Act!
64 Case Studies
A Act! Case Study
The Scale People, a Maryland-based family firm and major US distributor of weighing equipment (even supplying NASA), faced a paper-based, fragmented customer system that couldn’t support its growth or a sales team on the road roughly half the week. Storing contacts in a Rolodex and relying on Outlook made sharing customer histories, tracking opportunities, and scaling the business difficult.
They migrated more than 44,000 contacts into Act!, integrated it with Quotewerks and deployed a web-based version plus Act! Premium Mobile so sales staff can access customer and supplier data anywhere. The change created seamless quoting and opportunity tracking, improved internal transparency, cut unnecessary office trips, boosted productivity by at least 30%, and gave the company a clear competitive advantage.
Chris Buck
Operations Manager