ACT to SugarCRM – Migration Tools & Services

Accent Gold has experienced professionals with dozens of years of experience in data migration. We’ve worked with ACT, Goldmine, SugarCRM, Microsoft CRM, SalesLogix and more. And we will make sure that your data is brought over properly. This allows you to focus on your business processes while we focus on getting your data imported successfully into SugarCRM.

Our highly experienced team of consultants and developers is able to migrate just about any data imaginable from ACT to SugarCRM. We are pros at both systems. We have used both systems internally. We understand the nuances of both systems.

We CAN get your data out of ACT.

And we CAN get that data into SugarCRM.

Typical conversions don’t include converting ACT Email histories to Sugar Email histories. We CAN do it.

Typical conversions don’t include converting ACT dynamic Groups into Sugar. We CAN do it.

We are experts at both ACT data structures as well as Sugar data structures. If you need it converted, we CAN do it.

We’ve done it for many customers and can do it for you!

Complex ACT! Data Migration Tasks are Covered

Accent Gold has the tools and the know how to extract your data properly from ACT!, clean up your data and then map the fields to the proper modules in SugarCRM. Existing fields and drop-downs can be kept in place so that your CRM users can easily reference crucial information from past interactions.  ACT! Users/Record Managers will be mapped to the proper SugarCRM owner.

What to Watch out for when Migrating to SugarCRM

The database structures of ACT and Sugar are very similar, but are not 100% alike. For example, Sugar’s Meetings, Tasks and Calls are contained in 3 different modules while ACT activities are all within one individual module. So when we grab the data, we need to parse it properly.

Different versions of ACT respond in different ways

When we extract data from ACT, we use various tools and methods depending on the version. We are able to extract data from the following versions of ACT:

• •ACT! 4
• •ACT! 5
• •ACT! 6
• •ACT! 7 (ACT! 2005)
• •ACT! 8 (ACT! 2006)
• •ACT! 9 (ACT! 2007)
• •ACT! 10 (ACT! 2008)
• •ACT! 11 (ACT! 2009)
• •ACT! 12 (ACT! 2010)
• •ACT! 13 (ACT! 2011)
• •ACT! 14 (ACT! 2012)
• •ACT! 15 (ACT! 2013)

Modules that can be migrated from ACT! to SugarCRM

In the end almost any module can typically be migrated from ACT! to SugarCRM. The most popular modules are clearly covered: Accounts/Companies, Contacts, Sales Opportunties, Calls, Meetings, To-Dos/Tasks, Notes, Histories. Please call us if you have any questions — (310) 645-0006.

Considering Microsoft Dynamics CRM?

Click here to  download our Free MS Dynamics CRM Analysis.

Issues addressed:

1. Pros and Cons of SaaS vs On-premise CRM
2. Crucial User Adoption Factors
3. Total Cost of Ownership of Microsoft CRM

Considering SugarCRM?

Click here to access our Free Sugar CRM Evaluation Guide

With this, you will be able to view the major improvements inside Sugar CRM.

Topics include:

1. Calculated Fields
2. Favorites and Favorites Dashlet
3. Twitter and Social Media integration
4. Sugar Mobile 1.0 details
5. and much more.

Considering ACT! by Sage?

Click here to download our Free Sage ACT! 2012/2013 Feature Review.

With this, you will be able to identify the key improvements within ACT! 2012, 2011 and 2010.

Items addressed include:

1. User interface enhancements
2. Social Media
3. E-Marketing, Mail-Merge and Online Surveys
4. Sales Opportunity redesign
5. Advanced Outlook Sync for Contacts and Calendar
6. Simplified Importing design
7. Smart Tasks (Workflow)
8. and much more.

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Sage ACT! Software – Benefits & Pros and Cons

What are the benefits of ACT for your business? It can not only organize the names, e-mail addresses, mailing addresses, and phone numbers of all of your clients and business partners, but it also allows you to keep a record of conversations with, observations of, and meetings with your contacts for a complete ACT information database.

You can organize your ACT information database with keywords, categories, and subcategories to make searching for clientele who match certain goals of a marketing campaign a matter of a few seconds’ worth of work.

Pros and Cons of using Sage ACT! as a Marketing Tool

People often ask what the pros and cons are of a CRM system such as ACT. With ACT you can run entire marketing campaigns through your ACT information database in mere minutes. Use your ACT information database’s features to print out mailing labels and a list of fax machine numbers of your clientele who might be interested in your new service–clientele you were able to find in seconds thanks to your ACT information database. Automatically send e-mails to those clients and even use your ACT information database’s marketing templates, graphics, and plans to create dynamic material to sell your goods.

The benefit of Sage ACT! Web Services

Sage’s ACT information Web site also claims that their software helps you and your employees keep track of project deadlines, meetings, and other scheduling events with the ACT information database’s calendar feature.

You can see your daily, weekly, and monthly project goals and client follows-ups as well as your work week schedule with your ACT information database–even send automatic e-mails to customers who need responses by a certain date.

Sage ACT allows you to forecast sales trends at the click of a button. Using all of your ACT information to put together sales reports will save you time and money otherwise spent to mine that information through manual means.

Your ACT database can be compatible with programs such as Microsoft Word, Outlook, Outlook Express, MapPoint, and Excel; Win Fax; Adobe Acrobat Reader; Eudora; and Lotus Notes.

Why switch to Sage ACT?

Sage ACT! data management system is a varied kaleidoscope of powerful data tools that seem to bring order into chaos. This includes detailed descriptions about different kinds of ACT products and solutions to common CRM problems.

There’s a lot of things that a common business owner have not tried exploring yet and if they do, they will find that there is certainly more than meets the eye. For instance, you can install ACT software into one self-employed person’s home office computer to make an ACT information database.

You can also install ACT into hundreds of computers in one company network and even access the ACT information database from Palm handhelds and other mobile devices. This makes for a totally virtual and limitless Sage ACT! Information database network.

Benefits of using a Sage ACT! Database

What exactly are the perks of an ACT database to a business? A lot. actually. It can not only organize the names, email addresses, mailing addresses, and phone numbers of all its clients and business partners, but it also enables the business to keep a record of conversations, observations, and meetings with the same contacts that provides for a very comprehensive ACT information database. With this feature, operations can organize the ACT information database with keywords, categories,

Microsoft Dynamics CRM 2011 Evaluation

Click here to download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. Total Cost of Ownership of Microsoft CRM

Free ACT! Benefit and Feature Review

Click here to download our Free Sage ACT! Benefit and Feature Review.

With this document, you will be able to identify the key improvements within ACT!

Items addressed include:

1. User interface enhancements
2. Social Media
3. E-Marketing, Mail-Merge and Online Surveys
4. Sales Opportunity redesign
5. Flexible Reporting, Dashboard and OLEDB interface
6. Advanced Outlook Integration and Invitations
7. Advanced Outlook Sync for Contacts and Calendar
8. Simplified Importing design
9. Smart Tasks (Workflow)
10. Advanced Lead Management and Importing
11. Administrative improvements
12. and much more.

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ACT to Microsoft Dynamics CRM Migration – Tools and Services

Often, ACT has been highly customized and is thus not easily migrated into the Microsoft CRM environmnet. Let us help you with this process. At Accent Gold, we are seasoned experts in both Sage ACT! and also Microft Dynamics CRM. We know what you are trying to accomplish, and we understand your pain. We have tools and methods that will get the job done – quickly and professionally!

Versions of Sage ACT! that can be Converted from ACT! to MS CRM

When data is exported from ACT, we implement various tools and methods depending on the version of ACT. We are able to extract data from the following versions of ACT:

• •ACT! 4
• •ACT! 5
• •ACT! 6
• •ACT! 7 (ACT! 2005)
• •ACT! 8 (ACT! 2006)
• •ACT! 9 (ACT! 2007)
• •ACT! 10 (ACT! 2008)
• •ACT! 11 (ACT! 2009)
• •ACT! 12 (ACT! 2010)
• •ACT! 13 (ACT! 2011)
• •ACT! 14 (ACT! 2012)
• •ACT! 15 (ACT! 2013)

ACT Modules that can be moved to Microsoft CRM

The following modules can be migrated from ACT to Microsoft CRM: Accounts/Companies, Contacts, Opportunities, Products, Notes, Calls, Meetings, Tasks/To-Dos, Email Histories.

Our highly experienced team of consultants and developers is able to migrate just about any data imaginable from ACT to Microsoft. We are pros at both systems. We have used both systems internally. We understand the nuances of both systems.

We CAN get your data out of ACT.

And we CAN get that data into Microsoft Dynamics CRM.

We’ve done it for many customers and can do it for you!

What to watch out for when Switching from ACT to Dynamics CRM

The good thing is that the data can be mapped over from ACT to Microsoft CRM. And the better news is that you can even apply workflow now to these items. Be sure to turn off workflow though before importing. Also be aware of the users and how to properly bring these over. This can be a bit complex.

Are you interested in Microsoft Dynamics CRM?

Click here todownload our Free Microsoft CRM Analysis.

Topics addressed:

1. Salesforce.com vs Microsoft CRM
2. Crucial User Adoption Factors
3. Total Cost of Ownership of Microsoft CRM

Are you interested in SugarCRM?

Click here to download our Free SugarCRM Evaluation Guide.

With this Guide, you will be able to understand the key enhancements within Sugar CRM.

Topics include:

1. Twitter and Social Media integration
2. Reporting (filtering, scheduling)
3. User interface improvements (there are many!)
4. Sugar Mobile 1.0 details
5. and much more.

Are you looking for a free TCO Calculator for CRM Projects?

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2. Staff
3. Network
4. Mobile
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