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.
CRM implementation in 3 phases is a simple overview of the complex process of CRM-system implementation. Most CRM-systems fail because too many functions are implemented from the get go. And most often CRM-systems silt up because the project manager does not have the necessary authority to enforce the time frame and set goals. Especially for medium-sized companies it is imperative that the system matches the company’s available resources, needed functionality and processes. Unnecessary and complex functions usually means additional cost and effort that don’t have any use. When selecting a system don’t forget the people who have to manage their work day with the new software.
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.
Sales optimization with CRM
Read this article in German.
Customer management – improved, structured and optimized
In order to secure inter-divisional, smooth communication between inside and outside sales, it is crucial that customer information is accessible straight away and completely.
DIAL|IT connects Act! with your telephone system
Read this article in German.
As you may already know, you are able to extend Act! by a few additions. One of these is the addon DIAL|IT offers timesaving and comfortable communication.
The main functionality is to document calls and conversations with your Act! contacts. For this there are various support options for you as a user. Telephone integration as synthesis of time optimized and customer oriented action: the perfect telephone system for sole proprietors and small businesses as well as mid tier businesses is envisioned.
Synchronization problems with HandheldContact?
Every software has its peculiarity and so sometimes even HandheldContact can give you a little unforeseen trouble. This can be the result of a variety of things.
In the following you will find a short list what can be done when a certain problem arises:
Using Act! with RingCentral will not work with a softphone as far we are aware of. If you find a TAPI driver that will work with a RingCentral Softphone, let us know so we can post this.
You would like to interconnect your Act! and phone devices?
By default Act! can ‘talk’ to any phone device that can communicate via Tapi. Only the integrated Tapi driver shouts: “call this number”. It may or may not work, depending on the Tapi driver. If the the Act! Tapi interface works, then it will only work for outbound calls, inbound calls are ignored.
In the following we have listed different options for your convenience: