Act! CRM Software Training

Solutions for Accounting and CRM have been training and supporting Act! users since the turn of the century, and our experience has shown that businesses use the software in many ways so our tuition is always adapted to your unique requirements.

We possess a vast depth of Act! database expertise and our trainers will share their insight to educate and enthuse you and your team in gaining rapid payback from the application. If you are new to Act!, or you are looking to get more from the application, we have a training solution to help you.

Call 0115 840 5075 or email enquiries@solsforacc.co.uk to request a quotation and schedule your Act! database training. 

• Book a bespoke session at your premises (or ours, if you prefer)
• Tuition using your own personalised database
• Receive expert advice from Act! professionals who will quickly build user confidence and enthuse your team

Introduction Training

A one day course for new Act! user​s and teams.

Introductory topics include how to navigate the Act! interface, searching for records, working with contacts and company records, recording Outlook emails, attaching documents, working with reports, tracking sales opportunities, activity management, mail merges and managing Act! groups.

Advanced User Training 

Designed for users who understand the basics and want to gain greater value from Act!

For marketing teams this can include how to profile Act! contacts, working with mailing lists, email marketing with Act! including an introduction to Act! emarketing, and using Act! to keep in touch with clients and report on marketing activity.

For sales users this will focus on using Act! to manage sales oppportunities, customising the opportunity module and using dashboards and reports to forecast sales and manage quotations.

Advanced user tuition can also include tuition on the latest new Act! features and improvements.

Database Administrator Training

Enabling Act! administrators and IT teams to customise, manage and protect their customer data.​

Database admin topics include: how to create an Act! database, managing Act! data, import / export data, setting user security profiles, customising the database layout, using admin dashboards, configuring network access and setting up remorte database sync.

Act! Emarketing Training

Empowering marketing teams to leverage integrated Act! emarketing.

Topics include: introduction to Act! emarketing, creating and customising email templates, scheduling email campaigns, analysing email campaign results and email tips and best practice.