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Act! CRM Services

CRM solutions for complete customer insight

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Act! Implementation Services

To reap maximum benefits from Act!, it is critical that the software is installed correctly. Your chosen solution should be configured to support your business processes and users need to receive the necessary training.

Our team of certified consultants are on hand to review your network and hardware infrastructure before advising on the best deployment method. We are able to implement an office based solution, a Web based solution or widely distributed synchronising solution depending on your remote worker requirements.

Solutions for Accounting and CRM offer implementation services that include:

  • Software installations on individual workstations
  • Configuration of servers
  • Creation of databases
  • Setting up integration for Microsoft Office and Sage Accounts
  • Importing existing data and security level settings

Act! Database Configuration

Act! delivers the most value when it is configured to suit your specific business and internal processes. There are a plethora of customisation options available with Act! including creating new tabs or fields for data entry, adding or removing menu bars, customising sales processes and drafting bespoke Act! reports to name a few.

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Support

Our certified Act! support technicians – backed by Swiftpage’s technical support team – are at your disposal to resolve any technical software issues you encounter and to advise on system features and functions. We want to make certain that Act! is adding maximum value to your business. Learn more about our Act! CRM support services and packages.

Solutions Act! Support

Unlimited Act! support including:

Telephone Help Line: Direct access to our Act! specialists. Monday – Friday 08:30 – 17:30.

Email Support: Email your enquiries and expect a response within 4 hours.

Online Remote Access support: Our technicians can ‘call in’ to your workstation and assess the problem you are experiencing first hand.

Bespoke Act! Support Packages

In some circumstances, it is appropriate to structure a bespoke support package according to the needs of our client. Where appropriate, we are happy to create Act! Support packages to meet your specific requirement in order to ensure that your Act! CRM system delivers maximum value to your organisation.

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