Скачать или смотреть Is Act! CRM Right for You in Your 20s or 30s? Yes! Act Can Be Customized for Young Professionals

00:01 Tony talks about a recent discussion around Act CRM and the perception that most users are older. This got him thinking about where younger professionals in their 20s and 30s fit in and whether they are using tools like Act. He believes CRM software is often misrepresented, with too much focus on flashy reports and dashboards instead of everyday fundamentals.

01:16 He explains that Act is built around simple, business card style layouts that capture core contact information. From there, users can decide how simple or advanced they want to go, whether as a digital rolodex or a full sales and marketing system. Act has not changed much visually over the years, which may make it less appealing at first glance to younger users.

02:07 Tony stresses the importance of attracting younger users to Act. While he does not work for Act directly, he has decades of experience using and teaching it and believes the software can work well for any age group if approached the right way.

02:28 He shares an example of someone who ran an email campaign in Act, reviewed the statistics, but never followed up with phone calls. This led him to think about how younger generations often avoid phone calls altogether, sometimes referred to as telephobia, and prefer other forms of communication.

03:35 From a traditional sales perspective, calling people is fundamental, and Act’s default layouts are designed around calling and emailing. But Tony asks what happens if a younger user prefers texting or social media instead.

04:00 He describes creating alternative layouts and custom fields in Act that focus on social media and digital presence rather than phone calls. These might include LinkedIn profiles, portfolios, Spotify, TikTok, or other platforms that younger professionals care about. This shows how Act can be reshaped to fit different working styles.

05:11 Tony cautions against overemphasizing dashboards and reports. He reminds viewers of the principle garbage in, garbage out. Reports only work if users put in the effort to enter and maintain quality data. CRM software and running a business both require real work.

05:39 The strength of Act, in his view, is its flexibility. Users can create custom fields, layouts, and workflows that match how they actually work. Act can be adapted for someone who is 20 or someone who is 80, as long as they are willing to use their imagination.

06:23 He closes by encouraging viewers to let Act be what they want it to be. Use the features that matter, ignore the ones that do not, and adapt the system to improve business, marketing, and relationships. He invites people to reach out by call or text if they want help exploring Act further.

3 key takeaways
02:07 Act CRM can work for younger professionals if it is taught and positioned the right way
04:00 Act can be customized with layouts and fields that reflect modern communication styles like social media instead of phone calls
05:39 Reports and dashboards only work when users commit to entering good data and shaping Act to fit how they work