Act! CRM

• Lots of fields for adapting the software to your own requirements.
• Excellent tracking of activities/details in sales pipeline process.
• Excellent robust reporting to provide a very clear picture of prospecting activities.
• Tightly integrated with Sage Quantum accounting software to avoid double entry of prospect details into Customer/Sales module.

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• Social Integration: The tool has a basic feed for LinkedIn information to feed into the system. The infusion of more Social Selling "signals" and "feeds" would be very helpful to instill more social selling into the framework.
• Account vs. Contact: If you are a company which works to B to B rather than B to C there is a still a bit of cumbersome way to handle "joining" accounts and contacts through links. It is better with 16.1 release but still it's a "contact" centric solution which is great for some business relationships like realtors, insurance, & financial services etc.

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• It's been easy to keep track of progress of goals with the software. This provides the opportunity to know what is working and what is not.
• We have had to adjust a lot of things since the Virus issue took a foothold, but it is providing invaluable to make those adjustments.
• Our ROI has increased at least 30%.

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