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About Us
Scope
is
directly relational to skills - this is why we serve
clients nationwide from our base of operations in Southern
California.
Our primary focus is in the B2B sector well as government and
non-profits. We create and customizing user friendly solutions
with accounting
and ACT!® CRM (contact relationship management)
software.
We are well respected for our
secure
handling of sensitive
data. As a result of this descretion, we are consistently chosen
over
other ACT! Consultants and hosting providers. For an example,
recently we were selected
to
provide conversion services on databases containing highly personal
contact information of
several
former US presidents. In addition we've handled databases
containing medical professionals, celebrities and high net worth
individuals.
Three decades ago we started providing accounting solutions to small
and mid-sized
enterprises.
As
we built our base, we began to develop our own customized contact
relation management (CRM) systems. One of our early
collaborations with software developers gave us the opportunity to
partner
with ACT! add-on programmers serving commercial real estate industry to
support their ACT! clients. As they achieved success, selling the
business to a multi-national organization, we
provided the bridge to many clients using ACT!
As our offerings have become
more sophisticated we have become leaders in providing cloud based
systems,
integrations, and team/project solutions. We also provide
troubleshooting, data recovery,
network and cloud installations, customization, training, and ongoing
maintenance. We work with a wide range of tech tools and can
transform
your data into a useful resource.
Our Service Pledges
- First, understand your needs.
- Deliver solutions that increase
productivity.
- Constantly evolving our expertise.
- Use plain talk to help you grasp
vital
technical issues.
- Honor your goals and time lines
for growth.
As technology expands exponentially we
harness IT and put it to work
for you.
Highlights of our Work
- Secure host ACT! databases - all
versions, securely on the cloud with iPad or Mac access
- Migrate contacts out of any database -
any platform
- Synchronize data nationwide.
- Recover passwords, corrupted and/or
“lost”
data.
- Design workflow for sales & project
systems.
- Sync Smartphones (iPhone, Andriod,
Blackberry etc).
- Link accounting system to CRM systems.-
eliminate duplicate efforts
- Drip and E-blast marketing and
customized
newsletters
- VOIP integration with ACT!
- Train hundreds of ACT! users.
If you are considering a change in
your systems,
we recommend you engage us to create a long term blueprint to promote
powerful business relationships. This is termed "a needs
assessment".
As foundation for dynamic deployments, this multi-disciple approach
lays out the criteria for hardware/software systems. But even
more
important is the ability to work to serve teams. Even more
important
to provide for is collaboration on a human scale. We create
work flow
diagrams to make sure you can quantify success managers and
executives
as well as to provide you with effective management of deployments and
beyond. In planning for success, we use surveys, develop
territory
maps, construct work flow diagrams, and use data mining of existing
data to design dynamic systems.
Our most critical mission is
to enable you to reach substantial
increases in productivity and as a result greater
profitability. We help you achieve a powerful
clarity
of purpose.
the
interaction or cooperation of two or more agents to produce a
combined effect greater than the sum of their separate effects.
ORIGIN: Greek sunergos ‘working
together’
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