Will Ingleby Solutions for Accounting Email Marketing for Success Act! excitement… Will Ingleby Solutions for Accounting

Agenda Accounts integration Act! Web API Act Data Analysis Web Parity Subscription Hosted Environment (Act! in the Cloud) © East Midlands Chamber 2015

Accounts integration Why bother? Creation of an ERP Customer Master Record From a CRM Account Record View Customer Financial Summary Information in CRM View Invoice History and Sales Order History in CRM CRM Quote to ERP Order Parts & Products Management/Visibility

Accounts integration Act! Link for Accounting

Act! Link for Accounting Uses transitory database (“data warehouse”) Creates a significant number of fields in Act! tables; synchronises Sage 50 Account status data and transaction history data into Act! records (via data warehouse) One way from Sage 50 to Act! (but can create new Sage Customers from Act! Companies) Sage status fields may be exposed in Act for Web and/or Act! Premium Mobile

Act! Link for Accounting Screen popping from Act! to Sage Works with v17 -23 of Accounts Automatic synchronisation service manages data sync No creation of Sales Invoice or Sales Order data from Act! Opportunities

Synchronises data between Act! & Sage 50 Two way from Sage 50 to Act! (syncs Sage Customer data into Act! Contact/Company records and supports creation of Sage Invoices & Sales Orders from Act! Opportunities Sage status fields may be exposed in Act for Web and/or Act! Premium Mobile Works with v18 - 22 of Accounts (& Act! 17-18) Automatic sync service manages data sync Syncs Products from Sage to Act! (stock check feature)

Accounts integration Great for… Act! Link for Accounting Rich Sage data visibility within Act! Supporting office workers with access to Act! & Sage Eliminating manual SOP events, empowering Act! Users who are not also Sage Users. Act! Link for Accounting £96 per linked User per year £299 (including 2 Users) plus £99 per additional User (perpetual) or £83.88 per User per year

Act! Web API Act! Web API is a RESTful, JSON based API… Act! Connect “extend the power and possibilities of what Act! can do for you!” Act! Web API is a RESTful, JSON based API… Representational state transfer (REST) or RESTful web services enable interoperability between computer systems on the internet. In a REST web service, ‘stateless’ requests made to a URL (Web address) elicit a response that may be in XML, HTML, JSON or some other defined format. JavaScript Object Notation (JSON) is now the most common data format used for browser/server communication, largely replacing XML REST systems aim for fast performance, reliability, and the ability to grow, by using reusable components that can be managed and updated without affecting the system as a whole, even while it is running WARNING: some slightly ‘techie’ stuff … © East Midlands Chamber 2015

Act! Web API Act! Connect “extend the power and possibilities of what Act! can do for you!” © East Midlands Chamber 2015

Outlook.com

Act! Web API

Act! Web API Complete a Survey, Form, Booking, Purchase, Enquiry… Create a Contact, Activity, History…

“Create any type of survey – from simple to sophisticated – with our powerful and easy-to-use survey builder”

“Join hundreds of thousands of event organisers selling tickets and managing registrations on Eventbrite today”

“Building online forms can be hard. Wufoo makes it easy. Create contact forms, online surveys and invitations & collect the data, registrations and payments you need”

Act Data Analysis OLE & ODBC Connectors Using MS Excel for data analysis Other examples… Microsoft Power BI © East Midlands Chamber 2015

Web Parity Manage Processes & Products Copy/Move data (de-duplication) Edit fields, drop-down lists etc Edit/replace data Greater parity with every update… © East Midlands Chamber 2015

Act Premium Subscription Question: What is Act Premium Subscription? Answer: Act! Premium Subscription is the existing on-premise version of Act! sold under a subscription pricing model. Annual Contract (payable monthly or annually) Upgrades included Option to buy ‘permanence’ Existing BusinessCare users, Act! Pro & Premium customers can migrate to subscription model Talk to Nicola for details of available options

Act! in the Cloud…

Act! in the Cloud Improved Performance Our new server environment delivers greater response speeds with faster processors, more memory and Microsoft SQL Server 2014 Standard Extended Data Security Secured Socket Layer (SSL) encryption via a ‘COMODO RSA’ Domain Validation Secure Server certificate means that your data is better protected. More Data Backups Your database is backed up every day on a 14 day cycle

Act! in the Cloud Broader Compatibility New environment ensures that your Act! CRM maintains maximum possible compatibility with other software productivity tools, even when versions change. Latest Act! Software Releases We constantly apply the very latest Swiftpage Service Packs and Hotfixes so that you’re always accessing the most recent release of the world’s number 1 Contact Management system.

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