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Consulting Services
- Introductory Meeting - the dapian group offers our potential clients a complimentary introductory meeting [face to face or over the telephone]. In this meeting we will discuss your business and sales processes and other issues related to your use of ACT! Both your company and the dapian group have an opportunity to determine the benefits of the next step and what that next step would look like.
- Needs Analysis - When implementing a new system or overhauling an existing system the dapian group will conduct a Needs Analysis meeting in which in-depth discussions, surveys, evaluations and a needs assessment takes place. The survey, evaluation and assessment will provide information so that recommendations may be made.
Customization Services
- Where the dapian group makes requested changes and additions to your ACT! system. This might include, but is not limited to: helping you analyze what data you should track; creating a customized database structure based on the data you want to track; design a customized screen layout to display the data you want to track; create custom document templates for letters, memos, faxes, quotes, proposals and more; create custom reports; create custom Activity types; create custom Activity Series; create custom Sales Processes and Sales Stages; create custom Lookups and Advanced Queries.
Training Classes
- Private Individual - Class content may be structured to your specific needs and may be for three or more hours.
- Private Company - Class content is customized to and focuses on the needs and desires of your company. Students receive course materials and 30 day complimentary e-mail/telephone support. Class may be for four or eight hours and should have no more than eight attendees.
Support Services
- Whether you are a long time ACT! user or a newbie, there will be times when you need some help. We can help you with problems, provide you with training, perform diagnostics, troubleshoot technical issues, install software and more. We provide ACT! system and software support services onsite and via e-mail, telephone, and Live Remote Assistance*
- Live Remote Assistance (LRA) is provided via the Internet and phone. LRA allows us to view your desktop and share control of your mouse and keyboard. You are in full control of your computer at all times. You always have overriding control of your mouse and keyboard and you can end the screen-sharing session at any time.
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This site last modified on March 10, 2010 · Copyright © 2005 - 2010 The Dapian Group, LLC · All rights reserved
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