Connecting your CRM system Act! with your ERP system offers you many possibilities and advantages. Both sides are integrated into the awarding and processing of contracts and orders. Your company can inspect the ERP data for their contacts in Act! and new contacts are synchronised automatically.
A lot of times we receive requests by Act! users who don’t know their user name anymore and cannot log in to the system, saying “What is my Act! user name?” This article is interesting as well for administrators who want to check on the history of user logins.
What are the differences between the two export possibilities – the comparison: the export with Act or EXPORTIT? Every variant has different settings, features und functions.
From the online inquiry to the customer in the CRM system Act!: With our shop as an example I want to show how you can automatically process e-mails from the shop or the website in Act. Thus you optimzie your workflow.