Solved

using ACT as a complete business solution

Posted on 2013-02-04
3
498 Views
Last Modified: 2013-02-11
Hello Experts,
My client runs a bespoke manufacturing company.
They have a server running SBS 2003 and approx. 10 workstations. Currently they use a few disparate systems to control the workflow of a job from enquiry, to order to the final install.
For Calendar appointments they are using word, for finances - spread sheets and for everything else ACT. I am sure we can automate things here to improve workflow.
An order for them can involve 100’s of suppliers transactions (purchasing screws, fittings & adjustments). The product can go through lots of processes before it reaches the final destination.
The client currently uses ACT 2012, but I assume not to its full potential.
They have contracts, purchase orders, change revisions, project  scope changes along the way. A lot of paperwork could be scanned and archived.  A job can be complex and involved. What they want to do is link emails, scanned documents, purchase orders, invoices, contracts with one particular customer, one particular job. If the client really utilises ACT to its full potential and capabilities (they have the latest 2013 version and yet to upgrade), do you think ACT can do all this or is there a more capable CRM / software package out there?
0
Comment
Question by:unrealone1
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
3 Comments
 
LVL 30

Expert Comment

by:Mike Lazarus
ID: 38851867
Would need more details on the requirements, but ACT! can certainly do what you're looking for ... although, you might need to look at adding some additional functionality such as TopLine Designer:
http://www.actaddons.com/products/2005/topline-designer.asp?cc_AID=953896411_1097853525
0
 
LVL 2

Accepted Solution

by:
Willdotb earned 500 total points
ID: 38852709
Sounds like you need a more advanced product like Microsoft dynamics CRM which contains all of the above natively.

We have recently worked together with a company called Preact to deliver this to a customer of ours and so far so good. Overall very impressed

Have a look http://www.preact.co.uk/

Or alternatively start a trial and ask the client to get a feel for the native functionality themselves. Lasts 30 days.


http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx
0
 
LVL 1

Author Closing Comment

by:unrealone1
ID: 38876518
great guidance thanks
0

Featured Post

Announcing the Most Valuable Experts of 2016

MVEs are more concerned with the satisfaction of those they help than with the considerable points they can earn. They are the types of people you feel privileged to call colleagues. Join us in honoring this amazing group of Experts.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Export Client Attachments Sage ACT version 11 4 1,323
Dealing with ACT for Web 14 679
Import ACT to Salesforce 10 878
Double-entry accounting for shared property (part 2) 3 323
A lot of users new to ACT!, especially those who don't get the benefit of a consultant, seem confused between when to share on a network and when to sync ... or, in fact, how to do either. So I thought I would attempt to explain the various options …
As most of my regular readers and followers know, I do a lot of on-line technical support as well as providing support services to our resellers and ACT! Certified Consultants and one of the things I notice is that I regularly need to ask users the …

742 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question