Act! CRM Training

With our expert Act! CRM training you can empower your Users to expand your sales and marketing capabilities.

Our experienced ‘Premier Trainers’ will help your employees use the power of Act! to enrich customer interactions, close more deals and drive revenue growth.

As a leading ‘Diamond Act! Partner’, and ‘Act! Premier Trainer’, our experienced specialist consultants are uniquely recommended by Swiftpage (the authors of Act!) to help organisations like yours derive maximum benefit from Act! CRM.

The extensive experience we have gained in providing consultancy, database configuration and bespoke Act! training services to over 1700 businesses across the UK has established Solutions as the UK’s leading Act! CRM Training provider. 

We work hard to understand the specific needs of both your business and your users, this enables us to then tailor and structure our service delivery to meet these requirements accordingly.  All of our Act! Consultants are certified Act! product specialists.

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Training that works for you

We prefer to train your staff on your own premises, if you can make a dedicated training/meeting room available (we can bring a PC projector and screen if necessary).

Because we typically cover a broad range of features, and we want users to feel comfortable with what they have learned, we include 30 days of post training support with all on-site training sessions. 

Act! Users may call us as often as they like during this period to refresh their knowledge or seek clarification on any Act! related topic.

We will deliver company-specific Act! CRM training user & administrator training on your premises to meet with the needs of your business & your staff. Beyond the core features of the system, we offer Act! Marketing Automation training including Email Marketing best practice guidance, template design and product orientation.

To ensure that your training session will have the most positive impact, please take the time to consider its objectives. What (specifically) would you like the training to achieve? For example, objectives might include (but are by no means limited to):

  • Empowering individual users to be more effective during customer interactions
  • Making users more comfortable and confident in their day to day use of Act!
  • Improving the adoption of Act! across your business
  • Setting up the system to support your operational processes efficiently
  • Accurately monitoring Sales Opportunities and Pipeline Forecasts
  • Understanding reporting to effectively manage activity
  • Monitoring KPIs to support management decision making
  • Establishing the most reliable and efficient technical infrastructure for Act!
  • Setting up remote access via Web browser or Mobile Device (online and offline)
  • Helping staff to understand the capabilities of Act! Marketing Automation (AMA) and to implement powerful interactive campaigns that help drive business growth
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Act! CRM Training Sessions Available:

Basic User

Objective: To provide new Act! users with an entry-level understanding of the basic features of the software. On completion of the session, users will be able to navigate successfully around the system and use features appropriate to ‘browse’, ‘restricted’, and ‘standard’ level access.

Content Summary:

  • Introduction to Act! CRM: Screen navigation, menus, icons and tabs
  • Contacts: Create new Contacts, amend and delete Contact records
  • Search for a Contact or group of Contacts (using lookups)
  • Companies: Create and amend Company records, understand Company structure
  • Groups: Create and amend Group records. Dynamic membership criteria
  • Calendar: Working with the Calendar including synchronisation with Microsoft Outlook
  • Activities: Creating activities. Working with Activity Series and Alarms
  • Email: Recording MS Outlook email Histories within Act! Contact records
  • Opportunities: Creating and managing Sales Opportunities
  • Documents: Creating (email and letter) mail merges based on Act! templates
  • Reports: Using Act!’s standard reporting outputs and Dashboard views


Objective: To empower Act! Administrators to exercise full local control of their own databases. On completion of this session, Administrators will be able to configure the more complex elements of Act! and manage all aspect of the system with significantly reduced external assistance.

  • Database customisation including the management of fields and drop-down lists
  • Layout design: adapting the Act! screens to present data to users in the most intuitive format
  • Data security issues: setting password policies and managing user and field level security
  • Multiple contacts: Amending groups of Contact records, applying global changes
  • Advanced Searches: Performing advanced Lookups and Queries
  • Reporting: Customisation of Act! report templates and Dashboard views
  • OLE/ODBC: Extracting data from SQL data tables that host the Act! database (for reporting etc)
  • Import and export: Understanding the database structure and how to import from external sources
  • Synchronisation setup and management to support remote users with offline databases
  • Web access configuration and management
  • Mobile access: Configuration of Act! for Web for the html5 mobile device interface and/or Act! Companion App
  • Act! API: How to setup and use Act! API Features
  • Custom Tables: Understand how custom tables can help you manage additional data sets

Note: The above sessions may be run as a half day course. In these circumstances, an overview of each element will be provided but there will be limited opportunity for discussion and Q and A at the conclusion of the session.

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Act! Marketing Automation Training

Objective: To provide detailed instruction in the use of the powerful integrated Marketing Automation platform. The session will also include a range of ‘best practice’ tips which will help delegates maximise the effectiveness of their email marketing campaigns.

Content Summary:

  • Building Templates: Learn how to build responsive email templates using the interactive template editor or the HTML Editor
  • Landing Pages and Lead Capture: Structuring your landing pages for maximum impact and automatically adding new leads to your Act! database
  • Surveys: Create online surveys and polls and understand how to pull responses back into mapped Act! fields 
  • Drip Marketing: Build multi stage email campaigns using the visual workflow designer
  • Real-Time Campaign Metrics: Understanding opens, clicks and comparing campaigns
  • Deliverability & Compliance tools: Getting through to the Inbox (spam filtering)
  • CRM Workflow: Learn how to build comprehensive workflows that monitor responses and automate next actions helping to maximise engagement between sales and marketing