Give Us a Call

We are accounting+business experts
          800.390.7073

Start a Live Chat

Chat Live Mon - Fri 6 AM - 6 PM MST
             Start Chat

FREE Online Demo

No software to install, take as long as you need
         FREE Demo

CRM BRIDGE TO ACT RELEASED!

November 8, 2006 BOISE, IDAHO - Sales teams can save time and energy with this new bridge that integrates CMS Professional Accounting with ACT! (a popular customer relationship management tool).  This tool helps sales representatives to quickly and easily keep customer records up to date because they do not have to make updates in two different databases when adding or making changes to customer records. An Address Discrepancy Alert window appears when there's a discrepancy between a customer's address in ACT! and the billing address in Cougar Mountain.

With the CRM Bridge , sales people can easily:

  • Enter an order in Cougar Mountain Software 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!.
  • Import customer information from ACT! into the Cougar Mountain Software database.
  • Keep the Cougar Mountain Software database "clean," only storing customers (using ACT! to store customer and prospect data).
  • See customer purchases recorded automatically in the ACT! notes field.

About Cougar Mountain Software
Founded in 1982, Boise-based Cougar Mountain Software publishes accounting software, software for nonprofit organizations, and point of sale software and hardware. Cougar Mountain has provided the software answer for more than 20,000 national clients across a variety of industries. Cougar Mountain is ranked among the industry’s top PC software developers in the nation.


Share |


Add a Comment

Your Name 

Your Email Address 

Your Web Site (optional) 


Your Comment 

Code Image - Please contact webmaster if you have problems seeing this image code Load New Code

Please enter the Security Code exactly as shown.
Cookies must be enabled on your web browser.


Tags: news release, crm bridge

For all news items click here

News

  • Webinar:Payroll End of Year Procedures
    Webinar:Payroll End of Year Procedures
    Posted on Wednesday, December 21, 2011 | 0 Comments
    View the webinar: Payroll End of Year Procedures and get the answers to your Payroll questions.

  • DENALI FUND Accounting Video
    DENALI FUND Accounting Video
    Posted on Monday, December 12, 2011 | 0 Comments
    Video is now available for a recent FUND webinar...

  • DENALI 3.2 Released
    DENALI 3.2 Released
    Posted on Friday, December 09, 2011 | 1 Comments
    Cougar Mountain Software has released the latest update to their DENALI accounting software (DENALI 3.2). This update includes new features for DENALI Business+Accounting and DENALI FUND+Accounting.

  • Inventory Management Video
    Inventory Management Video
    Posted on Wednesday, October 12, 2011 | 0 Comments
    Check out our latest video "Keys to Winning the Fight for Inventory Control"

  • Webinar: Inventory Control
    Webinar: Inventory Control
    Posted on Wednesday, October 05, 2011 | 0 Comments
    Join us for a Webinar on October 11 -
    Winning the Fight for Inventory Control

Live Help