Database Services

Transform your data into a invaluable business asset

Databases are a critical element of most business applications. By using our database services we will take your data, import it into your CRM and transform it into a tangible business asset.

 

Building your Database

Have you already got lists of contacts? Do you just need to have them all in one place?

We turn your contacts into a powerful fully segmented and searchable database using the raw data from your existing sources of customer information:

  • Outlook
  • Gmail
  • Excel, Google or other spreadsheets
  • Accounts software
  • LinkedIn
  • Mobile Phones
  • Web Site Enquiries
  • Other social media
  • Paper Documents
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Bought or acquired a contact list?

No problem, hire us to format the data so it can be imported in your CRM system
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Database Conversion Services

Replacing your existing database or CRM package and need to convert the data to Act! or Fieldmotion*? As part of our database services we provide a data conversion service which includes extracting: Process Notes, History, Opportunities, User, and Activity information

Databases covered by our conversion and extraction services include:

  • MS Dynamics
  • Filemaker Pro
  • Goldmine
  • Maximiser
  • Sage CRM
  • Salesforce
  • Zoho

Data Cleansing Services

Your data is an invaluable business asset and ensuring it is accurate is essential to meaningful reporting and critical to decision making.
  • We ensure data is prepared and structured in accordance to the target database(s)
  • We correct duplication issues that may have arisen through manual data entry, corrupt integration and poorly planned database structures.
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Database Back up and Maintainance – Act! Software

Preventative Maintenance
In order to keep your database safe and performing optimally, it is recommended that you do the following as part of a preventative maintenance plan:

Database Backup and Restore
Perform regular backups of your database within the ACT! backup utility. Sage Support recommends that you make daily backups of your database. This process can be automated using the ACT! Scheduler.
Perform a test restoration of your backup to ensure all of your data restores as expected.
Copy your database backups to a secure, off-site location.

Diagnostic Maintenance
In ACT! Software on the Tools menu, select Database Maintenance, and click Check and Repair. This should be run before backups are taken and any time that a large amount of data has been added, updated or deleted from the database
Perform Database diagnostics and repair within the ActDiag utility. This utility generally performs more thorough checks of the database