You will read many articles in this blog or elsewhere that unwillingness to enter the data is one of the top reasons CRM systems fail.
Act! is no different. Yes, it’s easy to use shortcut commands like CTRL-H to record history and CTRL-L to schedule a new call. However, act! out-of-the-box doesn’t know the rest of your customized business processes you take
Instead of taking several steps properly record “Call Left Message” for your weekly reports, AutoMatoR1 can create a single button for that. Or, for that matter think of any repetitive task you want to simply and make error free with AutoMatoR1.
If you are trying to make any business process faster in act!, send us a request. Chances are we may have a solution for you.