CRM training — so your team actually uses the CRM
Whether Act! basics for beginners, admin training or a workshop for the whole team: we train online or on site — with content that fits your workflows.
Your benefits
Why CRM training?
Only with training does everyone get the maximum out of your software — for beginners, advanced users and experts.
Hands-on methods
Theory and practice combined — for lasting knowledge transfer and fast results.
Tailored content
You set the agenda: management consulting, train-the-trainer, agile methods or Act! training.
Materials & guides
After the training you receive materials tailored to your path.
Digital certificate
Every participant receives a digital certificate at the end.
Training formats
The right CRM training for every role
From the first login to administration: we build the training from modules that fit your team and your workflows.
Act! basics training
Contacts, calendar, history and lookups — so beginners start confidently.
Admin training
Fields, layouts, permissions and data care — for everyone who looks after Act!.
Team workshop
Agree on how you work together: who maintains what, when do you follow up?
Add-on and module training
Use Innlook, GiPhone and other HC24 modules effectively — with examples from your daily work.
A strong CRM needs a strong team. We get your team fit to lift your business to the next level.
HartCon.24 — your companion for CRM, hosting and software development.Frequently asked questions
What does CRM training cost?+
We bill training by effort in 15-minute increments — you get a quote with a clear scope beforehand, so you know what to expect.
Is there Act! training for beginners?+
Yes — the basics training covers contacts, calendar, history and lookups. Afterwards your team works confidently with the key features; deeper sessions follow as needed.
How long does CRM training take?+
That depends on prior knowledge and scope. We deliberately split training into short online sessions instead of blocking whole days — so what you learn sticks better.
Do you run CRM workshops for whole teams?+
Yes — from a compact refresher workshop to a training series for beginners and admins. Content and pace follow your team, not a standard curriculum.
Is training online or on site?+
Usually online via screen sharing — no travel, and easy to split into short sessions. On-site dates are possible by arrangement.
What training content can I choose?+
Management consulting, project management, agile methods, Act! base and admin training, HC24 module training and more. We put together the right package.
How is the training delivered?+
However you like — online or on-site. So you learn the way that suits you best.
How do I ensure my team applies what they learned?+
On request we offer follow-up support and define success metrics together that we evaluate afterwards.
Let's talk.
Get a free initial consultation — we take your business to the next level.