Get an Act! app right on your phone! Works with all smartphones to help you manage contacts on the go. Whether you’re online or offline you’ll have access to notes, histories, your schedule and more.

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Quickbooks Integration

If you’re using QuickBooks and Act! you’re going to love the QSalesData software. Seamlessly send contacts to QuickBooks without having to do double entry. See pertinent financial data right on your Act! screen. You can even send invoices, create estimates, and create lookups based on past sales – all right within Act!

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Act! Marketing Automation

The newest Act! CRM tool offers complete Marketing Automation. This marketing automation tool is one of the best Emarketing platforms available. It includes all the template, reporting, and workflow automation functionality you expect from a world-class marketing automation program. The best part is that it’s built entirely into the Act! CRM. You’ll no longer be tasked with exporting contacts into a 3rd party marketing tool. Get your marketing results right in your CRM!

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Any Questions?

CRM stands for Contact Relationship Manager. Every business that provides a service or product will have contacts to track. Beyond just tracking the names and numbers, a CRM strives to track and help manage the relationship between your business and your customer. CRM’s provide useful tools that allows you to understand your business in a way that would simply be impossible without a management tool.

CRM’s give you and your team a location to store all the valuable information about your business relationships. The benefits of having these relationships managed is many-fold. Below are a few of the key reasons to invest in a CRM.

  1. Improved Customer Service – having one place to see all data related to your customer allows your customer service representatives to fully understand your customers when working with them.
  2. Automating tasks – through automating repetitive tasks, your team of users will have more time to accomplish other, more detailed, work goals.
  3. Opening new layers of communication – with multiple users, it’s hard to know who’s working with which customer and what’s been done and said. With a CRM, you have one place to look and understand your customer.
  4. Analytics and reporting – when faced with business decisions, information is power. Understanding your sales pipeline and where business is won and lost can have enormous impacts on defining your approach.
  5. Managing workflow – whether you’re pushing an order from sales to production or handing over calls from customer service to support, having a managed workflow is important to getting the job done.
  6. Hiring new sales people – sales people come and go, but nothing gets a new salesperson up and selling faster than having the historical information from the previous sales rep.
  7. Preparedness against lawsuits – documenting every call, meeting, and email means that you’re well prepared to prove the legitimacy of your actions when faced with a legal matter.

With so many CRM’s out there, finding one that fits your business can be challenging.
Most CRM’s offer very similar day to day functionality. The way the functionality is presented, how easy it is to learn and use, how accessible it is, and how much it costs, are they key differences to look out for. With so many variables, finding a CRM you’re comfortable with can be a daunting task. No matter your requirements, the starting point should be the same – ask an expert for guidance. 63% of CRM implementations fail. Working with experts, like Hayes Consulting, can help you avoid being one of the 63%. Whether you call us or another consulting firm, working with a consultant is your best bet for success!

In a recent study by Nucleus Research, the average return on investment for implementing a CRM is 871%. The return you can expect depends on many variables. To help maximize your ROI and avoid the common mistakes that lead to a failed implementation, consider working with an expert consultant.

Hayes Consulting offers two types of billing – an hourly rate and a project rate. Which form of billing we implement depends on the type of work that needs to be accomplished. If you’re just looking for a little assistance, then we typically charge by the hour. If you have a large project with a specific budget, then we typically charge for the project as a whole.

Yes. Buying the software through us can sometimes provide you with a discount or a free training session. Send us an email to inquire about special offers.

The typical implementation project begins with discovery meetings and ends with training and support. The timeframe for a project ranges from a single day to several weeks depending on the size of the implementation, amount of customization, and whether there is any custom programming required. The average implementation can be completed within 5-7 days.

There are several reasons why users fail to adopt a CRM and enter data. The number one reason is poor training. If users aren’t trained properly they’ll become frustrated with even the simplest CRM products. Understanding how to navigate the CRM is key. The second most common cause is a lack of a mobile option. Giving your users a solid method for entering data while on the go is pivotal to the success of many types of CRM implementations.

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