An electrical supply distributor using Act!, required the sales staff to have up-to-date statistics from their Epicor Prophet 21 accounting system. It is imperative that the  sales team be provided with precisely the last time a customer placed an order, the amount of the order, how much their customers have purchased year-to-date, purchases in the previous year and what their credit rating is of their customers.
Through a custom interface FullRange developed, we successfully implemented a link between the two systems that provides around the clock and automatic synchronization of the required data from Prophet 21 into Act!. The interface saves manual steps and eliminates the possibilities of entry input errors, while saving time opening and searching through several programs. The sales team now have the full business details of their customers in Act!, taking advantage of Act’s easy searching and full visibility for all transactions.

Our client, Priority Enterprises / Heavy Duty Floors, a companyin New Britain, Connecticut, provides commercial floor resurfacing and asbestosremediation. HDF attempted estimating systems with several CRM’s in the past,but was frustrated with the results. They needed an interface that was fast,simple to use and mobile,  giving themthe ability to create job estimates while onsite with the same interface as on desktopcomputers. By moving them to Zoho One, we build a custom module in CRM forcreating and delivering Job Estimates and we did this inside one month’s time!Now they are able to deliver quotes right from their iPads and are no longerfrustrated with using CRM to track all their contacts, vendors and jobs.

The treasurer on the board of directors for a local non-profit reached out to FullRange CRM because of good past experiences with us. They need us to fix or replace their Donor and Appeals database program, which had been customized and written in MS Access several years ago. By bringing on Act! and Impact Suite (Durkin Computing), we successfully customized a system for managing and tracking Appeals, Donations, Events etc. through programed automation making the administrative efforts far easier and consistently successful.  

With 28 sales people traveling across several states to support their clients, having full time access to their database, with or without an internet connection, is vital to this Hose and Rubber Supply company. Each salesperson has their own segmented copy of the master database as a local database on their laptop accessing only their assigned territories.
The managers can view the Contacts and Activities of all the sales people at any time, with reporting capabilities on all the data, while the sales people are limited to their own Contacts. Despite having dependable air cards for their computers, there are times when there simply is no reliable internet connection when visiting and supporting their clients’ project sites. Having a small, segmented local database for each salesperson not dependent upon an internet connection is exactly the right solution.

Busy company with 30 associates using Act!, 15 of whom work in telemarketing. For the telemarketing department the company is using a web based telephone call system, called 8 x 8. The company was looking for integration with Act! to automatically dial the Contacts listed in Act!, then record the outcome of those conversations by the telemarketers into the Act! History of the called Contact, based upon Act! Groups.
FullRange created a custom interface for  the auto dealer with custom results outcomes such as a disconnected number or voicemail recorded in Act! History. Upon reaching a customer through the integrated phone system,  an appointment is scheduled in Act! with the normal Schedule Activity window floating freely outside Act!, making it possible to view and schedule at the same time.

FullRange has set up phone system integration inside Zoho CRM using Ring Central, with screen pops of incoming and outgoing calls, then Notes added to Contact.

Company using Act! for many years was merged into international conglomerate requiring a CRM different than ACT! Although the company could no longer use Act!, it was imperative that they keep and maintain their many years of historical Act! Contacts and records into another database program  which could be shared and assessible by other associates. They needed to continue to look up the Act! Contacts and read all past content. This satellite office of the international conglomerate wanted to maintain their own copy of historical Act! records for their office use, and possibly return to Act! with this same data.
P-FullRange converted the existing Act! database to Microsoft Access with the ability to perform Lookups on all historical data with all past references to date and authors of content in place, while providing a custom interface with the look and functionality they were used to in Act! as well as zoom in functionality on past history content. Client is using and sharing the Access database with all previous Act! content in-tact until the day they can return to using Act!