Expert CRM advice – Cedar Design – Growing your Business

CUSTOMISATION: Making your system useful

Most CRM software provides standard functionality right out of the box. To turn it into a real business differentiator our consultation services are on hand to help you get the most from the system by customising it specifically for the way your business works.

We can tailor your system in regards to what you want to track, who should have access to what, required reports, how the user interface should look and other ways that the software can be customised so that it is just easier to use, giving your organisation a competitive advantage.

DATABASE DESIGN
DASHBOARDS

CUSTOM FONTS & COLOUR
REPORTS

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AUTOMATE & INTEGRATE: Making your system even more useful

Remove complicated and time consuming tedious manual tasks through the automation of business tasks.

Integrate your disconnected processes so all your business systems work as one. Improving workflow will enable your business to become more agile and responsive to your customers and changes in the marketplace.

The benefits of automation and integration will be a more productive organisation with reduced costs. Automation and integration are no longer the preserve of large organisations, we make it affordable.

ACCOUNTING
PHONE
SMS / TEXT
EMAIL

QUOTATIONS
WEB FORMS
FIELD WORKFORCE FORMS

CRM automation and integration gives your organisation the competitive advantage.

Be more productive | Simplify Management | Reduce Costs

Act! Pro - Handheld Contact

The leading mobile solution for Act! Pro is available for Apple and Android smartphones and tablets!
Handheld Contact Professional Edition lets you view and manage your Act! Pro contacts, activities, calendar, notes, history items, and more from our feature-rich Android app. All Handheld Contact mobile device apps securely store your Act! data on the mobile device, so you can continue working with it even if you’re out of WiFi or mobile network range.

Handheld Contact intelligently syncs your data between configured mobile devices and Act! computers when there is an internet connection. When working without an internet connection, everything will be updated the next time you connect.

Watch the video to see how it could work for your organisation:

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Act! Premium mobile

Sales and service personnel are already using smartphones so make them more productive. Start reaping substantial improvements from their business and give them access to customers and prospects on their devices and at no additional cost*.
Mobile technology usage research shows the following:

Increase field selling time 26%
Eliminate redundant activities 27%
Increase win rates 26%
Reduce sales call costs 25%
Decrease administrative time 24%
Decrease sales cycle 23%

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(Source: “Anywhere Enterprise-Large: U.S. Mobility and Business Applications Survey” from The Yankee Group.)

Web form capture CRM Integration Benefits:

Many businesses have an online presence and use forms to capture and generate leads from landing pages, gather feedback from website visitors and invite customers and prospects to upcoming events. CRM integration can offer:

Form integration will speed up time from form enquiry to sales action
Get accurate and up to date enquiry information to your sales and support teams
Significantly reduce cost of manual data re-entry and report generation
Lower ongoing system administration expenses
Manage and simplify business processes via workﬂow
Reduce overall website maintenance costs
Save valuable time and resources

With Swiftpage web forms and surveys integrated within ACT! it is simple and quick. It saves time and streamlines the lead generation process by capturing website visitor’s information directly into your CRM. We can also provide automated integration with other web forms such as Wufoo.

Email Integration and Marketing Automation Benefits:

With Act! emarketing emails are easy to create, send and track. No more spending time importing and exporting of contacts to 3rd party email systems. Act! lets you easily segment your contact recipients and email your message to them. It is cost-effective and a very time efficient way to grow your business by regularly communicating with your customers and prospects with the right message at the right time. Want to know the hottest leads to follow up? No problem Act! emarketing includes Call lists (lead scoring) to help generate sales.

Want to send Surveys through Act! CRM? Swiftpage surveys are also integrated with Act!

Using Mailchimp, Constant Contact or other popular email marketing tools? We offer integration for these and most other email marketing systems. Smarter Business can assist with marketing automation software to help you with:

Email marketing
Lead nurturing
Lead scoring
Database segmentation

Drip email campaign builder
Sales alerts
Forms, subscriptions, payments

Smarter-Business-Act-Email-Integration-and-Marketing-Automation

Field Staff Mobile Workflow Management Software

Mobile forms are a business differentiator that will give you the competitive advantage when tendering for new business or retaining customers. Empower your field workforce to instantly upload their captured information, reducing errors, increasing responsiveness and productivity. Get field information in real time, speed up sending out service invoices and customer reports, improve cash flow and customer service levels.

Use smartphones and tablets to capture field data 24/7
Let your field staff receive dispatched electronic forms from the office
Collect vital work data in the field: online or offline
Submit complete, media-rich and error-free forms, anywhere in real time
Eliminate paperwork and hours of manual data-entry
Raise response time to real time
Improve efficiencies, communication and collaboration
Improve efficiencies and create streamlined business processes
Ensure better & informed business decisions

Fieldmotion-Field-Staff-Mobile-Workflow-Management-Software

Accounting Integration Benefits:

Close more sales by streamlining business processes starting with your accounting system: Xero, Sage or QuickBooks.

Faster responses to customers by allowing sales and service personnel to respond promptly to customer enquiries on order status and product details. This reduces business cycle times and delivers a healthy competitive advantage for your business.
Reduce (or even eliminate) dual entry of data to save time and minimise data entry error by moving data seamlessly between CRM and accounting systems.
Reduces the workload on accounts by allowing sales staff to have controlled access to accounting functions such as quotation and invoice creation.

See how CRM integration works with Xero, have a look at this video.

Telephone Integration Benefits:

The ability to call all your contacts from your smartphone or mobile device via CRM Mobile (a link to the CRM mobile section). Computer Telephony Integration (CTI) with your CRM is a primary ROI driver for many organisations to purchase CRM. This is simple to implement and more affordable than you might think and the benefits of CTI integration are:

Increases the time your staff spend on the phone dealing with incoming calls or with outbound telemarketing
Can automatically dial any list from your CRM
Simple Click-to-Dial any number in the CRM
Inbound call control and screen pop
Can manage call-back promises
All calls logged to contact history

Analogue and Digital systems with TAPI drivers including: Avaya Office, LG, Samsung, Lync, 3CX, Nortel BCM, Argent Office, NEC, Network Alchemy and VOISpeed. Cloud based systems including Skype

SMS/Text Integration Benefits:

ACT Mobile Messenger is an immediate communication tool that allows you to instantly send or schedule a text message to any contact or group in Act!. It is great for any application that requires instant communication and it will automatically record the details in the contact history including message detail, dates and times.

What organisations commonly communicate using SMS / text messaging:

Utilities	Education	Retail	Healthcare	Logistics	Financial services
Outages	School and social	Confirmations	Appointments	Deliveries	Transactions
Service Appointments	Security	Surveys	Feedback	Confirmations	Notifications
Upgrades	Schedule changes	Invitations	Reminders	Scheduling	Security
Emergencies	Attendance	Loyalty	Vaccinations	Reminders	Anti-fraud
Appointment cancellation	Staff notices	Promotions	Information	Updates	Updates
Refuse Collection	Urgent notices	Notifications	Health Education	Staff Updates	Balances

Time & Billing for ACT!

Xact Time & Billing integrates with ACT! Contact Manager to offer the complete job management solution. Now you can manage jobs, customers and accounts all from one place!

Capture: In many organisations time often slips through un-billed. With Xact’s Time & Billing for ACT! no activity goes unrecorded. Now you can easily capture all your activity information, every time.
Manage: with Time & Billing for ACT! you can review, update and complete activities, ensuring the data remains accurate and up-to-date. You can also ensure accountability by tracking activities and invoices back to the record manager, and keep track of products used by adding line items to any Time and Billing ticket.
Bill: Combine Time & Billing with selected Xact Accounting Links and you can turn completed Time & Billing activities into invoices direct from ACT! with the click of a button, eliminating duplication of data and reducing data entry errors. You can also bill for entire projects by merging multiple activities into a single invoice.

Quotation Integration Benefits:

LOVE MAKING SALES, HATE DOING QUOTES!
SEAMLESS OPPORTUNITIES makes quoting in Act! easy. Create quotes, tenders or proposals in minutes, create and customise your own templates, pick from your product list, quote in different currencies and track your opportunities.

Forget separate programs
Customise your own templates using Microsoft® Word.
Build your own product database with images.
Provide quotes in different currencies.

Smarter-Business-Act-Seamless-Opportunities

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