CRM Training

The road to CRM success: On site or online remote
Investing in Act! CRM, Act CRM Cloud or Fieldmotion software is just the first step to maximising your organisation’s potential. Gaining a competitive edge means doing things better than others therefore having competent, trained staff will enable you to fully exploit its potential.

Smarter Business CRM Style

Smarter Business training adds to your bottom line when it helps your people to do the right things more easily, consistently and efficiently.

  • Training so everyone knows how to input and manage information on contacts and organise leads
  • Tailored one-to-one or group training packages for directors, managers and employees with different job functions.
  • Flexible tailored training approach, incorporating several different learning styles to suit different organisation.
  • We avoid getting overly technical and keep training relevant to participant’s position.
  • Get CRM hints, tips and advice you won’t find in any manual.
  • We show how to use your CRM to win new business, retain existing customers and increase profitability.

Online Remote Based Training

Eliminate travel time and expenses, cover the content specific to how your business will utilise the program and have the privacy to discuss company-specific policies and procedures.

With our web based anytime/anywhere training, schedule a time that is convenient for you or your team – we can coordinate sessions during the business day, lunch, after hours or weekends.

Our Pay As You Train Service is proving to be increasingly popular as it is so cost effective, and convenient for organisations. Whether personal training for you, new employee or an administrator we create a unique and comprehensive training program for your business.

Benefits of our online remote based training sessions

  • Private - Only you or your team and the trainer participates in the session
  • Live - Interactive online session and telephone conference, guiding you through whatever tasks you want to accomplish
  • Tailored - Select the topics you want to cover and focus on the areas important to your business
  • Expert Training - With many years of experience using different CRM systems our Certified Consultants have extensive and expert product knowledge.
  • Easy - Convenient, fast and easy delivery of training to your users
  • How it Works - Download remote viewing app and either we connect to your computer or you connect to our computer. Yes it is that simple.

Act! Online or On site Training Topics

Select the topics most relevant to you, to be covered for our tailored training session. Below are training topics grouped by general use and skill levels. As each user’s role or department (sales, service, marketing, management) may utilise the program differently we provide a tailored session based on job function requirements.

Workspace navigation Advanced Queries Lookups Import/Export
Contacts and Lists Groups Advanced Queries Manage Users
Lookups Companies Opportunities Preferences
Notes & Histories Activity Series View Dashboards Synchronisation
Activities Smart Tasks Customise Dashboards Custom Fields
Opportunities Custom Templates Run Reports Layouts
Email and letters Custom Reports Customise Reports Custom Insights / Dashboard 
Reports / Insights / Dashboards Views Act Marketing Automation* Modify Menus Database Maintenance

*Act Marketing Automation ½ day training minimum

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Training brought to you!
Eliminate travel time and expenses, cover the content specific to how your company will utilise the program and have the privacy to discuss company-specific policies and procedures. We work with you to provide an ACT! Training program that balances the training style, equipment required, the topics covered and the number of participants.

HANDS-ON – The most effective form of training as each participant will sit at a computer as the instructor teaches concepts, demonstrates techniques and then leads the user through exercises to reinforce understanding of topics covered.

PRESENTATION – Lecture or Seminar style where the instructor presents the techniques as the audience watches the live demonstration. Presentation training covers the same content as the hands-on training without the exercises and requires half the amount of time. This training style is beneficial when there are Equipment, Time or Budget constraints.