Cougar Mountain Accounting 's CRM Bridge to ACT! Your sales team can save time and energy with
this new bridge that integrates CMS Professional
Accounting with ACT! (a popular customer
relationship management tool). Now your sales
team doesn't have to make updates in two
different databases when adding or making
changes to customer records. With this tool, you
can retain prospect contact information in ACT!
and maintain a clean database in Cougar Mountain Accounting
of only customers who place orders.
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(click to enlarge) |
Order Entry
in One Place -- Enter an order
in Cougar Mountain Accounting Software (CMS) by
clicking on the Cougar icon in the ACT!
toolbar. | | |
Keep Records Up
to Date in One Step -- Update
billing addresses in the CMS database,
based on information in ACT! or vice
versa. | | |
Import Customer Information
from ACT! into the CMS
database. | | |
Keep the CMS Database
"Clean" -- only storing
customers that place orders (using ACT!
to store customer and prospect data).
| | |
Read Purchases Automatically
-- See customer purchases
recorded automatically in the ACT! notes
field. | | |
Address Discrepancy Alert
-- If the system detects a
discrepancy between a customer's address
in ACT! and the billing address in
Cougar Mountain Accounting , an alert window
appears. | *This program is workstation specific,
therefore separate licenses must be purchased
for each computer installation. |
