Kelsey
Posts by Kelsey
Online Training
Act Today offer online training courses run by our Act! Certified Trainers.. These courses can be tailored to suit your team and is a perfect solution when you have members of your team in various locations. Online training can be run for individuals or groups of up to 3 in a one hour session.
On-site Training
Nothing beats the power of face to face learning. Act Today's expert trainers are local which means they can come to your office for on-site training. We offer 2 hour, 4 hour or one day courses for up to 10 people. This is a great way to personalise the training to match the skills and experience of your team.
Act! 20.1 is the most adaptable, everywhere, connected Act! experience yet!.
Optimise your unique business with Custom Tables Manager and Industry Templates in the new Act! Premium Plus, next generation Microsoft® Outlook® integration, compatibility with Office 365, Exchange, and GmailTM, customisable Act! Insight dashboards, and so much more. Plus, benefit from flexible options for customer support that enhance your subscriber value!and is therefore at the forefront of the latest technology and system integration in the world of CRM.
Do you have a software system that compliments Act! CRM and work with clients who would benefit from implementing Act! CRM. Join Act Today's affiliate program and earn revenue from recommending Act Today to your clients.
CRM is a thriving industry and we are always looking to grow our team of Act! consultants. As a CRM consultant, you get the satisfaction of helping small businesses achieve their goals. Plus, you get the flexbility to choose your own hours and work from home. If you share a passion for Act! and Customer Relationship Management, we would love to hear from you.
The key to a successful CRM is a great implementation
The right implementation will mean that your team will hit the ground running and maximise your results from the get-go. We have implemented Act! as a CRM solution for many clients across a range of industries. Unlike other CRMs that have a complex roll-out process involving multiple departments, we are a 'one-stop shop'.
Our expert accredited team can assist in all areas of your implementation to ensure the rapid deployment of a superior and effective CRM solution. If you already have Act! installed, we can help you to streamline your processes to make it the perfect fit for your business. If you simply need some training for your staff, we can do that too. Essentially, we take the pain out of your CRM implementation and provide ongoing, real-time, local support.
The stages below outline the process in a typical implementation:
Needs Analysis
- Identify and understand the business goals.
- Understand the current challenges you wish to overcome with CRM.
- Create a vision and articulate the outcomes of the CRM within your business.
Installation and Configuration
- Install and configure Act! into your current business system.
- Our experienced consultants will ensure the database is configured with your objectives in mind.
Data Import and Conversion
- We clean your data, eliminate duplicates, format and re-organise where necessary.
- We are experts at converting and compiling data from various sources.
Training
- We will provide full training for your team.
- We will nominate an Act! Champion who will be identified as an advanced user during the process.
- Our aim is to ensure you get the most out of your CRM.
Support
- We have a range of support options to suit your business.
- Pay as you go support option.
- Support plans to suit your ongoing needs.
CRM Health Check
- We establish a reliable back up system to avoid data loss.
- We review workflow processes to improve team efficiencies.
- We configure the correct database maintenance processes to ensure Act! is running at peak efficiency.
If you need help with Act!, we are the local experts ready to support you.
We deal with Act! all day, everyday, so we have the knowledge and expertise to get your issue resolved quickly. Our support plans have been designed with an understanding that that every business has a different needs when it comes to managing the support of your CRM. Our Support Plans ensure that every Act! user in your business has priority access to one of our local Act! Certified Consultants.
Additionally, you get a dedicated consultant who will understand your complete solution including any customisations/integrations so you don’t have to explain your situation each time you call. This means you get efficient and expert help when you need it most. Whether you need help with one issue right now, or you need regular assistance to ensure Act! is always running at peak performance.
Act! offers a full-featured, everywhere access CRM perfect
for small and mid-sized business success.
Act! CRM helps you build lasting relationships, close deals faster, and make informed business decisions to drive business growth. From entry-level contact management to full-featured CRM in the cloud with Marketing Automation, Act! offers ultimate flexibility to meet your operational, deployment and access needs. Access online and update data real-time, or work offline and sync changes when you connect next. You can subscribe to Act! to receive ongoing upgrades and benefits or opt for a permanent license.
Choose Act! Growth Suite for CRM and Marketing Automation in one!
Caswell Health Care provide mobile physiotherapy, occupational therapy and speech pathology services. They needed a better way to manage their billing process and manage their team's mobility. The integration of Act! and MYOB created a seamless billing system empowering their team to focus on the customers rather than being bogged down with paperwork.