itWorkflow is still in beta and is not yet available
ACT! is designed to help grow your business. Unfortunately as your business grows, so does the amount of manual input required to maintain your database. Over time, crtical tasks can fall through the cracks, leaving you with inaccurate data, or worse, neglected customers.
itWorkflow is the software AddOn that lets you avoid redundant data input by executing pre-defined workflow patterns automatically in ACT! By automating recurring functions and standardizing critical processes, you can save time, reduce your workload, and streamline your current business practices. itWorkflow is installed on your server (the GUI is installed on the server or one workstation of your choice). Highlights:
- Automate workflow tasks in ACT!
- Link individual activities together to build complex workflow patterns - create drip marketing campaigns, lead management processes, multi-touch sales strategies, and more
- Set date, time, and duration schema for each activity
- Generates reports
- Export data (i.e. change of an ID/ Status generates a report)
- Monitor Contacts/ Companies/ Groups/ Opportunities for trigger events:
i.e. Change in field values
Creation of a new Contact, Company, Group, or Opportunity
Synchronization of data
Modification of any data in your ACT! database
- Save workflow patterns for future use
- Combine with our other AddOns to maximize productivity:
itImport - schedule data imports, trigger a workflow event, shorten response time, and increase client satisfaction
itExport - automatically export data for use in back-office systems, such as accounting software
itWorkflow does more than save time. It increases accuracy, promotes compliance, and provides the operational consistency needed to accurately assess and improve your business processes. Contact your reseller or a GL Computing representative today to learn how you can click your way to efficient call workflow with itWorkflow for ACT! |
