Endpoint Consulting Services:
Planning your ACT! Project
Our consultants specialize in working with clients to determine how ACT! can be configured to meet their unique business requirements. We work with you to
automate processes within ACT! that create greater efficiency and productivity. Whether it's sales tracking, customer management, marketing
procedures,
or account administration. We work with you to gain the most return on your investment.
Customize ACT! to fit your Business
ACT! is built from the ground up to be customized for your business. After we have
deigned your automation process, we will add custom fields and
organize
them in a workable layout that is easy to navigate. We create your custom document templates (letters, proposals and marketing pieces) and work with you to
build the custom queries you use most often to merge these documents. Activities series are created to schedule your common
procedures such as automatic
reminders and follow-up letters. We recognize that if we make it easy to use, your employees will WANT to use it.
ACT! Data Conversion
Regardless of what business you are in, somewhere, someplace, somehow, you have customer data. You may have this information in more than one place such as Outlook Contacts,
Excel spreadsheets, Access databases, accounting software or other contact
management products. Endpoint Consulting can often convert this data and import the result to your
new ACT! database. We make every effort to clean the data of
damaged records and duplicate entries prior to import.
ACT! Remote Access
More and more businesses are allowing employees to work from home offices. Others have remote sales reps who need access to their contact data. Endpoint Consulting offers
several solutions to allow remote users to either synchronize data with the master database, or access ACT via the internet. We will work with you to decide
which method will work best for your company to create a secure remote access solution.
Premier ACT! Training
Our certified trainers offer both customized and group classes to get your users up to speed as quickly as possible. We also offer public classroom training and web-based one-on-one training. Contact us to day for information.
ACT! Add-Products
ACT! has been around for a long time. Over the years, many new features have been added to make ACT! one of the most complete contact management programs on the market.
However, there may be some special feature or task you would like to have. And, if you thought of it, it's likely someone else has too. To address these special needs,
there have been many custom ADD-ON Products created that can be integrated with ACT!. Endpoint Consulting will work with you to identify those custom solutions and help to install and integrate them.
