Act! Software Services for Your Act! CRM Products

Professional Services for Act! CRM from Act! Certified Consultants

Act! Software Services includes Project Planning, Installation, Data Conversion, Data Import, Customization, Marketing, Training and more!

Act! Software Services from a team of Act! Certified Consultants trained and authorized by Act!.  Offering a variety of professional services in helping companies implement Act! to run their business better. From initial set-up to customization, then training and finally with ongoing support. In sum our consultants have the expertise to get you up and running quickly as well as keep your Act! running smoothly.

In addition to our Act! Software Services of Customization, Marketing Services and Act! Software Training, Action Platinum Solutions provides extensive professional services (remote or on-site services available).  Services are for all Act! Products including Premium, Marketing Automation and even Act! Pro.  In fact our services deliver a successful CRM implementation and company adoption.

Act! Project Management

With our Act! Software Services we work with your company to identify business goals and objectives.   Then map your Act! implementation strategy to meet business needs. To summarize the phases of a project typically includes defining requirements, package selection, integration, customization, roll-out, training and on-going support.

Act! Software Installation Services

Act! solutions offer both offline and online access. Thus our Act! Software Services covers both Cloud and Windows deployments.  We will work with you and/or your IT personnel to make sure system requirements are in place. Next we help with program installation then app integrations and set up user security.  Most importantly implement a backup and maintenance strategy.
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Data Migration & Data Import

As part of our Act! Software Services we can combine your information from multiple Act! databases.  As well as other software programs such as Excel or Access. Additionally data from competitive products for example Salesforce.com to a single, shared database.  We’ll also design a data management plan for data entry, data cleanup and ongoing maintenance.  Therefore eliminating dirty data inefficiencies.

“REALLY OLD ACT!” MIGRATION – We can perform your Act! 2 thru Act! 6 database upgrades.  Additionally we also provide any needed database repair. When upgrading, the database and fields will carry forward into the latest Act! CRM version.  But any customized Layouts and/or Templates may need some redesign after the upgrade. Old Custom Act! reports, labels and envelopes will need to be recreated to the updated Act! report writer.

Add-on Selection & App Integration

Although there are hundreds of add-on products that extend the power of Act!, we only recommend and sell the products that we have tested. Therefore we only suggest proven solutions for your business.

Act! Subscribers – Additionally we can help you with the connecting Act! to utilize Zapier and its integration with hundreds of popular apps.  This extends the power and reach of your Act! program that performs the tasks in your workflow.

Continued Support for Your Act! Products

Keeping your Act! system running is vital to your business.   Most importantly our customers require dependable experts that are able to quickly resolve issues.  All while not breaking the bank with our budget friendly service plans. As our staff is a strong team of expert Act! Certified techs and are able to deliver Act! based tech services anywhere. Whether you need help installing, configuring, obtaining software upgrades or updates, diagnosing and fixing problems or performing maintenance tasks.   In sum we deliver the solutions you need to keep your Act! software up and running.