Make the most of your client contact list with Act! and support from
Poulin Financial Services.
Your customer list is one of your company's most valuable assets. Yet, if you're like many business owners, your client list is kept on business cards and scraps of paper. ACT! can transform those snippets of information into a powerful business tool to drive your business.ACT! is perfect for any business, large or small, that manages more than just a few customers. Use ACT! to bring all your contact information together in one place. Then update each client with notes about sales, offers and work performed. Within just a short time, ACT! turns your pile of slips into a database of information to help you plan future products, services and promotions. And this information is available to others within the company at your discretion.
Sounds complicated?... Not really. Like anything, there is a learning curve, but it's designed for the non-technical user. At Poulin Financial, we've been using ACT! since 2003. We've recommended it to many clients. In fact, we think most of our clients could benefit from it so we are now offering customer support and training for ACT! Lisa Rucker has earned the designation of ACT! Certified Consultant and is available to evaluate your needs, install ACT! and train your staff.
ACT! has more functions than we could ever describe here. For more information or a demo, please contact us at 207-773-1040 or email info@PoulinFinancial.com.