CRM Consulting Services

ACT! Implementation, customization & training services for small businesses


Customer Relationship Management (CRM) is not just software, it is a business strategy that defines how you attract and retain profitable customers - your most valuable asset. Every business can benefit from using a CRM solution like ACT!, it's a dynamic CRM system ideal for entering customer details, tracking sales, marketing endeavors, customer service and support, and daily business operations – key components to the success of any business. ACT! is the #1 selling contact and customer management solution for over 20 years - 2.8 million users can't be wrong. Implementing a comprehensive CRM solution like ACT! offers one of the most obvious returns on investment for your small business, and because ACT! is proven easier to learn and use—and integrates with Microsoft® Office—you can be more productive right away.

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Sage ACT! 2011 helps you get more of what you value most—time and money—by automating key activities, taking customer communications to the next level, and unlocking a rich source of new leads.

Let Sage ACT! Smart Tasks handle the things you need to get done every day. Think of this as a personal assistant that puts activities on your calendar and sends emails for you so your customers get the service they expect. Amp up the emails you send by using professionally designed email marketing templates2 that complement your Smart Tasks.

Once your customers are taken care of, shift your focus to Sage Business Info Services for ACT!1 , which pulls highly targeted prospect lists from Hoover's™ and puts them directly into Sage ACT!.

Benefits from Using ACT!

  • Insight: A central repository for key customer information. Fast access to all of the information you need to provide top-notch customer service as well as strategy and planning.
  • Access: Make customer information available to all who need it. The first person a customer contacts within your organization will be able to handle most inquiries.
  • Effectiveness: Sales and marketing efforts should be measured. Know what works, what does not. Invest resources where they will best pay off. Repeat processes that are known to work. Refine those that should work better.

You need ACT! when:

  • Customers are "known" only to the individual salesperson directly and explicitly assigned to them.
  • Different types of customer inquiries must be handled by different people.
  • Multiple software applications must be used to retrieve a complete view of customer information.
  • Key customer information exists outside of a central repository, in letters, memos, spreadsheets, e-mail messages, and hand-written notes stuffed in a file folder somewhere. Or worst of all, the information is in the head of the salesperson who just quit.
  • The only routine communication with customers that you initiate is titled "Invoice".
  • You have no clear idea how you acquire new customers.
  • Upselling, cross-selling, promotional selling and reselling are difficult and not done in an efficient manner.

If becoming organized and developing long-lasting, profitable business relationships is essential to your success, then ACT! is right for you. It helps keep new customer referrals coming in and existing customers coming back, creating a continuing cycle of positive results.

Contact Us today for a FREE 30-minute consultation
with an ACT! Certified Consultant!