PRODUCTS & SERVICES

Initial Session: People meet with us on an initial basis for several reasons. Usually they want to solve an ACT! problem, or receive some specific issue training. This usually takes 3 hours or less. More extensive needs are handled on a proposal basis. Training for groups is charged on a half or full day basis.

Training: Nobody likes to read computer manuals. Maybe you have some simple questions on how to make some ACT! features work for you; or, maybe you have staff who need to understand how to bring ACT! into your business model. We provide training on ACT!. We are ACT! Authorized and we can deliver the training to make ACT! work for you. We will send you a list of topics for you to review and when we train, we work from the list of things you specifically need. Training usually is performed in 3 hour increments. We find it is not productive to learn technology in more than 3 hour blocks.

ACT! Administrator Training: Many companies have a person dedicated to managing their ACT! needs. This training is offered to give those people a complete and thorough understanding of the in's and out's of ACT!. The training is done at your site and is very comprehensive. It takes 3 days to cover the material. Topics range from repair and management to synchronization, networks and customization. The cost is $1,950 per person and includes the comprehensive manual. Call to schedule a class for your ACT! administrator.

Troubleshooting: Sometimes ACT! doesn't work correctly. It might be that it freezes, terminates without warning, or it might not let you open your normal database. You may have forgotten the password your last assistant used, and now the database is locked. For whatever the reason, when ACT! doesn't work, your business suffers. We fix ACT! problems. We are fast and complete. All the tools that can be applied to your ACT! problem are available to our consultants.

Needs Assessment: Many business people are not certain about how to implement ACT!. Perhaps they are unclear as to which contact management software will meet their needs. Our job is to listen to you describe your business model, what you want to accomplish and how you want to work. We will help you develop a plan to implement a proven solution.

Remote Synchronization: Let's say you have several salespeople in the field with laptop computers or use desk top machines at their homes. You have an office with a central database of customers and prospects. Each week or so you need to send to your sales people an update of all the changes to their territory; including new leads and prospects. At the same time you need a report from each salesperson on their efforts for that time period. ACT! can handle that and we can help set it up for you. This particular feature of ACT! requires periodic maintenance and we can help you minimize that effort. You get from ACT! a powerful feature; and you get from us a powerful ally in making it work.

Web Based ACT! Solutions: For some companies, a web based solution offers more flexibility. We can provide all your ACT! data including Notes, History and Sales Opportunities to your remote users through a secure web site. This means your people can view and modify data, real time with your networked ACT! in the office. This solution requires a web server integrated with your existing LAN and third party software, but is a powerful alternative to synchronization.

Database Administration: Unlike smaller companies who maintain their databases as they use them, companies with large ACT! database needs require ongoing administration. Most often an administrative support or IS person is assigned to manage the database. We can provide support to that person through operations manuals, overall management design and ongoing maintenance issues. You get a complete system for managing your valuable marketing and customer information.

Custom ACT! Design: ACT! users want the program to reflect the way they do business. ACT! has the ability to display information in many creative ways. We can add custom fields to ACT!. We can change the information and fields on ACT! Tabs and the way they work on the screen. Projects can be managed and schedules maintained. ACT! can be made to perform calculations and automatically fill in fields with conclusions. Outside information databases like Excel, Access and others can be linked to ACT! and data can be passed back and forth. Web pages can be displayed from inside ACT! and menus changed to expand Web access. Often, companies want to roll out custom versions of ACT! that are unique and special to their mission.

Our hourly rate is $150 per hour. Travel time throughout the Metro Denver area is not charged. Other locations may require travel time charges.