ACT! Implementation Services
In order to derive maximum benefit from ACT!, it is essential that the software is correctly installed. The system also needs to be configured to support customer management and business development processes, and users must be properly trained.
Our Sage Certified ACT! Consultants are able to review your network and hardware infrastructure, and advise on the most suitable method of deployment. We can help you implement an office based ACT! solution or if you have remote workers you may wish to consider a web based or widely distributed synchronising solution.
Implementation services from Bluebird may include software installations on individual workstations, server configuration, database creation, integration set up for Microsoft Office and Sage Accounts, import of existing data and security level settings.
ACT! Database Configuration
ACT! is an 'out-of-the-box' application that can 'hit the ground running' but the software delivers maximum value when customised to record information that is specifically relevant to the business.
Examples of customisation options include...
- Creating new fields or tabs for data entry
- Customising layouts
- Adding or removing menu bars and icons
- Writing bespoke ACT! reports
- Using dynamic groups for data segmentation
- Customising sales processes
- Changing the look and feel of your ACT! database to include company logos & colours
The list is endless! as ACT! is such a flexible solution pretty much anything you see within the application can be customised to suit you. Contact us today to see how customising your ACT! database could help benefit your business.