Training & Support

Training

ACTive CRM believe that Training your staff is essential to the success of any implementation and imperative to maximising your investment in your CRM. When we implement a complete solution, we include customised user and database administrator training with the rollout of your new system. Database administrators learn just how easy it can be to maintain the ACT! program. Users learn how to input and manage their customer data, organize and automate their daily activities, and meet management requests for accurate forecasts and reporting. Training is usually held on-site, although off-site can be easily arranged

• Classes are hands-on, interactive, and engaging.
• We design sessions for end-user, administrator and management-level attendees.
• Your end-user training sessions are up to a half-day.
• Each session can be designed to the needs of your users following processes of your organisation.
• Training materials - either customised for your database, or a standard series - are provided for each attendee.
• Administrator training is in-depth and customized to suit your implementation. We make you as self-sufficient as you want to be.

ACTiveCRM Support

Support is an important component of software to help the smooth running of the day-to-day operation of your business. When you have a technical issue, it can affect your entire business operation. You need a quick fix to get back on the right track.

We offer project-based support for troubleshooting critical issues, as well as upgrading and converting older or different software databases into your customised ACT! system. We work with you to provide ongoing support that offers you the flexibility of calling on us when you need us.