sage act! 2012 mi roadshow - aspentech presentation

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Introduction to AspenTech Consulting Group, Inc. Greg Knapp - President 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 www.aspen-tech.com 866-880-4ACT (4228) info@aspen- tech.com

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AspenTech presents Michigan's first and only official Sage ACT! Roadshow, previewing Sage ACT! 2012.

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Page 1: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Introduction to AspenTech Consulting Group, Inc.

Greg Knapp - President

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

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

Page 2: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

A word from one of our clients…

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

Gary Scholnick, of Advanced Income Strategies, discusses how ACT! & AspenTech are a good fit for him. ACT! is a solution that has been completely integrated into Gary and his team’s daily business lives, improving their efficiency and bottom line.

Page 3: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Complete Solutions fromAspenTech Consulting Group, Inc.

Marshall Knapp – Senior Consultant

Our goal is to provide our clients with a complete solution, integrating many aspects of their daily business lives.

aCustom Many-to-One Tables aAdvanced Dashboards/Reporting aAccounting Integration aOther Databases aWeb Leads aHandhelds

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

Page 4: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Custom Many-to-One Tables

Do you want to track multiple machines in ACT!? Serial numbers? Service / support inquiries? Time and materials? Investments? Policies?

You can. We can help.

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

Page 5: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Advanced Dashboards & Reporting

Do you want to enhance ACT!’s dashboards and report writer? Ever wanted reports waiting in your email inbox first thing Monday morning?

You can. We can help.

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

Page 6: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Accounting Integration

Do you want to push ACT! contacts to QuickBooks or Peachtree? What about seeing relevant accounting data from an ACT! contact record?

You can. We can help.

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

Page 7: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Integrate With Other Databases

Do you want to synchronize ACT! with your ERP system or other databases like SQL, Access, and AS400?

You can. We can help.

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

?

Page 8: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Web Leads

Do you get leads from your website and want those processed into your ACT! database automatically?

You can. We can help.

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

Page 9: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Handheld Integration

Do you want to access your ACT! contacts and calendar remotely from your mobile device?

You can. We can help.

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

Page 10: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Complete Solutions – Key Points

70% of our clients come to us already having implemented an incomplete ACT! solution.

There’s very little ACT! can’t do. We rarely have to say “no” to an idea.

Not sure how you can expand ACT!’s capabilities? Let’s chat.

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

Page 11: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

We Appreciate Your Attendance

As a thank you to all of you for coming, we’ve included in your folder a certificate for 10% off of the consulting and training services on any one invoice.

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

Page 12: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

Like what you’ve seen?

Also in your folder is an order form which includes a variety of software options deeply discounted for our Roadshow attendees.

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

Sage ACT! Product Upgrade License

SRP

Upgrade License Savings

Upgrade License Special

Upgrade License

Quantity

New License

SRP

New License Savings

New License Special

New License

Quantity

ACT! PRO 2011 w/ BRONZE CARE $258.95 ($98.34) $160.61   $318.99 ($107.35) $211.64  ACT! PRO 2011 w/ GOLD CARE $328.95 ($108.84) $220.11   $388.99 ($117.85) $271.14  

ACT! PRO 2012 $169.95 ($68.83) $101.12   $229.99 ($93.15) $136.84  ACT! PRO 2012 w/ BRONZE CARE $258.95 ($104.87) $154.08   $318.99 ($129.19) $189.80  ACT! PRO 2012 w/ GOLD CARE $328.95 ($133.22) $195.73   $388.99 ($157.54) $231.45  

ACT! PRM 2011 w/ BRONZE CARE $438.95 ($150.84) $288.11   $598.99 ($174.85) $424.14  ACT! PRM 2011 w/ GOLD CARE $508.95 ($161.34) $347.61   $668.99 ($185.35) $483.64  

ACT! PRM 2012 $299.95 ($121.48) $178.47   $459.99 ($186.30) $273.69  ACT! PRM 2012 w/ BRONZE CARE $438.95 ($177.77) $261.18   $598.99 ($242.59) $356.40  ACT! PRM 2012 w/ GOLD CARE $508.95 ($206.12) $302.83   $668.99 ($270.94) $398.05  

ACT! PRM 2011 SQL STD w/ BRONZE CARE $548.95 ($209.84) $339.11   $738.99 ($238.35) $500.64  ACT! PRM 2011 SQL STD w/ GOLD CARE $618.95 ($220.34) $398.61   $808.99 ($248.85) $560.14  

ACT! PRM 2012 SQL STD $359.95 ($145.78) $214.17   $549.99 ($222.75) $327.24  ACT! PRM 2012 SQL STD w/ BRONZE CARE $548.95 ($222.32) $326.63   $738.99 ($299.29) $439.70  ACT! PRM 2012 SQL STD w/ GOLD CARE $618.95 ($250.67) $368.28   $808.99 ($327.64) $481.35  

Page 13: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

In Closing

We really appreciate everyone taking the time to be here today.

If you like what you’ve seen, consider an ACT! upgrade.

Deep Roadshow-only discounts are available – see your pricing sheet in your folder.

If you’d like to talk about getting more out of your ACT! implementation, let us know.

We’ll all stick around for questions until about 12:30.

And now… PRIZES!!!

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

Page 14: Sage ACT! 2012 MI Roadshow - AspenTech Presentation

PRIZES

- TopLine Dash – 1

- TopLine Designer – 1

- ACT! Power User Training Class – 3

- ACT! PRM 2011 - 5

- GRAND PRIZE – iPad 2 (sorry only 1 of these )

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