Most CRM software provides standard functionality right out of the box. To turn it into a real business differentiator our consultation services are on hand to help you get the most from the system by customising it specifically for the way your business works.
We can tailor your system starting by using your organisations “vocabulary”, to what you want to track, who should have access to what, required reports, how the user interface should look and other ways that the software can be customised so that it is just easier to use, giving your organisation a competitive advantage.
See you Act! data from a perspective you may not have seen before! Get a handle on your organisations critical business metrics gaining a deeper understanding of individuals and team performance.
Act! provides 88 pre-configured reports covering contacts, Groups, Companies, Opportunities, Sales Pipeline and activities. Smarter Business provides custom reporting services and report automation – emailing them on a time specific basis
Act! Dashboards and Insights (available for Premium & Cloud subscribers) provides a comprehensive, visual summary of activities and opportunities in a single view. Tracking KPIs and other business metrics the dashboards provide an at-a-glance, graphical and list representation of this information in an interactive format.
Get valuable insights into your organisation, let us create custom reports, dashboards and new insights based on Act! capabilities or using 3rd party addons from Topline Results, Durkin and Microsoft BI.
Get your apps talking. Speed up workflow and eliminate duplication. Get us to set up your application integrations and application connections.
Integrate your disconnected processes so all your business systems work as one. Improving workflow will enable your business to become more agile and responsive to your customers and changes in the marketplace.
The benefits of integration combined with automation will be a more productive organisation with reduced costs. App integrations and automation are no longer the preserve of large organisations, we make it affordable.
Grow your business and improve workflow with add-on’s to automate and connect with other business systems. Say goodbye to time consuming repetitive tasks. Setting up automation can be time consuming and complicated so call in the experts – Smarter Business.
The benefits of automation combined with app integration will be a more productive organisation with reduced costs. Automation and integration are no longer the preserve of large organisations, we make it affordable.
Say goodbye to time consuming repetitive tasks. Act! Smart Tasks and addon products from Topline Results, other app developers and integrator such as Zapier, Cloud-Elements etc offer organisations the opportunity to automate time consuming repetitive tasks. Setting up automation can be time consuming and complicated so call in the experts – Smarter Business.
Successful CRM relies on the use of technology and by customising, automating and integrating, you will bring it to the very heart of your organisation