QuoteWerks ACT! link 1.0.0

Aspire Technologies, Inc. ❘ Commercial

Aspire Technologies, Inc. offers QuoteWerks ACT! Link, a tool designed for businesses that use both ACT! CRM and QuoteWerks quoting software. The link between these two programs allows users to easily sync contacts, company information, and sales history between the two systems. With QuoteWerks ACT! Link, users can seamlessly create and manage quotes within ACT!, eliminating the need for duplicate data entry and streamlining their sales processes. Furthermore, this software enables users to access customer data and quote information on-the-go through mobile devices, allowing them to stay connected with their clients anywhere and anytime.

Overview

QuoteWerks ACT! link is a Commercial software in the category Business developed by Aspire Technologies, Inc..

The latest version of QuoteWerks ACT! link is 1.0.0, released on 02/18/2008. It was initially added to our database on 10/29/2007.

QuoteWerks ACT! link runs on the following operating systems: Windows.

QuoteWerks ACT! link has not been rated by our users yet.

Pros

Seamless integration with ACT! CRM software, allowing for smooth synchronization of data between QuoteWerks and ACT! database
Ability to generate quotes, proposals, and sales orders directly from within ACT! CRM
Automated updating of ACT! opportunity record with information from QuoteWerks quotes and orders
Advanced reporting and analytics features for tracking sales performance and customer interactions

Cons

Complex setup process requiring technical expertise to configure the integration between QuoteWerks and ACT! CRM
High cost involved in purchasing and maintaining both QuoteWerks and ACT! software licenses
Limited customization options for the integration with ACT! CRM, restricting flexibility in data mapping and workflow automation
Potential for compatibility issues or syncing errors between QuoteWerks and ACT! database

FAQ

What is QuoteWerks ACT! link?

QuoteWerks ACT! link is a feature developed by Aspire Technologies, Inc. that integrates QuoteWerks, a quoting and proposal software, with ACT!, a popular customer relationship management (CRM) software.

What does the QuoteWerks ACT! link allow users to do?

The QuoteWerks ACT! link allows users to create quotes, orders, and invoices in QuoteWerks directly from the ACT! contact record, eliminating the need for manual data entry and streamlining the quoting process.

How does the integration between QuoteWerks and ACT! work?

The integration works by synchronizing data between QuoteWerks and ACT!. Changes in ACT! like contact details, products, or pricing updates are reflected in QuoteWerks, ensuring accurate and up-to-date information in both systems.

Can I import existing data from ACT! into QuoteWerks using the link?

Yes, the QuoteWerks ACT! link provides the ability to import data from existing ACT! contacts, products, and pricing into QuoteWerks, saving time and effort during the setup process.

Can I update existing quotes in QuoteWerks from within ACT! using the link?

Yes, with the QuoteWerks ACT! link, users can update existing quotes, including adding or removing line items, modifying quantities or prices, directly from the corresponding ACT! contact record.

What are some key benefits of using QuoteWerks ACT! link?

Some key benefits include improved productivity by eliminating duplicate data entry, reduced errors, increased accuracy in quoting and order processing, and seamless integration between sales quoting and CRM.

Is the QuoteWerks ACT! link compatible with both Windows and Mac?

The QuoteWerks ACT! link is currently compatible with Windows operating systems only. Mac users may need to explore alternative solutions or consider using virtualization/emulation software to access the functionality.

Is QuoteWerks ACT! link a free feature or does it require additional licensing?

The QuoteWerks ACT! link is an add-on feature that requires additional licensing. Users need to contact Aspire Technologies, Inc. or their authorized resellers for pricing and licensing details.

Where can I find more information about QuoteWerks ACT! link?

For more information about QuoteWerks ACT! link, including features, requirements, and user documentation, you can visit the official website of Aspire Technologies, Inc. or contact their support team.

Can I customize the integration between QuoteWerks and ACT! to match my unique business processes?

Yes, the QuoteWerks ACT! link offers customization options to align the integration with your specific business needs. This includes mapping fields between the two systems, configuring workflows, and defining synchronization rules.

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