With over 20 years experience implementing and supporting SMEs with their new CRM systems, our consultants will help you understand how Act! can be configured to support your business effectively. We’ll lead you through every step of the implementation process, from data import, configuration and integration through to supporting your software and your business once you’re up and running.
As an Act! Diamond Partner and Act! Premier Trainer, our team have the know-how to help you transform the way you do business, creating opportunities for you to drive improvement.
Act! Companion is a native mobile application that is available for Android and iOS devices. Users receive push notifications that show up on your home screen to help you stay on top of due tasks. You also receive notifications for upcoming Activities, email or call within Act! and easily capture meeting Notes.
To find out how Act! CRM can help you build success, call us today on 0115 840 5075 or email email@example.com
“As an Act! Diamond Partner and Act! Premier Trainer, our team have the know-how to help you transform the way you do business.”
Enjoy anywhere access to Act! Contact, Group, and Company details from the Companion app. You can create, update, and delete Contacts and Companies at any time, providing an internet connection is established. With powerful search capabilities and filters you can quickly locate the records that you need.
Know more about where you’re going and what is nearby with interactive maps in Contact and Company views. Get driving instructions, find places of interest such as restaurants and transportation, and locate Act! customers in your area. With heat maps, you can even view customers near you.
Calendar, Activities, & History
Stay on top of your day with an organised view of your Act! Calls, Meetings, and To-do lists in Calendar and list views. Schedule and update Activities as your day goes on; capture History and associate it with your Contacts, Companies, Opportunities, and other Act! Users. Alerts help you to remain informed and productive.
Close deals from any location with your sales pipeline always at your fingertips. Act! Opportunities may be presented in list, detail and snapshot views. When new Opportunities are identified or deals progress, you can easily create, update, and close Opportunities from the Companion app.
Our Consultants will host an exploratory phone conversation with you to ensure Act! Mobile is the right solution for you and to gain a thorough understanding of your business. You will also see a demonstration of the software focusing on the elements that are important to your business. All of our demonstrations are uniquely tailored to the client so we won’t waste your time with features that have no relevance to your procedures.
Next you will be introduced to your dedicated Project Manager whose job is to ensure the smooth implementation of Act! Mobile into your business. Your PM will ensure it’s configured to complement and streamline your existing processes, importing relevant data to ensure you can get the most out of your system.
Before your system goes live we will ensure your chosen team have been trained to a high standard. Should you need assistance in accessing critical information once you are up and running, our award-winning support team will always be on hand to help with any issues you may face, you can feel confident that our experts are just a phone call away.