Sage ACT!
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Keep customers coming back.
TriStar's ACT! Services
Purchasing your software license is the first step in implementing your new system, but it shouldn't end there. TriStar offers a variety of professional services, based on our experience with the ACT! product line and our knowledge of customer relationship managment (CRM) systems in general, to get your new system properly implemented and delivering the intended results
Database Design and Customization
You know how your company's sales and contact management workflow should operate; we know how to optimize ACT! to effectively implement these software functions to achieve those objectives. Working closely together and leveraging each of our unique strengths, we can help you design a system, from template and layout design to field definitions, list coding, dynamic group assignments, and report design, that gives you the information you need to manage your contacts, your time - and your business - more effectively.
Software Deployment
Installation of a database-oriented multi-user software product is not as straightforward as loading word processing or spreadsheet software. If deployed properly, ACT! will offer very satisfactory performance over a network with multiple users simultaneously accessing a shared database; if poorly configured, bottlenecks and system failures will plague you. If you are not up to the challenge of configuring ACT! to perfrom smoothly on your network, give us a call. We have the experience required to overcome almost any "environmental" hurdle posed by your network configuration.
User Training
Learning the basics of navigating through ACT! may be easy, but learning how to apply those capabilities to a "workflow" that makes sense for managing your business and your calendar, and that provides the necessary procedural "checks and balances" for effective contact management, can take considerably longer. Let us help you get through the learning curve more quickly with customized user training, delivered at your location, working with your data and your screen layouts, supplemented by procedures checklists and other custom documentation as needed to give your staff the assistance they need to get the job done quickly and efficiently.
Data "Scrubbing" and Reconfiguration
Contact management databases - like their owners - can become bloated and inefficient if not maintained and "tuned" on a periodic basis. Fields that seemed logical five years ago may be of little value today, and other critical data elements may be postioned on the wrong screens now, or not present at all. We have the knowledge of the underlying ACT! database structures - and the appropriate tools - to effectively "fine tune" your system, putting the right data where it belongs for quick and easy access, and enhancing the value and utility of your software investment.
Email Marketing Consulting
ACT!'s email marketing capabilities are extremely strong, especially when combined with the embedded workflow capabilities embodied in the current version of ACT! Leveraging these capabilities can require some effort, however, and can quickly become a source of frustration. We can get you to the finish line with an effective email marketing campaign more quickly, and with less frustration. We can assist with dynamic group identification, template design, survey creation, and many other essential elements of a successful email marketing campaign.
