections page in-product for access to highly-targeted leads from Hoover’s™ that you can segment and import directly into Sage ACT!, or Sage E-marketing for ACT!3 to easily create and send impactful email marketing campaigns, and track results within Sage ACT!. Further, you can connect to Microsoft® Outlook® and Google® from the new Connections page. Setup synchronization, manage individual preferences, and more.

Recommend pairing with a Connections page screen shot.


Release Enhancements Chart

Version FeaturesSage ACT! 2012 Sage ACT! Scratchpad45, a convenient, virtual notepad

Universal search that looks in contacts, groups, companies, opportunities, notes, history, and attachments

Seamless interaction with Gmail® Google® Contacts and Google Calendar™ sync Access to Sage ACT! contacts and calendar from popular smartphones,

tablets, like the iPad®, and your laptop via supported web browsers with Sage ACT! Connect46 47

Connections page with access to powerful subscription-based sales and marketing services, desktop applications, and web-based productivity tools

Usability improvements based on customer feedback Confirmation message after you import from sources like Excel® and other

Sage ACT! databases Menu that displays exact install times and components required Works with Internet Explorer® 9 and Firefox® 4

Sage ACT! 2011 Smart Tasks, which is like workflow, only easier Leads48 with Sage Business Info Services for ACT!49 powered by

Hoover’s™ Microsoft® Outlook® contact and calendar sync Direct import from Excel®, no .csv required Works with Microsoft Office 2010 and Windows® 7

ACT! by Sage 2010 View LinkedIn®, Facebook®, and more from within Sage ACT! Email marketing with Sage E-marketing for ACT!50

Reports view Simplified navigation Welcome page with feature tours, help, and news from Sage Customizable opportunities

ACT! by Sage 2009 Related contacts Seamless interaction with Microsoft® Outlook® email

ACT! by Sage 2008 Graphical dashboards Duplicate checking by first and last name Duplicate checking for groups and companies Advanced Queries for groups and companies

ACT! by Sage 2007 Last email field Specify linked contact and company fields Field-level security51

45 Sage ACT! Scratchpad is not supported in a Citrix® environment. 46 Review Sage ACT! Connect system requirements at www.act.com/connectsystreq to confirm supported mobile phones, tablets, and web browsers.47 Requires additional subscription.48 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.49 Requires additional subscription.50 Requires additional subscription. 51 This feature is only available in Sage ACT! Premium.


Latest version!

En masse security for notes, history, and opportunitiesACT! by Sage 2006 Customizable opportunity field names and types52

Citrix® and Terminal Services Automatic database backup and sync53

ACT! by Sage 2005 Multi-select values Customizable drop-downs Rich text formatting Attach documents to activities, notes, and history Groups with dynamic group membership Company records Multiple calendar views Opportunity list view Instant quotes using supported versions of Microsoft® Excel® and Word Sample sales processes Graphical sales pipeline Preformatted reports Export to Excel Query-based sync

52 This feature is only available in Sage ACT! Premium.53 This feature is only available in Sage ACT! Premium.


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