Discover how to maximise the benefits of your CRM

Empowering your team with skills to get the most out of Act! CRM is part of our service. Our expert, Act! Certified Trainers will educate your team on how Act! is going to work in your unique business. Additionally, they will teach time-saving tips that will increase productivity and user adoption, as well as ensure you get a return on your investment.

In addition to our set courses for New and Admin Act! users, we also provide custom training, either on-site or online. This is particulary beneficial when you have varying levels of skill and requirements and ideal for training your Act! CRM Champion. Chat to us about your training needs and reap the benefits.

On-Site Training


On-site Training

Nothing beats the power of face to face learning. Act Today's expert trainers are local which means they can come to your office for on-site training. We offer 2 hour, 4 hour or one day courses for up to 10 people. This is a great way to personalise the training to match the skills and experience of your team.


Online Training


Online Training

Act Today offer online training courses run by our Act! Certified Trainers.. These courses can be tailored to suit your team and is a perfect solution when you have members of your team in various locations. Online training can be run for individuals or groups of up to 3 in a one hour session.


Act! 3 Day Workshop Series


This Act! Workshop includes 3 modules, each delivered in a half day session.  Through our training, students will learn the importance of customer relationship management, how to utitlise Act! to provide excellent customer service and maximise their productivity in order to ensure Act! is an integral part of the business strategic direction.


Workshop Series will be conducted over these dates

Wednesday 10th July, 17th July & 24th July 2019  

Duration: 9:30am-1:00pm

  Waterman Centre

44 Lakeview Drive
Scoresby VIC 3179 

*If you would like to register for the next Workshop Series, please register below and we will contact you with the next workshop dates.
Day 1 - Act! Essentials

Wed, 10th July 2019

Day 2 - Act! Intermediate

Wed, 17th July 2019

Day 3 - Act! Marketing Automation

Wed, 24th July 2019

  • Navigate the Act! application with confidence
  • Create and manage Contacts using Notes, History and other related data
  • Locate desired data using various Lookups commands
  • Manage your schedule to track and improve productivity
  • Create and manage Groups and Companies
  • Create and Manage Opportunities, including Notes, History and other related data
  • Develop word processing and email correspondence
  • Integrate Act! with your existing e-mail program to send and record messages, create Contacts, and more
  • Integrate Act! with third party applications and sync Contact/Calendar data
  • Overview of Act! Marketing Automation
  • Create and send professional email marketing templates
  • Manage a compliant mail list
  • Create and manage a basic marketing automation campaign
  • Attract new leads from your marketing materials eg.PDFs, videos etc
  • Create forms to capture, nurture and manage leads 

This course is designed specifically for small businesses who are looking to maximise their use of Act! to improve team productivity and enhance customer relationships to drive business growth. Through our expert training, both your business and your team will benefit from this course.

CRM Training Benefits for Individuals

  1. Grow your sales or marketing career
  2. Learn about how to get the most out of CRM systems
  3. Demonstrate to employers you are ready to fill vital roles

CRM Training Benefits for your Business

  1. Prepare your staff with the skills they need for their roles
  2. Training employees on CRM help them to carry out their work more efficiently
  3. Short courses limit time away from work

This workshop includes 3 x 1/2 day training sssions, morning tea and a comprehensive manual (valued at $120).
Click here to view a full outline of the course contents.

The cost of this 3 day event is $600+GST per person. Book before Friday 5th July and pay the EARLY BIRD rate of $550+GST and get 50% off your second attendee. That's a savings of over $400!!



Your instructors

This course is faciliated two of the most knowledgeable Act! CRM consultants in Australia, Richard Milland and Rob Dixon.

Richard Milland
Rob Dixon
Richard Milland   Rob Dixon

0419 318 727 


0411 777 244 


Yes please.

This course is designed for individuals that have minimal experience using Act!. Prior to beginning this guide, it is assumed that:

  • You are comfortable using Windows operating systems.
  • You are capable of performing basic network related tasks such as sharing folders and browsing a network and the Internet for available resources.

There is parking at this venue. For other methods of transport, get directions using Google.

Complimentary tea, coffee, and biscuits are available during tea breaks.

Please contact us prior to the event if you find yourself unable to attend and wishing to send a colleague instead. We will try to accommodate this for you.

You may cancel your registration up to 7 days prior to the commencement of the course, and still receive a full refund. Cancellations requested within 7 days prior to the course commencement date will ibe eligible for a 50% refund. Contact us directly on 02 9431 2222 to request a cancellation and refund.  In the case where a participant is not able to attend a workshop, another person may attend in their place. 

If you would like to receive a certificate of completion, please email  to request this once your course has finished.

Please contact Richard Milland 0419 318 727 or Rob Dixon 0411 777 244 directly if you have any questions in regards to the course.



Register for the 3-Day Workshop series

Book your seat now and we will send you an invoice for payment. 

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