We have installed Act! on to thousands of computer and networks. From single users, to multi-national, multi-site organisations. And although Act! will work ‘out-of-the-box’ it helps to have it tailored and customised to your specific business needs, in order to get best value from your investment.

Methodology

We follow a proven 12 step process for implementing CRM systems. Not all steps are required for every installation, but this approach ensures nothing is left to chance. Research has shown that a major risk of failure is that users will fail to adopt the system. Our approach embraces the users at all key stages of the implementation and makes them part of the CRM project team alongside IT, senior management and other stake holders.

Add Ons

Act! integrates with your email (Outlook, Gmail, iPhone and iPad) so that emails you send are recorded against the relevant contact. Numerous integrations exist between Act! and various accounting packages – we can advise on the right way to implement this within your business.

We work with:
• Exponenciel
• Durkin Impact Suite
• TopLine Results
• QuoteWerks
• Seamless Opportunities
• Hand-Held Contact

Technology

Act! runs natively under Windows and is held in a Microsoft SQL database. This database will be held on a Windows computer or server somewhere – either at your facility or hosted on a cloud server. Access to your CRM information can be from PC’s, any device running a suitable web browser (Macs & PCs), a smart phone, tablet etc. There are some add-ons that will synchronise data with smart phones and tablets so an internet connection is not required to access your data when out of the office or working from home. There are many permutations and options here – it’s best to talk them over with us so we can advise the best solution for your needs..

Integration

Act! integrates with your email (Outlook, Gmail, iPhone and iPad) so that emails you send are recorded against the relevant contact. Numerous integrations exist between Act! and various accounting packages – we can advise on the right way to implement this within your business.