Using ACT! Customer Relationship Management Software

Use this Time-Saving Tool to Increase Sales

Imagine creating reports with the click of a button that can help you spot problems in your sales cycle, show you detailed results of your sales efforts, and even tell you which prospects and customers are reading your electronic newsletter! And, with one click your ACT! CRM software can create targeted call lists that will help you boost your sales and profits.

Use ACT! CRM Software to Propel Your Business to Greater Success

You need data to run your business effectively. Proper installation and deployment of ACT! can help your business:

• Generate more hot leads with e-mail and direct mail marketing campaigns
• Simplify sales campaigns with auto-scheduled activities
• Create quotes and proposals with just a few clicks
• Give sales manager instant access to important sales information
• Easily compare activities and results for each sales representative

How to Properly Implement and Deploy ACT! for Your Business

To ensure that ACT! is installed and implemented to help your company meet it's strategic goals we create a detailed implementation plan after meeting with your team and learning about your company, people, processes and deliverables.

During our structured meeting with your management team your organization's goals are mapped against the software. That meeting results in a clear understanding (by your team and ours) of what outcomes you desire and how ACT! will be configured for you. We will also document the types of information and reports you want ACT! to provide for you, and determine what types of customizations (if any) are needed to ensure ACT! will help you achieve your business objectives.

Surprisingly, employees are often (unknowingly) the primary source of roadblocks that jeopardize software implementations. By meeting with selected employees we learn their overt concerns and identify the (covert) issues that could derail your implementation. Action steps are included in your implementation plan that systematically eliminate each potential roadblock and ensure your successful, timely implementation.

During your hardware review we determine if any hardware upgrades are needed for ACT! to run properly on your system.

Our ACT! consultants have the training, experience and business acumen to help you achieve with ACT! We're not just "techies" who install software; we're business professionals who help you maximize the tools in ACT! to achieve relevant business results. Northwest DataDesigns is certified for ACT! Premium for Web and is a Platinum ACT! sales partner.

What Will Help You Benefit Most From ACT?

• Upgrade to the most current version of ACT! to take advantage of new time-saving tools, helpful features and informative reports.
• Install ACT! for multiple users (the reporting capabilities make it easy to see which sales people are excelling and who needs help)
• Get up and running on ACT! for the Web – perfect for "virtual" employees and "virtual" companies.
• Training for users and database administrators. After just a few hours of training they’ll be hooked on how ACT! will simplify their job and how easy it is to use. Your employees will save time and avoid frustration.
• Install, configure, and train users on ACT! add-ons
• Provide technical support to resolve frustrations you are experiencing.
• Customize screens, tools or reports within ACT! so it works the way you need it to.
• Set up ACT! for remote access via Remote Desktop Connection, Citrix, or World Extend so it's easy for your team to use ACT! from anywhere.
• Link ACT! to your accounting application (QuickBooks, Peachtree, MAS90, etc) to eliminate duplicate data entry and make it easier for you to access accounting information.
• Link ACT! to your handheld devices/phones so your employees can access to important client and prospect information when they need it.

Discover How this Time-Saving Tool Can Help You Increase Sales

Contact us today for an ACT! demo and to discover how this powerful software can help your team achieve greater success.