ACT! by Sage Software Consultancy
In order to get your ACT! by Sage software working to its full benefit, giving you total peace of mind and a fast return on investment, it is essential that your ACT! software is installed and set up correctly to your exact needs. It is also absolutely essential that your hardware and system specification comply with the ACT! Software system requirements. For these reasons we carry out consultation for all ACT! by Sage implementations ensuring that you get exactly what you require from your ACT! Software investment from the beginning.
Planning and preparation are extremely important to any software implementation and will save a great deal of time and money maximising your return on investment from the outset. Barrettec's consultants will spend time finding out exactly what your needs are from your ACT! Software and what you want it to do for your organisation. The "out of the box" fields, templates and reports may not be enough for your company or your end user needs. If this is the case we will arrange for your interface, templates and reports to be developed to your exact specification and requirements. Click here for details on customisation
Our ACT! Certified consultants, together with your IT Staff will carry out a thorough survey of your hardware to establish that you have all the correct specifications to run the ACT! by Sage software in an efficiently. We will advise you on any possible issues that may arise and offer advice on what action needs to to taken. An audit of your system will make sure that you are running the correct versions of third party applications such as MS Windows, MS Outlook, MS Excel software.
When we are completely satisfied that we have understood your needs and expectations and that you are satisfied with what you are gaining from your ACT! by Sage installation, will we arrange to implement and deploy ACT! Software into your company.
Finally we will advise you on the best training option for your users ensuring that you get the best use and return on investment from your ACT! Software.
ACT! Software Installation
It is important that your ACT! Software is installed to the correct specification on to your Local Area Network. Failure to do so, could create problems when rolling ACT! out to your end users. In order to get the best out of your ACT! Software we recommend that our ACT! Consultants carry out the implementation to save you time and money.
Working with your IT personnel, we will configure your server and workstations to the required system requirements for ACT! by Sage software.
ACT! is installed on each workstation and the preferences set as per the requirements of each ACT! user. This means that all users see the same ACT! interface, ACT! database together with MS Word documents and templates and have tweaks that modify ACT! to how your users work.
Once the server and client installation is complete our ACT! consultants will import the data from your existing data source. The data may be in many formats including text delimited, CSV and DBF to name but a few. Most data imports into ACT! Software are a simple process, if done correctly. However, importing data from other contact management systems can be a little more difficult. This will be discussed with you in greater detail during our initial consultancy.
Should 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.
Once your data has been imported into your ACT! database will carry out a thorough testing from all workstations and remedy any issues. Synchronisation will be thoroughly tested to ensure that remote users have the correct number of contacts within their ACT! Database.
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ACT! CustomisationACT! Software is an extremely versatile and user-friendly product that is easy to customise to a company's specific needs. With our help, customised fields can be added quickly to the ACT! database and layout. This produces an ACT! database and front end to the exact requirements of the end users. You can even add your company logo to personalise your layout to your own company style and corporate image. Font size and background colours can be altered to suit your individual needs and individual taste as well.
We offer a complete range of design and bespoke programming for your ACT! Software. We will take a brief from you and design your ACT! Database to your exact specification and requirements, where ever possible. Using our team of ACT! consultants, who have a great deal of experience, designing your ACT! software is a totally painless process. Even though ACT! comes with over seventy pre-designed reports our team of ACT! consultants can create new reports designed to meet your exact needs using your new fields.
Because ACT! can be customised it can be used in any type of business environment. We have designed ACT! to perform in various types of business from international component imports and exporters to the sales department of a double glazing factory. In fact anywhere where there are relationships, contacts or customers ACT! Software prospers.
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