Download Remote real-time access to ACT!

Remote real-time access to ACT! without synchronizing!
WiredContact is an ACT! Web Client that give you
access to ACT! in real-time through your web browser. It
is an HTML version of ACT! that enables you to share
and update ACT! with your associates anywhere –
without synchronizing! New records and changes made
to the database are reflected instantly so ACT! users on
the network and WiredContact users in the field
simultaneously see updates.
No synchronization. No administration.
It’s a great solution designed for remote sales
representatives, casual corporate users, branch or
satellite offices, and ACT! users who need access to
their database at home, on the road, or at a customer’s
office.
Client Features
WiredContact’s intuitive web interface is
designed for you to navigate the web client
with familiar ACT! functionality.
• Lookup contacts on any field. Create
sophisticated queries. Keyword search
support.
• Add new contacts.
• Delete contacts.
• Schedule and reschedule activities with
details for yourself and other users.
• Schedule activities with alarms. Snooze,
clear, or reschedule from alarm window.
• Clear activities. View cleared activities in
History. Record unscheduled activities.
• Add, edit, and delete notes.
• View task list by day, week, or custom dates.
Clear or reschedule activity from task list.
• View graphical calendar. Schedule activities
from the Calendar view.
• Add, update, and delete Sales Opportunities.
Closed opportunities automatically record to
history.
• View and update Group memberships and
Group records, including notes, activities,
sales opportunities, and user fields.
• View and update user-defined and custom
fields.
• Write letters and faxes that automatically
record to history.
• Send email that automatically records to
history.
Customization Features
WiredContact can be easily customized to
display custom fields using your preferred look
and feel.
• User-defined fields automatically display.
• Customize tabs with your company’s defined
fields.
• New items added in pop downs in
WiredContact automatically appear in ACT!
and vice versa.
• Easily customize layouts in HTML.
• Add your company logo, icons, menu
navigation, and other site links.
Security Features
WiredContact provides additional security with
greater flexibility for ACT! users.
• Limit users’ contact access by a Group.
• Define ability to delete accounts by user.
• Define ability to delete notes and history by
user.
• Field level security: full access, read only, no
access.
• Assign field level security profile by user.
• Database does not reside on client machine.
• ACT! username and password required for
login.
• Default timeout page set to 10 minutes.
Change the Way You Work
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No more wasting time trying to synchronize
ACT!
No more worries remembering to
synchronize!
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No more backing up databases to share
contacts with associates!
No more missed opportunities because you
didn’t receive timely information!
Benefits of using WiredContact with ACT!
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Real-time, remote access to ACT! database from any computer browser
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no synchronization process involved!
remote users update database on-the-fly as if they were on the LAN
updates are instantly seen by all users (on the LAN and remotely)
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entire company able to provide faster and better customer service
(contact updates, activities, notes, history, correspondence, attachments and
more available)
inside and outside sales teams work in tandem for collaborative selling
remote users work more efficiently (see updates, activities, contacts, notes,
attachments and more from associates quicker; less administration)
sales managers have up-to-date sales information for reporting
distribute leads to remote salespeople instantly and track disposition
No software installed on the remote users machine – less administration!
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less administration for I.T. staff
less administration for remote user --- they don’t have to remember to synchronize
Remote users cannot import or export data – data is secure
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data is stored on company’s network
salespeople don’t “walk away” with corporate intelligence when leaving company
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Remote office collaboration
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global library
shared data
shared attachments
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Maintain data integrity
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Ease of use (some examples):
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MAC or PC platform
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Reduced workload for I.T. staff
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reduced server administration – no
synchronization
software updates done on the server
Minimal hardware specifications for
WiredContact user
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secure fields that cannot be edited or seen
by specific users
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lookups – primary Lookup fields always in
view
point and click activity scheduling – date,
time and duration
one mouse click email and letter templates
with attachments
easy access to company documents
through Library
Lookup Recent Contacts (set time frame
Internet Explorer 5.0 or higher
Internet connection
Additional Functionality not available in ACT!
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Security profiles can be created and assigned to each user:
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Create security profiles – by field:
Full access
Read Only (contact fields are read only; no other restriction)
No Access privileges (contact fields are not visible; no other restriction)
Assign No Update Profile - the user may not save contact details, or modify the ACT! database.
Create unlimited profiles and then assign to users on-the-fly
Give rights to user to delete contacts, notes, history, sales opportunities, group membership
Give rights to user to edit notes, keyword search, lookup all
Restrict Access to Contacts:
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by Group (only one)
by Record Manager
when Contact records are restricted, show restricted contacts in Lookup
when the current user is not the Record Manager of the current record select how Contact
information is displayed:
2 No Restrictions - the current contact behaves the same, whether the current user is identified as
the Record Manager of the current record or not.
2 No Update - the use may not save contact details, or modify a contact record in any way.
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Attachments automatically available to all users – remote and LAN
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Global library instantly available to all WiredContact users
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Centrally post any type of document on the WiredContact server (in the Library folder) to be
available immediately for WiredContact users
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Create hyperlinks to Lookup contact data from the Contact detail screen
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Example: when on a contact record, click on the COMPANY field label to lookup all the contacts in
that displayed Company.
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Have more than one ACT! database open at once
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Display multiple windows at once
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Example: display 2 contact records or display the calendar and contact record
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Integration with Enterprise Databases
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Create automatic email links to trigger tasks
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ƒ Create links to other web-enabled applications using standard industry tools, such as
Active Server Pages
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Example: create icon to send contact information with sales history to a specified person
Customizations (some examples):
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Use of check boxes
Allow more than one email field
Use java script to make calculations, populate fields based on data from other fields, etc.
Restrict ability to use different layouts
Show same field as read only on one view and full access on another view
Display any contact field in the task list
Some Web Sites to Check Out
www.wiredcontact.com
www.unwiredcontact.com
www.act.com
ACT! Web Access page…
www.act.com/home/index.php3?cellid=201800011011
ACT! Press release announcing Wired…
www.act.com/home/index.php3?cellid=502010081011&pressid=233
www.cornerstonesolutions.com
FAQ
Category
Question
Licensing
“How does the licensing work?”
WiredContact licensing is by named user, so you need to purchase a license for every user that
requires web access. You get a license number based upon the number of users you need. An
ACT! license is required for each remote user, although ACT! is not installed on the remote user’s
machine.
“Can more than one person login as the same user?”
No. If two people try to use WiredContact with the same username at the same time, it will disable
the current user.
“Can I use more than one database with one license of WiredContact?”
Yes!
Hardware –
Web Server
“What type of web server is required for WiredContact!”
Windows2000 Professional/Windows NT 4 Workstation for up to 5 users, or
Windows 2000 Server/WindowsNT 4 Server (machine does not need to be a server
class machine) for more than 5 remote users. You must upgrade to IIS 4 when
using Windows NT (available with the Windows NT 4.0 Option Pack, free on the
Microsoft site). Windows2000 comes with IIS 5. For optimum performance, we
recommend at least a Pentium III, 1 GHz with 256MB RAM and 100MB hard disk space. For larger
databases, we recommend a 2 GHz with 1 GHz of RAM.
“My company’s web site is hosted with an ISP. Can I still use WiredContact? I don’t think we
have a web server.”
It doesn’t matter where your company’s web site is hosted. WiredContact is a completely separate
program. All you need is a machine with Windows2000 or NT and Internet Information Server (IIS)
configured. This becomes your web server where WiredContact is installed.
Hardware –
Remote user
“What software is installed on the remote users machine”?
WC
Architecture
“What type of database engine does WiredContact use!”
WiredContact does not use its own database engine. WiredContact is simply a web interface to
ACT! that makes real-time updates to records directly to the ACT! database. There is no
synchronization or other program in the background making the updates.
None! There is no software installed on the remote client’s machine. All they need is a browser
(Internet Explorer 5.0 or higher) and an Internet connection.
“What am I buying when I get WiredContact?”
WiredContact is web server software that enables remote users to access the ACT! database on
your company’s network using their web browser and the Internet.
Upgrades
“How are upgrades handled? Is there a fee?”
Service packs with new features are available free of charge for download. When there is a new
version release of ACT!, there will be an upgrade charge (undetermined) for WiredContact.
General
“How long has WiredContact been on the market?”
Since May 2000.
ACT!
Performance
“Will WiredContact allow us to extend the database size limits of ACT!”
No, WiredContact uses the ACT! database so the same ACT! performance standards apply.
WiredContact Overview
Practical Sales Tools, the makers of WiredContact, provides innovative solutions that
significantly enhance capabilities with ACT! and SalesLogix. For over 5 years, ACT! users
worldwide have enjoyed their practical utilities that improve daily productivity and streamline
the way they work.
As premier ACT! developers, their software has been featured in many major national trade
publications, including Sales & Marketing Management, PC Week, Home Office Computing,
CRM Magazine and Business 2.0, to name a few. Additionally, two of their tools were selected
out of hundreds of ACT! add-ons for the ACT! Plus box distributed worldwide. They have also
been an OEM provider to a major mid-market CRM software publisher for their innovative
remote access tools.
All of their software has been designed from hands-on experiences. During the past few
years, frustration mounted over not being able to easily access their ACT! database away
from the office (at home or on the road) and share contact information with remote
employees. Being at the forefront of technology, their development team was chartered to
develop tools to give ACT! users access to their database anywhere, anytime. Consequently,
WiredContact and UnwiredContact were born. Both of these state-of-the-art solutions use
Internet technology to give access to ACT! through a web browser and mobile web phone --without the burden of synchronizing.
Wired Contact continues to enhance functionality features and provide robust tools to help
you work as efficiently as possible with ACT!. Please visit www.wiredcontact.com and
www.unwiredcontact.com for more information.
Cornerstone Solutions, Inc. Overview
Cornerstone Solutions, Inc. is one of the nations leading sales software implementers of ACT!
& SalesLogix. We not only provide the software, but also the focused solutions that allow your
people to be more productive. Most of all we ensure that the software works the way you
work . . . instead of forcing you to conform to the way the software works. Our consultants
are experienced in working with different types of companies from Fortune 100 to new start
ups. We understand how the needs and requirements of each of these firms differ. Whether
you need help in properly implementing your Customer Relationship Management projects or
someone to be your IT department, give us a call to get things started.
Our origins . . .
Cornerstone Solutions, Inc. was founded in 1987 as a software training company, specializing
in top-notch, instructor-led classes for corporate training departments. Our expertise in the
ACT! contact management program evolved in 1996 when ACT! became networkable. Several
of our larger training clients asked if we could train their sales staff in ACT!. "Sure, why not!"
We had been using it internally since the DOS days. Less than a year later, one person on our
staff became certified as an ACT! consultant. In 1998, we became an Authorized ACT!
Training Center. Over the next few years, three more of our staff members became ACT!
Certified Consultants.
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Our president serves on the ACT! Advisory Board (1 of 8 people in the world) to meet
with ACT!’s product development and management teams to help guide the future of
this top-selling contact management software.
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We authored the Official ACT! Quick Study Guide that ACT! sells under their brand
name.
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Cornerstone has developed and distributed worldwide our own third-party add-ons for
ACT!
We are happy to offer complete consulting and training services in ACT!, Wired Contact, or
SalesLogix. Our friendly staff of experts looks forward to helping you master your software
needs, whatever they may be. Want to find out more? See our web site, or give us a call tollfree at 877-661-5200 (in Houston, 713-661-5200) to find out more about how Cornerstone
will work for you.