ACT CRM Mobile Solutions
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Karen Fredricks CRM Guru 561-470-5450 x1 Kim Winton Database Repair & Conversion Guru 561-470-5450 x2 Roy Laudenslager Custom Reports & Tables Guru561-470-5450 x3
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ACT CRM users want their Act! databases “in the clouds” but not everyone knows what that means – or costs. Maybe you’re thinking of buying a new phone or tablet – or you already have one – but have no idea how to get your Act! data to magically appear there. Perhaps you work in one office and a co-worker works in another location. Or maybe you’re just getting nervous about that old server that seems to be on its last legs. There are many options. If you’re feeling confused and overwhelmed you aren’t alone!
Transcript of ACT CRM Mobile Solutions
Karen FredricksCRM Guru
561-470-5450 x1
Kim WintonDatabase Repair & Conversion
Guru561-470-5450 x2
Roy LaudenslagerCustom Reports & Tables
Guru561-470-5450 x3
Karen is the Author of…
13 books and 3 sets of training videos…
• In the OfficeA• At Home & the OfficeB• At a Remote User’s officeC• On the WebD• On a TabletE• On your PhoneF• All of the AboveG
Question #1:Where would you like to see your data?
• ContactsA• Calendar & To-Do’sB• Notes & HistoriesC• OpportunitiesD• GroupsE• CompaniesF• Data other than Act! G• All of the AboveH
Question #2:What data would you like to see?
Act!Sync
Web Apps
Many Options
Act! Connect
Hosted Act!
HostedServers
& Desktop
s
Companion Link
SCENARIO #1ALL USERS IN THE
SAME OFFICEStand Alone – Act! Pro
Peer to Peer sharing – Pro or PremiumPlease use a stand alone computer!!Server/Client – Pro or Premium
Network Synch – user brings laptop into the office; can access data on the laptop and sync upon return
Scenario #2Single User wants to access his data from
home, his tablet,or when he travels
For 1 user I recommend GoToMyPC or Logmein• Pro: Low cost (less than $100/year, Logmein is
free)• Pro: Easy setup• Pro: You have access to all your data, not just Act! • Con: Requires that the computer remain on and
unused• Con: Connectivity can be slow
Scenario #3DIY Remote Solutions if you have users working in
other locations
Premium: Configure a web server (static IP address, IIS, asp.net, and IT support) and use Act! for web
Use a VPN and setup a synchronization through the VPN
Open port 65100 on your router and setup synch via the Internet (outside the firewall)Pro or Premium: Configure your server with Remote Desktop or Citrix – you’ll need Windows licenses for each remote user that is accessing (and an IT guy)This will allow you to share all data, not just Act!
SHOULD I USE PRO OR PREMIUM WHEN
SYNCHING??
• Act! Pro requires that the main database remain open at all times if remote users want to synch to it
• Act! Premium installs a service that listens for an incoming synch; therefore, you do not need to leave Act! open on the server
USING ACT! FOR WEB
• Act! Premium includes the tools needed for web access but you must have a web server
• You’ll also be able to see Act! through a browser
• You’ll be able to access via your tablet’s browser
• You have Apps (mini-Act!) for your phone or tablet
SCENARIO 4:I HAVE A TABLET
WebApps
(Mini Act!)
Companion Link(Sync)
Act! Connect(Sync)
Act! forWeb
A Phone is Not a Laptopand
A Tablet is nothing more than A BIG Phone
• You can not install actual software on a tablet• If you synchronize too much information it eats
into the capacity of your device
WARNING!
Tablet Solutions with Act! for Web Installed
Act! for web: • View your entire database via a browser• Requires a web server• Real time data – no synchingWeb Apps:• Shows your entire database as a web app (mini-Act!)• You see Groups, Companies, Opportunities• Will be really slow if you have a lot of data (especially
histories)• Requires a web server installation of Act! • Real time data – no synching
Tablet: “Pay Per Synch”Act! Connect: Requires a yearly subscription (69.95)• Free with Business Care• Gives you the same information as the web app• Syncs wirelessly• Designed for people who have Act! Pro or who can’t host their own
web server
Companion Link (79.95 or 129.95 one time purchase)• Synchronizes your data to your device’s generic address book and
calendar automatically• You can create a group of contacts to synch• You can synch 8-12 customized fields beyond standard contact
information (address, phone, e-mail)• You can designate a set number of notes and histories• No Companies, Groups or Opportunities• Can sync via Outlook, Google or a hard wire
SCENARIO 5:I WANT ACT!
ON MY PHONE!!
WebApps
(Mini Act!)
Companion Link
(Synch)Act!
Connect(Synch)
Act! forWebX
PHONE SOLUTIONS
• Companion Link (Sync)• Pro: It populates your phone’s native address book & calendar• Pro: One time fee of $79.95 or $129.95• Pro: Can synch wirelessly using Outlook or Google• Pro: Can be set for automatic synchronization• Con: You won’t see Groups, Opportunities, and Companies
• Act! Connect (think Mini Act!) $69.95/year or free with Business Care• Pro: Handled through someone else’s server (wireless)• Pro: You can see Groups, Opportunities and Companies• Pro/Con: Can be set for automatic synchronization• Con: Only handles 3,000 contacts
• Web Apps (mini Act!) free if you have Act! for Web• Pro: You can see Groups, Opportunities and Companies• Pro: Real time data• Con: Will not handle large databases (think histories)
I recommend a one way synch
from Act! to Phone• Your phone doesn’t contain all of your
Act! fields• Thumb typing can be error-prone• Personal contacts end up in your Act!
database
WARNING!
I recommend starting with an empty phone
• Best practice for avoiding duplicates• Companion Link includes a “wipe”
feature
WARNING!
SCENARIO 5:I WANT SOMEONE ELSE TO HOST MY ACT! DATA
Swiftpage Act! Web Hosted
Tech Benders
Act! Hosting
Act! Hosted through SwiftpageLease your software$45-50/user/month; no software to purchase$119 setup for a synch userPro: Good option for a brand-new Act! userPro: Easy setup, any where accessCon: Minimum of 3 usersCon: One year contractCon: All support must go through SwiftpageCon: You’re left with nothing but your database should you decide to stop hosting until you purchase your software
Act! Hosted through Tech BendersBuy your software$35/user/monthNo setup; everyone can have a sync databasePro: Good option for long-time Act! userPro: Can starts with 1 userPro: Easy setup, any where accessPro: Support is with Tech Benders in Boca RatonPro: No contract; you can use it until you setup your own serverPro: If you decide to stop hosting you own the softwareCon: You have to purchase Act! Premium software
SCENARIO 6:I WANT SOMEONE TO HOST ALL MY DATA!
Act!
Office Docs
(Excel, Word
PowerPoint)
Accounting (QuickBook
s, PeachTree)
Misc. Docs(PDF’s,
Graphics)
Server hosting through Tech BendersHost all of your software using Remote DesktopStarting at $65/user/monthSetup to migrate your data starting at $250Pro: You are sharing all your data, not just Act! Pro: Easy setup, any where access for remote usersPro: No contract; you can use it until you setup your own serverPro: You see all your data on your tablet and/or BrowserPro: If you decide to stop hosting you own the softwarePro: Great solution for those who don’t want to maintain their own serverCon: You must have Internet access
Act!Sync
Web Apps
Know Your Options
Act! Connect
Hosted Act!
HostedServers
& Desktop
s
Companion Link
Questions?Call 561-470-5450
E-mail [email protected]
Companion Link - $79/one time fee
Act! Connect - $69/year or free with B/Care
Act! “Leasing” - $50/user/month
Act! “Owning” - $35/user/month & software
Total Cloud Environment - $65/user/month
