ACT! now

Transcription

ACT! now
SICON CRM Inc. Consultants in Customer Relationship Management
ACT!
Maximizer
Goldmine
CRM Check-Up
Did you know that the #1 reason for data loss is the lack of regular
maintenance of your CRM program! Reduce your risk!
HERE’S WHAT NEEDS TO BE DONE...
• Back up your database
• Re-index your database
• Identify any dublicate contacts
• Identify dormant contacts
• Report on:
• user field usage
• master user name and password
• databse location
- You will receive a checklist/report of activities and recommendations once above is
completed for your information.
- Please ensure an approximate 2 hour time block for each databse tune-up which
includes a user interview (to determine requirements), tune-up and report.
ACT! now...
* SICON CRM Inc. suggests that all CRM programs be backed up and re-indexed
monthly to ensure maximum efficiency. Ask about our monthly tune-up specials.
Toronto • Montreal • Vancouver • Calgary

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