What's New

ACT 2008 Upgrade / Training

The flagship component of this release is the all-new interactive Dashboard. This sleek, modern Dashboard brings ACT! data to life and allows you to stay on top of critical activities and opportunities.

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Sage CRM version 6

Sage CRM is an easy to use, highly customizable CRM system that provides robust marketing, sales and customer support features. Because Sage CRM is web based, your team can stay connected in real-time without data synchronization.

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Online Project Management

Effective CRM will add speed, power and flexibility to your organization's marketing, sales and customer service operations. However, implementing CRM takes more installing software - no matter how excellent - and waiting for the phone to start ringing.

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Plan For Success

Companies that excel in customer relationship management take business away from those who don’t. Coordinating all customer development efforts dramatically improves sales and profits.

However, excellence in CRM is not achieved by installing some magic software and waiting for sales to blast off. Improved business results require smarter business behavior.

The good news is that better CRM technology and methods, implemented properly, can make all your customer management processes faster, easier and more productive.

First Plan can help your organization chart a path to sustained CRM excellence. Our CRM Framework and FourStar process deliver fast, effective results.