Consulting

New project or a days help, our highly professional consultancy services can be taken in part or as the tried and trusted basis for a complete project. We will help you to get the very best from your Act! CRM software.

 

System Definition & Planning

Getting the very best results from a CRM system requires thorough planning, installation and management. Our team of experts understands every aspect of an Act! project , all the way from planning a strategy, project management, installation, testing, training and implementation. An initial detailed consultation workshop with one of our experienced consultants will plan the best way to take your project forward.

Design and Build

You do not have to make do with the out of the box offerings. We can build a solution to best suit your business needs with the emphasis on ease of use. The design build takes into consideration back and front-end modifications, as well as essential report, email, and document templates.

Once the design has been built it can be deployed throughout the users of the system, along with the standard product installation.

Training

Tailored to suit you. We ensure that you know how to use the software in your organisation, as well as making sure that all of the 'must haves' are covered. Formal or informal - group or one-to-one.

Act! training for all levels. Our certified trainers will help you get the most out of your new system, showing you time-saving tips that will improve productivity and reduce user frustration. At your pace, at your place!

Customer Support

Our customer care service is rapid, friendly, and very knowledgable. At CRMData we want you to feel part of the family, giving you all the help and support you need. This means delivering the highest levels of service to you at all times. Your Act! database is vital to the success of your business. Any issue that affect its operation can result in staff downtime which decreases productivity and can be costly. We are at hand to help.

Additional Services

  • Bureau services / housekeeping
  • Password recovery
  • Data conditioning and export/import
  • Database repair
  • Data hosting
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