Act CRM Software Training & Customization

Teaching People how to act smarter for more than 20 years
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Act CRM Training & 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 GoToAssist and GoToMeeting to work with you wherever you work or reside.  Here are some suggested courses:

Act 101: Act Fundamentals

Act 102 Customizing Act

Act 103: Selling with Act

Act 104: Act Add-Ons

Act 105: Act Cloud (Web Based Version)

Act 106: Act Marketing Automation (Growth Suite) 


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 ct CRM ideas we can discuss:

Purchasing Act: Making the Right Decisions | Installing and Customizing ACT | Creating and Implementing a Plan to Make ACT Work for You | Customizing Layouts | Configuring Microsoft Office and ACT Add-On Products | Helping You Get ACT on Mobile Devices | ACT for Web | Answering General ACT Questions | Migrating from Other Software | Email Marketing | Sales Opportunities | Synchronization | Managing ACT | ACT for Sales Managers | ACT for Salespeople | ACT for Small Business Owners

Act Clever: My Online Act CRM Training

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.

Act CRM Training & CustomizationAct Clever is made up of six courses and more than 15 hours of training videos that are perfect for you and your staff.  When we work together either one-on-one or in a group setting these videos Act as my video textbook that will allow you to review the things we have discussed in the concepts I will introduce to make more out of Act.

The beauty of the Act Clever website is that each person gets their own login and can track each course and topic that they have watched.  They can jump around and learn at their own pace and come back and revisit topics to reinforce their knowledge.

Act Clever is very affordably priced and I urge you to visit the website to learn more at


Additional Act CRM Training Resources

My Act Tips and Tricks Blog:

Teach an Old Dog New Tricks:

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 offers more than 100 hours of software training for free.  My most popular topics are Microsoft Word, Outlook, Excel and PowerPoint.

This training is set up just like Act Clever and registration is free.  My registration allows individuals to keep track of each topic so they can leave the session and come back and start where they left off.

Free Computer Training

Free Act CRM Help
ACT CRM Certified Consultant
Act CRM Training
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