The Return on Act! Consulting

There is little doubt that Act has grown over the years from a Contact Manager and crossed over into the CRM arena. Evidence of that is the more powerful Microsoft SQL server database that can hold quantities of records unheard of in previous versions. Additionally, the capabilities continue to grow in each version culminating in features like Automated Sales processes, innovative Outlook integration and much more.

Effective consulting can help you to determine which feature should be customized and which options specifically are available to you if you do. Even something as basic as field customization can make a significant difference if there is foresight and experience in sales process design. Such field customizations can guide your Sales Process flow, Query and group usage and much more.

When your design requirements exceed Act’s standard feature set, there is a plethora of well-designed add-ons that will help you to enhance your current investment in Act. One such add-on is called Durkin Toolkit which does a very good job of adding sub-tables seamlessly into Act. With this product, you can extend the capability of Act far beyond the standard Act tables (Contacts, Companies, Groups and Opportunities).

Imagine being able to track inventory,  project management data or billable services in Act. Adding Durkin’s features to Act converts it into a RDBMS (Relational Database Management System). For those of you familiar with Microsoft Access, it would be like fusing the features of Access into the Act Program. (For more details on the Durkin Toolkit, please click here)

The value statement that we can make is this: if an Act Database is customized/programmed by a competent professional, the ROI on their fee should be returned many times over by the increase in profitability that you will experience in sales. Call today to talk to a certified Act professional so we can learn more about your requirements and provide you with profitable recommendations.

Please see below our flowchart which helps all involved to understand how a sales process can be understood and then designed for Act. Call 800-550-4647 to have an Act! Certified Consultant walk you through this process and help you develop ideas that will be central to your consulting requirements. (click on image to view larger)

Main Sales Process

See the Fields that drive the flowchart below.

Data Dashboard