CRM- It's About The Relationship.

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Sage ACT! CRM Installation, Database Customization, E-Marketing and Training

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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.

Platinum CRM Consulting provides a range of consulting services for all ACT! Products (ACT! Pro, ACT! Premium, ACT! for Web, ACT! for Financial Professionals, and ACT! for Real Estate) in order to deliver a successful CRM implementation and company adoption.

 

 CALL US TO DISCUSS YOUR CRM PROJECT

INSTALLATION

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, data conversion or import, and most importantly implement a backup and maintenance strategy. 

CUSTOMIZATION

If your business doesn't fit the the ‘out of the box’ product, we can customize your ACT! program to better meet your company's needs to increase productivity
and profitability.

E-MARKETING

As Gold Drip Marketing Certified Consultants, we help you build and deliver multi-step marketing campaigns that intelligently and automatically drive your sales process, interact with your database and generate more revenue.  We also help in growing your database using the Survey Tools. Learn More...

Click here to learn more about Sage E-Marketing for ACT!
 

TRAINING

The most important part in CRM adoption is training.  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.  We also have monthly public classes and web based training available.  Learn More...
 

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ACT! is a registered trademark of Sage Software, Inc.