Welcome to GDAA ACT! Consulting 

You are here because we are the best.  Or you’re just really lucky.

ACT! Consulting Los Angeles

The purpose of your ACT! CRM system has is tantamount to its success. Typically, CRM systems are created for the purpose of streamlining user-input data into useful information and key performance indicators (KPIs). If a system is designed correctly, then it accomplishes the highest goals any CRM system should have. These goals are split evenly by both management of the organization and then sales team or end-users:

Management
Action: The management must fully endorse and enforce the use of the CRM system through reporting and/or dashboard analysis tools.
Result: Allows the executives to fully encapsulate the book of business and accurately track progress.

Sales Team/End users
Action: End users must be committed to entering information pertinent to the business process.
Result: Allows information to only be entered once thus eliminating redundant and alternative reporting tools (Excel, Word, etc.).

Our origins came from the end user side of the business. If a CRM system doesn’t work for the end users, then management will never get the information it needs for reporting and analysis.

SERVICES:

  • SAGE ACT! Consulting in Los Angeles
  • SAGE ACT! Training in Los Angeles
  • SAGE ACT! Customization in Los Angeles
  • SAGE ACT! Installation in Los Angeles

   

Gray Davis & Associates ACT! Certified Consulting and Training
515 S. Flower St.,  Suite 3600,  Los Angeles,  CA  90071
tel: 213-457-3450                   email: gdavis@gdaa.com