CRM stands for Customer-Relationship-Management and is used for systematic upkeep of business relationships and ensures a rise in your company’s revenue. You no longer need to leave anything to chance and even with a large amount of customers you can serve every customer individually and consequently.
Surely everyone has come accross the question when he or she is creating a new contact, what the differences are between administrative, standard and other security roles. I have created a list so that you can get a better feel of what each role entails.
Act! for Web, remote database or Handheld Contact – which is the right solution for me? We have previously written quite a few articles in which we informed about opportunities for mobile access to Act!. In order for you to make an informed purchase we have set up a comparison for your convenience.
You have the possibility to set your Act! dashboard as your start screen. It gives you an overview of all your work in Act! – your To-Do-list, statistics, opportunities and more. Start your day with useful information when you start Act!.
If you want to create new types of activities and you are not happy with the available icons you have the opportunity to change them. There are a few more icons which are not included in the standard Act! version. We will explain how to download them here.
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?
What benefits do you get when using recurring activities?
Activities are set in connection to a contact or company. Act! reminds you of your planned activities so that no customer contact is forgotten.