MAXIMIZE.....Results

Whether you use the CRM just as it is ‘out of the box’ or want to change the way it looks and functions, New Ideas Consulting offers a full range of consulting services designed to help you use Act! the way YOU want to. Increase your productivity and MAXIMIZE YOUR RESULTS! With 30 years of technical experience and certified by the makers of Act! for the past 20 years, we can assist you in determining what consulting services will best meet your needs and budget.

Purchase Act!

New Ideas Consulting can assist you with your purchase Act! Growth Suite Subscription (Self-Hosted or Cloud).  We can guide you to the right deployment option based on your needs and budget.

Act! Marketing Automation Expertise

Let us setup and design your Act! Growth Suite Automation Campaigns.  Save yourself hours of time and see results immediately!  We can also work with you during this process so that you learn how to design your own campaigns!

Mobile Integration

Need to have your CRM contacts and/or calendar on your smart phone or tablet?  There are a number of options available depending on your version of Act!

 

Remote Technical Support

Do you have questions or issues that you need help with? We can help you solve the problem quickly and allow you and your organization to get back to work. Prepaid support plans available.   We use Remote Desktop Support technology to connect with your PC to quickly troubleshoot and resolve the issue.  This is also a good way to provide Fast Track Training.

Fast Track Training

Our personalized training sessions are designed to get you comfortable and using the great features of Act! immediately. Whether you are looking to learn Act! for yourself or a group, sessions can be scheduled with varying times and content based on your learning requirements. The pace of the session is totally up to you.   Choose either Colorado onsite training or webinar session.

 

Installation and Conversion Assistance

Act! CRM versions have hundreds of great new enhancements that you will want to take advantage of when installing for the first time or upgrading from a previous version. We can help you avoid known installation and setup problems and get you up and running quickly and efficiently.  If your contact data exists in an accounting system, Outlook or in Excel, we can assist in transferring the data into Act!.

Customization and Database Design

If you answer YES to any of the following questions, then our customization services designed to implement the many advanced features may be the answer.

 

 

  • Do you have data in Excel, Outlook or other sources that you would like to import into your Act! database?
     

  • Would you like to track more information about your clients and prospects by changing the current fields and the way they appear?
     

  • Do you need to add new fields to the database to record additional data about each client or prospect?
     

  • Would you like to maximize data integrity and decrease data entry by customizing the field drop-downs?
     

  • Did you know you could save precious administration time by creating Word Templates for all of your printed correspondence including letters, quotes, proposals, labels and envelopes (Act!)?
     

  • Do you wish you could quickly communicate with your contacts using colorful e-mails with your logo and other graphics?
     

  • Do you currently have a sales process or method and need help setting it up in Act! so that you can instantly generate activity, sales and forecast reports?
     

  • When you run the reports, do you wish you could see more information or maybe remove some data that isn’t important

 

 

Synchronization

Act! has a built-in synchronization module that allows remote and office users to share contact information, notes, sales opportunities and calendar entries. This implementation allows management to print sales and activity reports whenever required, but allows the remote users the flexibility of being able to enter data regardless of time or location. This is a very popular feature and we are experts at setting it up properly so that it works from day one!   There are a number of great options available to you. 

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New Ideas Consulting, Inc. All rights reserved. © 2019