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ACT CRM Installation Services | Single User,
Multi-User, Network, Synchronization,
ACT Premium Web and Premium Web Mobile

 

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ACT! CRM Installation Services

We love ACT! CRM solutions because they offer both online and offline access and with our installation services we will work with you and/or your IT personnel remotely (on-site services are available) to make sure system requirements are in place, as well as program installation, application integrations, data conversion or import, and most importantly implement a backup and maintenance strategy. 


We provide ACT CRM installation, setup, upgrade, conversion and support services for
ACT! V17 PRO, ACT! V17 PREMIUM, ACT! V17 PREMIUM WEB, ACT! V17 PREMIUM WEB MOBILE, ACT! V16 PRO, ACT! V16 PREMIUM, ACT! V16 PREMIUM WEB, ACT! V16 PREMIUM WEB MOBILE, Sage ACT! Pro 2013, Sage ACT! Premium 2013, Sage ACT! Premium Web 2013, Sage ACT! Pro 2012, Sage ACT! Premium 2012, Sage ACT! Premium Web 2012, Sage ACT! Pro 2011, Sage ACT! Premium 2011, Sage ACT! Premium Web 2011, Sage ACT! Pro 2010, Sage ACT! Premium 2010, Sage ACT! Premium Web 2010, Sage ACT! Corporate Edition 2010, ACT! By Sage 2009, Sage ACT! Premium for Workgroups 2009, Sage ACT! Premium Web 2009, ACT! by Sage 2008, Sage ACT! Premium for Workgroups 2008, Sage ACT! Premium Web 2008, ACT! by Sage 2007, Sage ACT! Premium for Workgroups 2007, Sage ACT! Premium Web 2007, ACT! by Sage 2006, Sage ACT! Premium for Workgroups 2006, Sage ACT! Premium Web 2006, ACT! by Sage 2005, Sage ACT! Premium for Workgroups 2005, ACT! 2004, ACT! 6.0, ACT! 2000, ACT! 5, ACT! 4.


ACT CRM Single User Desktop Install or Laptop Install
SINGLE USER INSTALLATION & SETUP


We understand that not everyone who owns a computer is technical that is why we offer our assistance with installing ACT! Pro or ACT! Premium software on your computer or laptop. If you are upgrading from a previous version of ACT!, we can convert your database, layout and templates, and if necessary perform any design work for the layouts and reports.  If you are new to ACT!, we will help you with creating a database and provide any
ACT! Database Customization Services you need for capturing information important to your business and import your data.  Once setup is complete, we will set the database backup and maintenance processes.   If you have both a desktop and a laptop we can setup synchronization so that you can keep the databases in sync and updated.  Synchronization can occur over your network or we can setup a free VPN service for you to be able to synchronize with an internet connection while on the road. 
 

ACT! CRM Networking Multi-Users LAN Installation ServicesMULTI-USER INSTALLATION & SETUP ON LOCAL AREA NETWORK (LAN)

Considered the direct-connect model, where there is a server or host machine and all workstations are connected through a local area network with real time access to the database.  We can install ACT! Pro or Premium on the server or host machine and workstations. 
If you are upgrading from a previous version of ACT!, we can convert your database, layout and templates, and if necessary perform any design work for the layouts and reports.  If you are new to ACT!, we will create a database and can provide any ACT! Database Customization Services you need for capturing information important to your business and import your data.  We will also create your users and set the user security level, if the Premium Product we can also set field level and record level security.  Once setup is complete, we will set the database backup and maintenance processes.  For each user we will connect the user to the server database and set the user's program preferences for user access and integration.

 

ACT! CRM Multi-User Synchronization Installation Services - Offline AccessMULTI-USER INSTALLATION & SETUP ON LAN WITH SYNCHRONIZATION

You may have some users that are using workstations and others that have laptops that need data offline when they are disconnected from the network.  We can perform the LAN installation and setup services listed above as well as set up synchronization for your laptop users.  The ACT! Pro product is limited to application sync where the program and database must be open on the server or host machine in order for synchronization to occur.   We recommend the ACT! Premium product if you are going to utilize synchronization as it comes with sync services.   Synchronization can be performed over your network or we can utilize an existing VPN for synchronization while on the road.  If you don't currently have a VPN we can setup a free VPN service for up to 4 remote users or a low cost VPN service for up to 30 remote users.  The synchronization model can also be utilized if your business has multiple locations with remote offices.
 

ACT! CRM Terminal Server and Citrix Server Installation ServicesMULTI-USER INSTALLATION & SETUP ON TERMINAL/CITRIX SERVER

The Terminal Services model takes advantage of Windows Server® technology and allows the publishing of an installation on the server to be accessed by end users via remote desktop or Citrix®. In this deployment scenario, we would install ACT! Pro or ACT! Premium on the server.  
If you are upgrading from a previous version of ACT!, we can convert your database, layout and templates, and if necessary perform any design work for the layouts and reports.  If you are new to ACT!, we will create a database and can provide any ACT! Database Customization Services you need for capturing information important to your business and import your data.  We will also create your users and set the user security level, if the Premium Product we can also set field level and record level security.  Once setup is complete, we will set the database backup and maintenance processes. Then we log in to the server for each end user to configure the program preferences for user access and integration.
 

ACT! CRM Premium Web and Web Mobile Installation ServicesMULTI-USER INSTALLATION & SETUP ON WEB SERVER

ACT! Premium comes with both Windows and Web licensing that offers access to your data directly over the internet using Windows Server technology. We will install ACT! Premium on your database and web servers.  If you are upgrading from a previous version of ACT!, we can convert your database, layout and templates, and if necessary perform any design work for the layouts and reports.  If you are new to ACT! we will create a database and can provide any ACT! Database Customization Services you need for capturing information important to your business and import your data.  We will also create your users and set the user security level, if the Premium Product we can also set field level and record level security.  Once setup is complete, we will set the database backup and maintenance processes.  Users can access the database from any machine or device that has a compatible web browser or mobile web browser installed.



ACT! CRM Installation Services - Windows, Web, Web Mobile, Synchronization
ACT! CRM MULTIPLE MODEL DEPLOYMENT


ACT! CRM allows you to configure the solution based on your organization’s needs, whether they include online access, offline access, web access, handheld mobile access, or a combination of access methods.  For more complex multi-user or multi-model deployments, we will determine what options are available and how they can be used most efficiently.  With proper planning, a successful deployment may include several of the models listed above.


 

ACT! CERTIFIED CONSULTANTS

 

Platinum CRM Consulting provides ACT! remote installation services, customizations, training, and technical support for ACT! CRM software in the United States:  Alabama (AL), Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Washington DC (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA), Washington (WA), West Virginia (WV), Wisconsin (WI), and Wyoming (WY) and Canada: Alberta (AB), British Columbia (BC), Manitoba (MB), New Brunswick (NB), Newfoundland and Labrador (NL), Northwest Territories (NT), Nova Scotia (NS), Nunavut (NU) Ontario (ON), Prince Edward Island (PE), Quebec (QC), Saskatchewan (SK), Yukon (YT)

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