Automating the Sales process
We worked with a large textbook publisher to automate their sales process and lead distribution. Previously, when they were getting new sales leads they were being faxed out to each individual salesperson. Now that they have ACT! the leads are entered in a central database then synched out to the appropriate salesperson. Instead of wasting the salespersons time re-entering the information in their database, now the lead information is already there with notes and any other important information to get the salesperson off to a running start.

Accessing your data from Anywhere
We helped a small real estate company to get up and running on ACT! for the Web. Previously there was no central source of information. Each one of the agents was "doing their own thing". With ACT! for the Web, they all have access to all the information, notes and history about what the client needs. In addition, we customized the Sales/Opportunity section to show a more real estate related report. Now management can see what the different stages of the real estate process each client is in. The reports we created helped to give management the expected commissions, expenses and sales stage. For this company, it was the first time they were able to get a good overview of what all the agents were doing. In addition, they are experimenting with PhotoACT, on of the many ACT add-ons that allow you to see pictures in an ACT database. This lets them see some pictures of current homes as well as pictures of who the clients are.

Organizing Clients and Prospects
We worked with a small accounting firm to help organize their clients and prospects. One of the customizations we did was to create fields for the different deadlines and tax forms which need to be filed. In essence, we created a schedule for them to get a better handle on when things needed to happen. In addition, we utilized ACT! Link for Palm to get their data and schedules on the partners Palm Pilots. This enables them to have their schedules and contacts with them wherever they go.

Building a customer database
We helped a yacht broker to move their data from a costly on-line system into ACT!. They had been using this on-line inflexible and costly system to maintain the information about the boat sellers and buyers. The information could not be easily formatted and it didn’t have links to Word processing and email. Now with ACT! they have all their own data, can easily add fields, change the structure and of their database if they need to. In addition, we have set them up with our favorite addon, ACE mailer, which allows them to easily send HTML email to any set up contacts and record it to history. This enables them to more easily communicate with their customers.