Act! CRM Training

Providing better insight into your customer relationships

Act! CRM is packed full of features and our training is designed to cover in detail the areas of the program that you'll be using so that you get the most benefit from your Act! software. The vast majority of our Act! training enquiries come from customers who have owned Act! for a while, but feel that they aren't getting the most out of their system. Having a good understanding of the functionality and features will not only save you time and effort, but will also help you to improve your efficiency and gain real value out of your investment.

Speak to our friendly team today and we'll be able to advise you on the best options to suit your business and your budget.

Training and supporting Act! CRM customers since 2008

Step 1: Browse Our Act! CRM Course Content

Suitable for onsite, remote and classroom delivery methods
Act! CRM training can be tailored to your business requirements so that you can pick and choose the topic areas that you'd like to focus on, whether that's onsite, via remote learning or in our classroom. Our Act! trainers will be able to determine the correct amount of time that should be allocated for the training session.

  • Introduction to Act! & navigating the software
  • Dealing with Contacts
  • Dealing with Companies
  • Recording History & Notes
  • Lookups
  • E-mail Integration
  • Scheduling Activities
  • Managing Opportunities
  • Letters & Mail Merges
  • Duplicates & Global Changes
  • Managing users
  • Creating Fields
  • Customising Layouts
  • Customising Menus & Toolbars
  • Importing and Exporting Data
  • Act! Reports/Insights
  • Backups & Database Maintenance
  • Act! Marketing Automation (AMA)

Step 2: Consider your preferred training delivery method...

Act! CRM Onsite Training

Act! CRM Onsite Training

Face to face learning (socially distanced)
We'll travel to you, or you come to us

Act! CRM Remote Access Training

Act! CRM Remote Training

Phone training with shared screens
Train one-to-one or with colleagues enquire or download a training factsheet

Act! Partner Since 2008

Why book Act! CRM training with Advantage Services?
Benefits & assurance of expertise:

  • 10 days free telephone support to cover any usage queries of the software
  • Certification - receive a certificate for the training you have completed
  • Experts - our trainers have successfully completed full training programs on Act! CRM

Advantage Services' Training Reviews

Would you like to discuss your requirements?
Call 0330 335 0011
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