ACT to Microsoft Dynamics CRM-Migration Services and Tools

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 environment. Let us help you with this process. At Accent Gold, we are seasoned experts in both Sage ACT! and also Microsoft 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! 16 (ACT! 2014)

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?

Microsoft Dynamics CRM 2011 - Free Analysis PDFClick here to download our Free Microsoft CRM Analysis.

Topics addressed:

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

Are you interested in SugarCRM?

Sugar CRM 6 - Free CRM Assessment PDFClick 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.

Free CRM TCO (Total Cost of Ownership) Calculator ToolAre you looking for a free TCO Calculator for CRM Projects?

Click here to download our Free CRM TCO Tool.

TCO line items include:

  1. Implementation
  2. Staff
  3. Network
  4. Mobile
  5. and much more.

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Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google