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What are the Limitations of Act! CRM?
No CRM is ideal, and Act! isn’t any exception.
Some limitations of Act! CRM embrace:
- Restricted pricing choices: Act! CRM solely gives one pricing plan (for the cloud and desktop variations). This might be a limitation for companies with various wants and budgets, as there isn’t a lot flexibility to decide on a plan that’s tailor-made to their particular necessities. Regardless of the excellent options it gives, if your online business wants solely a subset of those functionalities, you may end up paying for options you don’t want or use.
- No free plan: Sadly, Act! CRM doesn’t present a free plan. This could be a turn-off for small companies and startups who’re testing the waters and in search of a cheap CRM resolution. Nonetheless, Act! does supply a 14-day free trial, which can provide you a quick perception into its options and capabilities.
- The UI is outdated: Some of the vital drawbacks of Act! CRM is its person interface. From the outset, we famous that the system can seem considerably clunky, making navigation a little bit of a problem. There’s a steep studying curve, particularly for newbies, which might result in a irritating person expertise.
- Restricted customization choices: One other space the place Act! CRM may enhance is in offering extra customization choices. As an illustration, when managing contacts or monitoring alternatives, we discovered ourselves wishing for the flexibility so as to add extra personalised fields particular to our enterprise wants. This limitation can hinder customers from totally capturing and using buyer information, which is central to CRM capabilities.
Act! CRM Integrations
In relation to integrations, Act! CRM gives fairly a bit.
In addition they make it straightforward to seek out precisely what you’re in search of by breaking the integrations down.
These classes embrace the next:
- Gross sales & advertising
- Enterprise productiveness
- Social media
- eCommerce
- Again workplace
- Customer support
Right here’s a screenshot of the Act! Market to present you a greater thought.
At Small Enterprise Bonfire, we use Slack for almost all of our communications, so we had been excited to see it on the checklist of “enterprise productiveness connections.”
We clicked “get began” and had been taken to a Zapier internet web page (proven under), the place we simply built-in Slack with our CRM.
The entire course of took lower than 5 minutes, and we had been in enterprise!
From there, we had been capable of obtain notifications when offers had been added, modified, or deleted.
We predict integrations are a good way so as to add worth to your CRM system and automate sure processes. Act! makes this course of as straightforward as it could get.
General, on the subject of integrations, Act! gives fairly a number of choices (and the method is made even simpler due to Zapier).
Methods to Get Began with Act! CRM
Getting began with Act! CRM was tremendous straightforward (and took lower than a couple of minutes).
Let’s undergo the onboarding course of.
We navigated to the Act! homepage (proven under), the place we noticed a brightly coloured name to motion (CTA) to strive it at no cost.
The SBB group and I don’t usually flip down a free trial, so naturally, we signed up.
Subsequent, we stuffed out the next fields:
- Title
- Enterprise e mail
- Telephone quantity
- Enterprise title
From there, we answered a number of questions, resembling:
- How many individuals could be utilizing the CRM
- Our purpose for utilizing Act!
- Our enterprise sort
Right here’s the way it regarded from our perspective.
Lastly, we created a safe password, and that was it!
We had been taken to the principle dashboard (screenshot under), which actually was a bit overwhelming.
Whereas the onboarding course of was seamless, we instantly seen that the UI may use a serious replace.
Nonetheless, simply based mostly on getting began, we give Act! CRM two thumbs up!
Is Act! CRM Simple to Use?
Whereas Act! CRM gives a spread of strong options that may streamline and improve your buyer relationship administration, its person interface does depart a bit to be desired.
It appears barely dated and might be extra intuitive, making it much less user-friendly than a few of the different CRMs in the marketplace.
Listed here are some areas the place the person interface may benefit from enhancements:
- Navigation: The navigational construction could be a bit cumbersome and sophisticated, making it tough for customers to rapidly entry the data or function they’re in search of.
- Dashboard format: The primary dashboard, whereas complete, might be overwhelming as a result of quantity of knowledge offered. A extra simple, much less cluttered format may enhance person expertise.
- Visible enchantment: Lastly, the aesthetic of the person interface is sort of dated. A design refresh may make the platform extra interesting and trendy, enhancing person engagement.
Bear in mind, a CRM ought to work to simplify your online business processes, not complicate them.
So whereas Act! software program is undeniably highly effective, the problem lies in navigating its person interface effectively.
Act! CRM Buyer Service Evaluate
Nice customer support is sort of a lifeline for any software program person, particularly on the subject of CRM methods the place intensive information are managed.
When issues go improper or whenever you want steerage, it’s the client assist that involves your rescue.
Let’s check out the form of customer support Act! CRM offers.
Act! gives a complete suite of customer support choices to make sure prospects get the assist they want.
This consists of the next:
- Useful tutorial movies
- Data base
- Webinars
- E-mail assist
- Assist tickets
To check the response time of Act!’s service group, we requested about getting began with advertising automation.
To our shock, we heard again inside a matter of minutes!
Nonetheless, earlier than getting a response, we checked their information base by looking our query.
Inside seconds, we discovered a web page that detailed the whole course of. Three cheers for excellent buyer (and self) service!
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