Act! CRM Training
We help you to get the very best from your Act! software
At your office or online.
What are the benefits of Act! software training?
Training for Act! CRM software focuses on helping businesses centralise customer data, automate marketing, and streamline sales pipelines to drive growth. By participating in structured training, teams can transition from using basic contact management to leveraging advanced tools that increase productivity and profitability.
Although we ensure that all of the basics are covered, we tailor each course to address your specific data capture, reporting, and workflow requirements.
Core Benefits of Act! Software Training
- Increased User Adoption & Confidence: Training helps employees feel comfortable with the interface, leading to higher adoption rates across the company.
- Enhanced Productivity through Automation: Users learn to automate repetitive administrative tasks, allowing sales reps to focus more time on selling and closing deals.
- Optimised Sales Management: Teams gain the skills to accurately monitor sales opportunities and pipeline forecasts, ensuring better visibility into business performance.
- Effective Marketing Campaigns: Training on Act! Marketing Automation (AMA) empowers staff to design and implement professional-looking email campaigns and track real-time engagement metrics.
- Improved Customer Relationships: Staff learn how to use rich customer profiles to personalise interactions, which can significantly reduce client attrition and improve satisfaction.
- Centralised Data & Better Collaboration: Training ensures that everyone understands how to maintain a single "source of truth," allowing sales, marketing, and support teams to collaborate seamlessly.
What is covered in Act! Training
Our training sessions are tailored to address your specific data capture, reporting, and workflow requirements.
As a rule of thumb here are the basic topics that are covered.
Basic Act! CRM User Training
- Act! database tour.
- Creating new contact and company records.
- How to perform lookups and searches.
- Contact Group management.
- Scheduling, creating and editing activities.
- Attaching documents to contact records.
- How to use the ‘notes’ tab.
- Using email.
- Introduction to Reporting
- Opening and managing opportunities.
Act! CRM Administrator Training
- Creating and editing database fields.
- Modifying screen layouts.
- User Management.
- Database Security.
- Managing Duplicate Records
- Data import and export
- Batch data record update
Act! Marketing Automation Training
- Creating and editing email templates and campaigns.
- Understanding landing pages
- Building drip marketing campaigns which can be single or multi step email campaigns
- Campaign metrics – Understand responses to campaign opens, clicks, bounces etc
- General email marketing advice like getting through to the inbox and best practices
To learn more about how Act! CRM Training can benefit your business call us at 01483 672083 or