Contact Management Software - ACT! Solution
NEW ZEALAND CASE STUDY - Contact Management Software - Act! By Sage
Client: WORKBASE
Industry segment: EDUCATION & TRAINING
Awarded the UNESCO International Reading Association’s Literacy Award in 2001, Workbase was established in 1996 as the New Zealand Centre for Workforce Literacy Development. A non-profit organisation that works with business and industry groups, individual businesses and government agencies to improve the literacy, numeracy, language, information technology and communication skills of the New Zealand workforce. A key part of their portfolio is the development of research and information on workforce literacy to inform government policy, public awareness and business and industry practice. Workbase provides a wide range of publications that are available in hardcopy and electronically, that promote adult literacy and the benefits of a literate New Zealand workforce.
Problem:
To help get their message across Workbase works with other workplace literacy providers and training organisations, helping them with professional development and the delivery of curriculum and teaching resources.
The range of relationships and contacts Workbase maintains is quite large and complex, where multiple contacts within an organisation maybe working with a range of people and departments within Workbase. Vital to the efficient operation of each section and team within Workbase, is having a contact management software solution that allows them to manage those complex relationships and keep track of all communications and interactions.
Challenge:
Act! Software by Sage, the number one contact management software solution in the world, aims to help Workbase improve the rate of literacy and productivity within the New Zealand workforce.
Act! By Sage; Services and Strategies utilised:
- Implementation of ACT! Contact Management Software
- Customisation of ACT!
- Training of ACT! Users
- Ongoing support for ACT! Users
ACT! By Sage Outcomes:
ACT! software and what it does for Workbase has become vital to workbase, where Act! Contact Management Software solution manages all of its communications, emails, letters, newsletters, meetings, and publications.
- All their contacts are in ACT! Contact Management Software for all staff to see.
- Act! Contact Management Software solution has proven to be very powerful, because they can now see over five years of history
- Workbase found ACT! software very user friendly and they could easily adapt the fields to what they wanted
- ACT! has been customised to automate their back up processes, provide mail merge by add on products and automate the cleansing of their address book
- Customised and ongoing training has been available
- ACT! allows everyone within the organisation to see what everyone else is doing. Currently 30 people across the entire business are using ACT! to manage all their contacts and the interactions they have with them.
Testimonial:
“We’re using ACT! Contact Management Software for all our contact management across the organisation. We find it really powerful for the fact that we have people working in lots of different areas, who maybe working with the same or similar people or certainly the same organisations. We’ve setup ACT with a particular focus on its notes and history function, to be able to alert somebody in one area with work another team maybe doing. When we brought ACT! into the organisation we found it very user friendly and that we could easily adapt the fields to what we wanted.
I believe it is quite a critical area for us. All our contacts are in it, no one is using anything else. It’s proven to be very powerful, because we can now see over five years, the history of the people who’ve been involved in the different seminars that we run, what sort of pubs we’ve sent out, who has received our newsletter and with everything else we do”.
- Adrienne Donne, Office Manager for Workbase
Sage Business Solutions is a leading provider of end-to-end accounting software and business management software solutions. Numerous awards confirm Sage Accpac as the best accounting software for large, mid-size and small business. ACT! By Sage is the ideal customer contact and client manager software. For a highly functional and scalable Customer Relationship Manager software solution turn to Sage SalesLogix or for an Internet based Customer Relationship Management solution your perfect choice is Sage CRM. No matter which Sage solution is right for your business, you’ll find it to be easy to implement, easy to use and easy on your budget. Contact Sage Business Solutions today.