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ACT! Services

We help clients get more out of ACT!

We solve the problem hundreds of our clients face : “I want to get more out of ACT!”.  We build customized ACT! – based solutions to help you acquire better reports, clean data and targeted mailing lists. ACT! plus our process creates a competitive edge to respond and to communicate with your clients more effectively than your competition.

ACT Private Training Services
 ACT! Training Services 

We conduct customized ACT software training classes on-site or online to help you learn what’s applicable in the shortest amount of time. Our trainers have used ACT! for 20 years, supported hundreds of companies and have graduate level instructional design training.

Combined with our practical experience of 20 years of ACT! experience, we combine both subject matter expertise and an optimal delivery of your class. Our post-class materials can include 4.5 hours of training videos to help you retain the material.

Sample ACT Training Course Outline
ACT Certified Consultant Chicago
 ACT! Consulting Services 

We design custom ACT! databases, which make your ACT database easy to search, easy to enter data, easy to record conversations, easy to manage e-mail and make it easy to analyze for trends.
ACT Conversion Service Data Conversion Services 

We import data into ACT!. We use advanced excel features to prepare the data so data is quickly assigned to the right sales reps and quickly goes into the right fields and groups.  Part of our scope involves cleaning the data before it arrives into ACT! so your reps can work right away on the new contacts.
ACT Synchronization Technical Support
 Offline Access  

ACT! synchronization allows you to have a fully functional copy of ACT! and its data when you are not connected to the network.
Reports: Look for Trends and ACT upon Them
 Reporting Services  

A manager’s job is to look for trends and ACT (Pun Intended) upon them! Our ACT! reports provide insight into your sales team performance or you can find out where your best leads come from, which methods of communication work and analyze performance. We make extensive use of TopLine Dash and Crystal Clear Essentials to save our clients money and empower you to analyze the data.
Accounting Links  

ACT! Links with Quickbooks, MAS/90, Businessworks and Peachtree.  The accounting links allows you to stay within ACT!, minimize double-entry  and read the latest sales data while within ACT!.