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ACT! Consultant - Melbourne | CRM Software Help | Help with ACT!

Help with ACT! and CRM Software: 0419 318727

Bio on Richard Milland | ACT! Consultant - Melbourne | CRM Software Help | Help with ACT!

Help with ACT! - Richard MillandRichard Milland has 19 years experience experience working with Customer Relationship Management (CRM) software. 

Act Today is the leading provider of Customer Relationship Management (CRM) software and solutions in Australia. It provides one convenient system to manage your entire customer relationship. This is done by bringing a number of programs people regularly use such as client database, contact history, diary and reminder system, To Do lists, email and mail merge programs all within the one easy to use program saving you and your team time.

Richards focus is to help organisations get the most out of their CRM Systems, by customising and integrating with other software to make it work “Just Right”.

Richard believes that there are several stages to a successful implementation of any CRM System. The most important being:

  • Understanding the client’s objectives so that he can design a system that will achieve their goals.
  • Creating templates and reports so that the client can maximise the information recorded in Act.  Identifying ways of optimising it to work with other systems – eg. quoting, phone, campaign management, web sites, mailouts- the list is extensive!
  • Importing data from other sources like MYOB, Outlook or the competition.
  • Training is what brings it all together, training is best done in small chunks while ensuring the client has time to use the product between sessions.

As a certified Act consultant, Richard knows Act. As a business Consultant he ensures that companies get the best out of their Customer Relationship Management Software, enabling them to deliver great service, and exceed customer expectations.

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What others say

Steve Nespor
Date: Oct 01, 2009

Thanks for getting me in on the Act! As you are aware our three separate organisations have a huge database but we didn\'t really know who was who and from where we knew them from. So with Act, we are able to differentiate between our OH&S clients from our website clients and those again from our...

Tips and Tricks

Writing Letters:

From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.
 

Creating a Mail Merge:

ACT! makes it really easy to create a mail merge -- a mass personalised letter created for multiple contacts at once.

When you need to send a letter to more than one contact in your ACT! database, you can use the Mail Merge feature in ACT! to send a template-based letter in one short procedure. By following the simple steps in the ACT! Mail Merge Wizard, you can write a single template-based letter to multiple contacts in an ACT! database. If you've used the mail merge features in other programs, you'll probably find that ACT!'s Mail Merge is much more user-friendly.