ACT! by Sage
Knowledge Processes Ltd has focused on the use of Sage ACT! client relationship management tools in the implementation of CRM systems. We have built a strong relationship with Sage, and deployed numerous CRM systems configured to suit the requirements of the business not the product. For this reason, we look at CRM as a project - not a product, and while the product is important the methodology behind deployment is equally critical. Our experience has proven that planning pays off, and as an example we always produce a functional design specification in collaboration with our client (often the management team) where we look at business processes and define what the CRM system will do, and how it will do it. Our methodology is proven, and whether making use of a multi-user or single user CRM tool, the methodology remains the same, and has given excellent results.
If you can relate to these issues, you could improve your business by using CRM.
- Your client contact details reside in more than one database, or more than one format
- You have little historical knowledge of who said what when to your client
- You have no ability to retain knowledge about your key clients if for example one of your sales people move on.
- You have few structured business processes and common workflows.
- Your team use different corporate layouts and formats than you would prefer
- You have some difficulty in providing reports about your clients, and their characteristics