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ACT! technical work, coaching & CRM advice
ACT! Fusion includes as much as
10 hours of our ACT! and
general CRM consultancy services for users to allocate every
month.
In
addition to un-metered
phone support
ACT! Fusion enables users to schedule time for remote
ACT! technical work, coaching and CRM advice.
Up to 10
hours can be allocated for any ACT! related issues each
month including:
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Report designing
- our technicians will develop new reports to
present your CRM data the way you want it
-
ACT! user
coaching & advice - expert guidance from CRM
professionals who will show you how to make ACT! work
better for your business & job function
-
Technical work &
change requests - remote assistance addressing
everyday requirements including configuring new ACT!
installations, remote database administration, layout customisation, importing data
+ much more
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Read our guide
to find out more
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10 hours of ACT! consultancy each month ACT!
Fusion enables all users to allocate time as they
require and benefit from our CRM expertise to drive
powerful results from ACT! |
Making
profitable use of your time
Our team will work with
you to identify areas where time can be best focused to
address all ACT! database, training and wider CRM
requirements.
If you don't use your
full 10 hour allocation each month it's not a problem as
we offer the flexibility of rolling over the unused
time.
How we help
There's no limit to the
type of ACT! work that we can deliver. The examples
below are just a
few of
the areas where time can be allocated to achieve
better
results with CRM and reduce the administration burden
of managing your data.
Read our consultancy guide
to find out more:
ACT! Technical
Work
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Importing data
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Configuring new ACT! user accounts
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Managing database back-ups
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Setting up synchronisation
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Field & layout customisation
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MS Word & e-mail template design
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Data cleansing
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ACT! Development
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ACT! report writing
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Customising ACT!
reports
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Database integration
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Developing ACT!
functionality
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Configuring add-on
applications
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Using the systems
administration password & ACT! reader
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CRM Consultancy & ACT! Advice
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ACT! layout appraisal advice
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1 to 1
ACT! Q&A session
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Streamlining your processes with ACT!
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Gaining better
management
reporting from ACT!
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Database security
review
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Profiling contacts: data rich & knowledge rich
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Opening up ACT! for multi-channel access
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Post installation
review
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ACT! Coaching & Training |
Find Out More
ACT! Fusion
is exclusively available from Preact. Fusion
combines ACT! phone support, on-demand training
+ up to
10 hours ACT! remote consultancy every
month that can be used for ACT! technical work,
report writing, CRM coaching and much more. |
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To find out more about our
CRM consultancy services and the other benefits
of
ACT! Fusion please call us 0800 381 1000 |
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