O u r   C l i e n t s

Some Project Profiles

TRUMPF Laser Technology – Plymouth Township, MI –
Having seen what Squad 16 had provided for another division of TRUMPF at the Farmington, CT headquarters, the General Manager of this plant contacted us to create a similar contact management database for 18 sales and service personnel of the Michigan facility. Squad 16 created the new TRUMPF Laser Technology database from 12 Outlook pst files, and 10 excel spreadsheets. Squad 16 held remote tech support sessions with all of the users to export out and transfer their Outlook data. Each user’s data was imported into an ACT 6 database with a field identifier to tag records originating from the respective individual. As many users had the same contacts in their Outlook programs, we merged duplicate contacts by searching for duplicates based on many combinations of fields (First Name, Last Name, Company name, phone number, Email and more). Then the ACT 6 database was converted to ACT Premium 2007 (ACT 9). Based on territory responsibility, a Responsible Sales Rep field was created and assigned to the appropriate individual. Other key fields for monitoring customer and prospect types and sales progress were also included. Once the database was fully designed, the masterdatabase was hosted on a server in Farmington, CT and the 18 synchronized databases were created. By remote online sessions Squad 16 personnel installed ACT, restored the remote databases, set preferences, and tested for successful synchronization. Tom Najemy flew to Michigan and held a full day training session. This database consists of over 8,000 contacts in over 900 companies.

Conning Asset Management Company – Hartford, CT -
Premium for Workgroups. The Hartford School of Insurance had a need to keep track of students (in their case insurance agents from a pool of over 15,000 agencies), who register for various levels of Insurance Training. This project has utilized just about all of the features of ACT 2006 Premium for Workgroups. The Company feature suits them well for tracking course enrollments and correspondence with insurance agents by Company. ACT Groups are utilized for recording the locations, dates, course levels, and instructors for their course offerings. Contact records are made members of these Groups providing The Hartford School of Insurance with Roster Membership Reports. All of the customizable sales opportunity fields have been modified in the Sales Opportunities module to provide for student/course registration tracking. In addition to the 10 users of their database, instructors and facilities have been added as inactive users, providing for a means to see the calendars of instructors and facilities. The Limited Access feature is being utilized to separate out their students Contact records from the internal Property and Casualty Training program students, and yet provide for a way to share common resources - instructors and training rooms.

Hartford School of Insurance – Hartford, CT This project was a conversion from ACT 5 to ACT 2006 -
ACT! 2005 Premium for Workgroups configuration for eleven users of whom six are synch users (VPN Synch).  Created a new ACT! database with additional company and industry specific fields.  Imported data into Contacts, Companies, and Groups – and linked the contact records with the appropriate companies according to dealer number groupings.   Customized contact, group, and company layouts using the company colors and logo.  Modified drop down options, decided on Must Fill, Primary, and History type fields, and customized Regarding Options to more adequately reflect daily processes and ensure consistency of data entry.  Assigned contacts to Sales Reps and made those Sales Reps the Record Manager of those contacts.  Utilized the new Limited Access feature to limit contact record access to certain users and managers.  Deployed synch databases by means of Remote Access.  Training was provided for six users at our Training Center. The training setup was on a copy of the company database for those who are network users, individual copies for the synch users.

Atlas Copco Constructions Tools - Westfield, MA -
Squad 16 has been working with Atlas Copco since 2001. Initially 20 Sales Representative's ACT 6 databases were merged into one comprehensive database and along with the customer data from an accounting program. Then a 40 user ACT 6 synchronization project was deployed. With the release of ACT! 2007 the ACT 6 database was converted to the new ACT platform and redistributed by way of VPN synchronization for all sales representatives. Training was providedfor most users at the Squad 16 Consulting training center. On-going tech support by means of remote desktop software has been provided for all users of the years.

Partial List of Clients by Industry