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Doug Wolf, ACT! Consultant
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FACT: 80% of ACT! users do only two things: Lookup phone numbers and then add a note to the contact record. So, they are using about 10% of the power of ACT!.
Implementing ACT! is only part of your sales and marketing efforts. The real benefit comes from integrating ACT! into your business model.
There are three aspects to a successful ACT! implementation.
- First, to correctly install and configure ACT!.
- Second, to customize ACT! to your business model.
- Third, to train the users so that they understand how ACT! compliments and enhances their work. My goal in working with my customers is to adapt the use of ACT! into the existing practices of your company. That means I want to meet with you in order to understand several things:
- How your firm locates and markets to suspects
- How your firm communicates with suspects
- How your firm communicates with prospects
- How your firm communicates with customers
- What your goals are for the ACT! implementation?
- Who is the project manager for this implementation?
- Who or what company manages your IT infrastructure?
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Most ACT! adoptions fail because of 2 reasons; inadequate training and lack of management encouragement, after the fact. While the basic functions in ACT! are easy to learn, many users are never given the fundamental instructions on how ACT! can enhance their effectiveness and performance. So, they revert to old habits such as thinking Outlook is a contact manager. Second, if users are not required to use ACT!, they will not and it is incumbent on the management to set protocols for ACT! usage.
 Some of our satisfied customers... KUSI-TV..Higher Education Loan Program, San Diego Business Journal, Accubank Mortgage, AXA Advisors, Bank of America, Biohealth, CMC Medical, Connecting Point, Cozza & Harris, Cush Honda, Discflo, Dubin Medical, HNC, ITECH, J&M Keystone Inc., Keith Monroe & Company, Networld Exchange, Pinner Construction Company, Prime Net, Pure Pulse, Quest Diagnostics, Rancho Santa Fe Technology, Real Age, RF Microsystems, Suresafe Industries, Tamayo Consulting, The Binding Site, The Retirement Group, Thomas Grunow Construction, Tom Hom Group, Universal Preservation Technologies, X10 Net, Zoological Society of San Diego, A.N.N. Systems, All Terrain Company, AMDAX, American Electronic Association, Berchtold Corporation, CACI Products, Eye Care of San Diego, Gator Sportz Optics, INTEGRA Bioscience, Inc., La Jolla Asset Management, Laser & RK Eye Centers, Meisenbach Capital Management, TXYCORP,.....and many more.
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