Tony Holowitz: Your Friendly Act CRM Software Expert

Training & Support for All Versions of Act CRM Software

Act Emergency: Call Right Now 888-734-2511

Act Help: Get 1-Hour Free Schedule Free Act Review

Act CRM Software Training

To Get Started: Book a Free Training Session

The best way to get started working with me is to start with a free 15 to 60 minute Act review online session. Tell me what you do. Describe what you want to accomplish with Act. What would you like your staff to know about Act CRM? As we talk, I will observe your Act setup and ask questions about how you work. To schedule a session, visit my online calendar and book a time here: www.calendly.com/tonyholowitz.

Act CRM Customization

Whether the ACT user is an individual or a small business, I enjoy talking to people about how they use ACT. Regardless of the type of business, there are certain fundamentals that make ACT easier to use and keep organized.

When working with my clients, the first thing we will do is discuss what you are trying to accomplish when using ACT. Are you a salesperson or sales manager? Are you an individual or entrepreneur? Are you the owner of a company that uses ACT? In my opinion the best way to make the most out of ACT is to completely forget about ACT. One of the first questions I’m going to ask is what are your goals for your business or organization? It is easy to teach you how to use ACT, but it takes a little time to get to know you so I can understand how to make ACT really productive for you. To start, I offer all of my clients some free time so you can tell me your story—tell me how you would like to ACT.

At times I might seem like I am an ACT consultant. Other times I will try to put myself in your spot and imagine how I would use ACT if I were you? It all starts with a discussion about your needs.

Act CRM Training Programs & Options

Offering one-on-one Act CRM training, group training, webinars and more. I use popular online tools such as Zoom, GoToAssist and GoToMeeting to work with you wherever you work or reside. Here are some suggested courses:

Act Fundamentals

Customizing Act

Selling with Act

Act Add-Ons

Act Cloud (Web Based Version)

Act Marketing Automation (Growth Suite)

Keystroke Tools & Add-ons

Handheld Contact API

Handheld Contact Classic

One-On-One Act CRM Training

Focus on You, Your Business and Staff

To start I would offer you one hour of my time for free to have a conversation about yourself, your business and what you hope to accomplish using Act CRM software. We will talk about daily, weekly, monthly, and quarterly goals that we can use as guides to help you use Act effectively to accomplish your goals.

To me it is all about staying in touch with your client base and your prospects.

We will show you how to utilize Act in such a way that you do the least amount of work to utilize Act in a way that will give you insights and reminders to perform overdue actions. For example, reminding yourself to call or email it important contact.

Have a great experience using Act!

My philosophy as it pertains to Act software users is that we are a community. If you understand Act CRM software and continue to use it for years to come that is good news for the makers of Act software: Swiftpage.

Your continued participation allows the developers of Act to continue to make the software grow and to allow them to embrace current technologies and other software. If you are a well-trained acter and the software is a profit center for you then we all win as a community.

Here are some additional Act CRM ideas we can discuss:

I have created hundreds of instructional videos about Act . Some of the videos are purely about the mechanics of using Act in many of the videos contain my thoughts and ideas about how to make more of the software. Based on years of working with Act software CRM users I have developed an approach to Act.

Additional Act CRM Training Resources

Teach an Old Dog New Tricks: www.TeachAnOldDogNewTricks.com

Surely you have heard the expression “can you teach an old dog new tricks?” I know for a fact that I can teach an old dog new tricks and I will prove it to you for free. My website www.teachanolddognewtricks.com offers more than 100 hours of software training for free. My most popular topics are Microsoft Word, Outlook, Excel and PowerPoint.

Free Computer Training

Act Marketing Automation Training & Help

Act’s Marketing Automation is the equivalent of hiring a new Salesperson. Act Marketing Automation’s powerful email program for Act CRM includes a minimum of 2500 monthly emails with your Act CRM subscription. When people ask me About Act Marketing Automation I tell them that they have to prepare themselves to think of this tool as a completely different software from Act itself. It is my opinion that approaching it with that mindset will make your experience better. It is powerful and unique in the way you go about setting up email marketing campaigns to groups within your Act database.

Unfortunately, Act Marketing Automation is not a very intuitive email program. But it is powerful and worth learning how to use today.

I do not want to sugarcoat this: setting up campaigns and the thought that goes into creating the email content and templates can be time-consuming and a bit of work. It is very similar to the work involved in hiring and training a new salesperson. It takes imagination and a mindset to focus on the bottom line goal of that campaign you send out first and foremost. But the true beauty of Act Marketing Automation is that it builds upon itself. You gather intelligence and insights about your client base that you can use in the future. As your experience with Act Marketing Automation grows so will your confidence and Ideas for new campaigns.

After you send your first Act Marketing Automation campaign the fun starts

Now you can access reports and information about the success of your campaign and the impact it had on individual contacts right inside of Act. unlike MailChimp or Constant Contact, all of your data resides inside of Act CRM. This is vital because you can lookup the contacts in Act to take action and enhance your sales capabilities.

Even though Act Marketing Automation is included with your Act subscription, you don’t have to use it. In fact, I’m astounded by the number of people that say the would never use it or need it.

Here are 8 reasons to send a marketing email with Act Marketing Automation:

Especially after the pandemic, to help you understand who is still around. Bounced emails tell a story.
Send a holiday greeting; remind people you exist while being nice
Send a simple text email, nothing fancy, to your customers and prospects
Send a newsletter once a quarter
Simply ask if you can help them with anything, do they need anything?
The first email is the hardest. Get it over with so you can send more
Because a simple email might just get you some new business
Because it is free and included

AMA includes beautiful templates and automated marketing technology. Act Marketing Automation is the most efficient salesperson and customer service representative you’ll ever hire. Used wisely, you can gain insights and knowledge about your Act contacts and increase your sales and customer follow-up. If you currently use Constant Contact, MailChimp or a similar offering, Act Marketing Automation offers all of those tools built right inside of Act. If you would like to create a campaign to call all the people that opened your last marketing email it is very easy. Send an Act Marketing Automation campaign and it reports the results of that campaign right inside of Act so you can easily find the contacts that have engaged with your last email.