Consulting Services > ACT! Certified Consulting

 The secret to using any software successfully is finding a consultant who specializes on that platform and has experience in your industry. ACT! Certified Consultants are required to re-certify every year on the most recent technology. They can provide pre-sales support, installation, database design, training and on-going assistance to guide you through your software implementation and beyond.

The Process

Needs Assessment -All implemetations begin and end with the needs assesment. Discovering your wants, needs, likes and dislikes is integral in designing the correct solution for you.

Customization - ACT! is very versatile and the database can be customized to the way you work. Our experts can create fields, activity series, workflow, document templates, reports and email campaigns so you can get the most out of ACT!.

Training - Training your staff to use the software is a must. We have various training solutions available to meet your needs and your budget. Individual, group, online or on-site, we will develop a training solution for you.

Business Growth

ACT! is a design platform that can be expanded to meet the growth of your business. With twenty years of distribution, ACT! is one of the oldest applications available today.

Sales Management - Tracking your sales opportunities is essential to growing your organization. Knowing how to turn these opportunities into relationships is our specialty. We have several tools that can enhance your software implementation and improve your customer relationship opportunities.

Data Conversion - If you currently have data in another database or program, MS CRM, Sugar CRM, Access, Excel or Outlook, Sirrus Consulting can convert it to ACT! for you.

Workflow - Understanding priorities, processes and physical space can improve efficiency and productivity. Our associates can evaluate your current systems and make recommendations on how to automate and streamline your workflow and organize your data to increase effectiveness.

Mobile Solutions - Taking ACT! on the road gives you all of your contact information at the touch of a button. We can setup ACT! to synchronize with your laptop or handheld device so you always have the latest information at your fingertips.