Custom Crystal Reports for ACT!

Analysis that better guides business

Of course the Act report writer is good for many reporting needs and we recommend it where applicable. But there are certain types of report structure, logic, formulas and analysis that can only be done by a more powerful package such as Crystal Reports. You may have spent a lot of time structuring your database to support your companies’ sales force automation requirements so consider that value in analysis of the data to help you grow faster. Consider some of the following areas where a well laid out Crystal Report can benefit:

• Lead quality analysis: What type of advertising is worth your investment?
• Zoom in on specifc components of your pipline to better project which deals will close.
• How does the pre-sales performance of one sales rep compare to another?
  • Crystal can produce side by side tables comparing calls, meetings etc between reps.
• What is the sales performance of specific producs in a specifc region?
• And many others.

Delivery of Custom Reports for ACT

Although there diverse reporting requirements amongst differing companies, there are still a few essential steps to delivering a report efficiently and economically:

1. Needs assements
   1. In a sales capacity, we will discuss your requirements and produce an estimate
      1. More sophisticated reports and supporting technology may require scope time to fully develop the blueprint.
2. Programming of the report can be provided hourly or flat. We will explain the various financial options to you to find the most suitable arrangement.
3. Delivery
   1. Link the report to your Act system.
   2. Provide you with options such as:
      1. Installing your own copy of Crystal
      2. Link products that allow you to run the report from Act without purchsing Crystal such as:
         1. Crystal Clear Provider
         2. Crystal Clear Essentials
4. Training
   1. Orient you or your staff on your report.

Give us a call to have a qualifed consultant to discuss your requirements with you. Initial consultations are no charge or you can fill out our this online form.

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