Selecting a consulting company for services to help your business can be challenging and hiring an Act! Software Partner is no different. We make it easy by being experts in our field. For example staying on top of software and training credentials.
Most of all we operate ethically and with integrity. In fact we believe that strong customer relationships are the primary building block in our business. And provide our clients the tools to build and keep relationships with their customers.
Act! Certified Consultant
Since 2004
Time in the insurance, legal and service industries. I started my company, Action Business Management, in 2004 with achieving Act! certification in the same year and have been successfully helping Act! customers ever since.
A little know fact is that with my vast knowledge in the insurance business, I developed the popular Insurance Agent for Act! vertical database designed for the needs of the insurance industry.
I love working with Insurance customers as well as Financial, Manufacturers, Construction, Printers and more. With the goals of managing customer data, improving sales and marketing efforts I help businesses with their product customization, marketing automation and training to maximize the software capabilities.
When not helping customers you will find me spending time with family, friends or yoga to maintain balance.
Act! Certified Consultant
Since 2002
Expertise in Project Management, Accounting Integration, Training, Technical Support and CRM customization. While being certified in Act! since 2002, I started my CRM experience in 1997 with SalesLogix.
A little known fact is that in 1998 I was part of a team to create, write and design the SalesLogix training manual which was distributed to SalesLogix Users. I also was part of an Accounting Integration team working with a third-party Developer for the GUMU product for the integration between Act! and MAS90 (now Sage 100) and became the US Distributor for the GUMU product. When Sage sunset the Act! and Sage 100 product, I worked with another Developer to create a replacement product, DataPlus for Sage 100 to Act!, to fill the void in the market.
I love working with a variety of business including customers in Original Equipment Manufacturing (OEM), Equipment, Commercial Real Estate, Education and more. With the goals of managing customer data, improving sales and marketing efforts I help businesses with their product selections, customization and training to maximize the software capabilities.
When not assisting customers you will find me active in my local community, walking my four-legged boss and trying to be culinary-creative in the kitchen.
Act! Certified Consultant
Since 2000
Time in the hospitality, communications and real estate industries. I started my company, Action Business Software Solutions, in 1999 with achieving Act! certification in 2000 and have been successfully helping Act! customers ever since.
A little known fact is that in 2006 I was hired by Act! to create their Act! for Real Estate product. After Act! retired the product, our team created several vertical solutions to fill the void in the market.
I love working with a variety of business including customers in Commercial Real Estate, Residential Real Estate, Mortgage, Manufacturing, Equipment, Finance and more. With the goals of managing customer data, improving sales and marketing efforts I help businesses with their product selection, customization and training to maximize the software capabilities.
When not helping customers you will find me in cactus avoidance mode with the new hobby of mountain biking the desert trails.
TO HELP YOU WITH ACT! CRM & MARKETING AUTOMATION
ACT! CERTIFIED CONSULTANTS
(Since 2000 – WOW 20+ YEARS!)
Hire experts to help you with your Act! CRM – saving you time and money.
ACT! PREMIER TRAINERS
(We have Act! v26 Training!)
Increase your Act! CRM and Marketing Automation knowledge and impact your results.
ACT! CRM FOR WEB CERTIFIED
(Act! Cloud and Act! Hosting available!)
With Act! Cloud Service have your Act! on the go and access your data from anywhere.
ACT! MARKETING AUTOMATION AGENCY
Agency Services to help Act! CRM Customers with Act! Marketing Automation .
ACT! DIAMOND PREFERRED PARTNER
(US #1 Diamond Preferred Partner)
Act! CRM Software Authorized and Value Added Resellers, our discount prices saves you $$$ off MSRP.
NATIONAL ACT! CRM CONSULTING COMPANY
Locations in Arizona, Colorado, Pennsylvania and Washington with thousands of customers across the US and Canada.
As your Act! Software Partner we start by selecting the right Act! CRM Software products to fit your needs. Followed by applying any current promotions and discounts to help you get the most savings all found at our Act! Software online store. Furthermore we offer services for your business such as creating a custom database to make your Act! software work for you. And most importantly we offer support and product training for rapid results.
Action Platinum Solutions is the 1st Diamond Preferred Partner in the United States and we have locations across the country. Our team of experts have a proven history helping Act! customers leverage the power of CRM and Marketing Automation. With the goals of helping your business to enhance productivity, improve customer relations, close more sales and grow your bottom line. And by offering Act! software services as well as project based work for design and implementation, training and ongoing help. Let us be your Act! partner as your business grows!