January 2016 – Trilogy CRM

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HostingHow ACT! Hosting Works Hosting With TrilogyCRM We try to make hosting with TrilogyCRM as pain-free as possible. After you talk with a TrilogyCRM team member, we will provide a Hosting Agreement. That agreement includes your hosting, setup and software fees (if you need software). Whether you bring your ACT! software with you, or you purchase software from Trilogy, each user must have an ACT! Premium license. If you already have ACT! Premium, version 2006 or newer, we just need your ACT! serial number. If you are new to ACT! or need to upgrade, you can purchase the software directly from us. TrilogyCRM is a Platinum ACT! reseller. What does that mean to you? Simple. It means that we have access to the most competitive ACT! pricing out there, which we can pass on to you. Once we have a signed Agreement and your software, your setup is underway. If you have an existing ACT! database, we can connect to your machine and transfer your data to one of our servers. The next steps depend on what version of ACT! you are going with . If you are ACT! Premium for Web, we simply send you your unique URL, a…
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CompanyAbout Our Company How we got started The idea for Trilogy started long before the company was actually founded. The goal was to develop a company that builds business relationships that last. OK, that is kind of cliché and everyone says it these days. Trilogy is different because we actually do it. All of the members of our organization have been involved in businesses where the “churn and burn” and pushy selling philosophy was the focus. With the desire to make a real difference in a customer’s business, our founder began to build the basis for Trilogy. Trilogy originally started through experimentation with some early CRM hosting services as well as Website Development and Hosting. While experimenting with a different concept, our company was officially founded in 2001. Yes, during Summer of 2001, just months before the September 11th tragedies Trilogy was started. Our founder, Robb Shirey, was confident that the philosophy and vision could be realized. Our goal is to: a. Build a first class company that treats every customer with the respect and attention that they deserve, regardless of the size, annual billing, or length of relationship with our company. b. Deliver our products and services at a…
ConsultingTrilogy’s CRM Consulting Expertise Our Consulting Process Trilogy can help you build your ACT! software into a custom solution. We start by helping you figure out your real goals for ACT!. Which version of ACT! is right for your team – sync, web or dual access. Do you need customization and installation? Trilogy can help you with the entire project, or with stages. You may initially think all you need to do is buy some software that will track the Sales Team’s activity. There is so much more to a CRM project. Wouldn’t it also help to track where your Sales Reps leads come from, what stages they are in, and easily be able to and make sure you can quickly pull up your Holiday list? You need an expert partner that knows business, that knows the software and can craft a solution that meets your needs. How do you build a database to do all of those things? Well, you partner with Trilogy. We can get you to a place Where people, process and software come together. ™
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Upgrading to ACT! 17.2

January 6, 2016/in How-To's /by Robb Shirey

http://www.trilogycrm.com/wp-content/uploads/UpgradeACT172_1.png 481 596 Robb Shirey http://www.trilogycrm.com/wp-content/uploads/TrilogyCRM_logo_color1.png Robb Shirey2016-01-06 12:02:052016-01-06 15:48:38Upgrading to ACT! 17.2

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