The document provides contact information for several "Gurus" at a company and discusses various options for accessing Act! data remotely, including hosting solutions, synchronization tools for tablets and phones, and scenarios for single-user or multi-user access both within and outside the office. Recommendations are provided for different solutions depending on the specific access needs and hardware available.

1. Kim Winton
Database Repair & Conversion
Guru
561-470-5450 x2
Karen Fredricks
CRM Guru
561-470-5450 x1
Roy Laudenslager
Custom Reports & Tables
Guru561-470-5450 x3

2. Karen is the Author of…
13 books and 3 sets of training videos…

3. Question #1:
Where would you like to see your data?
A
B
C
D
E
F
G
• In the Office
• At Home & the Office
• At a Remote User’s office
• On the Web
• On a Tablet
• On your Phone
• All of the Above

4. Question #2:
What data would you like to see?
A
B
C
D
E
F
G
H
• Contacts
• Calendar & To-Do’s
• Notes & Histories
• Opportunities
• Groups
• Companies
• Data other than Act!
• All of the Above

5. Many Options
Hosted
Act!
Web
Apps
Companion
Link
Act!
Sync
Act!
Connect
Hosted
Servers &
Desktops

6. SCENARIO #1
ALL USERS IN THE
SAME OFFICE
Stand Alone – Act! Pro
Peer to Peer sharing – Pro or Premium
Please use a stand alone computer!!
Server/Client – Pro or Premium
Network Synch – user brings laptop into the office;
can access data on the laptop and sync upon return

7. Scenario #2
Single User wants to access his data
from home, his tablet,
or when he travels
For 1 user I recommend GoToMyPC or Logmein
• Pro: Low cost (less than $100/year, Logmein is
free)
• Pro: Easy setup
• Pro: You have access to all your data, not just Act!
• Con: Requires that the computer remain on and
unused
• Con: Connectivity can be slow

8. Scenario #3
DIY Remote Solutions if you have
users working in other locations
Premium: Configure a web server (static IP address, IIS,
asp.net, and IT support) and use Act! for web
Use a VPN and setup a synchronization through the VPN
Open port 65100 on your router and setup synch via the
Internet (outside the firewall)
Pro or Premium: Configure your server with Remote
Desktop or Citrix – you’ll need Windows licenses for
each remote user that is accessing (and an IT guy)
This will allow you to share all data, not just Act!

9. SHOULD I USE PRO OR
PREMIUM WHEN
SYNCHING??
• Act! Pro requires that the main database
remain open at all times if remote users
want to synch to it
• Act! Premium installs a service that listens
for an incoming synch; therefore, you do not
need to leave Act! open on the server

10. USING
ACT! FOR WEB
• Act! Premium includes the tools needed for
web access but you must have a web server
• You’ll also be able to see Act! through a
browser
• You’ll be able to access via your tablet’s
browser
• You have Apps (mini-Act!) for your phone
or tablet

11. SCENARIO 4:
I HAVE A TABLET
Web
Apps
(Mini Act!)
Act! for
Web
Act!
Connect
(Sync)
Companion
Link
(Sync)

12. WARNING!
A Phone is Not a Laptop
and
A Tablet is nothing more than
A BIG Phone
• You can not install actual software on a tablet
• If you synchronize too much information it eats
into the capacity of your device

13. Tablet Solutions with
Act! for Web Installed
Act! for web:
• View your entire database via a browser
• Requires a web server
• Real time data – no synching
Web Apps:
• Shows your entire database as a web app (mini-Act!)
• You see Groups, Companies, Opportunities
• Will be really slow if you have a lot of data
(especially histories)
• Requires a web server installation of Act!
• Real time data – no synching

14. Tablet: “Pay Per Synch”
Act! Connect: Requires a yearly subscription (69.95)
• Free with Business Care
• Gives you the same information as the web app
• Syncs wirelessly
• Designed for people who have Act! Pro or who can’t host their own web
server
Companion Link (79.95 or 129.95 one time purchase)
• Synchronizes your data to your device’s generic address book and
calendar automatically
• You can create a group of contacts to synch
• You can synch 8-12 customized fields beyond standard contact
information (address, phone, e-mail)
• You can designate a set number of notes and histories
• No Companies, Groups or Opportunities
• Can sync via Outlook, Google or a hard wire

15. SCENARIO 5:
I WANT ACT!
ON MY PHONE!!
X
Act! for
Web
Web
Apps
(Mini Act!)
Act!
Connect
(Synch)
Companion
Link
(Synch)

16. PHONE SOLUTIONS
• Companion Link (Sync)
• Pro: It populates your phone’s native address book & calendar
• Pro: One time fee of $79.95 or $129.95
• Pro: Can synch wirelessly using Outlook or Google
• Pro: Can be set for automatic synchronization
• Con: You won’t see Groups, Opportunities, and Companies
• Act! Connect (think Mini Act!) $69.95/year or free with Business Care
• Pro: Handled through someone else’s server (wireless)
• Pro: You can see Groups, Opportunities and Companies
• Pro/Con: Can be set for automatic synchronization
• Con: Only handles 3,000 contacts
• Web Apps (mini Act!) free if you have Act! for Web
• Pro: You can see Groups, Opportunities and Companies
• Pro: Real time data
• Con: Will not handle large databases (think histories)

17. WARNING!
I recommend
a one way synch
from Act! to Phone
• Your phone doesn’t contain all of your
Act! fields
• Thumb typing can be error-prone
• Personal contacts end up in your Act!
database

18. WARNING!
I recommend starting
with an empty phone
• Best practice for avoiding duplicates
• Companion Link includes a “wipe”
feature

19. SCENARIO 5:
I WANT SOMEONE ELSE
TO HOST MY ACT! DATA
Swiftpage
Act! Web
Hosted
Tech
Benders
Act! Hosting

20. Act! Hosted through Swiftpage
Lease your software
$45-50/user/month; no software to purchase
$119 setup for a synch user
Pro: Good option for a brand-new Act! user
Pro: Easy setup, any where access
Con: Minimum of 3 users
Con: One year contract
Con: All support must go through Swiftpage
Con: You’re left with nothing but your database should
you decide to stop hosting until you purchase your
software

21. Act! Hosted through Tech Benders
Buy your software
$35/user/month
No setup; everyone can have a sync database
Pro: Good option for long-time Act! user
Pro: Can starts with 1 user
Pro: Easy setup, any where access
Pro: Support is with Tech Benders in Boca Raton
Pro: No contract; you can use it until you setup your
own server
Pro: If you decide to stop hosting you own the software
Con: You have to purchase Act! Premium software

22. SCENARIO 6:
I WANT SOMEONE TO
HOST ALL MY DATA!
Act!
Accounting
(QuickBooks,
PeachTree)
Office Docs
(Excel, Word
PowerPoint)
Misc. Docs
(PDF’s,
Graphics)

23. Server hosting through Tech Benders
Host all of your software using Remote Desktop
Starting at $65/user/month
Setup to migrate your data starting at $250
Pro: You are sharing all your data, not just Act!
Pro: Easy setup, any where access for remote users
Pro: No contract; you can use it until you setup your
own server
Pro: You see all your data on your tablet and/or Browser
Pro: If you decide to stop hosting you own the software
Pro: Great solution for those who don’t want to
maintain their own server
Con: You must have Internet access

24. Know Your Options
Hosted
Act!
Web
Apps
Companion
Link
Act!
Sync
Act!
Connect
Hosted
Servers &
Desktops

25. Questions?
Call 561-470-5450
E-mail Karen@TechBenders.com
Companion Link - $79/one time fee
Act! Connect - $69/year or free with B/Care
Act! “Leasing” - $50/user/month
Act! “Owning” - $35/user/month & software
Total Cloud Environment - $65/user/month