Industry Analyst & Media presentation about Sage ACT! 2011 contact and customer management software for entrepreneurs and small and midsized businesses from Sage North America. (Ryan Zuk, Sage PR, ryan dot zuk at sage dot com)

1. Sage ACT! 2011 Larry Ritter, SVP & GM Sage CRM Solutions Ryan Zuk, Media & Analyst Relations (ryan dot zuk @ sage dot com)

3. 11% increase YoY

4. 13,100 employees

5. 6.2 million customers1

6. Global distribution network

7. 30,000 reseller partners

8. 40,000 accountants

9. Presence in 24+ countries

10. 3rd largest business management software provider worldwide2Sage MAS ERP Solutions Sage Accpac ERP Solutions 1 At September 30th 2009 2 AMR Research: Global Enterprise Application Market Sizing Report, July 2009

11. Sage ACT! At-a-Glance Make Contact, Build Relationships, Get Results. #1 Worldwide Contact and Customer Manager. 56,000 customers with > 10 users Over 3M users Designed specifically for individuals, small businesses and sales teams. Easiest to use. Leads the industry in ease of use. Personalizable. Enables the end-user to design views, add fields and tabs, edit drop-downs, and customize templates. High value, Sage ACT! is priced for the cost-conscious, free from hidden costs and costly investments in IT stacks.

12. Sage ACT! Market Position Target Market: Workgroups of sales professionals and individuals Buyers: Professionals Sales, Sales Managers Small Business Owners Industries: Horizontal with an emphasis on Financial Services, Insurance, Real Estate and High Tech

13. Customer Driven Innovations Requirements Gathering: “Share Your Ideas” Forum in the ACT! Online Community Extensive Usability and Beta Testing In-depth Win/Loss Research > 22,000 members Sage ACT! 2011 Better than 79% of all other SW products! ACT! 2010 ACT! 2009 ACT! 2008 Source: ACT! 2010 Usability Study Source: In-Product Survey, 60 Day ACT! scores (over 20,000 respondents).

14. Expanded Solution Footprint Sage Connected Services Sage ACT! Application Sage ACT! Contacts, Notes, History E-Marketing Campaigns, Surveys Lists Search, Import

15. Sage Connected Services for ACT! Sage E-marketing for ACT! E-mail marketing service ACT! Mobile Live Mobile Sync Service

16. Introducing Sage ACT! 2011 Click to view video!

17. Major Enhancements Outlook Contact and Calendar Sync Welcome Page with Info for New and Upgrading Users Direct Import from Excel Sage Integration Contract: Sage 50 now! Existing Accounting Link Framework still supported (i.e. all in-market integrations continue)

18. Smart Tasks (aka Workflow) Automate common tasks to enhance customer experience 10 pre-defined templates Graphical Designer Fully extensible engine

19. Sage Business Info Services for ACT! Learn more about the contacts/accounts you work with today Find and import new prospects into ACT! Turnkey Integration Multiple Tiers 1: Directory (Free) 2: Reference 3: Lead (400/month)

20. Extended Contact Management

22. Easiest to Use

23. Connected Services

24. Value for the Price:Sage ACT! Pro : $229.99/$169.95 Premium: $459.99/$299.95 * Connected Services Business Info: Free, $24.95, $54.95 PUPM E-marketing: $14.95 - $54.99 PUPM Mobile: $10 PUPM *New/Upgrade Pricing

25. Additional Screenshots

26. Easy to find list of all Smart Task templates in the database Easy to use drag- and-drop visual designer to create multi-step Smart Tasks Smart Tasks

27. Ability to schedule Smart Tasks to run when it’s convenient for the user Ability to narrowly and clearly define the criteria for the Smart Task Smart Tasks

28. Smart Tasks Pre-defined Smart Task templates offer an out-of-the-box value for users Pre-defined Smart Tasks with Sage E-Marketing for ACT! templates available

29. Users can trigger any scheduled Smart Tasks to run manually Users can choose how much control they want to have over the steps in their Smart Tasks Smart Tasks

31. Company Profile

32. Company Financials

33. Company Contacts

34. Industry Information

35. Company NewsImport Companies Import Contacts Email Alerts Business Info links display in-context Hoover’s data

36. Sage Business Info Services for ACT! Keyword Search to find new companies or key people Build-a-List function for building highly targeted lead lists that are automatically imported into Sage ACT!