Delivery of Custom Reports

//Delivery of Custom Reports
Delivery of Custom Reports 2018-08-08T10:49:32-05:00


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Delivery of Custom Reports

Although there are many diverse reporting requirements amongst different companies, there are still a few essential steps to delivering a report efficiently and economically:

Needs assessments

In a sales analysis capacity, we will discuss your requirements and produce an estimate.  More sophisticated reports and supporting technology may require scope time to fully develop the blueprint.


Report programming can be provided hourly or flat rate. We will explain the various financial options to you to find the most suitable arrangement.


Link the report to your Act system.


Provide you with options such as:

  • Installing your own copy of Crystal
  • Link products that allow you to run the report from Act without purchasing Crystal such as Crystal Clear Provider or Crystal Clear Essentials


Orient you or your staff on your report.
Give us a Call at 800.550.4647 or fill out our Online Contact Form to have a qualified consultant discuss your requirements with you.
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Act! Class Listings

Instructor Led Training

Get instructor-led training for the core courses on ACT! CRM software.  This is an excellent place to start and improve your implementation of ACT!

Class Outlines

Custom Training Course

See how a class outline can be tailored to a clients needs based on the customizations that have been done to their database.

Sample Training Course