Welcome to Patricia Egen Consulting!

We are a full-service business consulting firm with an emphasis on technology. In addition to our consulting services, we also specialize in business process analysis, computer programming, administration and training.

Offices in Tennessee, Arizona, Florida and California.

Latest News

On an older version of ACT? Want to know why you should upgrade? Visit our Top 10 Reasons page here:


Are you looking for sales automation? Have you recently purchased Sales Automation Manager? Do you run ACT? We have the tools for you - visit our links below.


Sage ACT Duplicate Remover

Duplicate Remover Wizard Expert

Mass remove duplicates with the ACT Addon. Now correctly re-associates relationships when merging contacts

 

We resell Scan2CRM - directly scan business cards into ACT. Visit here for more details

Specialties

ACT Platinum Resellers
ACT software sales, consulting, installation, programming, customization, custom dashboards, and training
 
Quotewerks Resellers
Quotewerks resellers, developers, installation, customization
 
Microsoft Office Consulting
Programming, customization and training
 
Lotus Notes Consulting
Software sales, programming and training
 
Custom Programming / Data Conversion
Custom programming and data conversion from multiple applications. Examples include Goldmine, Salesforce.com, BCM, MSCRM and other CRM packages. Call today for pricing.
 
Business Intelligence Reporting
Business Intelligence Deep Dive - We analyze your CRM application and provide a series of reports that show the current status of your data. Excellent for helping determine sales opportunities. Visit our services section for a more indepth description.


Stop by our Youtube channel for help videos and product demos Youtube Channel

Our Business

Our Mission
Provide quality business consulting, with an emphasis on technology, maintain superior client relationships and enjoy the trust and respect of our clients

Us in a nutshell

Swiftpage
CRM applications
Data Conversion
Custom Programming
SQL Experts
Lotus Notes
Quotewerks
Stonefield Query
MS Office Programming
Business analysis
Process Workflow
Social Media and SEO
Linux, Mainframe
Been there, done that



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What to do if your Act! CRM won’t start on Windows 10

June 14, 2016
by: Tony Berastegui • ACT CRM, Microsoft, Swiftpage ACT, Windows

Act for Web Tips

May 23, 2016
by: Patricia Egen • ACT CRM

ACT and Windows 10

February 18, 2016
by: Patricia Egen • ACT CRM, Swiftpage, Swiftpage ACT

QuoteWerks Version 5.1 Builds 2.25 & 4 now available

February 17, 2016
by: Patricia Egen • ACT CRM, Quotewerks

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We have several years of experience working with ACT!, Lotus Notes, Microsoft Office and Linux. As ACT! certified consultants, we have the ability to provide you with guidance and training for the contact management system. We can also install, customize and enhance the ACT! software to suit your business needs. When you choose Patricia Egen Consulting as your ACT! consultant, you can be certain that your important software will be installed by an ACT! certified consultant. The ACT! consulting services we offer will enable your company to adapt your new ACT! system quickly, allowing for vast improvement in production.