Effective Solutions ACT Consultants

EFFECTIVE SOLUTIONS' CONSULTING SERVICES

Sales Process Consulting: Is it time to re-evaluate your sales processes? Before implementing ACT!, many of our customers have benefited from our expertise in designing the sales process. We will evaluate, create and design your sales processes and then custom design your ACT! database to match! (To see a sample click here.)

Customization & Implementation of ACT!: We build a customized ACT! database for you. This database includes tailored fields, check boxes, customized layouts, and specialized reporting tools, all specifically designed to meet your business objectives. We work closely with your management and IT staff to make sure the product fits your needs and works across your existing systems.

Synchronization Setup: We can help you set up a synchronization environment for situations where users need access to their ACT database when they are away from the office. We will also train you on the support and maintenance of synchronization environments.

Database Merging, Importing, and Converting: We can help you merge multiple databases into one main database so that your marketing group doesn't need to pull information from multiple databases. During implementations, we are able to convert and import data from a variety of data sources.

Email Templates and Newsletters: We can help you create ACT! Email Templates, Newsletters and electronic brochures so that you can stay in touch with your customers and prospects in the most efficient, and cost effective manner. With all of our implementations, we focus on lead generation and prospecting, and work with you to create electronic material that can be distributed via email.

Report Writing: We are able to develop ACT! reports to meet your specific requirements. In some cases ACT! reporting may not be robust enough to meet your needs. In that case we partner with a company that designs Crystal Report templates that have full data and reporting flexibility.

Integration: One of the benefits of ACT! is all of the 3rd party tools and links that have been created to integrate with ACT!. Here are just a few of the business tools we can link with your ACT! system: Palm Devices, Pocket PC Devices, Outlook, Quickbooks, Peachtree, Address Grabber, Business Card Scanner and so much more. All of these tools have the potential to improve your overall business efficiencies.

Training: We offer a variety of training options. Whether it is classroom training, customized training specific to your needs, administrator training or training delivered via the web, we make sure you have a solid understanding of the product so that you can use it efficiently.

Support: Whether we installed your system or not, we can provide the support you need to ensure that your ACT! system is operating efficiently.