Bringing ACT CRM Online with SalesNexus

ACT CRM Online

ACT! is the grandfather of sales automation tools and is still the most widely used in the world.  With well over 6 million licenses sold, it’s tough to find a sales-pro that hasn’t used ACT!  However, business changes, new requirements and the cost of managing, supporting and upgrading ACT! can motivate companies to seek options for moving ACT! to the cloud.


SalesNexus Online CRM & Email Marketing Suite might be your solution, however, you need to understand a few more things to make a proper business decision. There are 4 common reasons businesses consider moving ACT! online.


1) ACT! is broken.  ACT! is a database and requires proper maintenance to perform properly.  Companies that synchronize ACT! between multiple offices or virtual employees often find that ACT! stops working unexpectedly.  Also, upgrades to computers or other software can sometimes cause problems with ACT!


2) The need to access ACT! via the Internet.  Breaking into new markets, frequent travel and virtual employees make accessing your ACT! database online important. Many businesses are fed up with or simply want to avoid the costs and complexity of synchronizing ACT! databases between users and offices.


3) New capabilities needed.  As businesses grow, the need for additional capabilities such as email marketing arises. Sometimes ACT! cannot support these new requirements and often services that do support them are web based and not fully integrated with all your ACT! data.


4) Costs.  When businesses use, manage and support ACT! for a few months or years, they learn quickly that the costs are significant.  These include not only the ACT! software costs but, the costs of hardware, upgrades and manpower to manage ACT! system and support their end users.


Options for moving ACT! to the cloud include upgrades and add-ons within the ACT! software ecosystem and completely new SaaS or online CRM solutions.  Within the ACT! ecosystem, there are several options such as ACT! for Web upgrade and ACT! hosting providers.


However, these solutions typically involve a significant investment in additional software and/or hardware and can prove quite complex to implement and maintain.  When considering these options, most businesses rely on a Certified ACT! Consultant to assist in the selection, migration, setup and support of these additional services.


Moving ACT! to the Cloud with SalesNexus


Online CRM (SaaS, software as a service) providers can appear quite attractive from a cost, simplicity and support point of view.  However, there are 4 crucial considerations that ACT! users are often unaware of until they’ve made the leap into cloud based CRM and learn the hard way.


1) ACT! data migration.  Most web based CRM solutions will allow only an import of contacts via Excel.  This means that businesses will not have the benefit of the valuable notes, histories, sales pipeline entries, calendar items, etc. that make the ACT! database so valuable to them.  Some vendors offer software to enable the transfer of this information or will recommend 3rd party consultants to assist with migrating ACT! notes, etc. to the cloud.  Of course, these options include additional costs and can be complex. Navigating these options can be tricky and frustrating.  For instance, sales reps have been known to say things like, “Sure, your ACT! contacts can easily be transferred into our system.”  This leaves the customer innocently expecting the notes and histories to come along for the ride and unfortunately they do not.  For businesses that have been using ACT! for some time, the notes and history of customer relationships stored in ACT! are a strategic asset and extremely valuable. was built from the ground-up based on ACT! user data and structure. This allows for all your data to be migrated including notes, history, sales pipeline, calendar, groups, custom fields, etc.


2) Customization.  Many online CRM systems bear no resemblance to ACT! software at all.  This means that time and expense will be required to tailor the new system to the business.  Most often, the customization already done in ACT! will not transfer to a new online CRM. will transfer all your ACT! data and also all your custom fields and layouts from ACT! no matter what version you are currently using.  The goal is to make the transition easy, seamless and to get your data in the cloud quickly.


3) Support.  Some web based CRM vendors offer little or no technical support.  When making the transition from ACT! software to cloud based CRM, ready assistance is crucial to ensuring minimal downtime for the sales team.  Sugar CRM relies heavily on a network of resellers to meet the customer’s needs for one on one help. provides only 48 business hour response unless expensive premium support options are purchased. offers access to its’ World Class Support Team via email, phone and chat.  That means they here to help.  Not hiding behind an email address or trouble ticket system. SalesNexus is going to reach out and get to know you, your processes and your market in order to help you get where you’re going.


4) Islands vs. Clouds.  While moving ACT! online can provide for the outsourcing of ACT! software maintenance and support, the need to integrate basic sales automation and customer relationship management functions with other capabilities, such as email marketing, can complicate the picture.  Businesses often find that to provide the capabilities required several different web based solutions are needed such as online CRM, email marketing, web lead management and more.  The result can be a complex and costly network of separate “clouds” that do a poor job of interacting and exchanging information. offers a complete suite of sales and marketing features and services.  All integrated and working together to streamline your process funnels and all for one price. You no longer need to work with multiple vendors for email marketing, direct mail or online contact management.


For the past 9 years, SalesNexus has been the only online CRM provider focused on making the transition from ACT! to the cloud simple and easy.  SalesNexus has always enabled the transfer of the entire ACT! database – notes, history, sales pipeline, calendar, groups, custom fields, etc.  SalesNexus interface and functionality were originally designed to mirror that of ACT! so that the rich capabilities of the ACT! software that businesses have come to rely on are all there and familiar.  SalesNexus also is the only major web based CRM to combine web lead management, web based CRM and email marketing into one easy to use solution. . .


Find out what you are missing and how SalesNexus can relieve ALL your ACT! pains.

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