www.actplatinum.com

We recognize that customer satisfaction is the most important aspect of building a long term successful business.  Connecting with our customers, understanding their needs and how they utilize CRM allows us to provide the solutions and support to help improve performance, service, quality and realize their CRM potential.

Call us to discuss your CRM project!

Platinum CRM Consulting provides consulting services for all ACT! Products (ACT!, ACT! for Web, ACT! for Financial Professionals, and ACT! for Real Estate) and offer a variety of solutions to meet your company's CRM needs:

INITIAL CONSULTATION Our knowledgeable consultants will schedule up to 30 minutes via phone or online with you at no cost to assess and move forward with your ACT! project. We will ask a lot of  questions to learn about your business objectives and current environment, we then apply our expertise in providing recommendations.

ASSESSMENT MEETING Ideal for projects that are 1-3 days in length, an ACT! expert will meet with you onsite or online for up to 2 hours to move forward with your ACT! project or training needs. This focused planning session is $300. This value includes not only 2 hour of time to pick our brains, but we will deliver an ACT! Assessment Report for your review and records.

PROJECT PLANNING For projects longer than 3 days or when your ACT! deployment requires detailed preparation, we will meet with your executive, sales, marketing and technical personnel to assess current processes and how to incorporate these processes into ACT!. We define the project requirements and associated costs including software selection, integration, customization, implementation, training and on-going support. An ACT! Project Plan takes up to 4 hours and the price is $600 which includes a project proposal that consists of the project details and costs.

SOFTWARE SALES We will help you to determine the right ACT! products for your business and will not up-sell you on unnecessary products or features like our competitors.  As a top North American reseller, we make sure our customers receive the best price on all ACT! products.    Learn More...

SOFTWARE INSTALLATION AND CONFIGURATION We work with you or your IT personnel to assure system requirements are in place, deployment strategy, program installation, application integrations, program security, and implement a back up and maintenance strategy.

SYNCHRONIZATION, WEB AND REMOTE ACCESS DEPLOYMENT ACT! Solutions offer a range of scalable deployment options to meet a wide variety of organizational scenarios. These deployment options provide both offline and online access to business-critical, centralized contact data, with the ability to mix-and-match the ACT! products deployed, depending on specific organizational needs.

DATA CONVERSION, IMPORT AND DATA MANAGEMENT Combine your information from ACT! databases, other software programs such as Excel or Access, and competitive products like Salesforce.com to a shared database.   Develop a data management strategy for data entry, data cleanup and ongoing maintenance - eliminate dirty data inefficiencies.

DATABASE AND LAYOUT DESIGN Because no two businesses are identical, we can customize ACT! software to make it unique to your organization’s needs. Whether it is adding fields, changing colors or incorporating processes, customizing ACT! increases efficiency and productivity.

REPORTS & DASHBOARDS CUSTOMIZATION Custom reports and dashboards allows you to make informed business decisions by analyzing Sales and Marketing endeavors, customer conversion, purchasing history, identify opportunities, and employee productivity.

DOCUMENT AND EMAIL TEMPLATE CUSTOMIZATION When reaching out to your targeted audience through traditional marketing, we will customize your letters and customer documents with your logo, fonts and colors.  ACT! e-mail integration enables you to deliver your information consistently using the same word processing templates and can include hyperlinks.

ACT! E-MARKETING, DRIP CAMPAIGNS, AND SURVEYS DEVELOPMENT As Gold Drip Marketing Certified Consultants, we help you build and deliver multi-step marketing sequences that intelligently and automatically drive your sales process, interact with your database and generate more revenue.

ACT! BY SAGE SOFTWARE TRAINING Increase user adoption, reinforce processes and behavior consistency. We offer one-on-one and group training at your location or ours. Classes can be customized so that training will cover the topics and experience level of your business and users.   Learn More...

HANDHELD DEVICES (PDA) INTEGRATION Synchronize your ACT! contacts and calendar to your Blackberry, iPhone, Google Android, Windows Mobile, or Palm Pre or Palm OS devices.

ADD-ON SELECTION AND IMPLEMENTATION Although there are hundreds of add-on products that extend the power of ACT!, we only recommend and sell the products that we have tested internally to offer you the best solution for your business.  Our newest recommended solution is QBSalesData that links ACT! to Quickbooks.  Learn More...

TECHNICAL SUPPORT Our staff is a strong team of experienced, ACT! Certified technicians who can deliver technical services anywhere.  Learn More...