We are ACT! Certified professionals who understand that every organization is unique.  We work with your company to identify business goals and objectives and to map your ACT! implementation strategy to meet business needs.  We at Platinum CRM  Consulting believe our years of experience in the ACT! community, our extensive list of customers who have utilized our many service offerings, our knowledge of ACT! project management, delivery and assessment, will help you realize the maximum return on your investment in ACT! software products.

• Strategic Project Management - Phases of a project typically includes defining requirements, package selection, integration, customization, roll-out, training and on-going support.
• Business Consulting - We can help with evaluating your current workflow to increase productivity and profits by improving how your staff tracks customer information from an initial inquiry, to close, then through maintenance and support.
• Marketing Consulting - Our consultants can assist with developing effective target marketing programs for your ACT! system that improves customer loyalty while taking advantage of sales opportunities.
• Sales Consulting - Working closely with you and your team, we will assist with the development of your sales processes, or enhance your existing ones, and help implement them throughout your organization using ACT! and training to ensure consistent and continuous use.
• Technical Consulting - We work with you to assure system requirements planning, program installation, application integrations, program security, and put in place a back up and maintenance strategy. Technical consulting services support you from needs assessment, through launch, and on to the growth and evolution of your ACT! software.
• Learning and Training – We offer full service, best practice training ensuring that for every role and function there are appropriate learning and training programs.

 

Delivering the Knowledge, Skills and Expertise to Grow
Your Business and Your Profits.