Endpoint Networks Act! consulting and Training

ACT! Services

Planning your ACT! Project

Our consultants specialize in working with clients to determine how ACT! can be configured to meet their unique business requirements. We work with you to automate processes within ACT! that create greater efficiency and productivity. Whether it's sales tracking, customer management, marketing procedures, or account administration. We work with you to gain the most return on your investment.

Customize ACT! to fit your Business

ACT! is built from the ground up to be customized for your business. After we have deigned your automation process, we will add custom fields and organize them in a workable layout that is easy to navigate. We create your custom document templates (letters, proposals and marketing pieces) and work with you to build the custom queries you use most often to merge these documents. Activities series are created to schedule your common procedures such as automatic reminders and follow-up letters. We recognize that if we make it easy to use, your employees will WANT to use it.

ACT! Data Conversion

Regardless of what business you are in, somewhere, someplace, somehow, you have customer data. You may have this information in more than one place such as Outlook Contacts, Excel spreadsheets, Access databases, accounting software or other contact management products. Endpoint Consulting can often convert this data and import the result to your new ACT! database. We make every effort to clean the data of damaged records and duplicate entries prior to import.

ACT! Remote Access

More and more businesses are allowing employees to work from home offices. Others have remote sales reps who need access to their contact data. Endpoint Consulting offers several solutions to allow remote users to either synchronize data with the master database, or access ACT via the internet. We will work with you to decide which method will work best for your company to create a secure remote access solution.

Premier ACT! Training

Our certified trainers offer both customized and group classes to get your users up to speed as quickly as possible. We also offer public classroom training and web-based one-on-one training. Contact us to day for information.

ACT! Add-Products

ACT! has been around for a long time. Over the years, many new features have been added to make ACT! one of the most complete contact management programs on the market. However, there may be some special feature or task you would like to have. And, if you thought of it, it's likely someone else has too. To address these special needs, there have been many custom ADD-ON Products created that can be integrated with ACT!. Endpoint Consulting will work with you to identify those custom solutions and help to install and integrate them.

IT & Network Support

Endpoint Networks will provide your organization and executive team with valuable strategic and tactical consulting and advice to ensure the continual alignment of technology to your business goals and objectives. Our qualified and experienced Microsoft engineers are available for consultancy work. From upgrading and migrating Exchange servers to planning and installing an ACT! Database server, we have experienced it before and know the pitfalls. If you are looking for expert help on your Microsoft network or server call or email one today.