Act!
Reliable, affordable service plans

TopLine Results Corporation is a premier CRM consulting company in North America. Our staff of experienced and certified professionals across multiple states ensures your company the best and most reliable Act! experience available anywhere.

Fast – Our team uses an agile project process to implement your Act! database quickly, with regular client input and feedback.

Reliable – Continued support of your Act! system boosts user adoption. Training sessions are available with all plans to help users be successful.

Affordable – Select a service plan to get maximum value at a low and predictable monthly cost.

Service Plans are the Key to Success

A comprehensive service plan to customize your database and make continuous improvements for maximum ROI.
5-user minimum, payable quarterly with automatic renewal.

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Project Management

  • Needs analysis
  • Project review
  • Project management
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Advanced Training

  • Microsoft Outlook email template coaching
  • Microsoft Word template coaching
  • Mail merge coaching
  • Administrator training
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Customization

  • Custom dashboards powered by TopLine Dash Manager
  • Report development
  • Field changes
  • Form customizations
  • Scripting
  • Product list configuration
  • Imports for contacts/accounts/opportunities
  • Security profiles
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Plus all the benefits of the Essential Service Plan

A technical service plan to provide on-going support and increase user adoption.
5-user minimum, payable quarterly with automatic renewal.

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Health Checks

  • Service snapshot report
  • Act! health dashboard powered by TopLine Dash Manager
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Training

  • Live, web-based initial training
  • Live, web-based continuing education
  • TopLine Act! training video series
  • TopLine Act! new user tips guide
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Support

Phone, email and online technical support for:

  • Act! for desktop, web and mobile
  • New user configuration
  • Microsoft Outlook integration setup
  • System upgrade analysis

800-880-1960 • www.toplineresults.com • info@toplineresults.com

Please request a formal proposal for complete details and features. Note: Microsoft Outlook integration is subject to Act! compatibility with Microsoft Office.