ACT! Consultancy
In order to achieve the full benefit of your ACT! software and give you total peace of mind with a fast return on investment, it is essential that your ACT! software is installed and set up correctly to your needs. And, it is essential that your hardware and system specification comply with the ACT! software system requirements.
Planning and preparation are extremely important to any software implementation and will save you a great deal of time and money. As a Sage Business Partner and Certified ACT! Specialist, Business Cohesion has the correct skills to map your business processes through consultancy and tailor ACT! software during implementation to fit your exact needs. If the "out of the box" fields, templates and reports are not suitable for your company then we can create an interface, with templates and reports that do meet your needs.
Our ACT! consultants will audit your network and advice you in jargon free terms of the most effective way to deploy ACT! in order to meet your needs. The network audit will make sure that you have the correct hardware and third party software such as Microsoft Outlook and Excel software. Once you are totally satisfied that we have understood your needs and expectations, and that you understand what you are gaining from your ACT! installation, then we will implement and deploy ACT! into your company.
ACT! Implementation
After the deployment of ACT! across your network our ACT! Specialists will import the data from your existing data source. The data may be in many standard formats including text delimited, CSV and DBF. Importing data bespoke formats from other contact management systems can be difficult and your options will be clearly discussed during the consultancy phase.
If you have remote users, we will set up synchronisation and set up the security rights for each individual user allowing them to have access to the records within the your ACT! database that you have authorised.
Once your data has been imported into your ACT! database we will carry out a thorough testing from all workstations and remedy any unforeseen problems. Synchronisation will be thoroughly tested to ensure that remote users have the correct number of contacts within their ACT! database.
To ensure that your company gets the most from your investment our ACT! Specialists will advise you on the best ACT! training options for your IT staff and end users.
