Founded in 1989, Largo Real Estate Advisors is the largest privately owned commercial mortagage banking company in Upstate New York. Their main objective was to find a contact management system that would enable the company to support both sales and marketing efforts. " We needed something that gave us an " All-in-one solution. "We can do pretty much everything in Sage ACT!. It is highly customizable, and user-friendly."
Largo Real Estate Advisors worked with Sage Act! Certified Consultant Dave Worral from Customer Information Technology. Lori Tirado, Director of Marketing recalls," Dave was incredibly helpful with the upgrade from ACT! 2008 to ACT! 2011. He helped us secure the best possible price for the software and was willing to go above and beyond what was necessary to help us upgrade."
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Rigidized Metals Corporation
Information Systems Manager , Maggie Jemiolo
"I would recommend Customer Information Technology to anyone who is considering the purchase of contact management
software. Dave Worral has helped us through the entire process: The initial ACT! demos, the purchase decision, installation, training and support. Dave has also created a custom report for us that met all of our expectations. In addition to the on-site training that we had, Dave also holds off-site ACT! training classes on a regular basis. I know that we can expect excellent support now and in the future from everyone at Customer Information Technology."
Western Sales Manager , Chris Russ
Dear Dave,
I've written this recommendation of your work to share with other LinkedIn users.
Details of the Recommendation: "Having led and been involved with several CRM software implementations with two companies, I almost dreaded going through the process yet again. I’m a remote user and faced a complete remote installation and implementation.
I have never been so pleasantly surprised with Dave Worral’s implementation strategy and support though the whole go live process. He remained omnipresent even though we are located over 1500 miles apart.
It does not matter what time of day that I email Dave with a technical question, he always responds in a timely manner and a let’s just fix it right now attitude.
Working with Act! has been a pleasure and Dave’s support has been invaluable to me in my implementation. Both the product and the person behind the product are highly recommended by this user."
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M&T BANK
Educational Lending
To Whom It May Concern,
M&T Bank Educational Lending provides student loans to students and parents pursuing a college education. We focus our efforts on a similar area as our Retail Branch network: NY, PA, MD, DC, VA, WVA. Our primary customer is the Financial Aid Office at the Colleges and schools within these territories. Each school has a number of key contacts and often has a number of unique processes that they use to support the Financial Aid needs of their students. It is because of this complexity and variety within our respective territories that we have been using ACT to manage our Customer information.
Dave Worral was contacted to assist us in designing and implementing a customized ACT solution that supports our business. We have been very happy with the work that Dave has done. He helped us define a database that tracks critical information. He helped solve a challenging problem with keeping our data updated and current by customizing our Synchronization processes to our individual user types, including geographically remote users.
Dave has also been a very patient and thorough trainer. He has helped all of our users and our key Admin staff to understand the ACT software and leverage its many features. We are currently planning on another evolution of our ACT application and will be using Dave’s expertise at every turn.
I would strongly recommend Dave Worral for any ACT project that an organization would have. We look forward to continuing our partnership with Dave as he helps support the growth of our business.
Sincerely,
Tony Goodwin
Vice President of Educational Lending
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