3025 Stone Gap Court
Raleigh, NC 28712
919.201.9913

Certified ACT! Consulting | Consulting Services | Products | New Page 1

Do you need help with ACT ?
Most ACT! users don't realize that you can automate many tasks such as importing data, sending out marketing mailers, and integrating with other applications.

The ACT SDK (Software Development Kit) lets experienced programmers develop applications that extend and integrate with ACT!.

We can help you decide whether your application fits the ACT! SDK capabilities.

Please call us at (919) 201-9913 to find out if we can help.

Email us about ACT! mitch@ActMate.com

Certified ACT! Consulting

We are certified ACT! 2005/2006 consultants who provide installation, support and programming services to the ACT! community.

Our understanding of the ACT SDK library gives us a unique ability to provide superior consulting services to ACT customers. We have developed a library of ACT code that lets us programmatically handle complex data situations that may be tedious or near-impossible using the normal user interface.

We also provide standard consulting services related to setting up ACT! databases and sales processes. We can advise you on the best approach to take advantage of the new groups and companies in ACT 2005/2006 so that you get the best out of your software.

Are you looking to synchronize data between users and offices? If you are overwhelmed by the new choices and not sure about how to set up reliable sync procedures, give us a call and we will help you through the process.

Scenario

Our Services and Experience

Data Importing

One of the enduring problems with ACT (and other contact management systems) is getting clean, unique records in the system. We have perfected a set of routines to scrub and filter raw data before it is imported into the system. We can automatically detect duplicates, and create groups based on the data values.

We also have routines that can gather data from other pubic web sites and format it into importable data. Call us for more information about this service. 

Migration to ACT 2005/2006

Have you migrated to the new ACT! 2006? Do you need help bringing everything over cleanly? There is more to the conversion process that simply running the wizards!

Using a combination of best practices from Best Software and our in-house code library, we can ensure a smooth transition to SQL Server-based 2005 version and ensure you don't lose any valuable data in the process.

Combining multiple copies of ACT!

 

Do you run multiple copies of ACT in different branches? If you need to consolidate your CRM systems, please consider using our consulting and programming services. We can detect duplicates and merge records without losing any history or notes.

Application Integration

Do you have existing applications that you need to integrate with your ACT! system? We can help you with a strategy to automatically link existing application with ACT. Using the SDK, we can provide custom interfaces to extract ACT data and populate other applications, or update ACT with new information. We have experience with Windows Service applications that run in unattended mode, so once you set this up, you don't need to do any manual steps.

 

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