1. Will Ingleby Solutions for Accounting
Marketing
for Success
Act! excitement…
Will Ingleby
Solutions for Accounting

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

3. 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

4. Accounts integration
Act! Link for Accounting

5. 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

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

7. 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 v of Accounts (& Act! 17-18)
Automatic sync service manages data sync
Syncs Products from Sage to Act! (stock check feature)

8. 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

9. 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

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

11. Outlook.com

12. Act! Web API

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

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

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

19. “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”

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

21. 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

22. 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

23. Act! in the Cloud…

24. 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

25. 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.

26. Will Ingleby Solutions for Accounting
Marketing
for Success
Thank you!
Will Ingleby
Solutions for Accounting