Considering an ACT! purchase?
Southern Software Solutions is a Sage Software Authorized Platinum Reseller.
Where are you in the buying process?
Are you just realizing you might need something other than your current system? Still using pen and paper? How many of those black and white composition books are you holding on to because you keep all your phone call notes in them? Recently graduated to a mega-spreadsheet? Are you looking in four different places for information on one customer? Worse, are you entering the same information into different systems?
Are you using some other CRM product and ready to change?
Are you using an older version of ACT! and ready to take advantage of the product improvements and additional functionality in the current version?
Call us BEFORE you do anything (like buy the software, convert the database, and have the conversion fail). We will work with you to determine which version of ACT! (standard, premium, or web) will work best for your business. Additionally, we have proprietary tools that can help ease the conversion woes and possibly prevent disaster.
Have you already purchased ACT! (or an ACT! add-on) and are asking yourself, "Now what?"
An ACT! Certified Consultant will work with you to determine the best approach for installing, converting, customizing, and running ACT! in your day-to-day business.
Workflow and Needs Assessment
We will meet with you and your team to learn about your current methods and your future requirements.
Hardware/Software Survey
Not sure if your hardware is adequate for the new or upgraded ACT! system? Do you need new computers for your new users?
Southern Software Solutions will do a thorough inventory on your existing hardware and software and provide you with a list of what you have and what you need. If you don't have an IT consultant who can help you with purchasing new, updated and/or upgraded hardware, we will refer you to one of our business partners who can recommend and help you purchase the hardware that best fits your needs and your budget.
ACT! Software Installation
Already have an IT consultant who manages your system? Great!!
We will work closely with them to ensure that ACT! is properly installed on the server and workstations without interfering with other mission-critical systems. Southern Software Solutions will work with your IT staff to install ACT! on your system. If you want us to do the installation, we can work with you on scheduling the installation to minimize interference with your daily operations.
Customize your ACT! experience
You can use ACT! "right out of the box" but is that the best solution for YOUR company?
Use ACT! to its fullest potential!!
The following is just a short list of how Southern Software Solutions can help you achieve that goal.
- Add custom fields and custom layouts that fit your company's needs.
- Create custom email, fax, and letter templates for easy correspondence to one person or many.
- Design templates that include your company logo for better name recognition.
- Create custom reports to extract and display the information in your database.
Remote Access
Do you have remote employees who need access to the database or a criteria-based subset of the database such as a sales territory? Southern Software Solutions will set them up with remote databases and synchronization so that they see what they need to see and what you want them to see.
Web-based Access
Interested in seeing if a hosted solution is for you? With ACT!, you can have it! Don’t worry about maintaining the database and software on your server or workstations. Southern Software Solutions is an authorized reseller for the most advanced (and authorized) ACT! Hosting Provider. Get on-line, real-time access to your ACT! database via a web portal or remote synchronization. The company is owned and managed by ACT! Certified Consultants who also hold the ACT! for Web certification and provides secure, world-class service to all size companies.
For a lower initial investment, you can be using ACT! wherever you are!
Integrate Third Party Products
Southern Software Solutions has relationships with a wide variety of product vendors who provide great ACT!-enhancing tools – duplicate checkers, sales and workflow automation tools, automatic field calculators, and more. Here are just a few that might interest you right now:
CompanionLink
Do you really like that new PDA but wish it interfaced with ACT!? It probably does. Southern Software Solutions is an authorized reseller of CompanionLink, a software tool that creates a direct sync between ACT! and your PDA. Have all your ACT! contacts, notes, history, and activities all on the go with you! We can help you set up, customize, and integrate those PDAs.
Swiftpage
Want to send out email newsletters to your customers and prospects with a product that is integrated with ACT!, provides you with marketing reports (like who opened the email and how many times), and keeps you from taxing your email server?
We have the tool for you - Swiftpage . Send out one email or one thousand - with Swiftpage and ACT!, you will have a wealth of contact information at your fingertips to stay in touch with people, while at the same time, finding out more about them and their interests as they relate to YOUR business.
We practice what we preach at Southern Software Solutions. We use the tools and take advantage of the benefits of many of the tools that we recommend to our clients.
ACT! and all the third party tools are available to you through Southern Software Solutions. We will work with you to make sure that the tool is a best fit for your particular situation.