Act! Installation and Customization
Needs Analysis – We will meet with and and help determine how Act! can be a perfect fit for you and your company. Often we will recommend Act! enhancement programs (add-ons) to complete the package and provide you with a complete CRM system.
Installation – We come on site and install the software and all add-ons.
Customization – All Act! databases can be customized. After the needs analysis session we will determine if you need any fields added to the database, customize the screens, modify reports and customize the letter templates with your style and logos.
Training – Coaching you to use Act! on a daily basis and become an Act! power user.