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Act! Case Study: David Nelson and Associates

Software That Fits Their Workflow and Provides Meaningful Reports

David Nelson and Associates is a Seattle-based team of executive coaches and career transition advisors.

Before using the services of Northwest DataDesigns, David Nelson and Associates used a different brand of CRM software. Using it they experienced:

  • A database that didn’t suit their work flow
  • A database that didn’t meet their contact-management needs
  • Lack of training
  • Lack of ongoing support for data customization

After converting to Act! with the help of Northwest DataDesigns, David Nelson and Associates experienced:

  • A highly customized database that suited their workflow
  • A database that meets their contact-management needs by making it easy to add data, locate data and create meaningful reports
  • Great user training for Act!
  • Ongoing training
  • Ongoing support for data customization

David Nelson and Associates was so thrilled with their results that they recently converted to a newer version of Act! for its additional time-saving tools and remote-access features.

Discover How Easily Your Business Can Succeed Like Never Before

Contact us today for an Act! demo and to see how your team could excel with Act! software that makes it easy for your team to save time and provide superior service to your customers.


 

Make it easy for your team to provide superior service to your customers.


 

Northwest DataDesigns, Inc.
PO Box 69750, Seattle, WA 98188 | Tel: 206-388-2295 | E-mail:

Serving all of Washington State and Portland, Oregon including Bellingham, Seattle, Bellevue,
Yakima, Walla Walla, Spokane, Tacoma, Olympia, Vancouver, and all cities in between.


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