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Performing ACT! to Salesforce Migration Things You Need to Know!

Act! is a platform for marketing automation and customer relationship management. Microsoft Office and Outlook are tightly integrated with Act, allowing sales to keep track of all emails and documents with contacts. Act CRM's contact management and email marketing features aid sales teams in developing relationships with their clients.

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Performing ACT! to Salesforce Migration Things You Need to Know!

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  1. Performing ACT! to Salesforce Migration? Things You Need to Know!

  2. What is CRM? CRM stands for “Customer Relationship Management,”. • CRM makes it simple for business owners to keep track of all correspondence and develop relationships with their prospects and customers. CRM • CRM replaces the numerous spreadsheets, databases, and apps that many companies use to track customer information. www.hexaviewtech.com +1 (646) 403-4525 hello@hexaviewtech.com

  3. ACT! CRM 01 ACT! is a platform for marketing automation and customer relationship management. 02 • ACT! is specifically made for small- and medium-sized organizations. 03 • ACT! Is an advanced CRM solution that supports corporate growth by streamlining sales and marketing. www.hexaviewtech.com +1 (646) 403-4525 hello@hexaviewtech.com

  4. 01 Salesforce CRM can be configured to fit your company’s operations. 02 • Salesforce development is incredibly user centric. 03 • Through the AppExchange, the open platform of Salesforce and its partner ecosystem offers more than 1,300 pre-integrated applications. www.hexaviewtech.com +1 (646) 403-4525 hello@hexaviewtech.com

  5. Why migrate from ACT? To Salesforce? • ACT! is a first-generation CRM with extremely basic features. Its optimum use is for small organizations. • Accessibility, adaptability, and support are key factors for the dominance of Salesforce over ACT! • Users of ACT! simply cannot adjust to shifting market circumstances the way Salesforce users invariably can. www.hexaviewtech.com +1 (646) 403-4525 hello@hexaviewtech.com

  6. How to do ACT! to Salesforce Data Migration? From ACT! (Versions 4.0 or 2000), export contact information as follows: • Start ACT! then access your database. • To export, choose File | Data Exchange | Export. • Choose the Text-Delimited file type. • Click Next after selecting a file name and location for the exported data. • Select only Contact records. • Select “Options…” from the menu. • As the field separator character, select a comma. These simple steps, if followed consciously, can help migrate data from ACT! to Salesforce. www.hexaviewtech.com +1 (646) 403-4525 hello@hexaviewtech.com

  7. About Us Together we foster creativity, innovation & an empowered workplace Official Blog Link https://hexaviewtech.com/act-to-salesforce-migration/ Transforming businesses using advanced technology by providing excellence in project, process, & product delivery and significantly impacting businesses & society around the world. Contact Us www.hexaviewtech.com +1 (646) 403-4525 marketing@hexaviewtech.com Follow Us

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