Successful Act! implementations include both consulting in how to customize the Act! database design for optimum usage and adequate Act! training. A good Act! consultant will familiarize you with the basic Act! functionality; a great consultant will make you more efficient, productive and profitable. You’ll find that having a good implementation plan will ultimately save you hours of time trying to master Act! on your own.

You should consider how your database will be personalized. This may include changing field names, adding new field options, customizing Act! layouts and building your prospecting and customer retention processes into Act!. You may also want to customize the Act! sales opportunity pipeline, configure ACT! e-marketing and customize standard reports.