At a large bank, that rolled out Act to three groups, my group had a special set of layouts for a selling sales process and for internal communication. We designed some of our work between the sales people and loan officers to reflect what was happening in the market. Because the sale people used Act, to make requests and promises, between customers and loan officers, our goup of 25 people sold an average of $2,000,000 more than the other Act users. Using Act properly can build trust.
When you have trust you have everything to start selling more. In the service business without trust you have nothing to sell, because who has a mailing piece that says, "we give bad service and are not reliable."
Thanks for your question. First take the important aspects of your sales process and customize fields to get these into Act as things you ask yourself about working on a project or with a company. Then design a report so you can evaluate your progress.