You've got questions. We've
got answers. |
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What does Sage MAS 90 and 200 ACT! Link do and why do I need it? |
Sage MAS 90 and 200 ACT! Link v1.0.1 creates a seamless integration between
the ACT! by Sage contact management solution and your back-office Sage MAS 90 and 200 ERP system. ACT! Link puts critical information at your fingertips so
you can provide your current customers with better service and convert your prospects to new customers.
ACT! Link provides you with an overall view of your company — sales processes,
operational efficiencies, and financial performance — within a single solution. |
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How many Sage MAS 90 and 200 ACT! Link licenses do I need? |
| You will need to purchase only one ACT! Link 1.0.1 license regardless of how
many ACT! by Sage and Sage MAS 90 or 200 users you have. |
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How much does a Sage MAS 90 and 200 ACT! Link license cost? |
ACT! Link v1.0.1 introductory pricing is set at $450 with a $90 annual
maintenance fee. There will be no charge to our current customers on
maintenance for the previous version of ACT! Link.
The Business Object Interface will be provided with this solution at no cost. |
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Where can I buy Sage MAS 90 and 200 ACT! Link? |
| You can purchase ACT! Link from any Sage MAS 90 and 200 business partner
or ACT! by Sage Certified Consultant that is certified on the ACT! Link product. |
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What version of ACT! by Sage software does Sage MAS 90 and 200 ACT! Link support? |
ACT! Link 1.0.1 supports ACT! by Sage 2006 Standard and Premium as well as
ACT! by Sage 2007 Standard and Premium editions.
ACT! Link v1.0.1 is compatible with Sage MAS 90 and 200 v 4.1 and v4.2. |
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How many additional Sage MAS 90 or 200 licenses do I need for my sales team to be
able to use Sage MAS 90 and 200 ACT! Link? |
ACT! Link utilizes a Sage MAS 90 or 200 license each time it retrieves data or
writes data back to the Sage MAS 90 or 200 database. ACT! Link also uses a
Sage MAS 90 or 200 license each time the end user launches a Sage MAS 90 or
200 task. The utilization of current user licenses will vary based upon how the
system in utilized within your organization. Your Sage Software business partner
will be able to accurately assess your situation.
The main dynamic is how often each individual on your team will access the
Sage MAS 90 or 200 system. For example, a high-use ratio will be if your users
enable auto-refresh for most of their assigned accounts and your team is on the
phone generating quotes and orders, updating accounts in Sage MAS 90 or 200
most of the day. For this high-use scenario, we recommend an 80% proportion
(i.e. 10 sales people, 8 Sage MAS 90 or 200 concurrent user licenses). |
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Which Sage MAS 90 and 200 ACT! Link functions require Sage MAS 90 or 200
licenses? |
| In general, ACT! Link uses a license when the Sage MAS 90 or 200 system is
accessed - when data is being refreshed or sent, as in the case of promoting
opportunities to orders or generating quotes. Specifically, it is dependent on
established settings. If you have the company that you are accessing set to
auto-refresh, anytime you view new Sage MAS 90 or 200 data or perform a Sage
MAS 90 or 200 task, the Sage MAS 90 or 200 system is accessed and a license
is used. However, if you are inside a company record going from tab to tab
viewing data that has already been synchronized to the ACT! by Sage system,
you are not using one of your Sage MAS 90 or 200 licenses. |
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What are the system requirements for Sage MAS 90 and 200 ACT! Link? |
• Windows 2000 W/SP4 or higher
• 512 ram
• 10 MB Hard Disk Space
• Sage MAS 90 or 200 Version 4.10 or higher
• ACT! by Sage 2006 Version 8.0.1.125 or higher |
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I have multiple layers of security on my Sage MAS 90 or 200 system, can I control what
data the Sage MAS 90 and 200 ACT! Link users can see and change? |
All Sage MAS 90 and 200 security settings are in full effect with ACT! Link. And,
you can utilize Sage MAS 90 and 200 Business Rules to establish fields that are
read-only or block access to fields of information.
In the ACT! Link configuration process, a Sage MAS 90 or 200 user code and
password is uniquely assigned to the ACT! by Sage user. When the user
accesses Sage MAS 90 or 200 they are recognized by the system and are
allowed access according to the established security settings. |
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I have enabled security on my ACT! by Sage, does Sage MAS 90 and 200 ACT! Link
affect those settings? |
| All ACT! by Sage security settings for Limited access and editing to ACT! by
Sage records are still in effect with ACT! Link. |
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What happens if one of my sales team is promoting an opportunity to an order using
Sage MAS 90 and 200 ACT! Link and every available Sage MAS 90 or 200 license is
being used? |
If every available license is already in use, any user attempting to access the
system will receive a message that no Sage MAS 90 or 200 license is available
and that they should try again. No data will be lost, and the function should be
repeated until a successful access occurs. If your users are experiencing this
frequently, you should consider increasing the number of Sage MAS 90 or 200
licenses you have allocated for your front-office team. |
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What data access is available to Sage MAS 90 and 200 ACT! Link users who are
working remotely and are not connected to the MAS 90 or 200 server? |
| Remote uses can see all the Sage MAS 90 or 200 data that was previously
synchronized to their ACT! by Sage system. The data reflects the last time the
company data was refreshed and the data displayed in the ACT! Link specific
tabs is read-only. |
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When an offline Sage MAS 90 and 200 ACT! Link user returns to the office and connects
to the Sage MAS 90 or 200 server, are updates synchronized? Is there any conflict
resolution that would be run in the background? |
Upon reconnecting to the server, a remote user will update according to how
ACT! Link has been configured to perform this operation.
• Updates for remote users can be set in three ways:
1. Auto Refresh provides updated information when the company is
accessed in ACT! by Sage
2. Real Time allows the system to update all records automatically
3. Manual Update is done on demand using the Tools link. An information
“owner” (MAS or ACT!) is established during set up, either Sage MAS 90
(MAS 200) or ACT! by Sage is the owner of specific fields of data. |
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I didn't get a prompt to logon to Sage MAS 90 or 200 - was that done once at startup of
ACT! by Sage? |
| Once you have configured the database for your ACT! by Sage user code, your
Sage MAS 90 or 200 Logon is automatically logged in when you logon under
your ACT! user code. Because the Sage MAS 90 or 200 ACT! Link Setup is
configured for your ACT! by Sage user code, the setup configuration stores your
Sage MAS 90 or 200 Logon. |
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Does an ACT! by Sage record (company, opportunity, etc.) have to be selected before a
Sage MAS 90 or 200 menu choice is selected? |
| Yes, because each customer is unique, ACT! Link allows for maximum flexibility
by performing operations on a company level. |
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Does anything sync to the ACT! by Sage for Palm or for the Web product? |
| Yes, all ACT! by Sage data syncs but you will NOT have access to the Sage
MAS 90 or 200 data using a Palm or the Web product. |
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I have custom Crystal reports that provide excellent customer data. Is there anyway to
get similar data using Sage MAS 90 and 200 ACT! Link? |
| Powerful Custom Queries are available in ACT! Link. Because ACT! Link can
understand SQL queries, you can view familiar customer information refreshed
onscreen automatically in ACT! by Sage. |
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With ACT! By Sage,
can I have more than 10 users who share the same
database? |
| No, with ACT! By Sage, you cannot
have more than 10 users sharing data. If you require
more than 10 users sharing data, you must use ACT! By Sage
Premium for Workgroups. |
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Are ACT! 8.0 and ACT! By Sage the same product? |
Yes, the product name is ACT! By Sage, the version is 8.0 |
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Can ACT! work with both the Workgroup and Client Server editions of ACT!? |
| Yes. |
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How does ACT! by Sage integrate with Sage
MAS 90? |
| The Sage MAS 90 and Sage MAS 200 ACT! Link
provides seamless integration with your Sage MAS 90 or
Sage MAS 200 ERP system. The ACT! link provides bi-directional
data transfer and is a complete front office-back office
solution. |
 Overview
Presentation of ACT! Link to Sage MAS 90 (5 min Flash
Video) |
 The
ACT Link to MAS 90 • MAS 200 (PDF 305 kb) |
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What versions of QuickBooks® can I link to ACT!? |
| ACT! links with QuickBooks 2005 Pro and Premier versions. |
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Do you have to purchase a single seat before they can add the five seat pack? |
| No, it is not required to purchase a single seat of ACT! before purchasing the five seat pack. |
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Is it required to buy each user a license (seat) of ACT! even if they are sharing the same machine? |
Yes, each named user in a database must have a unique ACT! By Sage license number. ACT! can be installed on one machine, but if every machine user wants to share the same database, they will each need an ACT! license. |
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What are the differences between ACT! and ACT! Premium for Workgroups? |
ACT! By Sage is designed for individuals, sales professionals and sales teams of up to 10 users sharing data or a virtually unlimited number of individual users. |
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Will ACT! synchronize with my Palm OS® or Pocket PC handheld device? |
| ACT! and ACT! Premium for Workgroups include ACT! Link for Palm OS and ACT! Link for Pocket PC. This provides two-way updates between ACT! on the desktop and the device. |
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Can you limit which contacts can be viewed by certain users? |
| Yes, you can make contacts private so that other users in the database cannot access those contacts via ACT!. or if using Premium product, they can be restricted by user or team. |
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What are the primary differences between ACT! and SalesLogix and Sage CRM? |
| ACT! is a contact and customer manager, whereas SalesLogix and Sage CRM are CRM products. CRM products by definition include Sales, Marketing, Service and Support competencies. While more robust than most contact managers, ACT! includes some light sales functionality that is useful to track some marketing and service types of inquiries, however, these are not areas of core competency. In addition, ACT! remains to be primarily contact focused whereas CRM solutions, tend to have opportunities and activities aligned with a company or account. |
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