Connecticut, New Jersey ACT! by Sage CRM Software Resources

ACT! 2010 Product Brochure 

If developing long-lasting, profitable business relationships is essential to your success, then ACT! is right for you. It helps keep new customer referrals coming in and existing customers coming back. And because ACT! is easy to learn and use, you can be more productive right away.

ACT! is the proven market leader with 2.8 million fanatical users worldwide and has been the #1 selling Contact and Customer Manager for over 20 years - and counting. It comes highly recommended by small businesses and salespeople so you know you'll love it!

ACT! Reports Portfolio Samples 

This document provides samples of ACT! reports.

Crystal Clear Reports for ACT! Portfolio Samples  

This document provides Crystal Clear Reports samples.

ACT! by Sage Product Family - ACT! Security Model 

The ACT! by Sage security model is designed to maximize flexibility and provide a variety of options for securing data. Managers and Administrators (in larger organizations the Administrator may work in the IT organization) can leverage ACT! security features to limit access to the database, records within the database, and fields related to those records. The entire ACT! product family uses the same ACT! security model, ensuring consistent data protection without regard to the ACT! application being used. This whitepaper explains the ACT! security model, including descriptions of the key features, capabilities, and concepts. This document is intended for current ACT! customers and potential customers performing functional and technical evaluations of the product, and is based on functionality available in ACT! by Sage Premium.

Factors that Affect Performance for Individual Users 

When considering the overall performance of your ACT! by Sage Solution, ACT! individual users need to balance their hardware investment, expectations for application performance, customer and prospect expectations, business needs, and reasonable Return on Investment (ROI).

This White Paper examines the factors that affect ACT! application performance for the individual user. It includes results of testing performed by an independent benchmark testing company using ACT! by Sage 2006 (8.0), as well as testing performed by Sage on subsequent ACT! versions.

ACT! by Sage Premium Solutions - Scalability Results 

Organizations using ACT! by Sage Solutions require high levels of performance, reliability, and scalability to match user, management, and IT expectations. They also need to balance infrastructure costs to deliver an acceptable Return on Investment (ROI). This White Paper provides performance and scalability test results and hardware recommendations to deliver a cost effective and positive end-user experience.

ACT! by Sage Product Family - Architecture, Customization, and Integration 

ACT! is the #1 selling contact and customer manager that helps you make contact, build relationships, and get results. This award-winning solution's architecture is founded on a feature-rich and customizable contact management platform, with a focus on scalability, reliability, and extensibility. ACT! empowers you to tailor the product to your business via custom fields, layouts, reports, and a host of other in-product customizations.

This whitepaper discusses the ACT! product family architecture, deployment methods, customization, and integration capabilities with other products and is intended for IT managers or system administrators who want to better understand the underlying platform and capabilities. The information in this white paper is applicable to ACT!, ACT! Premium, and ACT! Corporate Edition (which includes ACT! Premium and ACT! Premium for Web).

Some of the features discussed are only applicable to a specific product or tier, and these have been highlighted as appropriate. Further, some of the user features are only available to certain user roles such as Administrators or Managers. Sage Software recommends that you consult your product documentation for a complete list of features, applicability, and integrations.

ACT! by Sage Product Family - Reporting and Data Access Methods 

The ACT! application provides its own Report Writer that offers a number of stock Reports, Envelopes and Labels which allow users to produce a variety of reports and correspondence. These items are based upon templates which can be further modified or copied to create a customized and specific solution as needed. Template customization is performed by the user right from within the application using the ACT! Report Designer.

ACT! by Sage 2010 - Delivering on Usability and Productivity 

Usability should be a major criterion for purchasing software and is an important component of total cost of ownership. At Sage, usability is a cornerstone in creating the user experience of our products and productivity is the benefit to you. In the past year, Sage Global CRM Solutions has increased our efforts related to usability. We have implemented a progressive program of customer research involving hundreds of customers and partners. Through this research we've gained a better understanding of customer needs. From studying your use of earlier versions of ACT!, we learned that you wanted to more easily find what functions are in the product and that you needed ACT! to be easier to use so you can do more. As a result, one of our major goals for 2010 was to increase the focus on the overall user experience to make it even easier to learn, use, and do more with ACT!

ACT! by Sage Product Family - Keys to a Successful Deployment 

ACT! by Sage Premium and ACT! by Sage Corporate Edition (which includes ACT! Premium and ACT! by Sage Premium for Web) enable an organization to configure a contact and customer management solution based on the organization's needs, whether users require online access, offline access, handheld mobile access, or a combination of access types. The ACT! Premium Solutions architecture allows maximum flexibility using a single and fully compatible database between ACT! Premium and ACT! Premium for Web.

The key to a successful ACT! deployment is to provide the optimum access method(s) corresponding to the user needs in the organization. This White Paper explores various deployment scenarios possible with ACT! Solutions.

ACT! by Sage and Microsoft® Office Integration 

This white paper describes ACT! integration with Microsoft® applications, such as Microsoft Word, Microsoft Excel®, Microsoft Outlook® and Internet Explorer. It explores how ACT! users can capitalize on the capabilities realized with ACT! integration with Office and assumes the reader has a basic understanding of each. Integration capabilities addressed in this white paper pertain to the 2005, 2006, 2007, and 2008 versions of ACT!, ACT! by Sage Premium (formerly ACT! by Sage Premium for Workgroups), and ACT! by Sage Premium for Web. In some cases capabilities are only applicable to the latest release of ACT!, particularly ACT! integration with Outlook. Those instances will be identified as such.

To illustrate basic and advanced capabilities, this white paper will present user scenarios describing how to perform on-the-job tasks more efficiently using ACT! integration with Office applications.

ACT! by Sage Product Family: Synchronization Architecture 

The ACT! synchronization architecture for ACT! by Sage and ACT! by Sage Premium is designed for performance, scalability, and data integrity. The ACT! sync model is a custom implementation that takes the best of many available Relational Database Management Systems (RDBMS) and third-party sync products, rolling them into a single dynamic solution tailored to the ACT! environment and business rules. This architecture supports both desktop database sync and synchronization with Palm OS® and Pocket PC devices via ACT! Handheld Links1. These are generally referred to as directly connected devices.

The implemented architecture is a combination of client-side Microsoft®.NET-managed code, embedded in the ACT! Framework, and server-side Microsoft SQL Server® procedural objects residing in the ACT! database. The approach leverages the underlying client-server technologies, allowing more data - and process-intensive operations to be handled server-side, while the client-side components define the business logic, data packaging, encryption, and data transport.

Microsoft Terminal Server and Citrix Presentation Server Deployment Environments 

This whitepaper focuses on the use of ACT! by Sage Premium in a Microsoft® Terminal Server or Citrix Presentation Server™ environment. Please note that Citrix® compatibility is available in both ACT! by Sage and ACT! by Sage Premium. Setup for each is very similar and differs primarily around the feature set differences between ACT! and ACT! Premium. For the purpose of this white paper, we are using ACT! Premium as the example; when ACT! is used for brevity, it refers to ACT! Premium.

The white paper explores the benefits of deploying ACT! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips. It is intended for IT Administrators who are considering deployment of ACT! using Microsoft Terminal Services, with or without Citrix.

Does ACT! run on Citrix? The answer is an emphatic YES, when properly installed, configured and deployed on servers with sufficient resources. With very few exceptions, the features of ACT! Premium are available on Citrix.

Rate Your Need for a Contact & Customer Management Solution 

This paper is intended for individuals that are currently using paper-based records, written notes, spreadsheets, or a personal information manager (PIM), such as Microsoft Outlook or PDA software, to manage their business. The purpose of this paper is to help readers to determine if there is a better way of managing their contacts and customers and performing day-to-day business tasks.

In particular, this paper highlights the differences between contact and customer management and a PIM by asking readers to consider seven essential questions. Answering yes to even one of them means that their business could benefit from transitioning to a contact and customer management solution.

Using ACT! by Sage Premium in Microsoft® Terminal Server or Citrix®
Presentation Server Environments 

The White Paper explores the benefits of deploying ACT! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips. It is intended for IT Administrators who are considering deployment of ACT! using Microsoft Terminal Services, with or without Citrix