Steps to Your Success

Whether we meet with you face-to-face, or handle all of our interactions over the Internet, the process is the same.

Step 1- Needs Assessment
We meet with your sales, marketing, and systems people to assess your present methods and your future needs. (In the case of some of our smaller clients, the three groups described above are in fact, one person.) We establish a technology plan, a budget and an implementation schedule. The entire process will be explained to you, both benefits and costs. We will discuss the time, money and resources required to complete the project.

This is the most crucial step in the process as it defines the actions that will be taken to improve your business. Our consultants will meet with you personally to explain all of the options and make important suggestions for improving your business.

Step 2- Hardware and Software Acquisition
Cornerstone Solutions will create a complete list of items required and specifications for optimum performance. Since we are one of the largest reselers in North America, we can also offer you the ACT! software at very competitive prices.

Step 3- Software Installation
We will work with your information systems people to ensure proper installation and configuration of the software. If your IT staff would like us to handle this step, we can work with you onsite or remotely. Hard to believe, but through the miracles of the Internet, we can install everything on your server without ever physically touching the keyboard. We can also install on remote workstations for employees half-way around the world.

Step 4- Customize ACT! (or any other addon) Software
Your software will be configured and customized to make your business run more efficiently and your marketing more productive.

ACT! Database Design: Helping sales teams and managers decide what information is important, and how to track it, is where we play a big role in your efforts. We understand both the critical and analytical issues surrounding your customers, prospects, vendors, or friends. We can also help you import data from another source if needed.
Screen Layouts: We've had lots of experience in designing screen layouts that are more efficient and logical for use by your team.
Letter templates: We can prepare custom business letters in ACT! or Word for easy thank you notes or appointment confirmations. We can design fax templates to include your company logo. We can also help you prepare custom business letters that will succeed in every phase of client contact from prospecting to closing the deal.
Custom Reports: We can design custom reports to display the information contained in your new database and to help you manage your business.
Synchronization: We can help smooth the process of this highly critical and complex issue.

Step 5- Convert Your Older ACT! Database or Import From Other Software
If you are moving from ACT! version 6 or earlier, we can help you with the preparations necessary to convert your database. We have proprietary tools that can help us smooth the transition. We also have quite a bit of experience in converting complicated (as well as simple) Outlook, Goldmine, Salesogix, Access, and other databases.

Step 6- Integrate Other Products
We can assist you in setting-up and integrating:

Palm or Pocket PCs
Blackberries
Card Scanners
Other Third-party addons like SwiftPage, Dashboard, accounting links, etc.

Step 7- Training

With the effective training provided by our consultants, you will be using all of the new technology with ease. All classes are designed specifically to help you maximize your comfort with your new systems. We use courseware we have written (and sold nationwide).

Step 8- Continuing Support
We don't disappear after the project. Technical and marketing assistance are always just a phone call away. You don't need to find those “easy-to-read” manuals and spend an eternity on those customer “service” lines holding . . . we are there to make your life simple!

Our expertise is not limited to ACT!. We also train in almost every desktop software. Whether it be contact management, word processing, spreadsheets, databases, presentation graphics, or email packages, let us help you get your staff up to speed.

Certified consultants for the ACT! contact management software through technical support, act software training and user groups.

Certified consultants for the ACT! contact management software through technical support, act software training and user groups.

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For comments or questions, email us
info@cornerstonesolutions.com
or contact us at:
Cornerstone Solutions, Inc., PO Box 270514, Houston TX, 77277-0514
Phone: 713-661-5200
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