ACT! Support

BluebirdCRM ACT! support packages provide you and your users with help/advice & technical assistance when you need it most. 

Our ACT! support technicians are all Certified ACT! Product Specialists and are backed by Sage UK’s technical support team.  All our ACT! technicians have the necessary skills and resources to resolve technical software issues that you may experience, as well as provide advice on system features and functions. We are here to ensure that your business gains maximum benefit from your investment in ACT!

BluebirdCRM ACT! Support 'Essential'

Unlimited usage of ACT! User help/advice including: Advice: You are invited to seek our advice regarding the use of your ACT! system including the potential benefits of applying updates and upgrades*. Business Advice: With the benefit of many years of sales and marketing experience, we are ACT! users too. This means that we understand how business works and why it is important to you to get the best from your ACT! system*. ACT! User Logon Security Service:  Now you never have to worry about forgetting usernames or passwords again. Bluebird’s ACT! User Logon Service, safely and securely stores your ACT! Database Login information which can be accessed by your users if they ever forget their username or password. Additional Discount Benefits: As a BluebirdCRM support customer you will receive an extra 5% discount (in addition to any upgrade discounts provided by Sage) against upgrades to the latest version and additional ACT! Licenses.

*Please note that support is not a substitute for training. Whilst we are happy to provide advice around specific issues, for assistance with multiple 'how to' queries (especially at the time of initial installation or for new users) would be considered outside the scope of Essential support.

Bespoke ACT! Support Packages

In certain circumstances it has been appropriate to structure a 'bespoke' support package for clients with particular needs. We create ACT! Support packages to meet your individual requirement and help ensure that ACT! delivers its full potential.

Elements you might like to consider including in your bespoke contract:

Report Editing and Design Service: There are many standard report templates you can use within ACT! however, ACT! reports deliver the most value when they are customised to meet your individual requirements. Our ACT! Specialists can configure ACT! Reports that meet your specific needs. Please refer to our guide to requesting an ACT! report.

ACT! System Reviews: ACT! Delivers the best results when users are confident and aware of key system features/functions. Quarterly system reviews provide an opportunity for users to ask questions and seek advice on areas of the software that may better support business process.

ACT! Configuration Requests: Discuss your database requirements with our ACT! Product Specialists who will work with you to decide how ACT! can be setup and configured to support your needs.  Whether this means adding new fields, configuring drop down lists or specifying group membership criteria, our ACT! specialists will handle all the necessary configuration changes for you. Effectively, we’re acting as your ACT! Administrator*.

ACT! re-installations: Whenever you need ACT! re-installing on new user pc’s, laptops or servers, contact our ACT! Support team who will remotely logon to your machines and undertake the install process for you, saving you time and effort and ensuring applications are installed and configured for maximum performance.

Annual onsite visit: Discuss how ACT! is contributing to your business at a strategic level. Our ACT! Consultants will help review your CRM Strategy and work with you to determine new goals. They will then offer advice in terms of how ACT! may be modified/adapted to meet new objectives and deliver greater value. This may also include further training for your users on specific areas of the software.

For further details and pricing please contact our ACT! Team on (01283) 535 445 or email: Info@BluebirdCRM.co.uk