We have
experience converting from many CRM systems and generic data base
managers to ACT!, as well as converting from ACT! to many generic
data base managers.We possess the necessary knowledge required
to successfully convert ACT! database systems.
| Examples
of successful conversions:
-
Microsoft CRM to ACT!
- Bill Good Gorilla Marketing to ACT!
- Goldmine to ACT!
- Lotus Notes data bases to ACT!
- Generic Microsoft SQL Server tables to ACT!
- Generic Microsoft Access to ACT!
- ACT! to generic Microsoft SQL Server
- ACT! to generic Microsoft Access
- Older versions of ACT to ACT SQL versions
- Quickbooks to ACT
|
We
can handle all major ACT! record types:
-
Contacts
- Groups
- Companies
- Activities
- Histories
- Notes
- Secondary Contacts
- Opportunities
- Attached files/emailsCustom |
Fields
in ACT! or the other CRM systems are easy to handle. For best results,
we encourage a “trial run” on your data conversion, so
we can both agree that you are getting the data you want in the form
that you want it. After a successful trial run, we suggest scheduling
the actual conversion over a weekend, providing us a final copy of
your source data mid-day on a Friday. We do the conversion over the
weekend and provide you a new data base in the new format on Monday
morning. This way you are only restricted on making updates for a
few business hours.
Pricing
is on a per-project basis. After analyzing your data, we give you
a quote for the work and never bill more than we quote. Contact us
by telephone or email to discuss your specific requirements. (423)
875-2652 or email info@egenconsulting.com
Data conversion programs
are our area of expertise and we understand the importance of properly
reformatting your data into the functional format you require to continue
to work efficiently. Trust Patricia Egen Consulting for all your data
conversion solutions!