Ditch those spreadsheets! We can help with customizing your Act! Software to tailor it your business needs. Starting with your database and designing it to capture information important to your business and making the input as simple as possible. Then having that information flow to the other areas of the program such as Documents, Marketing, Reports and more!
Act! CRM is not meant to be a one size fits all businesses CRM program and we can help in making your Act! CRM products unique for your business. We will work with you and/or your personnel remotely (on-site services are available) to customize your database, templates, reports, etc. to capture, utilize and report on the information that is important to the success of your business.
|CUSTOMIZATION SERVICES FOR ACT!|
|ACT! CRM DATABASE AND LAYOUT CUSTOMIZATION
The Contact record in a standard Act! database has approximately 70 fields to capture basic information for your leads, prospects, customers, etc.. But if you haven't customized your database you are not using Act! to its fullest potential. Your database can be customized to include any information you need to track and streamline your processes. And any fields added to your database are instantly searchable, sortable and reportable.
We can customize your Act! database Record Types of Contacts, Companies, Opportunities and Groups by adding, changing and/or removing fields and designing the corresponding layout in an organized and logical order making the data input as simple as possible.
Kick your database customizations up a notch by including field calculations that uses the contents of fields from Act! records to perform simple or complex calculations, and saves the results into Act! fields.
|ACT! CUSTOM TABLES DESIGN
Unlock the full potential of Act! CRM by using the Custom Tables Add-on. We help bring your complex data sets, unique businesses processes, and specialized industry practices together in Act! to manage your business. We can can design Custom Tables to manage the detailed data you've always wanted to capture, but just didn't have a place for.
Tables and corresponding entries can be tied to Act! Contacts, Companies, Groups, and Opportunities for easy reference. Instead of digging through disparate spreadsheets or other systems for answers, all the customer details are at your fingertips - right where you need them in Act!. Read More [...]
|ACT! MARKETING AUTOMATION SERVICES
We help active Act! Growth Suite Subscibers (Act! Hosted and Self-Hosted) implement Act! Marketing Automation for their business. We work with you to define your marketing goals whether it be to get more qualified leads, convert more leads into customers, get more sales from existing customers and/or nurture those that keep your business successful.
We offer strategic design services for templates, landing pages, campaigns and more. Read More [...]
|ACT! EMARKETING SERVICES
Email marketing remains a cost-effective way to grow your business and we help Act! Pro customers with a compatible version to implement Act! emarketing. Act! emarketing is integrated with your database and we can review your database and discuss your goals to develop a communications plan.
We can help you to create, send, and track professional, eye-catching campaigns that reach customers and prospects with the right message at the right time, and know who to follow up with first with intelligent, prioritized Call Lists - all from within Act!.
| MICROSOFT WORD OR ACT! DOCUMENT / EMAIL TEMPLATE CUSTOMIZATION
Act! CRM includes a powerful document merging capability for print and e-mail communications to automate these type of functions. We work with our customers to create standardized branded communications for their business and users. We also can create templates for your company forms such as quotes, order forms, policies, proposals, contracts, etc.. No more copy & paste - the design of document and email templates will enable you to save time spent on repetitive tasks.
For those using the Act! Custom Tables Add-on we can design the branded communication templates and emails that merge data from tables and associated entities.
|SALES PROCESS DEVELOPMENT AND DESIGN
We can analyze and look at your company's sales process or develop the steps to follow from beginning to end - the stages for initiating through closing sales. We then customize the Opportunities in Act! for your sales process, incorporate your products and/or services and the creation of additional fields for the information you want to capture for each sale.
With an active Act! Growth Suite or Act! CRM Subscription you will be able to manage your sales pipeline with management tools that help you project revenue, adjust strategy, and view KPIs. We can help you with the refining and use of these tools to focus on the most relevant sales data for your business.
|ACT! CRM REPORT CUSTOMIZATION
Act! comes with more that 40 standard reports, we can design these reports to include custom fields within your database. We can also create custom reports based on standard fields or your custom fields and group, sort and count the results. Using VB scripting we can also create calculations and colorization based on the report results. With Lookup based reports we can develop custom queries to generate the lookup prior to running the report.
For more robust reports, we provide services for alternative reporting tools such as Excel, Crystal Reports and other Reporting Add-ons.
|ACT! INSIGHT DASHBOARDS CUSTOMIZATION We can create personalized Insight Dashbords to display metrics relevant to your business or role. Data can be pulled from all Act! entities, standard and custom fields and if using the Act! Custom Tables Add-on.||ADDITIONAL SERVICES-ANY HELP YOU NEED FOR ACT! We offer a variety of expert consulting services for implementing Act! to run your business better. From product selection, project planning, installation, data migration, add-on selection, app integration, to on-going support and any need in between.|
|HOW WE CHARGE FOR SERVICES
CONTACT US AND TELL US ABOUT YOUR PROJECT
|HOURLY||For one-off needs or small projects we can bill you at a standard hourly rate.|
|SERVICE PLAN||We have service plans available to cover projects large or small, or use for on-going assistance. Your pre-purchased plan hours can be used for any professional services we offer. The more plan hours purchased the lower the average cost per service hour.|
|PROJECT||We can provide a flat rate for the scope of your project from beginning to end.|
CRM MAKES WORK EASIER
Let us help automate your business.
ACT! CERTIFIED CONSULTANTS
We provide Act! CRM Database and Layout Customization, Tables Customization, Marketing Automatiion Services, Emarketing and Web Forms Customization, Document and Email Template Customization, Sales Process and Workflow, Report Customization, Custom Insight Dashboards D, and conversion services for ACT! GROWTH SUITE, ACT! CRM CLOUD, ACT! CRM PRIVATE CLOUD, ACT! CRM SELF-HOSTED, ACT! CRM FOR WINDOWS, ACT! CRM FOR WEB, ACT! WEB MOBILE, ACT! V21 PRO, ACT! V20 PRO, ACT! V20 PREMIUM, ACT! V20 PREMIUM WEB, ACT! V20 PREMIUM WEB MOBILE, ACT! V19 PRO, ACT! V19 PREMIUM, ACT! V19 PREMIUM WEB, ACT! V19 PREMIUM WEB MOBILE, V18 PRO, ACT! V18 PREMIUM, ACT! V18 PREMIUM WEB, ACT! V18 PREMIUM WEB MOBILE, ACT! V17 PRO, ACT! V17 PREMIUM, ACT! V17 PREMIUM WEB, ACT! V17 PREMIUM WEB MOBILE, ACT! V16 PRO, ACT! V16 PREMIUM, ACT! V16 PREMIUM WEB, ACT! V16 PREMIUM WEB MOBILE, Sage ACT! Pro 2013, Sage ACT! Premium 2013, Sage ACT! Premium Web 2013, Sage ACT! Pro 2012, Sage ACT! Premium 2012, Sage ACT! Premium Web 2012, Sage ACT! Pro 2011, Sage ACT! Premium 2011, Sage ACT! Premium Web 2011, Sage ACT! Pro 2010, Sage ACT! Premium 2010, Sage ACT! Premium Web 2010, Sage ACT! Corporate Edition 2010, ACT! By Sage 2009, Sage ACT! Premium for Workgroups 2009, Sage ACT! Premium Web 2009, ACT! by Sage 2008, Sage ACT! Premium for Workgroups 2008, Sage ACT! Premium Web 2008, ACT! by Sage 2007, Sage ACT! Premium for Workgroups 2007, Sage ACT! Premium Web 2007, ACT! by Sage 2006, Sage ACT! Premium for Workgroups 2006, Sage ACT! Premium Web 2006, ACT! by Sage 2005, Sage ACT! Premium for Workgroups 2005, ACT! 2004, ACT! 6.0, ACT! 2000, ACT! 5, ACT! 4.
Platinum CRM Consulting provides
remote and on-site services (travel charges may apply) for Act! software installation, Act! software training, Act! customization services and Act! technical support in the United States: Alabama (AL), Alaska (AK), Arizona (AZ),
Arkansas (AR), California (CA), Colorado (CO), Connecticut
(CT), Delaware (DE), Washington DC (DC), Florida (FL),
Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL),
Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY),
Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts
(MA), Michigan (MI), Minnesota (MN), Mississippi (MS),
Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New
Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York
(NY), North Carolina (NC), North Dakota (ND), Ohio (OH),
Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island
(RI), South Carolina (SC), South Dakota (SD), Tennessee
(TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA),
Washington (WA), West Virginia (WV), Wisconsin (WI), and
Wyoming (WY) and Canada: Alberta (AB), British
Columbia (BC), Manitoba (MB), New Brunswick (NB), Newfoundland and Labrador
(NL), Northwest Territories (NT), Nova Scotia (NS), Nunavut (NU), Ontario
(ON), Prince Edward Island (PE), Quebec (QC), Saskatchewan (SK), Yukon (YT)