PRODUCTS - Click on Any of the Product Icons in the Right Column for Demos, Trials, and More Detailed Information. Serving Colorado Springs|Central Colorado and Pittsburgh|Western Pa. Areas Hourly and Fixed Project Prices Software Products – Sales, Upgrades, Customization, Training, Installation, Configuration, Programming When to Use ACT! ACT! is a Contact and Customer Manager. It does not have marketing automation, customer service & resource scheduling module. So, ACT! is the ideal application for the following functions: Sales Management Focus – When you only need Sales Pipeline Management and Forecasting Contact and Communications Management Focus – When you want to focus on all communications planning and history for contacts, companies, and groups Limited Computer Resources – ACT! requires that you have your own computer or server on which to install ACT! Single User or 5 Users or Less – ACT! can be used by single users on a laptop or by 5 or less users on a pier to pier network. ACT! Premium can be used by 50 users or more. Limited Budget for License Purchases – ACT! licenses can be purchased for as little as $130.00 per license. ACT! Premium licenses can be purchased for about $400.00. Volume discounts are available. Need Remote Database Synchronization? – When you need to sync remote databases with a central databases from remote computers like laptops Checkout complete descriptions of ACT! Standard and Premium Versions on the ACT! Web Site: www.act.com   Key ACT! Features and Functionality ACT! Standard and Premium allows you to do the following contact and customer management functions: Automated data entry using importing, data duplication, ListGrabber, and Business Card Scanners as well as PDA Handheld devices. Track, view, and access customer and prospect information in a central place including contact information, e-mail messages, phone calls, appointments, notes, and documents both planned and history. Use new customization features to define and capture the information that is most relevant to your sales and business processes. Share customer and prospect data across your company with security-enhanced multiuser access, so that employees have access to the information they need to respond to customers. Assign tasks and projects to other co-workers on your team. Work offline when you're out of the office. You can view and enter information for ACT! from your laptop and synchronize your data remotely over the Internet or VPN or when you return to the office over a network. You can also wirelessly synchronize and view all your business contact information and calendars from your Microsoft Windows Mobile-based Pocket PC or Palm OS or BlackBerry PDA HandHeld devices. Integrate customer information with financial data when you link ACT! with QuickBooks or Peachtree Accounting, Use Sales Opportunities to track a deal through your own customized sales process, then with just a few clicks convert it the sale to an Invoice in QuickBooks or Peachtree. Export data and reports to Microsoft Excel with one click.   When to Use Microsoft CRM 4.0 Microsoft CRM 4.0 does almost everything that ACT! does plus its has robust Marketing Automation and Customer Service & Resource Scheduling Automation Modules. It has a 360 view of the customer from marketing campaign design, cost tracking, and execution to raw lead response tracking to sales process management to customer contract & case management to resource scheduling.   CRM 4.0 should be used when you have the following needs: Marketing Campaign Management and Analysis – uses shared database when you need to plan, budget, and execute specific marketing campaigns such as broadcast E-mail. Also, when you need to determine lead conversion rates to sales as well as ROI (return on investment) of each marketing campaign (amount of sales obtained compared to the cost of the marketing campaign). Customer Service Management and Resource Scheduling – uses shared database when you need customer service contract & case management. Includes powerful scheduling engine to precisely automate the scheduling of people, equipment, and combinations of the two. No Computer Infrastructure – CRM 4.0 Online is designed for small to medium size companies that do not have servers or larger companies that do not want to use their servers. Microsoft hosts the customer’s CRM 4.0 database so the CRM 4.0 software is not installed on the customer’s computers. Therefore, no hardware purchases are needed. Very Limited Budget – CRM 4.0 Online costs $44.95 per month per user on a subscription basis. Quick Startup – CRM 4.0 Online can be up and running in minutes since no software installation is required. Have a Very Large Number of Users – CRM 4.0 is based on the latest version of SQL Server. There is no limit to the number of Online or On Premise License users. Outlook Interface – CRM 4.0 can be installed with Outlook so that the CRM Modules are Outlook folders. This shortens the learning curve dramatically.   What is Microsoft Dynamics CRM 4.0? If you have customers - and what business doesn't - you need When to Use Microsoft CRM, a proven solution for successful and productive customer relationships. MIT can help you customize CRM, implement CRM, provide CRM training for your users, and give you ongoing support. We even can provide GetLoaded software to migrate data from ACT! to CRM. Here is a brief description about each of the capabilities that CRM can provide for you: SALES: Create Demand and Generate New Business. No matter how complex your sales process, When to Use Microsoft CRM can help you: Quickly qualify sales leads and opportunities. Streamline your sales strategy Help your sales force access critical customer information at a moment's notice MARKETING: Get Better Decision-Making Capabilities With A Clearer View of Customers Transform customer information into action with Microsoft Dynamics CRM. You'll have clear insight into your customers' unique needs and preferences with reporting and analysis tools built on Microsoft SQL Server™. Use the targeted information to focus your marketing efforts and execute smarter campaigns. CUSTOMER SERVICE: Provide More Value To Customers. Every interaction with a customer is vital. When to Use Microsoft CRM can help enhance your relationships with your customer by enabling you to offer high-quality, personalized service. Deliver the right answer the first time. Resolve issues appropriately. Coordinate services. ANALYTICS: Capture Timely and Actionable Insights Into Your Business. Information that you can understand and put to work quickly. This is the key in your competitive world. Microsoft Dynamics CRM uses predictive analytics to: Turn your data into knowledge, from prioritizing leads to recommending strategic cross- and up-sell opportunities. You can even combine data with integrated workflow to respond in real-time to your business changes. WORKFLOW: Share Information Across Your Organization and Stay Productive. Collaborate at every level: Give everyone access to the business process best practices that can make them more effective and efficient. Microsoft Dynamics CRM empowers a more consistent, business process execution.   Other Software Products EA sells, installs, sets up, and trains on the following products that enhance the use of ACT! and CRM 4.0: Broadcast E-mail, Template Creation, Drip Marketing Campaign Automation – SwiftPage E-mail Remote Computer Access – GoToMyPC Automated Data Entry – Corex Business Card Scanners Remote Computer Access – GoToMyPC vWireless Synchronizing with ACT! and CRM databases using Blackberry, Palm OS, or Windows Mobile (Pocket PC) PDA Handheld Devices – HandHeld Contact Automatic Scheduling and Execution of Broadcast E-mail Campaigns – PinPoint Marketing Tool Microsoft Office – Outlook, Word, Excel, PowerPoint, Access, Business Contact Manager (BCM) & Visio Wireless Synchronizing with ACT! and CRM databases using Blackberry, Palm OS, or Windows Mobile (Pocket PC) PDA Handheld Devices - HandHeld Contact   ACT! Add-On Specialist Click on the icons below for information, demos, and free trials   for ACT!     Microsoft DynamicsTM CRM 4.0 Applications     Broadcast E-mail   List Grabber Pro, The Easiest and Fastest way to capture any Contact Information into your Database         Business Contact Manager           PRIVACY POLICY We will not sell or distribute you email to any third parties. We will not send you any emails unless you request that we do so. We value your privacy as much as you do!   EA – Executive Automation LLC 5215 Zachary Grove, Ste. 106, Colorado Springs, CO 80919 241 South Starr Avenue, Pittsburgh, PA 15202-3411 Toll Free Phone: 866-841-4213 www.execautomation.com
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