ACT Consultants and Trainers - Platinum CRM Consulting 
ACT 2013 Diamond Select Partner | Platinum CRM Consulting
 helping businesses connect with customers


  Today is   

ACT CRM Training Online and Web Based,
Private Instructor-Led Live Training


View Cart eNews Sign-up


ACT! Web Based Training

Eliminate travel time and expenses, cover the content specific to how your business will utilize 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.

More and more companies are turning to
Web Based Training as a viable, cost effective, and convenient training option for their business. Whether personal training (for you, a new hire, or an administrator) or team training (sales, marketing, customer service) we can create a unique and comprehensive training program for your business.ACT CRM Web Based Training - Live Instructor and Online


  • Private – Only you or your team and the ACT! trainer participates in the session

  • Live – Interactive web session and telephone conference, be guided through whatever tasks you want to accomplish

  • ACT! – Your ACT! program and database by training on your desktop or ours

  • Custom - Select the topics you want to cover and focus on the areas important to your business

  • Expert Training – Your trainer participates in Swiftpage’s ACT! Premier Trainer AND ACT! Certified Consultant programs and has extensive product knowledge

  • Easy - fast and easy delivery of training to your users

How it Works... 

Once you have scheduled your training session you will receive an email that contains meeting ID, conference call number and a link to connect to the session. A few minutes prior to your session start time, click on the link and you will be asked to download the Citrix client that will complete typically in less than a minute. You will also receive printable reference materials for all topics covered in your session.

Security and Confidentiality...
GoToMeeting is the most secure online meeting product available. It is the only solution to use industry-standard SSL and U.S. government-standard 128-bit AES encryption to ensure that your sessions are always secure. Also, it is not possible to catch or spread a virus or become exposed to spyware when you are using GoToMeeting as either a host or attendee. 



Select a standard course or pick the topics to be covered for a custom training session.  Below are training topics grouped by general use and skill level, you can select a standard course or pick your topics  to create a custom sessions. As each user role or department (sales, service, marketing, management) may utilize the program differently we can provide a custom session based on job function requirements.

Workspace & Contacts Advanced Queries Lookups Import/Export
Contact List Groups Advanced Queries Manage Users
Lookups Companies Opportunities Preferences
Notes & Histories Activity Series View Dashboards Synchronization
Activities Smart Tasks Customize Dashboards Custom Fields
Opportunities Custom Templates Run Reports Layouts
Letters & E-mail Custom Reports Customize Reports Custom Dashboard
Reports & Dashboards Views Modify Menus Modify Menus Database Maintenance

ACT CRM Software Training | ACT Premier Trainer Certified

Platinum CRM Consulting provides remote access training, customization services and technical support for ACT! CRM software in the United States:  Alabama (AL), Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Washington DC (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA), Washington (WA), West Virginia (WV), Wisconsin (WI), and Wyoming (WY) and Canada: Alberta (AB), British Columbia (BC), Manitoba (MB), New Brunswick (NB), Newfoundland and Labrador (NL), Northwest Territories (NT), Nova Scotia (NS), Nunavut (NU), Ontario (ON), Prince Edward Island (PE), Quebec (QC), Saskatchewan (SK), Yukon (YT)

  Platinum CRM Consulting © 2015

ACT! is a registered trademark of Swiftpage

LiveZilla Live Help