Act! CRM

This means Act! CRM typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Act! CRM on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Act! CRM. In this scenario, some people may say that Act! CRM runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

General customer relationship management systems (CRMs) are used to keep track of clients and the services they utilize.

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The Migration Specialist will need an Administrator username and password into Act! CRM in order to extract your data.

The Migration Specialist will need the Administrator username and password into the Act! CRM database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Because data is extracted from the Act! CRM database, the migration can be run from anywhere with access to a backup of the database.

A member of the firm will need to complete a small spreadsheet mapping users from Act! CRM to users in the new system.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Act! CRM, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.