Act Today - premier provider of Customer Relationship Management (CRM) software and solutions in Australia. With our team of 20 Certified Consultants, we specialise in ACT!, helping businesses put systems in place to increase their sales, improve their productivity and boost profits. Services include CRM strategy, implementation, conversion, upgrade services and training                            Prosper Through Better Business Relationships
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      SOLUTIONS                          
      What is CRM?
      How can CRM help you?
      Which CRM?
      SME
      Corporate
      Industry

  Industry Solutions

Act Today has extensive experience in implementing solutions in many industries. With over 90 years of combined experience in the team, we have implemented ACT! as a CRM solution in most market segments, including but not limited to;


  • Financial Services
  • Marketing & Sales
  • Education & Training
  • Engineering
  • Entertainment
  • Information Technology
  • Insurance
  • Manufacturing
  • Media
  • Medical
  • Property, Investment & Services
  • Publishing
  • Recruitment
  • Retail
  • Telecommunications
  • Transport & Freight
  • Travel & Tourism
  • Winery
  • Other service industries

Services that we can assist you with:

  • Customise database including field design and screen layout
  • Customise templates for printing, faxing and/or emailing
  • Customise reports including intelligent reports using Crystal Reports
  • Integrate additional functionality eg, calculations within fields, automatic updating of fields, process automation
  • Integrate third party applications eg quoting, reporting, database management, automatic data transfer between applications etc!
  • Customised Training specifically designed for your business requirements

Every business needs a database to capture their business intelligence. Once you start using a well designed CRM it becomes the hub of your business, improving access to information and better service for your customers.

The following examples for Mortgage and Finance industries demonstrate the flexibility of ACT! to be customised for particular business requirements. They give you a clear guide to the power that ACT! can provide your business!

Flexibility of ACT! database design - Samples

Mortgage Business

In this example, there are triggers to copy address saving re-typing where addresses are the same.

Multiple tabs capture data such as;
Third Parties, Additional details,
Insurance,
Leasing and up to 5 loans per applicant.

Automatic calculations on loan details once variables are entered!

 

 Mortgage Broker Layout
    enlarge

Finance Business

   

Finance Business where tracking of dates is important between stages.

In this example, Crystal Reports were created that provide statistical analysis of the dates between each stage so that monitoring of the progress can be evaluated.

The reports also analyse if times are outside expected timeframes for each stage.

   Finance Layout
    enlarge

 

 
 

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