ACT! CRM Training


Training is an integral part of any successful software investment. That’s why we recommend training with every Act! CRM and Act! E-Marketing system we install or support.

The CRM Alliance’s customer relationship management and e-marketing software training programs include a full roster of classes. Put your staff on the right track with training on the basics, advanced use and administrator training today.

We provide:

  • Public and Private classroom training around the country
  • Web-based Training
  • On-site Training

Our informative, supportive classes will get your customer relationship management software and or e-marketing training off to the best start. Our instructors are certified Act! Premier Trainers.

Learn how to:

  • Manage relationships by keeping everything—phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more—in one, organized place.
  • 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 customize.
  • 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 synchronization options for teams of multiple sizes.
  • Use Act! E-marketing to put e-mail to work for you. Design and create professionally branded e-mail templates, multi-step nurture or drip marketing campaigns, and track your campaigns so you can focus on the hottest leads.
  • And much more!

Find an Act! CRM or Act! E-Marketing Certified Consultant & Trainer Nearest You

ACT CRM Training or Swiftpape Training