Every company should move towards higher data quality in their CRM system. Read on to find out what the most common reasons für slipping quality in contact data and how to counteract data garbage formation.
How can access to field values be managed?
In Act! you can use field security settings to limit user or team access. For example you can use field security so that certain user or user teams can change a customer status. The field values in turn can be viewed but not changed by other users. You can also set a standard authorization for all fields.
Enhance user friendliness by changing your Act! color
A CRM’s most considerable factors for success are: Less functionalities and more user friendliness. Act! combines a large variety of functions with intuitive handling, which can be further optimized with individual color settings.
Personal documents with your handwritten signature
Most communication with your customers takes place via e-mail. E-mail has become a most important tool, but often corporate design is neglected. A personal signature in an e-mail in corporate design of the company has a positive effect on the company’s image. Something which customers develop in view of the company over time. This is why it is worthwhile to invest the time in e-mail templates or drafts for other documents.
What are Act! add ons?
Add ons are programs which offer additional functionalities for the CRM system. CRM developers allow their partners to develop so called add ons, which are additional programs or plugins, for their customers.
Is it possible to upgrade from Act! Pro to Premium?
This is a frequently asked question in our hotline. Since companies are constantly growing the boundaries are reached quite fast. The answer is simply YES!
But what needs to be considered and what is the price range?