Services

ACT System Implementation



An effective Contact Management system is an essential component for any successful business. Regardless of what software package you select, to achieve results, it is vital that the system is implemented correctly and customised to suit your specific business requirements. This will result in fast adoption by the staff, increased productivity and a prompt return on your investment.

Many Contact Management initiatives fail because the implementation was limited to the software installation. A successful implementation requires careful planning, support and training to take full advantage of the information systems.

Our expert accredited team can assist in all areas of your implementation to ensure the rapid deployment of a superior and effective Contact Management solution.

 

Needs Analysis

The Needs Analysis is the first stage in implementing a successful Contact Management solution. During this process, our experts work with you to identify and understand the business goals and objectives as well as any challenges your business is facing. This enables us to develop an enhanced custom ACT! solution specifically for your organisation. Additionally, it will provide a clear understanding on what you can expect from the system and what needs to be done in order to provide you with a return on your investment.

Installation & Configuration

Act Today has implemented ACT! solutions for over 5000 businesses which has provided us with the expertise and experience to understand a vast array of business industries. We have tried and tested methods that are continually reviewed to ensure that our services are of the highest standard.

 

Data Import/Conversion

When importing data into your ACT! database, it is vital that the data is accurate and imported into the relevant area of your database. The actual process of importing the data into ACT! can be easy however if not done correctly, it may lead to hours of cleaning up.  Before importing, we ensure that the data is clean and properly formatted. This will eliminate redundant or obsolete information and improve the quality as its the quality of your ACT! data that determines how valuable the information is going to be.

Most businesses will have data that may exist in different formats ranging from a simple spreadsheet to complex relational data.  At Act Today, we have years of experience converting data from a variety of different systems such as Access, Goldmine, Maximiser, Tracker, Mail Lists, Excel, Word plus many other formats.  We know the traps and issues that may arise which will save you time and any frustrations.

 

Synchronisation

In previous versions of ACT!, synchronisation was the only method to communicate remotely when sharing an ACT! database. With other options available now such as ACT! Premium for Web and remote access via Terminal Services/Citrix, Act Today can advise on the best method to suit your business. We can then configure a system to ensure appropriate information security and educate your team on the correct procedure to manage this process.

 

PDA & Addon Integration

With the popularity and wide range of PDAs available, it makes sense to take your ACT! data on the road with you. We can help you to decide which Mobile ACT! solution will be best for you, and set it up so you can work anywhere, anytime...making you more productive.

There are hundreds of ACT! Addon solutions available to increase the functionality of ACT!. At Act Today, we know and work with the best of them so we can give you the correct advice to ensure that you get the right solution for your needs.

 

 

Please contact us to discuss your CRM requirements.



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