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ACT! Synchronization Architecture Whitepaper

Written By: Cliff Ford on February 21, 2011 No Comment

We often hear that users seek online CRM. Yet in the end, an offline client is often required in order to access the database from a plane, a train or an automobile. Many CRM clients really desire Web CRM. And they do this for good reasons. SAAS is intriguing from a TCO perspective and relieves the CRM Sales Team of needing to upgrade their hardware on a regular basis (updates, hot-fixes, etc…). Yet, at the end of the day, a Sync Environment frequently makes sense for most businesses.

Access the entire whitepaper.

Or read the synopsis below:

  1. ACT! Synch Overview. Understand the Publisher/ Subscriber model and how this is used in the desktop as well as the mobile environment.
  2. Objectives of the ACT! Sync Model. Find out about the various synchronization methods and their pros and cons – as well as what is most commonly implemented by top consultants. Also find out what kinds of data is synchronized.
  3. Capabilities of ACT! Sync. Discover how ACT! performs Data Logging and Tracking. Learn aboout Security and Permissions. Understand Database Management from the Admin perspective.
  4. Preparation for Synchronization. The Admin must understand how to define the three key components of Sync Sets as well as the “Who List” (for users).
  5. Internet Synch. Learn how to configure this advanced and flexible form of synchronization.
  6. Troubleshooting. Learn advanced methods of troubleshooting ACT! 2011! sync. Understand Sync Logging, usage of the Knowledge Base and key features in the ACT! Diagnostic Tool.

Free Download - CRM Excel Tool - CRM Feature ComparisonFree Download: CRM Feature Comparison

With this excel tool, you will be able to compare the features and details of the top CRM systems. You will be able to compare and evaluate the following CRM business software systems: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more… CRM evaluation topics include: Matrix of Features, Price/Licensing, Available Entities/Modules, Network/Hardware Platforms, and more… You will be able to view the pros and cons of these CRM solutions side by side – and compare the strengths and weaknesses of these various CRM systems. This tool was created by CRM experts – and is now available to our readers. Using this Excel spreadsheet tool, you will be empowered to recognize the chief differences between almost 10 of the top CRM systems, including Sage SalesLogix, Microsoft Dynamics CRM, Pivotal, GoldMine, Sage ACT! and more. CRM Comparison Topics include:

  1. CRM Features
  2. Costs and Pricing (Licensing, etc..)
  3. Entities and Modules (e.g. SFA, Marketing, Service, etc)
  4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
  5. Network and Hardware (Microsoft, Linux, etc…)
  6. NAICS and Industry information

Click here to access and downloadthe CRM Comparison Excel spreadsheet comparison tool.

Free Download - CRM Excel Tool - CRM Price ComparisonFree Download: CRM Pricing Comparison Tool for Online vs On-Premise

With this spreadsheet tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models. This tool addresses various CRM deployment models, including (a) Online vs On-Premise, (b) SaaS vs Licensing and (c) Hosted vs Installed CRM. With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers. Click here to access and downloadthe CRM Comparison Excel spreadsheet comparison tool.

Free Download - CRM Needs Assessment Document - Checklist of CRM RequirementsFree Download: CRM Checklist of Requirements and Needs

With this spreadsheet tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models. This tool addresses various CRM deployment models, including (a) Online vs On-Premise, (b) SaaS vs Licensing and (c) Hosted vs Installed CRM. With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers. Click here to access and downloadthe CRM Comparison Excel spreadsheet comparison tool.

Locations for CRM Consulting and Training

We encourage you to sign up for our CRM Newsletter. We also suggest going directly to websites such as Microsoft CRM, SugarCRM, Saleslogix as well as CRM trainers in your area. If you need assistance in finding the best CRM implementation partner in your region, please don’t hesitate to contact us. Simply fill out the form and detail your message in the “Message” field. We have CRM partners in all regions in the United States, including the following cities: Oklahoma City, Oklahoma, Tucson, Arizona, Atlanta, Georgia, Albuquerque, New Mexico, Kansas City, Missouri, Fresno, California, Mesa, Arizona, Sacramento, California, Long Beach, California, Omaha, Nebraska, Virginia Beach, Virginia, Miami, Florida, Cleveland, Ohio, Oakland, California, Raleigh, North Carolina, Colorado Springs, Colorado, Tulsa, Oklahoma, Minneapolis, Minnesota, Arlington, Texas

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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