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You are here: Home / Archives for sugarcrm

Act! Chronicles – Keeping your Contacts out of the Cloud

July 31, 2013 By Jason Palmer Leave a Comment

Sage ACT Premium 2013 BoxAre you frustrated with Cloud based contact management solutions that are only accessible when you have Internet Access?  Are you concerned that one day you will receive an apologetic notice from your Cloud Hosted Customer Relationship Management (CRM) or Address Book Vendor telling you that your password and some amount of personal information may have been compromised which would mean that all of your client data and notes are now potentially “out there?”

Do you wish there were some Application you could run locally on your computer so that your contact address book information would be available at all times – even when you had no access to the Internet?  An Application that would allow you to maintain not just a contact’s basic address information, phone, and email but also maintain a complete history of all communication with that contact?  What about if it could keep track of the status of the sales cycle and show all of the other related contacts?  How about if you could collaborate and share Contact information across your company so that everyone had the same “Institutional Knowledge” about a Client?

Let me introduce you to ACT! Premium 2013 by Swiftpage, a Windows Application that enables you to do all of the above and so much more.  (Note: If you are a Mac user, keep reading about the features. A future article will discuss how to run ACT! Premium on a Mac in a Virtual Windows Machine using Parallels Desktop.)

ACT! Premium 2013 is a full featured, contact and customer relationship manager (CRM) that supports pipeline selling, full history of communication, tasks, notes, history, appointments, calendar scheduling, contact status, mail merge, reporting and social media.

What makes ACT! Premium different from SalesForce and SugarCRM, (the two most popular Cloud based CRM platforms), is that unlike Cloud based services, your contacts are 100% safe and secure on your on PC or your own company file server and accessible with or without Internet Access.

That means the next time you have a five hour plane trip from NY to LA, you can be actively working on your sales and marketing efforts by reviewing the current status of your proposals, projects, and campaigns.  You can draft letters, create email messages and mail-merge personalized email or letter campaigns, schedule meetings, tasks, analyze reports and look for cross-sell opportunities.  All of this and more simply because ACT! Premium 2013 is installed locally, on your notebook (or PC) and accessible regardless of the availability of an Internet connection.

Put the “personal” back in “personal computing” and say, “Goodbye Cloud” and Hello to the personal computer completely under your control.

For more information on ACT! Premium 2013, leave me a comment or visit:
http://act.com/products/act-premium/

Note:  ACT! is available in a Pro version but to get the full benefits that I will be discussing in my “ACT! Chronicles” Series, the Premium version is required particularly for the Web and Mobile features.  The Pro version may be appropriate if you will be the only user and do not have a need to share your contacts with anyone else or access your contacts from the Web or a Mobile Device.  This would be true if you always carry your notebook computer with you wherever you go.

Filed Under: ACT! Premium CRM, Consulting Tagged With: Act, ACT Preimum 2013, Act! Chronicles, ACT! Premium 2013, Chronicles, CRM, Customer Relationship Management, Salesforce, sugarcrm

Office Applications in the Cloud – Google Apps for Business and Office365

June 10, 2012 By Jason Palmer Leave a Comment

Google Apps for Business LogoTraditional software applications like Microsoft Office, Microsoft Outlook, Quickbooks, and Contact Management, like ACT! are installed locally on the Computer. One downloads an installation program or inserts a CD/DVD to load the software application to the computers’ hard drive.

Slimmed down versions are available via “The Cloud” in a format called “Software as a Service” or SaaS for short. Examples of Word Processing, Spread Sheet, Presentation, and Email applications, entirely web based would be Microsoft Office365, Microsoft Live and Google Docs.  SalesForce and SugarCRM are examples of full featured Contact Management and Sales Cycle software that are entirely web based. Quckbooks and TurboTax have complete Online Versions as well.

There are definite advantages to both types of offerings depending on the circumstances. Software-as-a-Service (SaaS) applications are usually completely inaccessible if there is no Internet Access. For the true “Mobile Warrior” traditional, locally installed applications may still be the way to go as they guarantee access to applications and data at all times. Many SaaS offerings have or will have shortly, applications which can be installed locally that will provide the ability to access data when not connected to the Internet.

If one has a number of desk based employees coupled with a number of incidental technology use employees such as shop floor personnel, call center staff, and anyone else who should have Corporate Email and perhaps some Word Processing capability to stay connected, but the cost of a dedicated computer is prohibitive, then Software as a Service may be the optimal solution. If the average Office Application Suite costs approximately $300 (Microsoft Office Standard Edition) per seat, then it starts to make economic sense to look at a Software as a Service Online Application Suite in either the Free or Nominal Monthly Subscription cost basis.

Office365 LogoA number of factors affect the pricing but many Small Businesses can get by with the Free Editions of the Suites (Google Docs and Microsoft Live) and for those that need more features prices start as low as $4 for Email or $6 or $8/month for a Basic Suite and go up to $22/Month for a Microsoft Premium Suite which include a fully licensed copy of Microsoft Professional 2010 and Voice Integration with the Microsoft Communications Server.  All Microsoft plans include access to a custom RIM Hosted version of the Blackberry Enterprise Server for seamless Blackberry Connectivity and full Active-Sync support for Android and Apple IOS (iPhone/iPad/iTouch) devices.

Google Docs LogoGoogle Docs (Apps)  are free for individuals and small teams while Google Apps for Business start at $5/month ($50/year) for the Full Featured Suite (Gmail, Docs, Calendar) or $10/month which includes the addition of email archiving, retention policies, and E-discovery which can be beneficial to companies that must follow compliance policies.

The key philosophical difference between Google Apps and Microsoft Office is that Microsoft wants their offering to be an extension of the Microsoft Office Servers and Applications already installed in your corporate environment. Google Apps just wants to make you instantly more productive with zero capital infrastructure cost outlay.

 

Cloud Office Application Suites

Microsoft Live – http://www.live.com  – (Consumer Oriented)
Microsoft Office365 – http://www.office365.com

Google Docs – http://docs.google.com  – (Consumer Oriented)
Google Apps for Business – http://www.google.com/apps/business

 

Cloud Accounting Applications

Quickbooks Online – http://quickbooks.intuit.com
TurboTax Online – http://turbotax.intuit.com

 

Cloud CRM – Customer Relationship Management

SalesForce – http://www.salesforce.com
SugarCRM – http://www.sugarcrm.com

Filed Under: Cloud, Google Apps, Office365 Tagged With: application suite, cloud applications, cloud computing, everything as a service, google apps, google docs, microsoft office, microsoft outlook, office applications, office applications suite, office suite, quickbooks, software applications, sugarcrm, web application

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