Customer testimonial: |
| ‘After spending weeks with Microsoft CRM, we were told that Notes, history and attachments in ACT! cannot be converted to MS CRM, IES was able to migrate all the data in 3 days!’ |
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| Lori Gress, Manager |
| North Dade Wellness Center |
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100% assurance for Migration services from ACT! 4 - 2008 to Microsoft CRM 4.0: including all objects in ACT!: Company, Contact, Secondary Contacts, Contact Notes, Activities, Groups and all custom tables if any. Contact us today for details and scheduling. |
| Company & Contact in ACT! 2008 |
| In one example migration service, in ACT! customer was not maintaining the company information in company card, instead they were just entering company information on the contact card, so we migrated and imported the companies from contact card and perform duplicate checking for the company upon import. |
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| Account in CRM |
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| CRM Account Detail |
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| CRM Account Contact |
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| Contact Detail |
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| Contact Detail with custom fields |
| Another example, a client had multiple custom fileds in ACT! Contact Card, we created those custom fields in CRM 4 and imported the data into proper fileds formated. |
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| ACT! Contact Secondary contacts |
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| Sub-Contacts in CRM |
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| ACT! Contact Activates |
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| Contact Activities in CRM |
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| ACT! Contact History |
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| Contact history in CRM |
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| ACT! Contacts Notes |
| Another Example, Customer wanted ACT! Notes maps to CRM Activity History and we were able to properly map and import the data into CRM 4 from ACT! Notes, making the reporting of activities easier for the sales reps. |
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| Contact Notes in CRM as Closed Task |
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| Notes attached to closed task |
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| ACT! Groups |
| Another example, client wanted to bring selected ACT! Groups into MS CRM so we selectively updated the Groups from ACT! and updated existing data in MS CRM and map the data to Marketing List. |
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| Group members in CRM |
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