We provide ACT!
CRM Database and Layout Customization, Report Customization,
Dashboard Customization, Document and Email Template Customization, Emarketing and Web Forms Customization and conversion services for
ACT V16 PRO, ACT V16 PREMIUM, ACT V16 PREMIUM WEB, Sage ACT! Pro 2013, Sage ACT! Premium 2013, Sage ACT! Premium
Web 2013, Sage ACT! Pro 2012, Sage ACT! Premium 2012, Sage ACT!
Premium Web 2012, Sage ACT! Pro 2011, Sage ACT! Premium 2011, Sage
ACT! Premium Web 2011, Sage ACT! Pro 2010, Sage ACT! Premium 2010,
Sage ACT! Premium Web 2010, Sage ACT! Corporate Edition 2010, ACT!
By Sage 2009, Sage ACT! Premium for Workgroups 2009, Sage ACT!
Premium Web 2009, ACT! by Sage 2008, Sage ACT! Premium for
Workgroups 2008, Sage ACT! Premium Web 2008, ACT! by Sage 2007, Sage
ACT! Premium for Workgroups 2007, Sage ACT! Premium Web 2007, ACT!
by Sage 2006, Sage ACT! Premium for Workgroups 2006, Sage ACT!
Premium Web 2006, ACT! by Sage 2005, Sage ACT! Premium for
Workgroups 2005, ACT! 2004, ACT! 6.0, ACT! 2000, ACT! 5, ACT! 4,
CRM DATABASE AND LAYOUT CUSTOMIZATION
The Contact record in a standard ACT! database has
approximately 70 fields to capture basic information for your leads,
prospects, customers, etc.. But if you haven't customized your
database you are not using ACT! to its fullest potential. Your
database can be customized to include any information
you need to track and
streamline your processes. And any fields added to your
database are instantly searchable, sortable and reportable. We can customize your ACT!
database Record Types of Contact, Company, Opportunity and Groups by
adding, changing and/or removing fields and designing the
corresponding layout. Sub-entities of products and activity
types can also be customized.
Have ACT! CRM evolve with your
business - we are experienced in working
businesses of all types and can quickly and efficiently design your
database to keep up with your business needs.
Kick your database customizations
up a notch by including field calculations,
a new feature in ACT! v16, is a "calculator" that uses the contents of
fields from ACT! records to perform simple or complex calculations,
and save the results into an ACT! field.
CRM REPORT CUSTOMIZATION
ACT! comes with more that 40 standard reports, we can
customize these reports to include your custom fields as determined
above. We can also create custom reports based on standard
fields or your custom fields and group, sort and count the results.
Using VB scripting we can also create calculations and colorization
based on the report results. We can then add any Custom Reports to
your Reports Menu for ease of access to run the report.
With Lookup based reports we can develop custom
queries and add the query to the Lookup Menu for ease of access to
run the lookup prior to running the report.
With the ACT! Report Writer in addition to
creating custom reports, we can also create custom Labels and
Envelopes. For more robust reports, we provide services for
alternative reporting tools such as Excel with ACT!'s BI Analytics, Crystal Reports and other Reporting
CRM DASHBOARD CUSTOMIZATION
The ACT! Dashboard provides a
comprehensive, visual summary of activities and opportunities in a
single view. Dashboards provide an at-a-glance, graphical and list
representation of this information in an interactive format.
We create custom dashboards for our customers that displays
specific user, team, department (sales, marketing, service, etc.),
territory, regional, management and/or owner views.
Besides working with the ACT! Dashboard Designer, we provide
services for additional reporting tools such as Excel with
ACT!'s BI Analytics, Topline Dash and other Reporting Add-ons.
AND MICROSOFT WORD DOCUMENT / EMAIL TEMPLATE CUSTOMIZATION
ACT! CRM includes a powerful document merging capability for
print and e-mail communications to automate these type of functions.
We work with our customers to create standardized branded
communications for their users. We also can create templates
for your company forms such as quotes, order forms, policies,
proposals, contracts, etc.. No more copy & paste - the design of
document and email templates will enable you to save time spent on
E-MARKETING TEMPLATE AND SURVEY CUSTOMIZATION
Marketing communications not only help
your business find new customers, but also connect with existing
Swiftpage E-marketing for ACT! (requires a subscription) gives you a
simple way to grow your business by regularly communicating with
your contacts. We can help you design professional,
eye-catching emails that fit the style of your brand and work with
you to schedule and send your individual campaigns or drip-marketing
Each E-marketing account includes surveys,
surveys can capture information about your contacts and help you get
new contacts. We can help build your surveys as stand alone web
pages or embed them into your website (we have several Swiftpage
E-marketing Customized Surveys on our site
here). If your subscription
includes advanced surveys then we can create branded stand alone web
pages and another cool feature is that your survey results can be
transferred into your ACT! database and a
contact is created or updated.
We can also help you in segmenting your ACT!
Database to create targeted marketing campaigns - sending the right
contacts the right message at the right time.
FROM ACT! 2000 (ACT! 5) OR ACT! 2002 - ACT! 2004 (ACT! 6) TO THE
LATEST VERSION OF ACT! CRM
We can perform your ACT! 5 and ACT! 6
database upgrades, including any needed database repair. When
upgrading, the database and fields will carry forward into the new
ACT! CRM version, but any customized Layouts and/or Templates may
need additional changes after the upgrade. Customized ACT! 5 & 6
reports, labels and envelopes will need to be recreated to the
updated ACT! report writer.
CRM MAKES WORK EASIER
Let us help automate your business.
ACT! CERTIFIED CONSULTANTS
Platinum CRM Consulting provides
ACT CRM remote
training, and technical support for
ACT! CRM software in the United States: Alabama (AL), Alaska (AK), Arizona (AZ),
Arkansas (AR), California (CA), Colorado (CO), Connecticut
(CT), Delaware (DE), Washington DC (DC), Florida (FL),
Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL),
Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY),
Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts
(MA), Michigan (MI), Minnesota (MN), Mississippi (MS),
Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New
Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York
(NY), North Carolina (NC), North Dakota (ND), Ohio (OH),
Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island
(RI), South Carolina (SC), South Dakota (SD), Tennessee
(TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA),
Washington (WA), West Virginia (WV), Wisconsin (WI), and
Wyoming (WY) and Canada: Alberta (AB), British
Columbia (BC), Manitoba (MB), New Brunswick (NB), Newfoundland and Labrador
(NL), Northwest Territories (NT), Nova Scotia (NS), Nunavut (NU) Ontario
(ON), Prince Edward Island (PE), Quebec (QC), Saskatchewan (SK), Yukon (YT)