Kristi Smith Consulting | Business Solutions That Make Sense
  • Home

Strategic Business Planning and Review

Best CRM for Small Business Success

We believe that Act! is not just a contact management database, but a comprehensive tool for developing strong sales and marketing initiatives and, ultimately, creating life-long customer loyalties. Kristi Smith Consulting prides itself on our unique approach to Act! implementations. Anyone can install Act! but in order to best utilize all that Act! offers and achieve optimum productivity and success, you need a company who will first take the time to understand your business challenges and goals and then create a system designed to conquer those areas.

Strategic Business Planning meetings occur before Act! is implemented. Kristi Smith Consulting will help you to identify your goals for the Act! database, determine appropriate fields, design efficient workflows and plan for reporting. An ACT! implementation represents a commitment of resources – time and financial. Our Strategic Business Planning sessions ensure that you will see a return on your investment.

During Strategic Business Review meetings, we analyze your current Act! database – reviewing the field structure, layout, reports and templates. We discuss your database needs, and discuss available upgrades and/or add-on programs to enhance Act!’s capabilities. Together, we’ll also explore your organization’s use of Act! – review how many contacts have been entered by each staff member, average number of sales per month, and other key metrics to show you how your business is growing.

Contact us today to learn how to get the most out of your business through Act!




KSC Contact Information



Mailing Address:
Kristi Smith Consulting
250 Parkway Drive, Suite 150
Lincolnshire, IL 60069

Phone: 847-520-0860

Email: info@kristismith.com


"The knowledge base and efficiency of the professionals at Kristi Smith Consulting make them a true value."

 - Harry Sutter of Brighton Corporation (Bloomington, IL) - KSC valued clients since 2005

Kristi Smith Consulting     |    (847) 520-0860    |    info@kristismith.com


This Web site is owned by Kristi Smith Consulting, LLC. Kristi Smith Consulting, LLC is independent from Swiftpage and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Swiftpage regarding any product, service or Web site content. Certain materials made available on or through this Web site are owned by Swiftpage and cannot be used without the prior written permission of Swiftpage; such materials have been released to KSC as a Swiftpage Authorized Business Partner and are used with permission from Swiftpage ACT! LLC. | www.swiftpage.com | All images displayed are the property of Kristi Smith Consulting and may not be copied or used without prior written authorization from a Kristi Smith Consulting administrator.