ACT to SugarCRM Migration – Tools and Services






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 aim is to provide you the best possible options during your ACT to SugarCRM migration.

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)
  • •ACT! 16 (ACT! 2014)

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 2013?

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

Issues addressed:

  1. Brand new CRM 2013 User Interface – Process oriented.
  2. Pros and Cons of SaaS vs On-premise CRM
  3. Crucial User Adoption Factors
  4. Total Cost of Ownership of Microsoft CRM

Considering SugarCRM?

Sugar CRM 6 - Free CRM Assessment PDFClick 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. SugarCRM 7 User Interface. Amazingly simple and useful.
  2. Calculated Fields
  3. Favorites and Favorites Dashlet
  4. Twitter and Social Media integration
  5. Sugar Mobile details
  6. and much more.

Considering ACT!

Sage ACT! Premium 2012 - Free Feature Review and Assessment PDFClick here to download our Free Sage ACT! Feature Review.

With this, 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. Advanced Outlook Sync for Contacts and Calendar
  6. Simplified Importing design
  7. Smart Tasks (Workflow)
  8. 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