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Reporting Solutions

As many Act users will attest, Reporting provides vital feedback to a well designed database. Fortunately, there are many solid and cost efficient solutions for Act that can meet your specific technical requirements,  and budget. One this page, we will outline three solutions, starting with the one that comes with Act and two outstanding add-on products that have proven their worth in the Act arena.



Act! Report Writer: Print E-mail

This, of course, comes with Act and the reports that come with it are suitable to many Act users. These report templates can be modified and we encourage users to examine the ’stock’ reports to help determine where their starting point may be.

 
Stonefield Query Print E-mail

 

Using Stonefield Query with ActBusiness Intelligence (BI) Reporting for Act: The ideal Reporting Tool for the 'do-it-yourself' end users. For the type of users who would like to try out different Reporting scenarios without having to call IT, this product puts report design capability in your hands.

Stonefield Query for ACT!® is a user-friendly database report writing, query, and data mining tool designed specifically for ACT! . However, please don’t mistake it’s user friendliness and easy to use features for lack of capability. Stonefield has gained exposure worldwide because it allows end-users to design sophisticated reports without a steep learning curve once thought as unavoidable. Stonefield Query also comes with 170 pre-designed reports for you to use or edit further.

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Crystal Reports for ACT! Print E-mail

Analysis that better guides business

Crystal Reports has name brand recognition in Corporate America for good reason. If you are already using Crystal Reports, there is no reason why your Act users can't take advantage of this powerful and flexible report writer.

Let's take a look at some of the reasons you would use Crystal in conjunction with Act. You may have spent a lot of time designing your database to support your companies’ sales process so consider that value in analysis of the data to help you grow faster and smarter. Below are some areas where a Crystal Reports can provide excellent analysis with your Act! data:

  • Lead quality analysis: What type of advertising is worth your investment?
  • Zoom in on specific components of your pipeline to better project which deals will close.
  • How does the pre-sales performance of one sales rep compare to another?
    • Crystal can produce side by side tables comparing calls, meetings etc between reps.
  • What is the sales performance of specific products in a particular region?
  • And many others.

View a Simple Sample Custom ACT Crystal ReportView a Full Version of this Report

In the section below, we describe the basic steps we follow to scope out and deliver a reprot.

  1. Needs assessments
    1. In a sales analysis capacity, we will discuss your requirements and produce an estimate
      1. More sophisticated reports and supporting technology may require scope time to fully develop the blueprint.
  2. Programming of the report can be provided hourly or flat rate. We will explain the various financial options to you to find the most suitable arrangement.
  3. Delivery
    1. Link the report to your Act system.
  4. Provide you with options such as:
    1. Installing your own copy of Crystal
    2. Link products that allow you to run the report from Act without purchasing Crystal such as:
      1. Crystal Clear Provider
      2. Crystal Clear Essentials
  5. Training
    1. Orient you or your staff on your report.

Give us a call or fill out our online form to have a qualifed consultant discuss your requirements with you. Initial (or sales) consultations are no charge.

 

 
Crystal Clear Products for ACT! Print E-mail

Essential reporting solutions for your ACT system: For those companies that need more flexibility in reporting than provided by the ACT report writer, we recommend either Crystal Clear Provider or Crystal Clear Essentials.

Crystal Clear Provider and Crystal Clear Essentials are powerful new reporting tools for your ACT! 2006 or ACT! 2007 system! Built using the world’s most popular report generator, Crystal Reports, these tools deliver vital information to managers and executives in a way that is not possible using the built-in ACT! report generator.

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