act.jpg (1444 bytes) Advanced ACT! for ACCs act.jpg (1444 bytes)

Converting from the Competition - beyond the .MAP
Course: ACC-CC  1 day

This course is designed to enhance the ACT! Certified Consultant's ability to create new ACT! customers and serve exiting customers.   For too years there has been no way to completely convert to ACT! from its major competitors.  Meanwhile users of other software find an easy conversion from ACT! 

This course will make ACCs as powerful in moving customers to ACT! as the certified consultants of other contact managers are in assimilating ACT! customers to their products, such as Goldmine, Maximizer, and SalesForce. 

Customers who want to convert to ACT! from other software cannot, unless they can bring along all the activities, history, notes, groups and emails they have created over the years.  They no longer have to accept the limitations of the .MAP files.  They can discontinue a contact manager one day and pick up right where they left the next day with ACT!

The course shares tools and techniques developed by ACT! consultants over the years to translate data from other contact managers into ACT! The students will learn to use additional tools, such as Microsoft FoxPro™, Visual Basic™, ODBC, and Visual dBase to completely import data into ACT!


">Rick, Your offering is exactly what I want to pump up my business.  ACCs have
>asked for this kind of "dealing with the competition" kind of class for some time."

"He helped us beyond the reasonable boundaries of a consultant....Both Rick and his staff provided excellent customer service." - Priscilla Huffman, Arthur Andersen Consulting Evaluation

"Basically, we couldn't find any other ACT! consultant who can do what you do."  Todd, System Administrator, TechHealth.com asked why they were willing to fly Rick Shaddock 900 miles for ACT! conversion and synchronization setup.


It is time for more consultants to be able to fully convert
customers from Goldmine and Maximizer to ACT!

Sign up for course:
Saturday June 1, 2002 - 1:00pm - 9:00pm
7 hours with 1 hour break for dinner
This time was chosen to not conflict with ICC Sat. morning activities
and still enable participants to take later flights if necessary

Featuring the topics from "Day 2 - Converting from the Competition" course
Doubletree Paradise Valley Resort - Scottsdale, AZ  
Course fee: $90 - could pay for itself in less than an hour of consulting
http://ACTConvert.com/course

DEDICATON

This course is dedicated to all the ACCs and ICC staff
that have encouraged Rick to get into other contact managers
and made he conversions and this course possible.  Thank you.

After the Annual ACC Conference
Saturday June 1, 2002
13:00 - 21:00
(7 hrs with 1 hr dinner break)

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Doubletree Paradise Valley Resort

5401 N. Scottsdale Road
Scottsdale, AZ  85250-7090
about one mile from ICC

Specific conference room to be announced

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Converting to ACT! from
Goldmine
Maximizer
DBF files
Q&A
Salesforce
FileMaker
Microsoft Access
Outlook
SharkWare
and more

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Instructor: Rick Shaddock is a graduate of the ACT! Certified Consultant Class of  October 1992 (DOS), Senior Level Training (March 1999)and the ACC Class of  November 2002 (Windows - taken voluntarily).   By necessity, he has become an expert and attained certification in  all the major contact managers for small businesses. He is also a graduate of the 1977 SalesLogix course.   He has provided database consulting receiving excellent performance evaluations from corporations (for example AT&T, World Bank), Embassies (British, Jamaican), Organizations (Stimson Foundation, CERF), U.S. Government (USDA), military organizations (Army, Navy, National Security Agency), and the manager of the Rolling Stones.

Converting from the Competition to ACT!

Agenda with Time Estimates

I. A Consideration of Other Systems   1:00-2:00

* Know your opponents - intelligence debriefing from a "double agent"
   (Instructor is uniquely qualified to teach this course, having been an ACC, Microsoft Certified Professional,
   Goldmine Certified Consultant, Maximizer Business Partner, Salesforce Certified Professional, and more)
* How ACT!'s functionality compares and contrasts with other contact managers:
   Goldmine, Maximizer, Telemagic, Sharkware, Janna, Broker's Ally
* Competition that leverages the Web: SalesForce, Earnware.com, SalesNet
* How ACT! compares to personal information systems
   Palm, Outlook, Novell GroupWise, Lotus Notes
* Analogous and corresponding features
* Past reviews
* How to find the data in various contact mangers: What folders and files are needed?
* Features that have no equivalent in ACT!
* Countering the competition's ability to convert from ACT! (Built in functions, ACT-Out!, etc.)
* Comparison of features - how this knowledge can help you sell the client on ACT!

II. Simple Conversions from the Competition - Quick Review   2:00-3:00

* Quick review of topics covered in ICC's ACC Course), Import Wizard
* More on importing from Excel, dBase, Access, and other sources
* Data formats: CSV, DIF, XLS, DBF, MDB, DAT, MAX, BTrieve
* Checklist for conversions - utilities to first verify data file's integrity (ACTDiag)
* Steps to setting up a file for conversion
* Running FieldName program to fill fields with fieldnames for later comparison check
* Using the .MAP files
* Loading the utilities and tools on the laptops

Break 3:00-3:15


III. Intermediate Importing Techniques - Maintaining the Relations - beyond the MAP  3:15-4:30

* ACT! Data Converter's Tool Kit
* Using ACTFox (Microsoft FoxPro with ACT!)
* Working from the Command Window: Use, Browse, Replace, Set filter, Delete, Append from
* Combining and Separating data to and from fields -
   using AT(), Substr(), Left(), Right(), StrTran() and other functions
* Data type conversions - Ex. Character text to Numbers or Date format conversions
* Setting up the Relations between the tables based on the Unique ID
* Setting up an ODBC connection to the data
* SQLConnect, SELECT, UPDATE
* Using Microsoft Access with ACT! tables
* Using Rick's FieldMap Utility - for more control and featues while  importing data
* How to turn spreadsheet or other data sources into an ACT! relational database
Class exercise: The class will import several public domain flat (Excel XLS) data files on Congressmen, with relations to their Committees, and Staff members into an ACT! database, connecting Contacts and their Groups (committees).

IV.  Advanced Conversion - Complete Assimilation  4:30-5:30

Learn the secrets behind Shaddock's previously "impossible" complete imports from the competition
* An end to the one-way conversion advantage over ACT!
* Getting to the data through ODBC and System Data Source Name
* The importance of getting all the activities, history, notes, emails, groups, and other details
* Converting Goldmine into ACT! - understanding how Goldmine works and where the data is
* Exploring data tables using the GoldmineFox utility

Break for Dinner 5:30 - 6:30


V.  Additional Competing Contact Managers   6:30-7:30
Understanding how they work, comparing features with ACT!, and how to get to the data
Maximizer_icon.jpg (1183 bytes) Converting Maximizer into ACT! - exploring data tables using MaxFox
nosoftware_49x49.gif (1225 bytes) Converting Salesforce into ACT! - exploring data tables using SalesForceFox
wpe1.gif (2200 bytes) Converting TeleMagic into ACT! (New - special for Sage consultants - special speaker)
outlook.jpg (1020 bytes) Converting Outlook to ACT! - special speaker from PersonalCRM.com
Sharks.jpg (1250 bytes) Converting SharkWare to ACT! - exploring data tables using SharkFox
   (On 3/31/02 Sharkware is "belly up" and no longer supported, an opportunity for many users to swim to ACT!)
LotusNotes.jpg (1146 bytes) groupwise.jpg (1393 bytes) filemaker.jpg (951 bytes) access.jpg (1135 bytes) Converting others: Notes, GroupWise, FileMaker, Access, Broker's Ally, etc.

Break 7:30-7:45


VI.  Demonstrations of Actual Conversions - case studies: 7:45-8:45

* Following along as the instructor does it
   with situations and lessons learned from actual conversions in each product
* Goldmine to ACT! - Monterrey Institute, Stimson Foundation
* Maximizer to ACT! - DFS
* FileMaker & Panorama to ACT - Tour Manager of the Rolling Stones
* Sharkware to ACT - Donna Triolo
* Broker's Ally to ACT - Morgan Stanley
* Access to ACT - The British Embassy, Washington DC
* Salesforce to ACT - http://ACTConvert.com/salesforce
Laughing Santa A Christmas Story

VII.  Hands-on Workshop: 8:45-9:00

* Now you're ready to start converting yourself
* Bring your own data file to convert to ACT!
* Get help from Instructor
* Set up the users, compress & reindex, zip up, and deliver ACT! database to the client
* Final touches: DeDuplication techniques - ACT!'s, ACTdDupe!, SQL Select Distinct, ACT's DeDuper Utility
* Techniques for getting data to and from the client

VIII.  ACT! Conversion Services  - Wrap Up

* Where do we go from here
* Networking as a group to handle the demand
* Becoming a Certified ACT! Converter in specific products
* Building upon the basic program to include more contact managers
* Refining the program towards a "Universal Translator" into ACT!
* Possible inclusion of the utility or utilities on the ACT! CD or web site

Course complete  9:00


Course materials:

* Bring your laptop with plenty of disk space
* Recommended software: Microsoft FoxPro, Access, Pervasive
Instructions on specific preparations will be emailed to participants prior to the course
30 day demo versions of software and competing contact managers may be used.

* Course Booklet will be provided
* Practice databases in various formats to practice converting
The course will be 70% hands-on
* Conversion programs and tools will be provided
* ACT! Certified Converter graduation and certificate

NOTE: ACT! is a trademark of Interact Commerce Corporation (ICC)
ICC is not sponsoring this seminar and bears no responsibility for it.

Although ICC may benefit, this seminar is an independent effort.


Other Advanced Courses for ACCs
ACTAdvanced.com

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Other course locations upon request, or at your site


ACT! University

6-8 Studetns

 

11820 Parklawn Drive
Rockville, MD 20852

up to 10 students

Calendar
ACTHelp.com
CICorporation.com
202-829-4444

™ - ACT! is a trademark of  Interact Commerce Corporation
FoxPro, Access, and Visual Basic are trademarks of Microsoft Corporation


This course is not endorsed by Brian Astle
(ACT! consultant also in the Washington DC area)


"If you want a friend in Washington, buy a dog"
President Harry S.Truman


oracleabc.jpg (961 bytes)Oracle Small Business

Rick recently graduated from the first Oracle Certified Consultants course,
has a financial interest in OSB's success, enjoys their company,
and is no longer offering any service or information that would not help Oracle


With this course, ACCs can provide resistence and a counter-conversion force to the "upgrade from ACT!" offers of other contact managers to take away ICC customers.

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