Mechanical Contractors Association of British Columbia

Vancouver, Canada
Dana Taylor, Executive Vice President

Sales process consulting & ACT 6.0 centralized database implementation for 5 users.

• Established clear objective for implementation & use of ACT
• Custom training with regard to sales, campaign-based marketing & membership drives
• Setup custom fields & layouts
• Created custom client profile system
• Integration with Winfax
• Integration with Outlook email
• Custom forms & templates