Alliance Plastics || Blog

Author: Ryan Drewrey  |  Category: Blog, Portfolio

One of the services I perform is consultations. In September I presented an introduction to Act! by Sage{link}.

Act! is a Contact Management Software (CMS), which allows companies to keep track of large numbers of contacts effectively and efficiently.

ACT!2013_PRO

Alliance Plastics, a company based in South Carolina, placed an ad looking for an Act! instructor. Alliance Plastics has offices and warehouses across the country, they need a centralized system for keeping track of customers and vendors.
They recently purchased several licenses for a program called Act!, and they needed help installing and training several of their employees.

Alliance Plastics purchased Act! Premium for Web 2013. This version of Act! allows for a web server to run Act! from a centralized location. All users log in to a website through the browser and run Act! remotely. Act! Premium for Web required Windows Server 2008, and the users interact through an ASP.NET website. We could have used a static IP address to login remotely, but I suggested they use a domain name and direct it to the server to make it easier for users to remember. With Act! installed, ports configured, and remote login software up and running, we were ready to get started with the staff.

Before the meeting, I used Join.me screen-sharing and conferencing software to install FireFox and bookmark the remote login page. Act! Premium for Web will only work with Internet Explorer or FireFox browsers. Most of the staff had IE as their default browser, it was a pleasure to install FireFox for them.

Alliance Plastics has an office in Las Vegas, and they flew out a dozen key employees to take part in personal training in the program.
I created a 30 page slide show presentation for this class. We went through images, menus, videos and went through practice contact entries.

The Alliance Plastics team thanked me for the training, and I still work with them from time to time on updates and complex Act! maneuvers.

Comments are closed.