Exclusive PremierAug 27 – RochesterAug 28 - BuffaloAct! v16

INSERT PRESENTER NAME, TITLE, AND TENURE

Introduction

About Us

Twelve / Three Marketing, Inc.Est. 1993

Geoff, Bob, Laurie, Stephen

GoldMine, ACT, SageCRM, MSCRM

Agenda

9:00 – 9:30 Who is SwiftpageAct! – Business Value and youAct! v16 (2014) Feature Overview

9:30 – 10:29 Act! v16 - Live DemonstrationAct! Deployment Windows, Web, Mobile

10:30 – 10:45 Break

10:45 – 11:00 T3 Auto-Address – Bob

11:00 – 11:30 Google Adwords & Swiftpage - Stephen

11:30 – 12:00 Q & A, Closing, Drawings and Giveaways

Who is Swiftpage?

Swiftpage for Businesses Just Getting Started

Act! for Thriving Small Businesses

SalesLogix for Established Enterprises

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

“And we’re with them every step of the way.”

What Swiftpage Does

Integrated Marketing, Sales and Support Activities that convert prospects and retain customers are vital.

Email Marketing

Social Media Marketing

Customer Relationship Management

Swiftpage Facts

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

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.

• SalesLogix is CRM without compromise, offering unparalleled flexibility and control in how you deploy, use, and pay for a powerful CRM solution that helps accelerate your strategic advantage.

Introducing Our Products

A brief History of ACT!

• 1987 – Founded by Pat Sullivan (YES -> ACT!)• 1993 – Sold to Symantec. Pat has 5 yr. noncompete• 1998 – Pat starts SalesLogix. IPO. Buys ACT back with his new $$• 2003 – .com and 9/11 crash. Pat can’t make a payment. Sage buys

ACT and SalesLogix from him.• 2004 – Total re-write. SQL, .net, etc. Annual releases• 2005 – Pain. Class Action suit.• 2013 – Sold to Swiftpage

Sage vs Swiftpage (Geoff’s opinion)

• Sage – Publicly traded UK company– $2,200,000,000 Annual Revenue– 24 Countries– 300+ software titles, mostly Accounting– $ and quota driven. Hard selling. Good or Bad?– Unaware they owned ACT.

• Swiftpage – Privately held US company– Financials are difficult– Family Oriented– Moved Co. / Ga. to Scottsdale– Kept everybody– Hired 4 key people back

So What’s different??

• No more Annual Releases• This is ACT! v16 not ACT 2014• Less discounting• Less frequent “bar-gooning”• Swiftpage is a cloudy business• Sage wasn’t cloudy (accounting)• Most development effort to cloud, phone• Some good people came back• In Sales, it’s the same guys and some habits die hard.

The Road Ahead

• September Act! v16• October Act! emarketing• November Act! Connect 2.0• December Beta for Project Red Cloud (Act! SaaS codename)• January Act! Feature Pack 1• February Public Launch of Red Cloud• March Ben takes a day or two off• April Red Cloud Update 1• May Act! emarketing 2• June Red Cloud Update 2• July Ben gets another day off• August Feature Pack 2• December Act! v17 

Compatibilty 2010 2011 2012 2013 v16Windows XP SP3 1 1 1 1 1Windows 7 0 1 1 1 1Windows 8 0 0 0 1 1Offi ce 2003 1 1 1 1 1Offi ce 2007 1 1 1 1 1Offi ce 2010 0 1 1 1 1Offi ce 2013 0 0 0 0.6 1IE 9 0 0 1 1 1FireFox 4 0 0 1 1 1Safari v4 0 0 0 1 1Android v4 0 0 0 1 1Chrome 0 0 0 0 1

Features 1 1 1 1 1Web Info Tab 1 1 1 1 1E-Marketing Tab 1 1 1 1 1Customizable Opportunities 1 1 1 1 1iCal Invites 1 1 1 1 1Send vCard 1 1 1 1 1Back - Forward Button 0 1 1 1 1Smart Tasks 0 1 1 1 1Outlook Contacts Sync 0 1 1 1 1Outlook Cal Sync 0 1 1 1 1Import From Excel 0 1 1 1 1History Filter 0 1 1 1 1Universal Search 0 0 1 1 1ACT Web Mobile 0 0 0.5 1 1Google Integration 0 0 1 1 1ACT Mobile Opportunities 0 0 0 1 1Social Updates 0 0 0 1 1Calculated Fields 0 0 0 0 1Company Management 0 0 0 0 1History List 0 0 0 0 1Mobile Groups/Companies 0 0 0 0 1Tablet Custom Views 0 0 0 0 1Reschedule Multiple Activities 0 0 0 0 1

Business Care

• Overpriced – Getting Better. Qty Discounts• Provides Software Updates. Annual basis• Can provide technical support• Bronze Care – Software only ($89 Pro, $126 Prm)• Silver – SW plus India Support ($157 Pro, $194 Prm)• Gold – SW plus US support ($224, $261 Prm)

• Service Packs – Free• Feature Packs – must be on Business Care

New Features in Act!

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

Mobile – Groups & Companies

Mobile – Groups List

Mobile – Group Detail

Mobile – Group Membership

Mobile - Companies

Mobile – Company Detail & Membership

Mobile – Groups & Company Facts

• Purpose: Extend Groups/Companies to mobile to round out all major entities.

• Write Email - Sends an email to each contact in the group. • Criteria for membership – Only simple criteria can be created

ID/Status = single value for groups. • Company Name = single value for companies. • All groups/companies will work, but you can only add new simple

criteria

Mobile – Email Preferences

Mobile – Email Preferences

Mobile – Email Preferences Facts

• Purpose: Simple way to avoid double message entry on sending out emails from device.

• Disabled by default to use existing manual email • Uses same preferences as APFW• No SSL • Records history if enabled.

Mobile – Tablet View

Mobile – Tablet View

Mobile – Tablet Views Facts

• Purpose: Adds additional list views on all detail view. • Contacts List• Task List Filters• Opportunity List Filters.

• Demo - http://actv16.com/apfw• Backup - http://actbeta.egenconsulting.com/apfw

Calculated Fields – New Field Type

Calculated Fields – Add to your Layout

Calculated Fields

Calculated Fields - Facts

• Purpose: Allow simple calculations to complicated calculations on a single record.

• Works at Contact and Opportunity Views• Currency, Decimal, Number and Date Calculations• Commission, age, days to contract renewal • Calculations cannot be edited; only deleted and added • Processed at the database level; same for Web/Mobile/Sync/Import• Calculated on Save • Cannot edit calculations! Must delete and recreate.

Company Management

Company Management

Company Management

Company Management Facts

• Purpose: To provide best practice on basic CRM account management.

• Once threshold is met, company is created with just company name. Linked all contacts.

• If company already exists, linked to that company. • Multiple companies exist, links to one (but always the same one) • Processed at the database level; same for

Web/Mobile/Sync/Import….

History View - NEW

History View List

History View List – Export to Excel

History View List – Export to Excel

History View List – Facts

• Purpose: To provide a rear-view of the Actions in a database.• Filterable, exportable, easy to generate quick excel reports or find

data. 

Act! Scheduler – Admin Email Notifications

Act! Scheduler – Admin Email Notifications

Act! Scheduler – Admin Email Notification Facts

• Purpose: Assurance that database tasks are being completed or alerts that they are not.

• Can be configured to send to multiple recipients• SSL Support• Custom STMP Port Selection

Task List – Reschedule Multiple Activities

Task List – Reschedule Multiple Activities

Task List – Reschedule Multiple Activities

Task List – Reschedule Multiple Activities

Task List – Reschedule Multiple Activities FactS

• Purpose: Efficiency in scheduling • Keeps all values except date/time• Changes time to timeless

Universal Search – Create Lookup

Universal Search – Create Lookup Companies

Universal Search – Create Lookup Contacts

Universal Search – Create Lookup FactS

• Purpose: Take Action• Create Lookup from Contacts• Create Lookup from Companies • Filter for specific types of items• Filter by date

Act! for Web – Customize Fields/Layouts

Act! for Web – Customize Fields

Act! for Web – Customize Layouts

Act! for Web – Customize Fields/Layouts FactS

• Purpose: Improve Hosted Customer experience. • Reduce support costs for hosted partners.  • Not meant to be a full replacement for the desktop product. • No field triggers, alignment, fonts…(limited)

Act! for Web – Chrome Browser Support

Act! for Web – Chrome Browser Support

• 70 Defects addressed in Chrome Browser

Office, Mobile, Table – Act! Everywhere

Premium Windows, Web, Mobile

Database Server

Remote LAN

`

`

The Internet or VPN

Traveling Laptop Users

Remote Offices

Home Users

Headquarters Location

Local LAN

``

`

v16- ACT PRO v16 LIC Usage Seats ACT SKU Regular Price after 9/18

Roadshow Customer Cost until

9/18

Roadshow Price Bundled w/ Bronze until

9/18

ACT PRO v16 LIC New 1-4 ACTPRO16L 269.99 206.54 251.17 ACT PRO v16 LIC New 5-9 ACTPRO16L 229.49 175.56 217.95 ACT PRO v16 LIC New 10-29 ACTPRO16L 215.99 165.23 205.40 ACT PRO v16 LIC New 30-99 ACTPRO16L 199.99 152.99 190.92           ACT PRO v16 UPG LIC Upgrade 1-4 ACTPRO16UPL 199.95 152.96 197.59 ACT PRO v16 UPG LIC Upgrade 5-9 ACTPRO16UPL 169.96 130.02 172.41 ACT PRO v16 UPG LIC Upgrade 10-29 ACTPRO16UPL 159.96 122.37 162.53 ACT PRO v16 UPG LIC Upgrade 30-99 ACTPRO16UPL 149.96 114.72 152.65

v16 - ACT PRM v16 LIC Usage Seats ACT SKU Regular Price after 9/18

Roadshow Customer

Cost

Roadshow Price Bundled

w/ Bronze

ACT PRM v16 LIC New 1-4 ACTPRM16L 549.99 420.74 484.12 ACT PRM v16 LIC New 5-9 ACTPRM16L 467.49 357.63 417.83 ACT PRM v16 LIC New 10-29 ACTPRM16L 439.99 336.59 393.63 ACT PRM v16 LIC New 30-99 ACTPRM16L 412.49 315.55 369.42             ACT PRM v16 UPG LIC Upgrade 1-4 ACTPRM16UPL 359.95 275.36 338.74 ACT PRM v16 UPG LIC Upgrade 5-9 ACTPRM16UPL 305.96 234.06 294.26 ACT PRM v16 UPG LIC Upgrade 10-29 ACTPRM16UPL 287.96 220.29 277.33 ACT PRM v16 UPG LIC Upgrade 30-99 ACTPRM16UPL 269.96 206.52 260.39

PRO - ACT BRONZE for PRO Usage Seats ACT SKU Regular Price after 9/18

Roadshow Customer

Cost

ACT BRONZE for PRO 1yr Bundle 1-4 ACTPROBRZ1 89.25 44.63  

ACT BRONZE for PRO 1yr Bundle 5-9 ACTPROBRZ1 84.79 42.40  

ACT BRONZE for PRO 1yr Bundle 10-29 ACTPROBRZ2 80.33 40.17  

ACT BRONZE for PRO 1yr Bundle 30-99 ACTPROBRZ3 75.86 37.93  

             

PRM - ACT BRONZE for PRM Usage Seats ACT SKU Regular Price after 9/18

Roadshow Customer

Cost

ACT BRONZE for PRM 1yr Bundle 1-4 ACTPRMBRZ1 126.75 63.38  

ACT BRONZE for PRM 1yr Bundle 5-9 ACTPRMBRZ1 120.41 60.21  

ACT BRONZE for PRM 1yr Bundle 10-29 ACTPRMBRZ1 114.08 57.04  

ACT BRONZE for PRM 1yr Bundle 30-99 ACTPRMBRZ1 107.74 53.87  

20 ACT Tips in 20 Minutes

1. Edit / Copy a Contact

• If you want to e-mail a contact record to someone.– Go to that record– Edit– Copy (Ctrl – C)– Open an email– Paste (Ctrl – V)

2. Even better – Send vCard

• Go to Contact– Contacts– Send vCard (ACT 2010 & later)

3. Clean out your My Record

• “My Record” is the first thing loaded• History tends to accumulate• Slows down the opening of ACT• Clean out “Contact Deleted”

• Sales Pitch – 12/3 has written a program to selectively delete history based on type and date range on all records

• i.e. – “Delete all Personal Activities from 2002 thru 2008.

4. Goofy

• Tools• Preferences• Startup• Startup Database• Named Database• Aasdfff• Press Ctrl – Shift – Alt at the same time• Let go• Press the key = first letter of today (“T” for Tuesday)

5. Dropbox

• Cloudy FTP site• Free (small)• Cheap (Big)• Great for sharing files and data on the cloud• Do not put your ACT database there!

– Clever idea– $$ to Geoff

6. Search phone numbers

• Right Click on a phone field• Searches that field• Lookup – Other fields – Any Phone Field

– Searches all phone fields

• Same with Any City, any Zip, etc.

7. Question

• When was the last time you backed up your ACT database?• Scheduler does it for you

– Unless you’ve deleted the act account it ran under– Or changed your password– Or ran out of disk space

• V16 will notify you/me if the backup failed• This will be part of our install.

8. Twelve/Three offers Free training every week

• Tuesdays 9:30am• 30 minutes• Learn a new technique every week• Web based• Free• Free• Sign up with Laurie if you want to get class notices.

9. You can connect 2 contacts

• Using relationships• Families• Business relationships• Competitive info• Added in ACT 2009

10. The annoying welcome screen

• Tools – Preference – Startup• Change to Contacts or Calendar

11. Schedule many calls at once

• Preferences Setting• Unchecked – Creates a single conference call• Checked – Creates separate activities

12. Keep at it

• It takes an average of 12 calls to get through to a new lead• 50% sales people quit after 1 try.• 90% quit after 2.• Count your attempts in ACT

13. Lookup by recent activity

• Who have we met with in the last 30 days?• Called?

14. Lookup by example

• Fill in the fields you want to search on• For multiple conditions• AND condition is best.• i.e. State=NY AND ID/Status=Customer

15. Win 7 & Win 8 Users

• GodMode.{ED7BA470-8E54-465E-825C-99712043E01C}

• Create a folder on your desktop and name it this.

16. Beware free software

• New trend in download bundlers

17. Use the snipping tool

• When sending us problems via e-mail• To create your ACT training manual• Win 7 & 8

18. Smart Phones

• iPhone – Everything Works– Limited Choice

• Android– Many choices in phones and software– No Apple store so possible virus vector

19. Universal Search

• Geo* - Match any number of Chars• Geo? – Match a single letter• Geo?? – Match 2 letters• 15= Match any single digit• Ex (Contact_Zip_Code::144??)• And• Or• And not• fancier• Sage KB 28034

20. Check out your add-ons

• ACT! has always been a top 5 CRM/CM product• Millions of users – Lots of Add-ons• We Like:

– Swiftpage – e-mail marketing– Quotewerks – generate sophisticated quotes– Topline Designer – Custom Subentities– Handheld contact – Part of ACT soon?– Oak Merge – import into anything

• i.e. daily sales in history• Automated

Summary

• V16 is a better than average release. Some meat.• No more annual releases• This makes Business Care worth a look

– Start with Bronze– 50% off this week, see what we get

• We work for you• New Ownership – New Policies, New Directions,??• If you want to a Road Show price, see Laurie.

• And Thank You for your time!

Q&A

Drawings and Giveaways