ACT - INSTALLATION
Customisation
- Our customisation starts with your "Wish List". That means that you tell us what you need in the ultimate system to communicate and record the details of all contact you have between people in your business and those outside your business (clients, prospects, suppliers).
- Consider
- How you think about your clients or prospects. In other words what details about your clients are needed to 'slice and dice' your database for targeted marketing initiatives.
- What means of communication is important to use with your target market. Eg Newsletters, tip-sheets, price lists, Special offers.
- Do you need to track sales activities.
- Remember that ACT! can track email, tasks, diaries, sales activities, files and much more.
- Since each business is unique it is important to customise ACT! to suit your style of business. Act Specialists, specialises in the customisation of this program. Customisation is just as important as installing the program correctly. This is especially true when it comes to installing or upgrading to the latest version.
- Although the ACT software comes with several different contact screens it is still important to customise these screens to suit your needs.
- Every business requires the capture of different information . This is achieved by correctly customising the database field structure. Data can only be captured effectively and used in reports if there is a field made available for it. It is also important to ensure that the correct type of field is used for each type of information.
- Customising the field structure and the sales process in a way that will maximise the benefit you will get from this world class software is our prime objective.