| VIGILUS, LLC (vigilus.net) is a leading
IBM Lotus Notes/Domino solution provider, consultant and
training organization with over 10 years of experience in
the Contact Relationship Management (CRM) industry,
specifically, for
ACT! for Notes.
Challenge
A client’s sales team was using Excel spreadsheets to
track prospect profile information. Each spreadsheet
represented one customer or prospective customer.
Maintenance of these spreadsheets was tedious and compliance
was hard to enforce. Analysis of this information was
especially difficult.
The Vigilus/SWING Solution
Rather than engaging in a large software development
project, Vigilus suggested ACT! for Notes (AFN) and SWING
Software. The client would then have a single, familiar, AFN
User Interface and powerful, flexible and easy-to-use
two-way "data bridge" to Microsoft Excel and Word.
Results
Using the SWING Software tools, the user created an Excel
file and then associated it to a "Company Profile" document
in AFN to an Excel Template.
This allowed a User to create or edit an Excel
spreadsheet by simply clicking on the AFN Company Profile
document. The User controls which cells in the spreadsheet
need to update which fields in the AFN document.
Thus, much profile information is captured in Excel and
only those fields that needed to be displayed and reported
via AFN are “brought back" from Excel. All the while, all
spreadsheets were centrally stored in AFN.
"Vigilus worked side-by-side with Pentair Water to
develop a customized component powered by SWING integrator
within Act! for Notes," says Patrick Dupies, Regional
Sales Manager, Pentair Water. "The solution not only helped our Sales staff
with the collection of unique customer data but seamlessly
utilized many of the standard features and benefits of the
software. The result was greater visibility into sales
opportunities, reduced reporting time and ongoing analysis
of our growth targets."
How does SWING software add value to ACT! for Notes?
Users are able to produce highly formatted documents,
report and analyze using sophisticated excel reports, create
and e-mail PDF documents and reports and dynamically
assemble contracts proposals, and other documents.
With simple programming, a user can pull fields of
information from other forms within ACT! for Notes and embed
them in MS Office documents saving the user something that
no one else can give them - TIME!
SWING Integrator
ACT! for Notes
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