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(650) 492-4904
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Now ACT! 2011 Certified!
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Consulting 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!

Steps to Your Success

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 your business.

Consulting 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:
  • Palm or Pocket PCs
  • Blackberries
  • Card Scanners
  • Other Third-party addons like SwiftPage, Dashboard, accounting links, etc.
Step 7- Training

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!

Professional Rates

"Free advice costs nothing and its worth the price ..." Allan Sherman

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
(541) 359-1278
(650) 492-4904
practicalact (skype)

"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."

Kathleen Nelson
ACT! user since 2005

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(541) 359-1278
(650) 492-4904
practicalact (skype)

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.

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