Act! Training Opportunities

Take advantage of online training available wherever you are or customised on site education to become an Act! expert.

Our training options

Act! Classroom Training

Classroom-based training is led by an experienced Act! trainer and covers everything you need to know about Act! in a 2-day course; we offer a User course and the Administrator course. The classroom environment allows us to cover an intensive curriculum without interruption and includes a good mix of real-world examples and hands-on exercises. This training is held in one of new office buildings in either Winnersh near Reading or Newcastle-Upon-Tyne in the North East.

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User course

  • Data Governance and best practise
  • Never miss an appointment by scheduling Activities and Events
  • Synchronisation with Outlook® and Google® either manually or automatically
  • Mail merge using letter templates
  • Manage sales pipelines through Act! opportunities

Administrator Course

  • Customising layouts and database fields to create your bespoke instance of Act!
  • Import and export of data to and from your Act! database
  • Database maintenance and general house keeping
  • Dashboards and report design
  • Act! emarketing

Remote Training

Our Remote Training sessions are designed to fit around your working day. Learn Act! from your office at a time that suits you. We have a selection of developed training sessions which we deliver via a remote connection allowing you to view our training environment from your own desktop. These sessions are designed for you to learn Act! at your own pace, on a one on one basis, ensuring you get the most from each session.

We have 5 pre-fined courses:

  • Introduction to Contact Management - Act!
  • Sales & Opportunity Training
  • Emarketing Training
  • Understand and Automate workflows
  • Act! Administration Training

You can also build your own bespoke training session in collaboration with our experienced trainer. Speak to your account manager to find out more.

For more information call 0845 268 0220

Monitor with an Act! CRM consultant remoting in to customise the software

Remote Consultancy

Our Remote Consultancy service provides you with a low effort, cost effective way to utilise the years of technical experience and knowledge of our consultancy team.

From Installation and setup to Customisation and Database Import, our team can help. Using remote access an experienced Act! technician will help with setting up your software from installation to database import.

For more information call 0845 268 0220

Order a Workbook

We offer a complete set of workbooks which allow you to learn and master the Act! program at your own pace.

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Act! Basic Library

View a selection of online training videos to learn the essential tasks within Act!. Whether you want to explore Act! features or train new employees, you can do this with a click of a button.

  • Manage relationships by keeping everything in one organised place from phone numbers, emails, conversation notes, meeting and activity history, documents, social media profiles, and more!
  • Use a variety of search tools to instantly access the exact customer relationship details you need.
  • Increase productivity by scheduling new activities, automating routine tasks with Smart Tasks, and tracking past activities as history within each customer's relationship details.
  • Integrate with Microsoft Outlook to create contacts, create activities, and attach messages to contacts all from your Inbox!
  • Sell more by managing leads from first interaction through close using out-of-the-box sales stages or a process you customise.
  • Measure results using 50+ reports and dashboards, or for deeper analysis, export data to Microsoft® Excel® Share relationship details across your business with data-sharing and Synchronisation options for teams of multiple sizes.

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Act! Business Care

There's no better way to protect and extend your Act! investment than with Business Care, a comprehensive maintenance and support plan that delivers the latest technology, peace of mind, and exceptional value to you and your business.

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