Acclaro_Clients

Clients

Acclaro Consulting has worked with over 70 clients since 2000, with configurations ranging from a single user in a home office to 85 users on different continents. The average size client is 15 to 20 users. Industries include internet/software, solar/environmental technology, real estate and mortgage, design and construction, financial services, human resources and executive recruitment, non-profit/NGO, law, hospitality, manufacturing and distribution, restaurant, importing, transportation, and biotech. A majority of clients have been with Acclaro for at least three years.

What Clients Say

Craig Peterson CEO/President | Bayshore International | Hayward, CA

“Our company engaged Acclaro Consulting on a customer database project several years ago; Julia showed us her abilities and flexibility in working on that project, which involved designing and managing three ACT/Wired Contact databases for staff in 6 locations. From there our needs have grown and Julia has been there every step of the way, from updating the look and feel of our advertising collateral, acting as an on-call marketing manager and graphic designer, and even helping to develop our website and back end database. I have found her to be knowledgeable, not just in database construction, training, & management, but also in project organization and execution. Today Bayshore views Julia as part of the team that has enabled us to grow to over $50M in sales.”

Sarah Diaz Project Manager | Sun Light & Power | Berkeley, CA

"ACT! is the central intelligence resource that allows our many departments to communicate with one another, tracks our sales leads and marketing opportunities, and helps us to manage projects. Our efficiency and consistency have improved greatly since working with Julia, and the more I learn from her the more ideas for improvement I have. Julia is a proven problem solver with an eye to the future. She is accessible, energetic, and always full of clever ideas for new ways to get the most out of our database. I recommend Acclaro Consulting wholeheartedly to anyone who truly wants to improve the full use and efficiency of their business database."

Matthew Taddei Founding Partner | Taddei, Ludwig & Associates | San Rafael, CA

"We feel as though Julia is part of our team. She understands our business, what our objectives are, and she uses the word 'we' when we meet with her. Julia is extremely bright and creative--we can give her our conceptual strategy and she makes it tangible for us."

Jim Humphrey | VP, Business Development | iHomefinder | Berkeley, CA

"As a national company with over 5000 clients in 42 states we would be lost without ACT and we would be lost without Julia to maintain our ACT program, train our sales staff and be there with a helping hand when we need it. We are a real estate technology company, not a contact management software company and we have no desire to become one. It's great to know that we have a very knowledgeable, efficient and receptive person to help us whenever we need her. If you have ACT or are considering using ACT for your company's business, I highly recommend Julia as a trusted partner. I doubt we would have grown as fast as we have in the last few years without her help. She is well worth the money."

Carmi Weininger President | The ReactorPanel Saddle Company | Oakland, CA

"ACT is so easy to use that we rarely need help. When we do, Julia is quickly available. Her expertise is in-depth, and she rarely needs more than an hour or two to solve our most complex issues. Better yet, while she is here she intuitively suggests ways that we can use ACT more effectively, or improves the look of our layout. She is easy to reach by phone or email for follow-up questions, and my only regret is that ACT works so well that we rarely see her."

Patrick Ryan | Vice President, Quake Global | Former President, Reino Parking Systems | Alameda, CA

"Acclaro Consulting has been providing ACT database consulting for my businesses since 2001 and Julia has consistently been someone that we simply could not do without. As the head of a sales organization with both inside and geographically remote sales staff, ACT's contact management database has formed the core of our business. And without Julia and Acclaro, we would simply not have had the capability to utilize ACT's true power. Julia set up and maintained a multi-user database with both internal and remote sync users allowing everyone in our sales organization hierarchical access to critical sales information either in the office or on the road. Julia's work with ACT enabled me to report and manage the activities of staff in up to 10 different locations and manage an accurate and up-to-date sales forecast at the push of a button. Being able to call upon an expert consultant like Julia saved us thousands of dollars and months of aggravation had we decided to do this in-house. I cannot recommend her highly enough."

José Dueñas CEO/President | Bay Area World Trade Center | Oakland, CA

"We needed an expert to help upgrade and customize our ACT database so we could better manage our programs and membership growth efforts. Acclaro Consulting immediately identified what was wrong with our ACT system and customized it so that the we could take full advantage of all the features. Julia Lucia's ability to train our staff how to apply ACT's functions to our unique processes enhanced our productivity and efficiency and was invaluable. Without her expert help we would not have been able to grow the organization the way we have in the last 6 months."

Elisabeth Scharbaum | Chic-Hotel | Oakland, CA

“I have solicited Julia’s help and advice for over 5 years, both in my capacity as VP for a Bay Area Hospitality Company as well as more recently, regarding my own firm. It is always a delight to work with Julia, she is incredibly intuitive, intelligent, always finds creative, simple solutions to even complex problems. Her approach is very un-intimidating and her enthusiasm for ACT! is contagious even for the most skeptical staff members.”

Elena Lapiana | Italian Foods Corporation | Oakland, CA

"Working with sales reps throughout the world, we needed to be able to share our ACT! data on a daily basis. Julia helped us synchronize our information and also customized our database to track our customer's purchases. On top of being professional and responsive, she is also a nice person who is very enjoyable to work with! It was great to meet her because she has helped us out a lot."

Catherine Rose | Slinky Productions | Oakland, CA

"I highly recommend Acclaro Consulting. Julia is trustworthy and will quickly understand your business needs. I was brand new to CRM and unsure about its function and limitations. She easily answered every one of my questions (and there was a list!) and frankly demystified ACT! 2006 so that I now have a better understanding what I can and cannot not expect the software to do for my business. She kept us on track and was able to provide exactly the information that we needed. A month or so later, I hired her to import and integrate a lot crucial and complex data that I did not have time to do (and did not trust anyone else to do.) Julia understood exactly what I needed and accomplished this project in a few hours. She is a find."

Ida Abbott | Ida Abbott Consulting | Oakland, CA

"Having a solo consulting practice and little technical expertise made me apprehensive about changing my database software. How lucky I was to find Julia! She was honest and direct in helping me choose the right program. Her clear explanations, responsiveness to my questions, and patience with me as I learned, made the transition relatively painless. And working with her has been a pleasure."

Charles T. WIlson | RiskSmart Solutions^® | Oakland, CA

"I have known Julia for almost five years and had heard rave reviews from mutual clients about her out-of-the-box design, thinking and work. When I had a problem with ACT! she was my first call and the first to respond. She fit me into her busy schedule to be able to help me quickly solve the problem I'd gotten myself into. She gave me direct, honest advice and got me up and working again right away. Julia's a life-saver in my book!"

Pamela Scruggs Database Manager | Neighborhood Housing Services of America | Oakland, CA

"We first contacted Julia in 2002 when our company was going through a major transition. Our database needed to be completely redesigned to work for the multiple departments that share data. Julia met with Senior Officers to discuss their needs, re-designed the system, and trained all levels of our personnel. When we were ready for a new web-based system a couple years later, Julia's expertise created a smooth transition to Wired Contact, enabling our staff to access data from all of our national locations, as well as through our Blackberry handhelds. Julia is full of great ideas, is approachable, and she thinks smart and stays calm. She has become one of the team here at NHSA."