Act! Software Customization Services
We tailor Act! Software to your business starting with designing a database to capture important information, then having that information flow to the other areas of the program such as Marketing, Documents, Reports and more!
act software customization, act database customization, Act layout customization, adding fields to act, custom act database, act custom report, act document templates, Act email templates, act marketing customization
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Act! Software Customization Services

Act! Software Customization Services by Act! Certified Consultants

ACT! CRM DATABASE DESIGN AND 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! 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, 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 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

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!.

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.

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

  • ice 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.