ACT! is designed to help grow your business. Unfortunately as your business grows, so does the amount of manual input required to maintain your database. Over time, critical tasks can fall through the cracks, leaving you with inaccurate data, or worse, neglected customers.
Workflow IT is the software AddOn that lets you avoid redundant data input by executing pre-defined workflow patterns automatically in ACT! By automating recurring functions and standardizing critical processes, you can save time, reduce your workload, and streamline your current business practices. Workflow IT is installed on your server (the GUI is installed on the server or one workstation of your choice).
- Link individual activities together to build complex workflow patterns –
- create drip marketing campaigns, lead management processes, multitouch sales strategies, and more
- Set date, time, and duration schema for each activity
- Generates reports
- Export data (i.e. change of an ID/ Status generates a report)
- Monitor Contacts/ Companies/ Groups/ Opportunities for trigger events: i.e. Change in field value
- Creation of a new Contact, Company, Group, or Opportunity
- Synchronization of data
- Modification of any data in your ACT! database
Functions Workflow IT can execute:
- Create a follow up task and assign to a specific team member
- Modify field values
- Move Contacts and Companies to and from Groups
- Send email notifications to team members prior to scheduled Activities
- Generate written correspondance using an ACT! template
- Assign numbers to Contacts or Opportunities
- Schedule a new Activity dependent on the outcome of a previous Activity
- Monitor tasks and forward to another team member or escalate to management if not completed as scheduled
- And a lot more!
Workflow IT does more than save time. It increases accuracy, promotes compliance, and provides the operational consistency needed to accurately assess and improve your business processes.
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