Starting a CRM trial shouldn’t feel like work. At Keystroke, we make sure your Act! experience begins with momentum, clarity, and real results. Instead of dropping you into an empty database or demo one with fictitious contacts, we help you build a working system that reflects your business from day one.
⭐ We Help You Set Up Your Trial Properly
Your Act! trial becomes far more valuable when it’s configured around your real data and workflow. That’s why we assist with:
- Trial setup support — ensuring your Act! Cloud trial is set up and ready to use.
- Outlook contact & calendar migration — we help bring your Outlook contacts, tasks, and calendar events into Act! so you can start with familiar information. Working with production data helps new users appreciate the real power of the program. If you don't use Outlook, we can take a spreadsheet of your customers and prospects and import them for you.
- Feature walk-thru: Act! Advantage includes a suite of marketing, sales and productivity tools that can be daunting at first glance. We send you emails throughout your trial explaining how each of these work, and provide helpful learnign resources.
- Reliable Outlook email integration — we configure Act! to automatically record your sent and received emails to Contact History, giving you a complete communication timeline without manual effort.
- Ongoing guidance: our support team of ten full-time certified Act! Consultants are available for all your questions during your trial, so you can use the trial time productively.
⭐ Learn at Your Own Pace with Our Video Library
Every trial user gets access to our curated collection of how‑to videos. These short, practical tutorials help you explore Act! at your own speed, whether you’re learning the basics or diving into advanced features. We also offer links to deeper-dive training sessions that can be up to an hour long and provide much more detail.
⭐ Helpful Nurturing Emails Throughout Your Trial
We don’t just set you up and disappear. During your trial, we send a series of helpful, non‑salesy emails that highlight:
- Key features of Act! Advantage
- Tips for getting more value out of your CRM
- Shortcuts, best practices, and hidden gems
- Tools that help automate your workflow and save time
These messages are designed to guide you, not overwhelm you — giving you a clear sense of what Act! can do for your business.
⭐ Our Goal Is Simple
We want your trial to feel like a head start, not a test drive. With real data, working integrations, and guided learning, you experience Act! the way it’s meant to be used — as a powerful, organized, relationship‑building system.
