| White Paper
Keys to a Successful Deployment
Configure Sage ACT! to Best Fit Your Organizations Needs

Sage ACT!

Table of Contents Introduction... 3 Choosing your Deployment Model... 3 Prerequisites... 6 Start the Install... 6
How to Install Sage ACT! Pro 2011... 6 How to Install Sage ACT! Premium 2011.. 7 How to Install Sage ACT! Premium 2011 (access via web).. 7 How to Perform a Silent Installation of Sage ACT! Premium 2011. 7

Post Install Tasks... 7

How to Share a Database Across the Network.. 7 Synchronization for Sage ACT!... 7 Using Sage ACT! With Citrix or Terminal Server... 7 Sage ACT! Premium 2011 Web Administrator's Guide. 8 How to Move a Database... 8 How to Copy Your Layouts, Templates, Reports, And Queries.. 8

Troubleshooting... 8

Introduction
Sage ACT! enables an organization to configure a contact and customer management solution based on the organizations needs, whether users require online, offline, or a combination of access methods. The key to a successful Sage ACT! deployment is to provide the optimum access method(s) corresponding to the user needs in the organization. This white paper explores various deployment scenarios possible with Sage ACT!.
The first stage in installing Sage ACT! is deciding what method of access you will be using.
Choosing your Deployment Model
The first stage in installing Sage ACT! is deciding what method of access you will be using. Sage ACT! Pro allows you to setup single user databases and share them over the local network in real time, install on a Terminal Server for remote access, or setup synchronization for disconnected remote use. In addition, Sage ACT! Premium also offers you the ability to view your data over the internet using Internet Explorer or Firefox. The simplest method of accessing your data is an unshared local database. This process is guided using the Getting Started Wizard that youll see on the first time you launch the application. This will create a database for a single user on your computer. For more complicated multi user or multi computer deployments, we need to discuss what options are available and how they can be used most efficiently. Local Area Network Sharing - In this model you will install Sage ACT! on a database server, setup your shared database and provide end users a shortcut to the database. Each end user will need to install Sage ACT! on their computer. Benefits to this model are it is simple and secure and it provides real time access to the data.
Figure 1: In this diagram you can see several networked clients accessing a shared database
Synchronization - This model gives you a disconnected access to the data if you have a remote office or laptop that needs to access the data. You will setup the database on a host or publisher machine and create a remote database for any number of remote machines. On the publisher you run Sage ACT! Pro with application sync or Sage ACT! Premium with synchronization services. This can be the same as your database server or can be separated to another machine for additional security and/or performance. On the remote computer when able to connect to the publisher, initiate a sync and all changes will be transferred in both directions. Benefits to this model are access to the data when you are not connected to the network.
The synchronization model gives you access to the data if you have a remote user.

Figure 2: In this diagram you can see several remote databases syncing to a shared database. The internet or network sync service can be run on the database server or its own machine Terminal Services This model takes advantage of Windows Server technology and allows you to publish an installation on the server to be accessed by end users via remote desktop or Citrix. In this deployment scenario, you would install Sage ACT! and any other shared applications on the server and provide end users with access to remote in. Benefits to this model are less client installs and a single location to install updates or make configuration changes.
Figure 3: In this diagram you can see several clients connecting to a shared database via Terminal Services. Notice that the remote clients do not have Sage ACT! installed. You can host the database on the Terminal Server or a separate machine Web Access Sage ACT! Premium also offers access to your data directly over the internet using Windows Server technology. You can access this from any machine that has Internet Explorer or Firefox installed. To set this up, you need to enable the Microsoft web server (IIS) service and install Sage ACT! Premium (access via web) on the host machine and send a web site link to any end user you want to access the database. Benefits to this model include low costs of deployment and maintenance and wide range of supported client machines.
Figure 4: In this diagram clients are accessing Sage ACT! Premium (access via web)
A successful deployment may consist of several of these models. For example, you can setup synchronization and publish a remote database using Sage ACT! Premium (access via web). This will give a remote office access to the database while only installing Sage ACT! on one machine. Or you could install Sage ACT! Premium (access via web) on your synchronization server for an additional method of access.
Ensure your machines meet the minimum requirements before you install Sage ACT!.
Figure 5: This is a complicated deployment combining several types of access. If you have any questions regarding which deployment model would best suit your needs please contact our Sales or Technical Support teams and well be sure to put you on the right track. Before you start is the best time to plan your deployment

Prerequisites

Now that youve decided which method you would like to use, the next step is ensuring your machines meet the minimum requirements. Minimum requirements can be found online at http://www.act.com/2011/system/. Sage ACT! installs several Microsoft components. As a best practice, we recommend that you apply all Windows Updates on each machine before installing Sage ACT!. Many Windows updates require a reboot. Make sure any pending reboot has been performed before starting.

Start the Install

For the majority of installs, you will be using the Typical Install option. If you want to change default location and whether SQL Server is installed, you can do this through the Custom Install dialog. Additional resources on installing Sage ACT! can be found here:
How to Install Sage ACT! Pro 2011
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=26728
How to Install Sage ACT! Premium 2011
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=26729
How to Install Sage ACT! Premium 2011 (access via web)
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=26730 If deploying more than 10 installs, consider using our silent installation technology. This process records an installation and preferences so that you can play it back and install without any user intervention. This is shown to save at least five minutes per machine and can cover post install tasks like activation and default database selection. For more information regarding silent installation, click here.
How to Perform a Silent Installation of Sage ACT! Premium 2011
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=26837

Post Install Tasks

After the installation has been completed, you can remove any downloaded installation files to recover space. By default, they are extracted to c:\ACT_Premium_2011 or c:\ACT_Pro_2011. Setup any remaining preferences like email clients, word processors, and menu and toolbar customizations. For sharing a database across the network, make sure you can open the database. For more information regarding sharing a database, see the following KB article.
How to Share a Database Across the Network
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=13878 For synchronization, youll need to install any synchronization services and create and restore a remote database. Test to make sure that synchronization is successful once the remote has been restored. See our KB article on setting up sync.
Synchronization for Sage ACT!

http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=14114 For Terminal Services, make sure you can access the installation via remote desktop as the Windows user who installed Sage ACT! and then again as a different Windows user. For more information on Terminal services, see the following KB article.
Using Sage ACT! With Citrix or Terminal Server
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=15275
For web access, you will want to test the web site both using local host and over the network or internet. Once access has been confirmed, you may want to install client side Outlook or Word Integration. For more information regarding Sage ACT! Premium (access via web) installations, see our Administrators Guide.
Sage ACT! Premium 2011 Web Administrator's Guide
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=26795 You may want to move your database or supplemental files from one machine to another in the process of setting up your database. Information regarding moving a database

How to Move a Database

http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=19818 Information regarding moving a supplemental file.
How to Copy Your Layouts, Templates, Reports, And Queries
http://kb.sagesoftwareonline.com/cgibin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=14019

Troubleshooting

Install problems can be difficult to diagnose. In many cases, these are caused when installing Microsoft prerequisites. As always, use the Knowledgebase at http://kb.sagesoftwareonline.com or contact our technical support for assistance.

Conclusion

In order to ensure you set up a contact and customer management solution based on your organizations needs, it is important to consider the various options discussed in this paper. First determine whether users require online, offline, or a combination of access methods before choosing your deployment model. If you need additional information or assistance with your installation questions, please contact Sage ACT! technical support.

210 Middle Road #06-04 IOI Plaza Singapore 188994 +6118 www.sageasiapac.com

FRANCE

Ciel Service Commercial ACT! 35, rue de la Gare 75917 Paris cedex 19 France +www.MonAct.fr

MIDDLE EAST

Office No. 315, Building 12 P O Box 500198 Dubai Internet City Dubai United Arab Emirates +971 (4) 3900180 www.me.sage.com

SWITZERLAND

Sage Schweiz AG D4 Platz Root Langenbold Switzerland +19 www.sageschweiz.ch

AUSTRALIA / NEW ZEALAND

Level 6, 67 Albert Street Chatswood, NSW 2067 Australia +www.sagebusiness.com.au www.sagebusiness.co.nz

GERMANY

Emil-von-Behring Str. 8-Frankfurt am Main Germany +www.sage.de

UNITED KINGDOM POLAND

Sage sp. z o.o. Ul. Berna 89 01-233 Warszawa Poland +48224555600 www.actsage.pl North Park Newcastle Upon Tyne NE13 9AA www.sage.co.uk/act

BELGIUM / LUXEMBOURG

Rue Natalis Lige Belgium +46 www.sage.be
100, Second Floor Okhla Industrial Estate Phase-III New Delhi 110020 India +www.sagesoftware.co.in

UNITED STATES

8800 North Gainey Center Drive Suite 200 Scottsdale, Arizona 0006 www.act.com

SOUTH AFRICA

Softline Technology Park 102 Western Services Road Gallo Manor Ext 6 Johannesburg, 2191 South Africa +3000 www.pastel.co.za
Suite 2605, Liu Lin Tower No. 1 Huaihai Zhong Road Shanghai 200021 Peoples Republic of China + 63850097 www.sagesoft.cn

IRELAND

3096 Lake Park Drive Citywest Business Park Dublin 24 Ireland +353 (0) 0800 www.sage.ie
Labastida, 10-Madrid Espaa +92 www.sagecrm.es
About Sage ACT! Sage ACT! makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with. Like the millions of small businesses and sales teams who use Sage ACT!, youll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place. Important Note: Review Sage ACT! system requirements at www.act.com/2011systreq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Compatibility: Visit www.actsolutions.com or contact your add-on product provider to help determine compatibility.
2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, ACT! and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
Sage 8800 N. Gainey Center Dr., Suite 200 Scottsdale, AZ 85258 www.act.com | 866-903-0006

| White Paper

Feeding Sales
Find targeted leads with Sage Business Info Services for ACT!, powered by Hoovers.

Sage ACT!

Table of Contents The challenge: Find relevant, yet cost-effective sales leads. 3 An easy solution to the oldest sales problem.. 3
Is Sage Business Info Services for ACT! different from a Hoovers account?.... 4 Why not just use Google for sales research?... 6 Why not include email addresses with the leads?.. 6
Benefit from a rapid return on investment.. 7 Conclusion... 8
Feeding Sales: Find targeted sales leads with Sage Business Info Services for ACT!
The challenge: Find relevant, yet cost-effective sales leads
Your business needs a steady supply of new sales leads so it can grow and acquire more customers. Over time, it can really become a struggle to find sources of good quality leads. Lists often cost too much, focus on the wrong industry for your products, or contain outdated contact information. Soon, youre spending as much time looking for leads as you are making sales callsand thats not a productive way to sell. New leads can be obtained from a variety of sources, including word-of-mouth from your current customers, rented lists, purchased lists, or doing your own research on individual companies using internet searches and newspapers or magazines. Unfortunately, these methods can result in wildly variable lead quality, and are also time consuming and costly. What your business needs is a deep source of leads on-demand, with consistent quality, at a reasonable cost. Thats what Sage has introduced with Sage Business Info Services for ACT!, powered by Hoovers, a new cloud-based service that provides a rich source of new sales leads and research, accessed from within Sage ACT! 2011.
A subscription to Sage Business Info Services for ACT!, powered by Hoovers is like having a sales research assistant who always makes sure that you have the right contacts, updated telephone numbers, and other information you need to make the most of your sales calls.
An easy solution to the oldest sales problem
Fill your sales funnel and expand your business with highly qualified leads from Sage Business Info Services for ACT!. Its like having a sales research assistant who always makes sure you have the right contacts, updated telephone numbers, and other information you need to make the most of every sales call. The information that powers Sage Business Info Services for ACT! comes from Hoovers, a division of Dun & Bradstreet, the proven leader in business information. Hoovers tracks over 68 million companies and frequently updates over 85 million contact records. While most leads purchased from list brokers contain outdated information within 90 days, Sage Business Info Services for ACT! is updated continuously to ensure the most accurate contact, industry, and financial information possible. Sage Business Info Services for ACT! is available in three different subscription packages. You can get started with basic company research for free. Or choose a paid subscription for access to more robust features. Depending on your subscription, you can: Use search filters to create targeted lists of leads based on geography, industry, financial data, employee size, or a host of other criteria including your own keywords. Effortlessly import selected leads directly into Sage ACT! 2011. Identify new markets for products and services by researching different industries. Keep up with important news about your customers or prospects by receiving alerts. Append existing contact data in your Sage ACT! 2011 database, plus add new names and contact info for other executives at the company. Conduct detailed research into prospect companies to reveal comprehensive financial information, company profile, an industry overview, and list of competitors. Research your customers competitors and uncover new opportunities.

Is Sage Business Info Services for ACT! different from a Hoovers account?
Yes. Instead of researching leads with your Hoovers account and then typing contacts into Sage ACT!, you can build targeted lists and directly import dozens or hundreds of leads at once with Sage Business Info Services for ACT!. The import is simple and you can complete the entire process without ever leaving Sage ACT! 2011. Additionally, Sage is able to offer special subscription pricing that makes this service an especially compelling value. Youll find Sage Business Info Services for ACT! on the Web Info tab of Sage ACT! 2011. First, you will need to sign up for a complimentary Sage Connected Services account to access this service. Your account will also enable you toaccess Sage E-marketing for ACT! 1 if you choose to, as well as other future Sage ACT! services.
1 Requires additional subscription.
Figure 2 Sage Business Info Services for ACT! is available in three different subscription levels, including a free subscription with basic company information.
Figure 1 Sage Business Info Services for ACT! is available in three different subscription levels, including a free subscription with basic company information.
It takes just a few clicks to build a new list of leads. Select the criteria you want from drop down lists. For example, you can choose companies based on location, size (annual sales, employees, or market capitilization), industry (including SIC or NAICS codes), financial information, or even keywords. Once youve defined your search, Sage Business Info Services for ACT!, powered by Hoovers, searches through millions of companies to find those that best match your prospect model. Review the list, click on the leads you want to import into Sage ACT! 2011 and youre done! For companies that are already in your database, Sage ACT! matches those and merges any updates to contact information, ensuring your records are always up to date.
To be effective, you need a source of easily accessed and constantly updated leads.
Figure 3 With a few mouse clicks, create a list of highly relevant, up-to-date sales leads and add them to your database in Sage ACT! 2011.
Why not just use Google for sales research?
Many sales professionals try to find the sales lead information they need by performing web searches. While Google is a powerful search engine, it is a poor substitute for a true sales lead solution. The reason is simple: Conducting a search of a prospects website to collect an individual lead takes too much time and sometimes leads to inaccurate results. Many companies dont update their web pages with management contacts for weeks, or even months after they hire new executives. By contrast, the database you can access with Sage Business Info Services for ACT! contains corporate details and contact information that is second-to-none. The specially trained staff at Hoovers is dedicated to contacting companies and updating records every business day. Sales leads cant get much fresher than that! Instead of researching one lead at a time, you can build targeted lists and directly import dozens or hundreds of leads at a time into Sage ACT! 2011.

Why not include email addresses with the leads?
In sales, first impressions matter the most. The last thing you want associated with your business is spam. Sending unwanted, unsolicited emails can quickly land your business in hot water and result in costly fines. Each violation of the CAN-SPAM Act is subject to penalties of up to $16,000! Hoovers does not capture email addresses and does not include them in their business information, therefore, there are no email addresses in the leads you import from Sage Business Info Services for ACT!. One of the best ways to avoid being perceived as a spammer is to ask for your prospects email address and permission to send them email communications. This is known as permission marketing. You can ask prospects for email addresses and permission to email by sending them a postcard or letter, or asking them to fill out a simple form on your website. For a definition of spam, read The CAN-SPAM Act: A Compliance Guide for Business available from the Federal Trade Commission.2 When using email businesses should: 1. 2. 3. 4. 5. 6. 7. Avoid misleading header information including the From, To, or Reply-to lines. Use subject lines that accurately reflect the content inside the message. Identify the message as an advertisement. Include your valid physical postal address within the email. Tell recipients how to opt out of receiving future emails from your company. Take opt outs off your marketing list within 10 business days. Monitor any external agencies that send emails on your behalf.
2 Federal Trade Commission, The CANSPAM Act: A Compliance Guide for Business, September 2009, accessed online at http://business.ftc.gov/documents/bus61can-spam-act-Compliance-Guide-forBusinesshttp://business.ftc.gov/sites/defa ult/files/pdf/bus61-the-can-spam-act.pdf
Benefit from a rapid return on investment
Sage Business Info Services for ACT! pays for itself (and more) in a number of ways. By speeding up your sales research, it can shave about 30% off the time you spend finding new leads.* Youll enjoy a direct savings of the cost associated with your research time, as demonstrated by the model below. Fill in numbers for your own business to more closely estimate your return on investment.
The time youll save during sales research can more than pay for the cost of a premium subscription to Sage Business Info Services for ACT!. When you add in the extra sales that come from better leads and more time to make calls, it can really pay to use the service.
Table 1 Sage Business Info Services for ACT! easily saves enough time in sales research to earn a positive return on investment. *Calculated using ROI calculator from Hoovers, Inc.
Direct time savings is not the only way that using Sage Business Info Services for ACT! pays off. The information you import into Sage ACT! 2011 can also help you make additional sales. With less time needed for research, you can spend more time nurturing leads. More of your sales calls and letters reach intended recipients because you have access to accurate contact information. Finally, the leads you pursue are more narrowly defined by multiple criteria, so you target the best industries and companies for your products and services. The result? More incremental sales for your business!*

Table 2 With accurate contact information and additional time to nurture leads, Sage Business Info Services for ACT! helps you drive more sales. *Calculated using ROI calculator from Hoovers, Inc.

Conclusion

Every business needs a solid process for sourcing new sales leads and turning them into profitable customers. To improve the effectiveness of your sales activities, youll want an affordable source for accurate leads that offers a continuous supply of viable leads. Sage Business Info Services for ACT!, powered by Hoovers, is a new service that provides contact, company, and financial information for over 68 million companies. From within Sage ACT! 2011, you can define criteria to search for your ideal leads and then instantly add them to your contact database. Sage Business Info Services for ACT! is offered in three subscription levels, including a basic research subscription that is free to all Sage ACT! 2011 customers. This affordable service can help you save time and better target your sales activities for increased incremental sales and a faster return on investment. With Sage Business Info Services for ACT!, its easier than ever to grow your sales numbers.
To order Sage Business Info Services for ACT!: -Sign up in Sage ACT! 2011 -Contact your Sage ACT! Certified Consultant3 -Or call 866-903-0004
3 Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by thirdparty vendors.
210 Middle Road #06-04 IOI Plaza Singapore 188994 +6118 www.sageasiapac.com

FRANCE

Ciel Service Commercial ACT! 35, rue de la Gare 75917 Paris cedex 19 France +www.MonAct.fr

MIDDLE EAST

Office No. 315, Building 12 P O Box 500198 Dubai Internet City Dubai United Arab Emirates +971 (4) 3900180 www.me.sage.com

SWITZERLAND

Sage Schweiz AG D4 Platz Root Langenbold Switzerland +19 www.sageschweiz.ch

AUSTRALIA / NEW ZEALAND

Level 6, 67 Albert Street Chatswood, NSW 2067 Australia +www.sagebusiness.com.au www.sagebusiness.co.nz

GERMANY

Emil-von-Behring Str. 8-Frankfurt am Main Germany +www.sage.de

UNITED KINGDOM POLAND

Sage sp. z o.o. Ul. Berna 89 01-233 Warszawa Poland +48224555600 www.actsage.pl North Park Newcastle Upon Tyne NE13 9AA www.sage.co.uk/act
100, Second Floor Okhla Industrial Estate Phase-III New Delhi 110020 India +www.sagesoftware.co.in

UNITED STATES

8800 North Gainey Center Drive Suite 200 Scottsdale, Arizona 0006 www.act.com

BELGIUM / LUXEMBOURG

Rue Natalis Lige Belgium +46 www.sage.be

SOUTH AFRICA

Softline Technology Park 102 Western Services Road Gallo Manor Ext 6 Johannesburg, 2191 South Africa +3000 www.pastel.co.za

IRELAND

3096 Lake Park Drive Citywest Business Park Dublin 24 Ireland +353 (0) 0800 www.sage.ie
Suite 2605, Liu Lin Tower No. 1 Huaihai Zhong Road Shanghai 200021 Peoples Republic of China + 63850097 www.sagesoft.cn
Labastida, 10-Madrid Espaa +92 www.sagecrm.es
Important Note: Review Sage ACT! system requirements at www.act.com/2011systreq. You must purchase one license of Sage ACT! per user. Scalability varies based on hardware, size, and usage of your database. Compatibility: Visit www.actsolutions.com or contact your add-on product provider to help determine compatibility. Sage E-marketing for ACT! is powered by Swiftpage. Import functions for Sage Business Info Services for ACT! must be performed on the web server when using Sage ACT! Premium (access via web). Important Note for ACT! 6.x or Prior Customers: Customer activation and registration are required to use Sage ACT!. Certain features may have changed or are no longer available, including inbound caller ID functionality, WinFax integration, recording and playback of macros, email/modembased database synchronization, and SideACT!.
2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, ACT! and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
Sage 8800 N. Gainey Center Dr., Suite 200 Scottsdale, AZ 85258 www.act.com | 866-903-0006