ACT! Consulting Services, ACT! Software Training - Hamilton, Ontario, Toronto

ACT! by Sage

ACT Box ACT! is the number one selling contact management system. With ACT! you can better manage your customers, activities, and ultimately you and your team. ACT! enables you and/or your team to instantly access key contact and customer information, manage and prioritize activities, and track all contact-related communications so you can grow more productive business relationships. Its central tracking system greatly improves communication between staff.

We’ve been supporting the ACT! software since 1993. Our experience has shown that whether it’s struggling to understand the available features, struggling to customize the system for their unique needs, or struggling to get the necessary reports out of the system, many companies only utilize 20% of the product.

At PCM our consultants assist you in maximizing your ACT! investment. We’ve achieved the status as the only ACT! Platinum Value Added Resellers in Ontario with two ACT! Certified Consultants and an ACT! Premier Trainer. We’ve assisted many businesses in implementing ACT! to greatly improve their internal communications, contact management, and forecasting sales.

Determining your needs

While customer management systems can be used in any business, how they’re implemented can vary widely from business to business. Gaining a good understanding of your business needs can be the most crucial step in having a successful solution.

Our professional staff will perform a needs analysis for your business and address all issues that can be improved with ACT!. After determining your needs, we’ll provide you with a fixed fee quote before beginning any work.

Implementation

Even with great planning, execution is still a critical part of a successful solution. Whether it’s sharing the database on a network, setting up databases for remote users that synchronize, or setting up web access, our experienced consultants will install and configure ACT! correctly so that you’re up and running quickly.

Customization

While any business can take advantage of a good customer management solution, tailoring the system to meet your organization’s unique needs will make the solution truly effective. Our consultants can help ensure your team tracks the necessary information required to give you effective reports.

Training

No tool is useful unless the operator knows how to use it. Similarly, customer management systems may offer little value if the users aren’t comfortable with how it functions. Proper training can be the most effective part of getting the most out of your system. Following installation, we can train your staff and work with you to continually improve the use of ACT! for your company.