Mike Gerholdt Manager of Social Enterprise @Mike Gerholdt

All about ACT,Inc.

ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development §  Enterprise Edition.

§  Used Salesforce for over 7 years

§  Over 500 users

Conga Merge AppExtremes

Key Features •  Easy to merge Salesforce Data and render it as a document •  Execution of multiple action Benefits •  Handles multiple templates •  Buttons are simple to code, and to users everything is a “click” away

Delegated Task Manager iTools

Key Features •  Filter Delegated Tasks by status and assigned

user to quickly identify the ones that may need your attention.

•  Simple configurations •  Notifications when tasks are deleted, completed, or re-opened. Benefits •  License Management •  First 10 seats free to non-profits and NGOs •  Seamlessly integrated into the user interface for a natural fit.

TaskRay [Bracket] Labs

Key Features •  Understand project and team status at a glance

thanks to virtual whiteboards with virtual sticky notes

•  Drag and drop UI designed for simplicity and ease of use - no training, just start using!

Benefits •  Deep integration with Chatter •  Fully customizable to track important data and

interact with other objects in Salesforce