Act CRM Consulting — Make Act Work for Your Business

Your Business Is Unique. Your Act CRM System Should Reflect That.

Every business operates differently.  Your customers, sales process, follow-up requirements, employees, and daily activities are different from those of other companies.  So why should everyone use Act CRM exactly the same way?  I'm Tony Holowitz, an Act Certified Consultant with more than 25 years of experience helping businesses adapt Act CRM to the way they actually work.

My consulting services go beyond teaching software features or fixing technical problems.  I take the time to understand your business, evaluate how you're using Act, and help develop practical improvements that make your CRM system more valuable.

I Don't Just Teach Act CRM. I Help Make It Work for You.

Sometimes the problem isn't that Act CRM lacks a feature.  The problem is that the business hasn't organized or configured Act in a way that supports what its people are trying to accomplish.  Maybe your database contains thousands of contacts, but you don't know which ones deserve attention.

Maybe your salespeople aren't following up consistently.  Maybe your contact information is outdated, your activities aren't being recorded, or you're not taking advantage of Act Marketing Automation.  I help you identify these opportunities and make practical improvements.

12 Ways I Help Businesses Improve Their Use of Act CRM

1. Database Evaluation: Review how your Act CRM database is organized and identify opportunities for improvement.
2. Contact Organization: Create practical classifications for prospects, customers, inactive clients, vendors, and other important contacts.
3. Database Cleanup: Identify outdated information, duplicates, incomplete records, and contacts that may no longer belong in the database.
4. Sales Process Improvement: Help organize prospects, sales opportunities, follow-up activities, and customer relationships.
5. Follow-Up Systems: Develop practical ways to identify people who haven't been contacted recently and need attention.
6. Act Marketing Automation: Help organize email marketing lists, develop campaigns, and establish automated follow-up processes.
7. Microsoft Outlook Integration: Improve the way Act and Outlook work together to manage email communications and contact information.
8. QuickBooks Online Integration: Evaluate opportunities to connect customer and financial information between Act CRM and QuickBooks Online.
9. Custom Fields and Database Structure: Review and configure fields, layouts, and other supported features to reflect your business requirements.
10. Importing and Organizing Information: Bring information from spreadsheets, existing databases, and other sources into Act CRM.
11. Reports and Business Information: Help identify the information you need to make better decisions and determine how Act can provide it.
12. Ongoing CRM Project Work: Complete database organization, contact updates, marketing setup, and other projects when you don't have the time or desire to do the work yourself.

Sometimes I Teach You. Sometimes I Do the Work.

Not every business owner wants to become an Act CRM expert.  Some people enjoy learning software and want to understand every step.  Others simply want the work completed so they can focus on running their business.

I offer both approaches.  I can teach you how to organize your database, develop a marketing campaign, or create a follow-up system.  Or I can work directly on the project and complete the tasks for you.  We can also combine both approaches, with me completing the initial work and then teaching you how to maintain it.

Finding Opportunities Already Hidden in Your Act Database

One of the first things I like to do when reviewing an Act CRM database is look for opportunities that may have been overlooked.

For example:

• Prospects who haven't been contacted in several months
• Former customers who may be ready to do business again
• Contacts missing important classification information
• Sales opportunities that haven't received appropriate follow-up
• Customers who could benefit from additional products or services
• Contact groups that would benefit from targeted email campaigns

Many businesses already have valuable information in Act CRM. They simply aren't using it effectively.  Sometimes improving the way you use your existing database can be more valuable than purchasing additional software.

Act CRM Consulting for Small Businesses

I particularly enjoy working with small businesses because I understand that people often wear multiple hats.

You may be the business owner, salesperson, marketing department, and technology administrator all at once.

You don't necessarily need a complicated CRM strategy.

You need a system that makes it easier to stay organized, communicate with customers, follow up on opportunities, and get things done.

My job is to help you make Act CRM a useful part of your daily business operations.

Frequently Asked Questions About Act CRM Consulting

What does an Act CRM consultant do?

An Act CRM consultant helps businesses evaluate, organize, configure, and improve how they use Act CRM. Tony Holowitz provides consulting focused on contact management, sales processes, marketing automation, database organization, and practical business workflows.

Can Act CRM be customized for my business?

Yes. Act CRM offers fields, layouts, groups, activities, reporting options, and other features that can be configured to support different business requirements. The available options depend on the Act product and subscription.

Can someone clean up my Act CRM database?

Yes. Tony helps businesses review outdated records, identify duplicates, improve contact classifications, and organize information so it becomes easier to manage.

Can Tony do the Act CRM work for me?

Yes. Tony offers project-based consulting and can perform database organization, marketing setup, contact management improvements, and other agreed-upon work directly for clients.

Can an Act CRM consultant help me find more sales opportunities?

Yes. Tony helps businesses review existing contact information, identify prospects requiring follow-up, reconnect with inactive customers, and improve how sales activities are managed.

Does Tony provide ongoing Act CRM consulting?

Yes. Tony offers individual consulting sessions, prepaid packages, and ongoing project assistance based on the client's needs.

Let's Make Act CRM More Valuable to Your Business

You may have been using Act for years without realizing how much more it could do for you.  Or maybe you've recently purchased Act and want to set it up correctly from the beginning.  Either way, I'd welcome the opportunity to learn about your business and discuss how I can help.

I offer up to 60 minutes of complimentary Act CRM consulting.  No obligation. No complicated process. Just a conversation about your business and how you're using Act.

Schedule your free Act CRM consultation:

https://www.calendly.com/tonyholowitz  || Website: https://www.tonytheteacher.com