Squad 16 Consulting - ACT Certified Consultants Trainers Massachusetts Connecticut CT

Based upon the scope of work, ACT Certified Consultants and Trainers at Squad 16 Consulting MA CT begin the design of your custom database, user interface, create a plan for sharing data between remote users, develop document and report templates, and determine if third-party ACT add-on products are appropriate for the solution.

Sampling of some of the aspect of Design and Build phase:

Database conversion & clean-up
If necessary rebuild existing database prior to conversion
Remove duplicates
Old users deleted
New users added
Purge cleared Activities back until when.
Remove past uncleared activities until when
Importing/exporting data
Custom Database Design
Customization of screens/layouts/fields
Customization of sales forecasting tool
Set-up standard reports
Database performance optimization
Custom templates for documents/e-mail
Synchronization planning
Evaluate and implement ACT! specific 3rd party solutions