Act! Software Customization Services
Act! Software Customization Services by Act! Certified Consultants
ACT! CRM DATABASE DESIGN AND CUSTOMIZATION SERVICES
With our Act! Software Customization Services, have Act! CRM evolve with your business. We are experienced in working with businesses of all types and can quickly and efficiently design your database to keep up with your business needs.
ACT! SOFTWARE CUSTOMIZATION – DATABASE AND LAYOUT DESIGN
The Contact record in a standard Act! database has about 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, sort-able and re-portable.
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 customization up a notch by including field calculations that use the contents of fields from Act! records to perform simple or complex calculations, and saves the results into Act! fields.
ACT! CUSTOM TABLES DESIGN
Our Act! Software Customization Services can help you with your Act! Custom Tables Add-on. We help bring your complex data sets, unique business 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!.
ACT! MARKETING AUTOMATION SERVICES
We help active Act! Subscibers 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.
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. In addition we 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.
In addition 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 as well as develop the steps to follow from beginning to end. Defining the stages from initiating and all the way through the closing of sales. Equally important we customize the Opportunities in Act!. By incorporating your products and/or services as well as the creation of additional fields. Thus providing the information you want to capture for each sale.
With an active Act! Subscription you will be able to manage your sales pipeline. Also have the management tools that help you project revenue, adjust strategy, and view KPIs. In addition we can help you with the use of these tools. So you are able to focus on the most relevant sales data for your business.
ACT! CRM REPORT CUSTOMIZATION
Act! comes with more than 40 standard reports, we can design these reports to include custom fields within your database. With our Act! Software Customization Services we can also create custom reports based on standard fields or your custom fields. In addition group, sort as well as count the results. Moreover using VB scripting we can also create calculations and colorization based on the report results. Furthermore with Lookup based reports we can develop custom queries to generate the lookup prior to running the report.
However 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. Namely 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!
In addition to our Act! Software Customization Services, we offer a variety of expert consulting services for implementing Act! to run your business better. For example from product selection, project planning, installation, data migration, add-on selection, app integration, to on-going support and any need in between.
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.