Act CRM Webinar Recordings
Our Act CRM webinar recordings are hosted by experts who will provide you with hints, tips and advice on how to make the most of your CRM system.
Expert advice and knowledge
Webinars
We hold a number of webinars, all of which are recorded, so keep an eye out for more uploads.
Please enjoy our list of recorded webinars below:
Act! CRM - Reduce manual processes and empower staff
In this webinar, our webinar, Will Ingleby discusses the benefits of integrating your Act! CRM software with other systems, llike Sage, Xero or Quickbooks Accounting software.
Tips and tricks
Walkthroughs
Get great advice and help from our Act! experts with these short videos.
In this series, Will Ingleby explains some of the major features available within Act! CRM and how they can best be utilised.
Swiftpage Act! v17 CRM Walkthrough - 1
In this first video in the series, Will Ingleby discusses eMarketing with Smart Tasks to automate email follow-ups and actions.
He goes through the steps and offers tips of setting up the Smart Tasks.
Swiftpage Act! v17 CRM Walkthrough - 2
In this video, Will Ingleby discusses Automatic Access Control with Smart Tasks.
He explains the benefits of this feature, as well as how to set these Smart Tasks up.
Swiftpage Act! v17 CRM Walkthrough - 3
In this video, Will Ingleby discusses the Timeline feature.
Will explains the aspects of this feature, as well as the benefit of seeing the timeline of communications with a specific client.
Swiftpage Act! v17 CRM Walkthrough - 4
In this video, Will Ingleby discusses Web to lead capture forms within Act! CRM.
This feature allows users to fill in details and subscribe to things, and this data is then captured within Act! CRM.
Swiftpage Act! v17 CRM Walkthrough - 5
In this video, Will Ingleby explains a new feature that allows users to import data into Act! from CSV files via the web browser.
Will goes through all the steps of importing data using an example data file.
Swiftpage Act! v17 CRM Walkthrough - 6
In this video, Will Ingleby explains a new feature within Act! CRM feature that allows the creation of Databases remotely via the web browser.
Will goes through each of the creation steps, showing just how quick and easy the process is.
Swiftpage Act! v17 CRM Walkthrough - 7
In this video, Will Ingleby discusses how to upload photo images via Act! Premium Mobile.
He goes through the steps of uploading, as well as explaining the data that is attached to the image as well.
Award-winning service and support
Why Solutions?
As the UK’s leading provider of business management software solutions, we deliver systems and support that will help elevate your business and drive your success. Our portfolio of best-in-class accounting and CRM systems enables us to offer you a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.
We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our expert team consists of qualified sales and marketing professional, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and over 25 years’ experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.
