Give Us a Call
We are accounting+business experts
Start a Live Chat
Chat Live Mon - Fri 6 AM - 6 PM MST
FREE Online Demo
No software to install, take as long as you need
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.
|
Add a Comment |
Tags: news release, crm bridge
For all news items click here
News
-
Webinar:Payroll End of Year Procedures
Posted on Wednesday, December 21, 2011 | 0 CommentsView the webinar: Payroll End of Year Procedures and get the answers to your Payroll questions. -
DENALI FUND Accounting Video
Posted on Monday, December 12, 2011 | 0 CommentsVideo is now available for a recent FUND webinar... -
DENALI 3.2 Released
Posted on Friday, December 09, 2011 | 1 CommentsCougar 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
Posted on Wednesday, October 12, 2011 | 0 CommentsCheck out our latest video "Keys to Winning the Fight for Inventory Control" -
Webinar: Inventory Control
Posted on Wednesday, October 05, 2011 | 0 CommentsJoin us for a Webinar on October 11 -
Winning the Fight for Inventory Control

