Business Apps that increase productivity with Act! Premium Cloud Subscription.

Integrated connection between Act! and Zapier popular Apps automate everyday tasks to help you nurture leads, update contacts, communicate with your team, and learn more about your customers. Make your own ZAP with Triggers + Actions.

What is a ZAP?  A ZAP is a connection between two apps made of a trigger and an action.  Whenever the trigger event happens, Zapier will automatically make the action event happen for you!

What are Triggers, Searches, and Actions? Triggers, Searches and Actions are the foundation that power your integration.  

Triggers- watch for events in your apps, then kick off a sequence of Searches and Actions.

Searches- look up existing data.

Actions- create new items. Together these three complete your tasks automatically.

Meet Vanessa as we follow her through her busy day, managing sales and follow up activities. She is struggling to reach out to prospective customers and what she really needs is an effective way to build and manage the business in order to increase sales.  

Manage your day and easily share conversations in real time

Learn how to grow the business, organize meetings and monitor performance. Watch how Vanessa can access a customer group or company records to discover useful information including contact details and social updates.  Using the calendar she can plan for upcoming meetings where presentations activities are completed. She can then use her mobile phone or tablet to get direct access to her contacts and create notes so that her team can keep track of all conversations in real time.

Here at Success with CRM Consulting, Julie and I help entrepreneurs and business stakeholders navigate the complex analysis and decision-making process in accelerated business growth by using our expertise and life experiences with our successful clients and key strategic partner resources.

Over the years we have found many unique ways in describing our products and services. Here's our newest approach...

You’re an 8 year old who starts a corner stand to sell lemonade so you can buy a new "flashy red" bike.  You decide to open your stand from 11am to 5pm Saturday and Sunday this summer. 

Helping small businesses centralized multiple disconnected databases into one.

Each of the ACT Pro users are using a different version of ACT for Windows (ACT 2012, 2013 and 2014) on their local PC's. This company doesn't want to have a large capital purchase of software and IT to support the businesse's new growth needs.

To eliminate the headaches and inefficiencies from the multiple disconnected sources of information, a shared centralized database with 24x7x365 access via Internet Browser or Mobile device, effectively organizes and utilized the information needed for long-term company growth.

When moving to the ACT Hosted Premium subscription, the company could better budget overhead with a subscription-based model. As internet bandwidth increases and networks become more robust, stable and secure, more small businesses are choosing to adopt 'cloud based' CRM solutions.

Gain Valuable Market and Product Insights with CRM Emarketing Integration

Now you can swap those static web site lead capture form for interactive capturing of data directly into your CRM system. Capturing more leads and gaining valuable information qickly are benefits of the eMarketing integration with a contact management or CRM system. eMarketing is 

effective in a lead generation strategy when valuable content is provided. For example, your web site would have a call to action that allows the reader to download a white paper that relates to the benefits of your offering.