Platinum CRM Consulting
provides a wide range of professional services (remote or on-site services
available) for all Act! Products
(Act! Premium Cloud, Act! Premium Plus, Act! Premium, Act! Premium for Web, Act! Pro) and Act! Services
(Act! Marketing Automation, Act! Emarketing, Act! Connect) in order to deliver a successful CRM implementation and company adoption.
Act! CRM project planning begins with connecting with our customers, understanding their needs and how they will utilize CRM. This allows us to provide the solutions and support to help improve performance, service, quality and realize their CRM potential. We recognize that customer satisfaction is the most important aspect of building a long term successful business.
|PROFESSIONAL SERVICES FOR ACT! CRM|
|ACT! PRODUCT SELECTION
We will help you to determine which Act! product is the best fit for your business. We are the #1 Act! Diamond Preferred Partner and Reseller in the United States and are able to provide our customers the best price on their Act! product purchases.
|ACT! PROJECT MANAGEMENT
We work with your company to identify business goals and objectives and to map your Act! implementation strategy to meet business needs. Phases of a project typically includes defining requirements, package selection, integration, customization, roll-out, training and on-going support.
|ACT! SOFTWARE INSTALLATION SERVICES
Act! solutions offer both offline and online access and we will work with you and/or your IT personnel to make sure system requirements are in place, as well as program installation, application integrations, user security established, and most importantly implement a backup and maintenance strategy.
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|DATA MIGRATION & DATA IMPORT
We can combine your information from multiple Act! databases, other software programs such as Excel or Access, and competitive products like Salesforce.com to a single, shared database. Also helpful is to develop a data management strategy for data entry, data cleanup and ongoing maintenance - eliminate dirty data inefficiencies.
"REALLY OLD ACT!" MIGRATION - We can perform your Act! 2 thru Act! 6 database upgrades, including any needed database repair. When upgrading, the database and fields will carry forward into the latest Act! CRM version, but any customized Layouts and/or Templates may need some redesign after the upgrade. Old Custom Act! reports, labels and envelopes will need to be recreated to the updated ACT! report writer.
|ADD-ON SELECTION & APP INTEGRATION
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 solutions for your business.
Act! Premium Subscribers - We can help you with Act! Connect to utilize Zapier and its integration with hundreds of popular apps to extend the power and reach of your Act! Premium program that automates the tedious tasks in your workflow.
|ON-GOING SUPPORT Keeping your Act! environment operational is vital to your business and our customers require reliable, dependable experts that are able to quickly resolve issues while not breaking the bank with our budget friendly service plans. Our staff is a strong team of experienced, Act! Certified technicians who are able to deliver Act! based technical services anywhere. Whether you need help installing, configuring, obtaining software upgrades or updates, diagnosing and fixing operating problems or performing maintenance tasks, we deliver the solutions you need to keep your Act! software up and running.|
If the 'out of the box' product doesn't fit your business, we are able to customize your Act! software program to best reflect your company's needs whether simple or complex and including Custom Tables with Act! Premium Plus products.
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|ACT! MARKETING SERVICES
For active Premium Subscribers we can help you optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step with the Act! Marketing Automation service. We help automate workflow between sales and marketing to maximize customer engagement.
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For Act! Pro customers we can help you with Act! Emarketing in planning, designing and/or sending your email campaigns.
|ACT! SOFTWARE TRAINING
Act! CRM Training is the most important part in CRM adoption for your business. We offer one-on-one and group training via web, at your location or designated facility and provide tailored sessions to cover the topics and experience level of your business and users
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We provide Act! CRM installation, setup, upgrade, conversion and support services for ACT! PREMIUM CLOUD, ACT! PREMIUM PLUS CLOUD, ACT! PREMIUM PRIVATE CLOUD, ACT! V21 PREMIUM, ACT! V21 PREMIUM PLUS, ACT! V21 PREMIUM WEB, ACT! V21 PREMIUM WEB MOBILE, ACT! V21 PRO, ACT! V20 PRO, ACT! V20 PREMIUM, ACT! V20 PREMIUM WEB, ACT! V20 PREMIUM WEB MOBILE,, ACT! V19 PRO, ACT! V19 PREMIUM, ACT! V19 PREMIUM WEB, ACT! V19 PREMIUM WEB MOBILE, ACT! V18 PRO, ACT! V18 PREMIUM, ACT! V18 PREMIUM WEB, ACT! V18 PREMIUM WEB MOBILE, ACT! V17 PRO, ACT! V17 PREMIUM, ACT! V17 PREMIUM WEB, ACT! V17 PREMIUM WEB MOBILE, ACT! V16 PRO, ACT! V16 PREMIUM, ACT! V16 PREMIUM WEB, ACT! V16 PREMIUM WEB MOBILE, 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.
Platinum CRM Consulting provides
remote and on-site services (travel charges may apply) for Act! software installation, Act! software training, Act! customization services and Act! technical support 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)