PRODUCT | WorkflowIT
Automate workflow processes in ACT!
ACT! is designed to help grow your business. Unfortunately as your business grows, so does the amount of manual input required to maintain your database. Over time, critical tasks can fall through the cracks, leaving you with inaccurate data, or worse, neglected customers. WorkflowIT is the software add-on that lets you avoid redundant data input by executing pre-defined workflow patterns automatically in ACT! By automating recurring functions and standardizing critical processes, you can save time, reduce your workload, and streamline your current business practices. WorkflowIT does more than save time. It increases accuracy, promotes compliance, and provides the operational consistency needed to accurately assess and improve your business processes.
WorkflowIT is the software AddOn that lets you avoid redundant data input by executing pre-defined workflow patterns automatically in ACT!. By automating recurring functions and standardizing critical processes, you can save time, reduce your workload, and streamline your current business practices. WorkflowIT is installed on your server (the GUI is installed on the server or one workstation of your choice).
- Automate workflow tasks in ACT!
- Link individual activities together to build complex workflow patterns -- create drip marketing campaigns, lead management processes, multi-touch sales strategies, and more
- Set date, time, and duration schema for each activity
- Generates reports
- Export data (i.e. change of an ID/Status generates a report)
- Monitor Contacts/ Companies/ Groups/ Opportunities for trigger events:
--Change in field values
--Creation of a new Contact, Company, Group, or Opportunity
--Synchronization of data
--Modification of any data in your ACT! database
- Save workflow patterns for future use
- Combine with out other AddOns to maximize productivity:
ImportIT -- schedule data imports, trigger a workflow event, shorten response time, and increase client satisfaction
OutreachIT -- create and send email campaigns without any user interaction
ExportIT -- automatically export data for use in back-office systems, such as accounting software
Functions WorkflowIT can execute:
- Create a follow up task and assign to a specific team member
- Modify field values
- Move Contacts and Companies to and from Groups
- Send email notifications to team members prior to scheduled Activities
- Generate written correspondance using an ACT! template
- Assign numbers to Contacts or Opportunities
- Schedule a new Activity dependent on the outcome of a previous Activity
- Monitor tasks and forward to another team member or escalate to management if not completed as scheduled
- And more!
WorkflowIT does more than save time. It increases accuracy, promotes compliance, and provides the operational consistency needed to accurately assess and improve your business processes
Other products by CRM AddOn Factory:
AddressIT validates and fully completes your existing address information automatically into ACT!. FREE TRIAL
Allows you to edit Opportunity fields across multiple entries in one easy process. With BulkChangeIT, you can save time, increase report accuracy, and avoid the hassle of updating Opportunity fields one entry at a time.
Use DialIT with ACT! to dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse. FREE TRIAL
ExportIT for ACT! is an efficient time saver that significantly improves upon ACT!'s built-in exporting utility. ExportIT allows you to export all data from ACT!. For ACT! versions 2005 and newer.
An easy, effective way to transfer data from email into ACT!. FREE TRIAL.
GroupIT makes managing and searching groups in ACT! easier than ever. Using GroupIT, you can search multiple groups and companies within your ACT! database to find contacts quickly, efficiently, and without duplication. FREE TRIAL.
ImportIT for ACT! makes importing and managing contact lists in ACT! a breeze. It is packed with tools and features to let you quickly and easily import everything directly into ACT!.
OutreachIT for ACT! helps you develop and maintain profitable relationships with contacts by sending targeted, regular email messages. FREE TRIAL.
SearchIT for ACT! Create powerful, specific, save-able searches in ACT!. FREE TRIAL.
ServiceIT for ACT! runs in conjunction with ImportIT and ExportIT. ServiceIT is an executable module that performs specific functions without requiring a login.
TableIT lets you build custom tables and define relationships between Contacts, Companies, and Groups. With custom tables, you can tailor your ACT! database to meet your business needs with greater ease and efficiency than ever before possible. FREE TRIAL.
By Request Only:
$749 -- 1 User
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- For smooth and fast operating we recommend at least 2 GB of RAM
- Windows 2000, XP, Vista, Win7 32/64 bit
ACT! 10 / 2008 and Newer
provided by CRM Addon Factory
Most of your questions can be answered here.