Practical ACT! Certied Consultants help you customize and implement
your ACT! solution. Every client has unique business processes requiring thought and attention to detail to
maximize the opportunity for success. Our comprehensive solutions approach ensures the enire process is on
time and within the budget. We take the mystery out of ACT!
Whether we meet with you face-to-face, or handle all of our interactions over the Internet, the process is the same.|
Step 1- Needs Assessment
We meet with your sales, marketing, and systems people to assess your present methods and your future needs. (In the
case of some of our smaller clients, the three groups described above are in fact, one person.) We establish a technology
plan, a budget and an implementation schedule. The entire process will be explained to you, both benefits and costs.
We will discuss the time, money and resources required to complete the project.
This is the most crucial step in the process as it defines the actions that will be taken to improve your business.
Our consultants will meet with you personally to explain all of the options and make important suggestions for improving
Step 2- Hardware and Software Acquisition
A Practical ACT! Certied Consultant will create a complete list of items required and specifications for optimum performance. Since we are a Sage Certified Reseller we can also offer you the ACT! software at very competitive prices.
Step 3- Software Installation
We will work with your information systems people to ensure proper installation and configuration of the software.
If your IT staff would like us to handle this step, we can work with you onsite or remotely. With the latest Internet
technoliges, we can install everything on your servers and personal computers without ever physically touching your keyboard.
We can install on remote workstations half-way around the world.
Step 4- Customize ACT! (or any addon) Software
Your software will be configured and customized to make your business run more efficiently and your marketing more productive.
ACT! Database Design: Helping sales teams and managers decide what information is important,
and how to track it, is where we play a big role in your efforts. We understand both the critical and analytical
issues surrounding your customers, prospects, vendors, or friends. We can also help you import data from another
source if needed.
Screen Layouts: We have extensive experience in designing screen layouts that are more efficient and logical
for use by your team.
Letter templates: We will meet your needs for custom business letters and emails in ACT! or Microwoft Word
for fast and easy thank you notes or appointment confirmations. Fax templates can be designed to include your
company logo. Custom business letter templates can be prepared that will succeed in every phase of client contact
from prospecting to closing the deal.
Custom Reports: Critical custom reports are designed to display the information contained
in your new database and to help meet your business needs.
Synchronization: We help smooth the process of this highly critical and complex issue.
Step 5- Convert Your Old ACT! Database or Import From Other Software
If you are moving from ACT! version 6 or earlier, we help you with the preparations necessary
to convert your database. We have custom tools that can help smooth the transition. Converting form
another product? We have years of experience in converting complicated Outlook, Goldmine, Access, SQL and other databases.
Step 6- Integrate Other Products
We can assist you in setting-up and integrating:
Step 7- Training
- Palm or Pocket PCs
- Card Scanners
- Other Third-party addons like SwiftPage, Dashboard, accounting links, etc.
ActionCCs Practical Act! Premier Trainers provide effective training for our clients.
You will be using this exciting new technology befire you know it. Both online and onsite classes are designed to ease the
transition into your new system and help you maximize its use in your business.
Step 8- Continuing Support
We don't disappear after the project. Technical and marketing assistance are always just a phone call away. You don't need to find those ?easy-to-read? manuals and spend an eternity on those customer ?service? lines holding . . . we are there to make your life simple!
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"Free advice costs nothing and its worth the price ..."
Tech Support - $40 / 15 min
Training - $149 / hr
Customization - $149 / hr
Installation - $149 / hr
Programming - $1200 / day
Onsite(1) - $169 / hr. plus $1 / mile with a 2 Hr. Minimum.
All primary work performed online by ACT! Certified Professionals
or ACT! Premier Trainers except as indicated.
(1) We work with ACC's across the country and will try to
find one nearby with the skills your project requires. Certain Metropolitan rates may be higher.
Get A Quote|
"I like the flexibility (of ACT!), and find it
especially helpful when talking to customers having all the information regarding their account easily accessible.
I cannot say enough about ACT!. I have recommended it to many of my friends and business acquaintances."
ACT! user since 2005
Reasons to Upgrade
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ACT! Success Stories
ACT! by Sage Premium
Enables individuals and teams to instantly access key contact and customer information,
manage and prioritize activities, track all contact-related communications, and grow productive business
relationships. For nearly 20 years ACT! has been the world's leading contact and customer relationship
management solution for business of all sizes. Choose from one of five ACT! solutions, each designed
to help users make contact, build relationships and get results.