Smoothly Export Notes Act! to Salesforcefor Advanced Enterprise CRM Capabilities
To export Act! notes to Salesforce eases the burden of transitioning between CRM systems. We built our practice on Act! and supported Act! since 1997, and we realize some clients will eventually change CRM systems. Since we’re product agnostic, we provide a service to export Act! notes to Salesforce.
Our Act! export notes to Salesforce service will prepare the Act! contacts, notes, histories, activities and opportunities so it can imported into Salesforce. Act!, by itself, won’t export the history or notes so it can be imported into other systems as cited by their knowledgebase. Once your data is ready for import, you can begin the process of setting up your Salesforce account. This will involve creating custom fields to match the data from Act! and setting up any necessary integrations with other tools your business uses.
Need a Salesforce Partner?We'll hook you up.
Since we’re not certified in Salesforce, we can refer you with a Salesforce certified partner in the United States or United Kingdom if you don’t already have someone in mind. We recommend working with a certified Salesforce partner because it’s a meticulous process. Furthermore, Salesforce does not offer an “undo” option if a mistake was made on the import. You must delete those records assuming they are easy to find; then, start over.
No matter which CRM you choose after Act!, it’s important to train your team on how to use Salesforce effectively. This may involve setting up training sessions or providing access to online resources. You should also plan to have a support team in place to assist with any issues that may arise during the migration process.
In summary, when you migrate Act! to Salesforce, you will provide your business with advanced sales and marketing capabilities and access to powerful analytics, automated workflow and reporting features. By following a structured approach and properly preparing your data, you can ensure a smooth transition and start taking advantage of the benefits of Salesforce.
How We Work
- Give us a backup of your Act! database.
- We'll send you a sample set of 100 records from your database.
- If you like it, we'll finish the export.
- We'll email you a link to download the ZIP file for the rest of the data after the invoice is paid.
Our Fee:
- Budget $700.00 (£565.00 + VAT) per database.
