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Services of Tandem Training & Consulting

Customized ACT! Screens
  • We can totally customize the look and feel of your Act database.  Fields can be added which reflect the way you do business.  Do you want to standardize the drop downs for fields?  Make particular fields mandatory?

  • Different layouts for different departments.

ACT! in a Sales Environment
  • Customized Sales Stages, Product Lists, Competitor information may be used for Sales reports sorted by Salesperson, Close Date and more!

Importing and Exporting of Databases
  • We can bring all of your data together.  Data from Goldmine, Outlook, Excel, Word, Maximizer, Access, Oracle, Paradox, or just about anything can be brought into Act. We can help you migrate to Act without missing a step!

Synchronization Planning and Set Up
  • ACT can be used to keep all of your sales persons on the road up to date with the company database.  We can create a database and distribute remote databases to your sales team around the world.

Palm and Pocket PC Set up and Synchronization
  • Take your data with you.  We help set up and configure Act databases to work with many of today's popular PDA's.

Customized Email and Document Templates
  • We can take your forms, sales letters, or customer documentation and automate the process using your Act data.  Imagine sending out hundreds of emails or letters in a single afternoon.

Database Consolidation
  • We can take a variety of databases from ACT and other sources in consolidate the data to make a single group database while retaining individual calendars, sales opportunities and history items.

Multi User ACT Databases
Customized Reports
  • Act reports customized to your needs.  We can add custom fields to your reports, sort and provide summary information all utilizing the ACT report writer.  And show you how to do it your self.

Networked ACT! Databases
  • Wouldn't it be great if everyone could view your Act data at the same time? You can!  We can configure ACT for sharing and can configure your network accordingly or work with your IT staff to ensure trouble free operation of your ACT database.

Shared Databases
  • Different people using the same database all at the same time.  Just type in your event, or note and it is there for all view across the LAN.

Database Administration
  • Let us show you what you need to do to administer an ACT database, from setting up synch, adding users, recovering from database corruption and basic database maintenance.

Maintenance set up and automation
  • A healthy database is a happy database!  We can help set up automated  maintenance and train you and your staff on important functions including reindexing, purging of obsolete data, removal and prevention of duplicates and more.  An absolute necessity.

Database Conversion
Custom Queries to Speed Data Retrieval
  • Need to see just your data quickly?  There is no need for separate databases.  We can speed up the data retrieval process through customized queries.

Optimization of Database performance
  • Is your database slow, or are you getting errors?  We can troubleshoot the source of problem to maximize efficiency.

Crystal Reports based Reports
  • Act reports are highly informative and just fine for most organizations, but sometimes you need to take them to the next level. This can be done with Crystal Reports.  We can customized reports for you which will really let you see the data in your ACT database in a whole new way.

 

 

Houston (713) 662-3994
Toll Free Nationwide (866)-710-4ACT