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Best Practices for importing into Sage ACT!

Written By: Cliff Ford on March 10, 2011 No Comment

Import Tools for Sage ACT!

Are you searching for the most stable and functional Import utility for Sage ACT? Our recommendation is a tool called MergeAdmin by ASDS, located in Denver, Colorado.

Top Sage ACT! consultants have been implementing this “Excel into Sage ACT!” import tool for much of the last decade.

Pros of MergeAdmin for Sage ACT! imports:

MergeAdmin is a robust and stable tool that allows you to configure the following:

  1. import data into a Sage ACT! field only if that field is empty or
  2. import into a Sage ACT! field only if the Excel field contains data.
  3. run automatic backups upon importing
  4. create a group of updated/merged records
  5. create a group of newly imported records
  6. save import settings for daily/regular imports

By using these configurations, you will be able to avoid overwriting data with a “blank” field.

Cons of MergeAdmin for Sage ACT! imports:

The biggest negative is that MergeAdmin does not yet allow for import into ACT custom sub-tables.

Download Link

For more info check out http://bit.ly/MergeAdmin.

Free Download - CRM Excel Tool - TCO CalculatorBonus – Free Excel Download: CRM Cost Calculator

With this tool, you will be able to compare the Total Cost of Ownership (TCO) of more than 10 of the top CRM systems.

The comparison calculator includes the following CRM software systems: Microsoft Dynamics CRM, Salesforce.com, SugarCRM, Saleslogix, Sage CRM, Sage ACT, and more…

You will be able to plug in your numbers and compare the results between various CRM systems. This tool was created by CRM professionals – and is now available to our readers.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

Cost include:

  1. CRM License/User price
  2. Support
  3. Mobile integration
  4. Hardware (incl. Server and Users)
  5. Network
  6. Rollout/Implementation
  7. Staffing
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Click here to access and download the CRM cost calculation and comparison tool.

Free Download - CRM Excel Tool - CRM Feature ComparisonFree CRM Download: System 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 System Comparison Topics include:

  1. CRM Features
  2. Costs and Pricing (Licensing, etc..)
  3. Entities and Modules (e.g. SFA, Marketing, Service, etc)
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  5. Network and Hardware (Microsoft, Linux, etc…)
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Click here to access and download the CRM Comparison Excel spreadsheet comparison tool.

Locations for ACT 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 training partners 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:

New York, New York, Los Angeles, California, Chicago, Illinois, Houston, Texas, Phoenix, Arizona, Philadelphia, Pennsylvania, San Antonio, Texas, San Diego, California, Dallas, Texas, San Jose, California, Detroit, Michigan, San Francisco, California, Jacksonville, Florida, Indianapolis, Indiana, Austin, Texas, Columbus, Ohio, Fort Worth, Texas, Charlotte, North Carolina, Memphis, Tennessee, Boston, Massachusetts, Baltimore, Maryland, El Paso, Texas, Seattle, Washington, Denver, Colorado, Nashville, Tennessee, Milwaukee, Wisconsin, Washington, District of Columbia, Las Vegas, Nevada, Louisville, Kentucky, Portland, Oregon, Oklahoma City, Oklahoma

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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