Consultation Services

Services2018-10-10T16:20:46+00:00

SalesForce to Act! Conversions

Tired of paying 3 times more for the same features? Coming back to Act! has never been easier. We can convert your CRM data directly from SalesForce into Act! Our tools for CRM conversion make the process quick and painless.

  • Our CRM conversion experts can take your SalesForce backup file and turn it into an Act! database.

  • Most CRM conversions cost less than $1000, so it doesn’t take long to see your return on investment.

  • SalesForce CRM conversions aren’t our only CRM conversion specialty – you can convert to Act! from any CRM

For more information or to schedule your conversion – give us a call or send us an email.

Customization

Act! is useful right out of the box. But imagine how much more useful it will be when it’s been hand-tailored. Customized to fit not only your specific industry but also the exact way you do business. Hayes Consulting’s experts will sit down with you and your team to help design the perfect CRM database for your business.

  • We’ll remove the clutter and focus on the key information that lets your business thrive.

  • Create efficiencies and speed up your user’s day-to-day functions.

Call or email to schedule your first meeting with us and start getting more out of your Act! CRM.

Custom Reporting

You’ve entered customer data into Act! CRM, but what can you do with all that data? They say information is power and they’re right. Inform yourself and your team about your customer base in ways that impact the way you approach business. From sales reports that list the top reasons for losses, to geography reports that pinpoint your customers on a map. Any information that goes into Act! can come back out in a report.

Send us an email or give us a call to discuss your specific reporting needs.

Data Conversion

Are you using Microsoft Outlook or Excel to track your customers? Or perhaps you’re using another CRM that just isn’t cutting it any more. Don’t worry, the CRM experts at Hayes Consulting can convert data from just about any source. We’ll take your current data and convert it directly into a custom Act! database.

Give us a call or send us an email to discuss the specifics of what you need. We’re here to help.

Usage Analysis

Millions of business around the world use the Act! CRM system. But not all of them use it in the most efficient and effective manner. If you’ve ever wondered how you could better utilize the Act! CRM or what else you might be able to get out of Act! then you’ve come to the right place.

  • Our experts will sit down with your users to analyze their day to day usage.

  • We’ll find the inefficiencies and design a plan to get rid of the slack.

  • We’ll also identify features that may improve the benefits you gain from your Act! CRM database.

Get in touch with us on the phone or in an email to schedule your usage analysis session.

Training

One of the top factors for successfully implementing any CRM is proper training. The Act! CRM is no different. If you’d like to see your users adopt the contact manager quickly then let us help remove the stumbling blocks.

Check out our training page for details.

Ready to talk?

Join over 6 million users in 100+ countries, all using Act! CRM to manage their customer relationships and grow their businesses.

Let’s Talk

Contact Us

Phone: (503) 692-6396