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ACT! Consulting Services.

ACT! Database Set-up and Configuration.

  • ACT! for Sales Organizations:
    Customized Sales Reporting, Product Lists, Competitor information.

  • Networked ACT! Databases:
    All multiple user to view your Act data at the same time. We can configure ACT! for sharing on your network.

  • Importing and Exporting of Databases:
    Bring all of your data together. Data from Goldmine, Outlook, Excel, Word, Maximizer, Access, Oracle, Paradox, or just about anything can be brought into Act.

  • Database Consolidation:
    Take a variety of databases from ACT! and other sources in consolidate the data to make a single group database while retaining individual calendars, sales opportunities and history items.

  • Synchronization Planning and Set Up:
    ACT! can be used to keep all of your remote users (i.e. sales persons) up to date with the company database. Create a database and distribute remote databases to your remote users.

  • Palm and Pocket PC Set up and Synchronization:
    Set up and configure Act! databases to work with many of today's popular PDA's.

  • Broadcast Faxing with WinFax Pro:
    Use ACT! and Winfax Pro to send faxed newsletters, quotes and more.


    ACT! Database Customization.

  • Customized ACT! Screens:
    Customize the look and feel of your Act! database. Fields may be added to accommodate how you do business. Customize the drop downs for fields or make certain fields mandatory.

  • Customized Email and Document Templates:
    Take your forms, sales letters, or customer documentation and automate the process using your Act! data.

  • Customized Reports:
    Standard Act! reports are usually perfect for most organizations, but sometimes special or custom reports are needed. Customize Act! reports to suit your needs by adding custom fields to your reports and provide summary information.

  • Custom Queries to Speed Data Retrieval:
    If you need quick access to your data, use customized queries.

  • Macros to automate your database:
    Simplify repetitive Act! task by creating macros.

  • Customized Menus and Toolbars:
    Once you create macros and custom reports, put them at your finger tips.


    ACT! Database Maintenance.

  • Database Administration:
    Perform the ongoing tasks of administering your ACT! database such as synchronizing with remote users, adding users, reindexing, purging of obsolete data, removal and prevention of duplicates.

  • Maintenance, set-up and automation:
    Simplify the ongoing maintenance tasks by setting-up automated maintenance.

  • Optimization of Database performance:
    Is your database slow, or are you getting errors? Troubleshoot the source of problem to maximize efficiency.


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