Introduction: In this blog post, Tony Holowitz introduces the history and two main versions of ACT CRM – the desktop software and the cloud-based ACT Premium Cloud. As Tony begins his training series “Teaching My Three Sons How to Act,” he explains the distinctions between the two versions and highlights the advantages of using ACT Premium Cloud for young users. This article aims to familiarize beginners with the options available and provides insights into the user interface of both versions.

1. A Brief History of ACT CRM: Tony sets the context by sharing the rich history of ACT CRM, which has been a prominent software choice for over 35 years. He mentions that the original desktop version required physical installation on a computer. However, in 2023, ACT offers an alternative called ACT Premium Cloud, which operates entirely on the web, eliminating the need for manual installation.

2. ACT Desktop Software: Tony provides an overview of the ACT desktop software, which was traditionally installed on individual computers. He demonstrates how he has customized the interface to resemble the classic desktop version. Despite the shift towards cloud-based solutions, Tony acknowledges the benefits of the desktop version for users who prefer a familiar experience.

3. ACT Premium Cloud: Tony dives into the cloud-based version of ACT, known as ACT Premium Cloud. He explains that users can access this version through a web browser without the need for physical installation. Tony highlights the advantages of easy access, quick setup, and simplified user management. He also suggests that ACT Premium Cloud may be more suitable for younger users due to its modern interface and seamless integration with various devices.

4. Comparing Desktop and Cloud Versions: Tony highlights some differences between the desktop and cloud versions. While both share core functionalities, he notes that the cloud version may take some getting used to due to the web browser environment. However, he assures readers that most differences are easily manageable, and users can quickly adapt.

5. Maximizing ACT Premium Cloud: Tony shares web browser tricks to enhance the ACT Premium Cloud experience, such as using the Control and Plus keys to zoom in on the screen. He emphasizes the flexibility and real estate advantages of the web version, allowing users to customize their view to suit their preferences and monitor size.

Conclusion: Tony Holowitz’s blog post introduces readers to the historical significance of ACT CRM and the two primary versions available – the desktop software and ACT Premium Cloud. As Tony embarks on his “Teaching My Three Sons How to Act” training series, he guides beginners through the initial setup and familiarization process. The post emphasizes the advantages of the cloud-based version, particularly for younger users, and explores the possibility of using both versions simultaneously. Whether users choose the desktop or cloud version, Tony assures them that with a little guidance, they will master the functionalities of ACT CRM and enjoy a streamlined contact management experience.