Posts Tagged ‘ sage software ’

Considering an ACT Software Upgrade?…2 Must Ask Questions

People say they learn a lot from me, truth is I learn from customers and subscribers all the time. Yesterday I talked with a customer who articulated something I think might benefit others. It was pertaining to the idea of upgrading his ACT software after receiving an upgrade notice from Sage Software, he said, “I got some critical enhancement products as a part of my ACT install, I know how it all works and interconnects with my business process, as a result I’m cautious about installing a soon to be released upgrade.”

The truth is, he has quite unique combination of ACT Addon installed on his computer…each with a critical business purpose, allowing him to focus on what brings in revenue, selling. However, it does bring up a very fair question.

Should I upgrade?

For 2008 and beyond, with any software, the question people are asking…Should I upgrade?

Here are some questions ACT users must ask before answering the upgrade question. Take time to write out the answers to these questions, and be as specific as possible.
(more…)

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What's New in ACT 9.01?

ACT! Update

Did you see this ACT Update message on your computer today? Today, Sage Software released an update to their ACT CRM Software and the ACT Update tool (enabled by default, or Help Menu- ACT Update) provides a way to alert you of these updates (can also be downloaded directly from their support site).

I just composed a message to my consulting clients about this update, and I’ll share with you what I told them: (more…)

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New Info On Daylight Savings Utility for ACT Software

Just a quick note to let you know there is an update regarding running the DST utility against your database. This was sent to me in an email directly from Sage Software (makers of ACT! Contact and Customer Management Software):

“We have completed additional tests for the ACT! handheld links and ACT! For Palm OS and would like to notify you that you and your customers will not need a separate hot fix for synchronizing ACT! with handheld devices using ACT! Link For Palm OS, ACT Link for Pocket PC or ACT For Palm OS.
Please read and follow the instructions on www.act.com/daylighsavingtime to find out who is impacted and how to use the ACT! DST Utility.”


So it looks like there is no need to download any additional updates from Sage to address ACT synching with handheld devices. However, if you have a handheld device (Palm Treo, Pocket PC, Windows Mobile), I would recommend contacting y our handheld website and apply their patches as appropriate.

As for the ACT! DST Utility, be sure to follow the instructions on the link provided above. If you haven’t seen the Daylight Savings Time Utility for ACT Software video, get it here.

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Why you could be forced to upgrade ACT! software to the latest version . . .

There is much abuzz about Windows Vista. If you haven’t heard, it is Microsoft’s next operating system, set to release later this month. You can check out the features here:

I think it is amazing the impact of a new operating system to application developers, partners, and ultimately the end users/customers. Consider a major service pack release to an existing operating system…


When Windows XP Service Pack 2 was released, it created quite a bit of havoc for many, as users were uncertain how to respond to a rash of security warnings when launching their daily
applications (“I never had a security warning before, is our application safe to use?”). To be fair it was a double edged sword, Microsoft customers were experiencing significant productivity losses, due to security issues in Windows, and while some could prepare for the upcoming security patch to help (those in the know about service pack 2), many small business owners could not. The result: users were confused slowing productivity at best, as many had to determine what to do with the security warnings, or, at worst, troubleshoot why their application was no longer working.You may be asking, “What does this have to do with ACT!?”

What does this have to do with ACT! you ask? Glad you asked. With the forthcoming release of Windows Vista it seems like Microsoft has done it again. As it pertains to Vista, initial reports are a bit more drastic, in fact ACT! by Sage will not work for many. Reportedly, anything older than ACT! 2007 will NOT run on Windows Vista. This is due to the development environment Vista and ACT! was created in. For simplicity sake, let’s just say that ACT! 2007 was developed in a “Vista aware” environment. Whereas older versions of ACT! were not (afterall Vista wasn’t close to release during ACT! 2006 and prior development cycles). Furthermore, initial reports are that Sage Software won’t be able to put out a patch for customers to make it work, as this is an operating system issue…oh yeah, Microsoft owns that.ACT! users running Windows Vista would have to upgrade to ACT! 2007.”But I don’t have plans to upgrade to Vista anytime soon…” The reason I’m posting this now (as oppose to after my first hand experiences), is that computer makers typically offer a free upgrade
to an operating system when customers purchase close to its launch. If you own an incompatible version of ACT! this could spell trouble. So you buy a new laptop, and you get the Vista upgrade in the mail. With glee you stick the disk in to the computer to install the Vista ‘upgrade’, and
experience first hand that your customer management database application no longer works. You do have the option to Upgrade ACT!, but now you are forced to upgrade, instead of having a choice to do so. I don’t know about you, but in my experience customers don’t typically respond kindly when forced to upgrade. Not a huge deal when it is for a single license (depending on flavor, upgrade is $129-$229), but what if this is for 5 or 10 workstations or more? Becomes a significant cost, not to mention the cost of implementation and downtime.

So be aware, if you are an ACT! user, and intend to upgrade to Windows Vista, be sure your version of ACT!, and any other critical software application is compatible. Windows Vista looks very pretty on the outside, and it may well measure up to the signature marketing that is behind it. However, consider the impact to your business, and make sure all is well with your applications on Windows Vista first. Otherwise, your ‘upgrade’ may create an unexpected ‘downgrade’ to your pocketbook.

UPDATE: Check out this very informative link on the ACT website about supporting Vista, Office 2007, and IE7.

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To Upgrade or Not, Follow Up…

Well, I’m not to sure if people were confused or afraid to reply to the previous blog post, but I got a bunch of emails with feedback, so I would like to do two things. 
1.) Show you how to post a blog reply
2.) Share feedback I got from my “Upgrade or not to Upgrade” blog post.

Watch this video to get the full details.  You’ll notice at the end of each blog post there is a link which may say “No Comments” or “3 Comments” click that link.  You’ll then be taken to a section entitled “Leave a Reply” and it says you must be logged in to post a comment, (I’ve tried to disable the requirement to login, but it won’t cooperate!), click the logged in link.  If you have registered already, submit your login and password.  If you have not, click the register link, and fill in your username and email, and the system will email you a password, you can then login and submit your comment.

I did receive quite a few emails as a result of the most recent blog post (I asked those who signed up at www.FreeACTtips.com about this upgrade question), and I wanted to share one email with you.

Jim writes:
I found that when I upgraded it took forever to put things right.  There was the issue that my system took for ever to get things done, (later I figured out that I needed more RAM) Unfortunately it took me forever to figure this out and I lost what is left of my hair in the process (I pulled it all out).Trying to find simple answers to questions about ACT seem to always cost money.  Bottom line – I figured thing out and now I am on my way. I am not the only person to experience headaches with upgrading.   My brother told me today he experienced a problem with his upgrade too and we nearly went over to the dark side because we were so feed up.
Oh well.
Jim
 

 

Jim,
Thanks for your comment.  The truth is, the upgrade is no longer so simple.  Upgrading the software is one thing, but when it comes to upgrading your database and associated files I encourage people to look at it as a migration.  Since ACT! 2005, Sage Software is now using Microsoft technologies of SQL and dot Net.  These technologies allow software developers to build software faster and offer more robust features.  The challenge is bringing the technology over from other legacy platforms.  ACT 6 and older was built on legacy tools, and therefore the days of buying the upgrade that takes 15-20 minutes to apply are over.

It is true that the latest versions of ACT! require more hardware.  If your computer is new in the last couple years, you shouldn’t have a problem.  I recommend a minimum of 1GB of RAM, and 20GB of free disk space (for installation and database space) as well as a 3Ghz processor to get decent performance.  There is one product I know of which is specifically designed to increase the performance of ACT! 2005 and newer.

If you enjoy troubleshooting, and don’t mind learning a bit along the way, you may be a candidate for trying it yourself.  Allow me to encourage you to setup a test environment first, and see how it goes, and then when you are ready migrate your production database. 

If, however, you are the type that use technology as a necessity only (or fall somewhere between the two), you may be best suited to get a Sage Software approved ACT! Certified Consultant.  These are people whose livelihood depends on their ability to make the database sing for their customers.  You may be much further ahead to hire one just to upgrade your system and current database.

Jim, it seems like you got it figured out, which is good to hear.  I’m curious to know, if you had to do the upgrade over again (can’t run legacy technology for too long and remain as competitive), what would you have done differently?
Others of you with comments and feedback, please share them.  (Here is the tutorial if you need a guide, I’ll show you how).

-Travis
www.ACTasap.net
www.FreeACTTips.com

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