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ACT! Consulting Services

Because ACT! can dramatically affect the way you do business, Northbrook Consulting Group realizes the importance of customizing your contact management software to meet individual user, business and industry needs.

  • As an ACT! Certified Consultant, NCG serves small to medium-sized businesses with the installation, customization, training and troubleshooting of ACT! We will work with you to analyze your business needs, then design and implement a customized contact management database solution for your organization. Our goal is to increase your sales and profits by helping your sales people sell more effectively and intelligently.

  • No one has time to reinvent the wheel. We can save your company time and money by helping you with as much or as little as you need. We can assist you with any or all of the steps toward successfully implementing contact management or sales force automatio. Some clients prefer to handle much themselves and bring us in for configuration, training, data conversion and technical support. Others want us to develop and implement everything. We appreciate the differences and act at your request.

Northbrook Consulting Group can help you with:

Installation of ACT! 2009 and Upgrades from Prior Versions

  • Every installation of ACT! is unique. The success of your contact management program greatly depends on the well-planned installation of the software.

  • Integration with Microsoft Office and your accounting and business management software

  • Server and workstation setup

  • Network troubleshooting

  • Communications setup with e-mail and fax

  • Database conversion from other software

Database and Screen Design

  • NCG can customize the database and screen layouts to meet your individual user, business and industry needs.
  • We can group your leads, identify the sales rep, cushion field insertions and limit access to records or fields by users or teams.

Report Design

  • We can create customized reports or modify existing reports to meet your organizational needs and style.
  • Customized report design can include: adding fields to reports, redesigning the look of your reports, totaling results and adding groupings to reports.

Synchronization Setup For Remote Users

  • We can setup synchronization of individual remote databases with your main database. This is a very powerful, but underused tool. Synchronized databases now enforce all of the security settings of the main database.
  • If your sales people take their computers out of the office or work from remote offices, both the remote users and the people in the office will make changes. Synchronization allows all users to reconnect with each other and exchange the information that has changed since the last time all computers shared information.

Templates for Word Processing, Mail Merge, E-Mail

  • With ACT!, you can customize templates using Microsoft Word or the ACT! word processor. Templates are necessary for generating form letters and running mail merges.
  • One of ACT!'s best features is its ability to tackle large mail merge projects. The word-processing capabilities in ACT! allow you to automatically print out letters and Avery forms from your contact records.

Maintenance and Support

  • Things invariably go wrong at the worst possible time.  As you use ACT!, you may require some database modifications or answers to operational questions.   To keep your database running efficiently, backup and maintenance procedures need to be performed on a regular basis.
  • We can provide technical support as needed to solve ACT! issues

Although we are based in Metropolitan Chicago in Northbrook, Illinois, with our Virtual Visit™, we can support you from our offices just as if we were sitting next to you!

Call us now: 847-835-0979 or send e-mail with your questions.

 

Certified Management Consultant Sage Certified Conusultant  Sage ACT Certified Consultant  Sage Peachtree Certified Consultant Logos

What's New

July 2017
Swiftpage enters beta testing of ACT! version 20

March 2017
Swiftpage releases Act! version 19.1 (2017). Includes significant fixes to the initial release..

February 2017
Sage releases BusinessWorks 2017 service pack 2, with 2017 tax tables.

September 2016
Sage releases BusinessWorks 2017 update. See more details here.

August 2016
Swiftpage releases Act! version 18.2. We have tested Sage BusinessWorks link through version 2017 with all desktop versions of Act! through 18.2 and found no issues--even though Sage no longer supports the link.

May 2016
Swiftpage releases Act version 18.1

March 2016
Sage releases Service Pack 9 for BusinessWorks 2015

July 30, 2015
Swiftpage releases statement about the compatibility of Act! with Windows 10 and the precautions to take before upgrading to it. See it here.

July, 2015
Act! version 17.2 released by Swiftpage. This release adds important new features and fixes issues with prior versions.

April, 2015
Swiftpage announces major product restructuring--Act! to be available on-site or in the "cloud", purchase or subscription.

January, 2015
Swiftpage releases Act! verson 17.1 to beta testers. This release has feature enhancements and solutions to problems found in prior versions.

November, 2014
Sage BusinessWorks 2015 is released. There are new reports, functionality enhancements, and problem fixes from the 2013 version. See release notes.

October, 2014
Swiftpage releases ACT! version 17: with integrated emarketing, which adds automation, send as, and more; the ability to attach documents from places like DropBox, Sharepoint and Google Drive, to fully connect you to where you store your documents; enhancements to web and mobile like CSV import and attaching a photo directly from your mobile device. - See more

July, 2014
Don Joseph announces merger of our Sage accounting with Sue Dunn at MicroAccounting Solutions and our ACT! practice with Brainsell Technologies, LLC to assure support for NCG's clients.

June, 2014
Northbrook Consulting Group forms alliance with Brainsell Technologies, LLC for ACT-related products and services. More to come.

May, 2014
Swiftpage announces future vision for ACT!, including summer release of ACT! Cloud and redesigned ACT! Hosted

April, 2014
Swiftpage releases ACT! version 16.1 with new features and problem fixes. Included is ACT! e-marketing, other new features, and maintenance upgrades.

March, 2014
Swiftpage releases beta of ACT! e-marketing and announces features for release 16.1 in April, 2014.

Febuary, 2014
Swiftpage announces plans for the all-new Act! Cloud, a direct-to-market, SaaS-only offering primarily targeted at entrepreneurs and micro/small business owners.

January, 2014
Northbrook Consulting Group's merger with Sue Dunn's firm (JDI Inc.) brings the gamut of Sage solutions to our clients. We can now sell and support Sage 100, Sage 200, Sage CRM in addition to Sage BusinessWorks, Sage 50, and ACT!.

July, 2013
Sage BusinessWorks 2013 is released

April, 2013
Featured Add-on of the month: QSalesData, allows connection of ACT! and QuickBooks--true CRM capabilities at a small business price.

October, 2012
ACT! HOSTED brings ACT! to the cloud. Northbrook Consulting Group brings it to you/

November 2011
Don Joseph receives certification as ACT! Premier Trainer and Sage BusinessWorks Certified Consultant.