ACT by Sage CRM Product, Usability and Deployment White Papers

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Below are several ACT! white papers that address common topics in selecting, deploying and utilizing ACT! by Sage Products and Solutions.
 

ACT! by Sage 2010: Delivering on Usability and Productivity
Summary:
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 the products and productivity is the benefit to you. To determine the quality of the ACT! 2010 design compared to the competition, Sage conducted a Keystroke Level Modeling (KLM) study of ACT! and five competitors. KLM is an analysis technique where common user tasks are assessed by scoring the number of operations (e.g. “clicks & keystrokes”) thereby creating metrics to compare user productivity.

The results of the KLM study show that ACT! was rated number one in user productivity, while Microsoft® and Salesforce.com finished 5th and 6th respectively. Overall, ACT! was rated as most efficient with on average 17% higher productivity than competitors. Notably, the same tasks take 25% longer to complete in Microsoft Dynamics® CRM and 37% longer using Salesforce.com. With ACT!, it simply takes less time to get the same work done. Learn More...

 

Scalability Results for ACT! by Sage Premium Solutions
Summary:
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 whitepaper provides performance and scalability test results and hardware recommendations to deliver a cost effective and positive end-user experience.

While each individual company’s needs differ, this whitepaper provides guidance to help an organization select a hardware configuration to optimize performance across a variety of deployment scenarios and user counts.  Learn More...
 

Keys to a Successful ACT! Deployment
Summary:
ACT! Premium solutions 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 architecture allows maximum flexibility using a single and fully compatible database between ACT! by Sage 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 whitepaper explores various deployment scenarios possible with ACT! solutions.  Learn More...
 

ACT! Security Model
Summary:
ACT! centralizes and manages business-critical contact information for organizations of every size. The ACT! security model was developed to support stand-alone and workgroup implementations and provide consistency and flexibility to managers and IT personnel charged with protecting contact information.

ACT! security works in two ways, enabling data access by user role and data level. Users are assigned an ACT! user role based on the appropriate access level for their position in the organization, from "browse only" to "full administrative access." Data security can be enforced at the database level, the feature level, the record level, and the field level.  Learn More...
 

ACT! Synchronization Architecture
Summary: This whitepaper provides an overview of the ACT! sync model, including a description of the key features, abilities, and concepts. It is directed at current users and potential customers seeking to perform a functional and technical evaluation of the product. Diagrams and examples are provided where appropriate, as well as greater detail on Internet synchronization, focusing on setup and configuration. Learn More...
 

Using ACT! Premium in Microsoft® Terminal Server or Citrix® Presentation Server Environments
Summary:
This whitepaper 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.  Learn More...
 

ACT! Reporting and Data Access Methods
Summary:
This whitepaper discusses the technical aspects of the ACT! reporting and data access methods. For example, the ACT! architecture provides four additional data access methods that can be used for querying, reporting and data extraction: ACT! OLE DB Reporting Provider, ACT! Reader Utility and account (ACT! Premium only), ACT! Password Utility (ACT! Premium only), ACT! SDK (Software Developers Kit).  Learn More...
 

Factors That Affect ACT! Performance for Individual Users
Summary:
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 whitepaper 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.  Learn More...

 

Managing Customer Relationships: The Choice Between What's Cheap and What Works
Summary: Authored by Aberdeen, this research document will examine the benefits of free and paid CM solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a CM tool that can satisfy short-term needs and meet long-term goal.  Learn More...

 

CRM: A Business Imperative for Companies During the Global Economic Downturn
Summary:
This whitepaper examines how Sage is working with small and medium sized businesses today to help them protect and grow their revenues during the economic downturn through the use of Customer Relationship Management (CRM) software.  Learn More...

 

Automating Success: The Choice Between Contact Management and Customer Relationship Management
Summary:
Authored by Aberdeen, this whitepaper will enable users to determine which solution best fits their business type, as well as the organizational capabilities necessary to ensure the successful adoption of a Contact Management or Customer Relationship Management solution.  Learn More...
 

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