The thought process of CRM The setup of CRM is not the process of putting a CD into the CD Drive of the computer. It should be more of a thought process of how the CRM will benefit the business and how it should be used. Many business owners who set up CRM for the company sometimes do this with little... Read→
We are specialist in sage act training. We range from end user to administrator training, offsite. We can also create customised training per your needs.
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From a one user install to large installs with remote database are consultants can quickly get you working on ACT!
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We know every business is different, we can customise Act fields, import data, customise templates and reports. This will allow you to get you the maximum benefits from your CRM.
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Welcome to the Sage Act! primary resource. We specialise in Act! Training and we are excellent Act! consultants. Our trainers knowledge makes us experts in installation & support of Act! products including Premium and Pro 2010, 2011 and 2012 version. This website is going to provide a wealth of knowledge to both our existing customers and to users of Act! We are going to show Sage ACT! Features and pitch up the software against competitors such Capsule CRM, Goldmine, Zoho CRM and many others. We will review add-ons to the product and give our honest opinion. Share tips and tricks and make sure you avoid costly mistakes. We will share this information in blog posts and videos so subscribe by email now and we notify you as new posts appear.
The thought process of CRM The setup of CRM is not the process of putting a CD into the CD Drive of the computer. It should be more of a thought process of how the CRM will benefit the business and how it should be used. Many business owners who set up CRM for the company sometimes do this with little planning. The main concepts when setting up CRM are: What is going into the CRM system? Is the system going to have just prospects & leads. Once they turn into customers are they still going to be in the system managed by the company accounting system? Is the system going to hold suppliers,... Read→
Some brief highlights to the ACT! by Sage 2011 version over the 2010 version. Act 2011 Smart Tasks Smart Tasks is the biggest new feature that adds increased productivity to the CRM system. With this new functionality you can introduce automation into your business. Imagine getting notification emails where opportunities over a certain value are not being chased up by the salesperson. Automatic ‘Happy Birthday’ email to clients. Integrate smart tasks to your email marketing and you can create drip marketing for your clients. There are lots of useful features to exploit. Direct import from Excel... Read→
Good ACT Consultant ACT Consultants are trained in product knowledge and have experience in implementing ACT CRM systems over and over, this is what makes them experts in this field. However what makes a good ACT Consultant. The most obvious thing that would make a good ACT Consultant would be knowledge about the product; I can’t deny this and it is just stating the obvious. Just as equally important is business acumen. The ability to talk to the proprietor of a business, to understand how the business makes its money and how the CRM system can be used to further exploit business opportunities. With... Read→
This is a great feature built into the Sage Act 2011, it allows you run common tasks against your contact within your database or your my record. This of course is an extension to the features that were available from 2005 – 2010. For example in the 2010 version this was very simple and did not have any automatic triggers. In the past we may implement SAM – Sales Automation Manager to achieve similar results. To have the feature embedded keep the simplicity of Act and of course easier for people on Act training courses to get a feel for the feature. So what is it? The feature allows... Read→
With the up rise of many new CRM system out there in the market place and systems that are more feature rich entering the market, Act still stands out for me. Why? More features does not mean better. I have heard of many companies mention that their CRM is highly bloated with add ins that add no value and features that are rarely used. For the end user this can be a daunting experience and lead time to get the user confident with the system can worry the hardiest of employers. Then again the are some systems out there that make them simple but effective until maybe you do some advanced... Read→
The thought process of CRM The setup of CRM is not the process of putting a CD into the CD Drive of the computer. It should be more of a thought process of how the CRM will benefit the business and how it should be used. Many business owners who set up... Read→