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.