ACT! Fusion  How it works ACT! Consultancy On-demand Training ACT! Support Order Fusion
 

0800 381 1000
+44(0)1628 661810

Preact CRM
Vandervell House
Vanwall Business Park
Maidenhead
Berkshire
SL6 4UB

 
 
ACT! Fusion > ACT! Consultancy
 



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:

  • 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

  • Read our guide to find out more

With 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
  • Importing data
  • Configuring new ACT! user accounts
  • Managing database back-ups
  • Setting up synchronisation
  • Field & layout customisation
  • MS Word & e-mail template design
  • Data cleansing
ACT! Development
  • ACT! report writing
  • Customising ACT! reports
  • Database integration
  • Developing ACT! functionality
  • Configuring add-on applications
  • Using the systems administration password & ACT! reader
CRM Consultancy & ACT! Advice
  • ACT! layout appraisal advice
  • 1 to 1 ACT! Q&A session
  • Streamlining your processes with ACT!
  • Gaining better management reporting from ACT!
  • Database security review
  • Profiling contacts: data rich & knowledge rich
  • Opening up ACT! for multi-channel access
  • Post installation review
ACT! Coaching & Training
  • Best practice advice for protecting your contact data
  • Optimising ACT! for marketing
  • E-mail marketing from ACT!
  • How to optimising ACT! for sales
  • Automating ACT! to save time
  • Top 5 bad CRM practices to avoid
  • Top 3 ways to save time using ACT!
  • Gaining & keeping ACT! user buy-in
  • Tips for purchasing data lists
  • ACT! upgrade tour
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.
ACT! software advice To find out more about our CRM consultancy services and the other benefits of ACT! Fusion please call us 0800 381 1000

www.preact.co.uk

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