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We provide Sage ACT! installation, setup,
upgrade, conversion and support services for 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! 2.
 SINGLE
USER INSTALLATION & SETUP
We understand that not everyone who owns a computer is
technical that is why we offer our assistance with installing Sage
ACT! Pro or Sage 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
Sage ACT!, we will help you with creating a database and provide any
Sag e
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.
 MULTI-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 Sage 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 Sage ACT!,
we will create a database and can provide any
Sage
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.
 MULTI-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 Sage 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 Sage 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.
 MULTI-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
Sage ACT! Pro or Sage 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 Sage ACT!, we will create a
database and can provide any
Sage 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.
 MULTI-USER
INSTALLATION & SETUP ON WEB SERVER
Sage 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
Sage 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 Sage ACT! we will create a
database and can provide any
Sage 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.
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SAGE ACT!
MULTIPLE MODEL DEPLOYMENT
Sage ACT! 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
Sage ACT! remote installation services, customizations,
training, and technical support for
Sage 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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