Act! Companion Mobile App Setup on Self-Hosted Server

About Trend Business Marketing

Welcome to Trend Business Marketing, your premier destination for digital marketing solutions in the Business and Consumer Services industry. With our expertise and comprehensive services, we aim to help businesses optimize their online presence and achieve their marketing goals. In this guide, we focus on the setup process for the Act! Companion mobile app on a self-hosted server, ensuring seamless integration and enhanced productivity.

Why Choose Act! Companion Mobile App?

The Act! Companion mobile app revolutionizes the way you manage and access your Act! software on the go. It offers functionality and convenience in one package, allowing you to stay connected with your customer and prospect information anytime, anywhere. By setting it up on a self-hosted server, you can ensure reinforced security and complete control over your data, empowering your team to work efficiently while maintaining confidentiality.

Setting Up Act! Companion Mobile App on Self-Hosted Server

Setting up the Act! Companion mobile app on a self-hosted server can seem daunting, but with our step-by-step instructions, you'll be up and running in no time.

Step 1: System Requirements Check

Before you initiate the setup process, ensure that your server meets the Act! Companion mobile app's system requirements. These requirements may include a compatible server operating system, sufficient storage space, and a stable internet connection (both locally and externally) for seamless synchronization.

Step 2: Installation and Configuration

To get started, download the Act! Companion mobile app installer for a self-hosted server setup. Once downloaded, follow the installation wizard's prompts to ensure successful installation. After installation, you'll need to configure the app by entering your Act! web API credentials and server information.

Step 2.1: Obtaining Act! Web API Credentials

Go to your Act! software and navigate to the Act! Web API section. Generate a set of web API credentials by following the provided instructions. These credentials will establish a secure connection between your Act! database and the Act! Companion mobile app.

Step 2.2: Entering Server Information

Launch the Act! Companion mobile app and navigate to the settings menu. Enter the server information, including the server address, port number, and SSL configuration. Make sure to validate the connection before proceeding.

Step 2.3: Synchronization Settings

Configure the synchronization settings based on your preferences and requirements. You can specify the sync interval and choose whether to sync data automatically or manually. The Act! Companion mobile app allows you to sync contacts, activities, opportunities, notes, and more to ensure real-time data accessibility.

Step 3: User Access and Permissions

After configuring the Act! Companion mobile app, it's crucial to manage user access and permissions effectively. Grant appropriate access levels to your team members based on their roles and responsibilities. This ensures that only authorized individuals can access and modify sensitive information, maintaining data integrity and security.

Step 4: Training and Support

To maximize the benefits of the Act! Companion mobile app, consider providing comprehensive training to your team. This ensures that they leverage its capabilities to the fullest extent, promoting productivity and efficient customer management. Trend Business Marketing offers ongoing support and resources to assist with any queries or troubleshooting needs that may arise.

Conclusion

Setting up the Act! Companion mobile app on a self-hosted server is a strategic decision for businesses seeking flexibility, security, and control. At Trend Business Marketing, we understand the importance of streamlined workflows and optimized customer management. By following our comprehensive guide, you can empower your team to effectively access and manage Act! software while on the move. Should you require any further assistance or have any questions, our team is ready to guide and support you throughout the process. Elevate your business's efficiency and productivity with Trend Business Marketing's Act! Companion mobile app setup solutions today!