ACT Training Outlines

ACT CRM Software Training Classes and Support

Our specialty is helping ACT! CRM Software by Swiftpage (formerly Sage) individuals, small businesses and sales organizations setup and use ACT! CRM more effectively everyday.

  • Customizing ACT! CRM Software Advanced  |  (PDF)

Customizing ACT CRM Software fields is essential to getting the most out of ACT Software.
This ACT CRM Training class will share tricks, hacks, and other Act resources that allows Act software users to improve their skills for using ACT! CRM Software. You should have a  good base knowledge of ACT! CRM software before taking this training class.


  • Administering ACT! CRM Software  |  (PDF)

Even if you only know some of ACT Software to be an ACT! software database administrator, you don’t really need to know a lot about how to use ACT !software.  To assist your company’s employees in getting the most out of the product, we recommend that you be familiar with the concepts taught in the Everyday ACT! course. This ACT CRM training class focuses on how you can most effectively take care of the database including installation, setup, maintain the data with a regular maintenance schedule, modify the structure as required, setup reliable syncs, and provide meaningful and time saving customization’s in order to free up your sales team to do what they do best make those contacts.


  • ACT! CRM Software Everyday Training Class  |  (PDF)

With your ACT CRM software do you feel like…

  • you could do more with ACT! CRM, but you are not sure where to start?
  • you are wasting time trying to accomplish something that ACT! CRM Software should do for you?
  • your staff desperately needs advise on using ACT! CRM to get the most out of your investment?


Review ACT CRM Software at request for a free demo.

View Training Calendar – Sign up  – Call 800.475.1047 to speak to an ACT CRM Software Consultant