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Act CRM: What to Expect When Beginning to Use Act Companion. I'll discuss some things to consider so you have a good Experience with Act Companion.

Tony Holowitz introduces the Act CRM mobile app, Act Companion, by sharing insights from a new client's experience. As an Act software subscriber, users gain access to the Act Companion mobile app, which significantly differs from the desktop version or the previous editions of Act software they may be used to. The client, having recently upgraded to a subscription that includes Act Companion, began using the app immediately—sooner than Holowitz had anticipated, preventing him from setting initial expectations.

Holowitz emphasizes that Act Companion should be viewed as a distinct piece of software from the desktop Act program. It is crucial for users to adjust their expectations and understand that familiarity with the desktop version does not necessarily translate to ease of use on the mobile app. He discusses the practical differences when using Act on various devices, like smartphones and iPads, noting how screen size affects the user experience. This is particularly relevant for his client's technicians, who primarily use iPads in the field, highlighting the need to adapt the software’s display and functionalities to fit smaller screens effectively.

Moreover, Holowitz points out the importance of understanding why one is using the app. For his client, the primary use case is for technicians to access information while on the road. This clarification of purpose helps in customizing the app to serve specific needs better, like adding fields and adjusting views suitable for mobile use. He acknowledges the initial challenges and potential frustration new users might face but reassures that there are ways to ease the learning curve.

In wrapping up, Holowitz hints at future tutorials aimed at setting proper expectations and demonstrating the app’s features to enhance user experience. He stresses the importance of taking the time to think through how one intends to use the app to make the most out of it, offering a reality check on what to expect from this mobile adaptation of Act software.

*Key Takeaways:*
1. *Distinct Software:* Act Companion should be approached as a separate entity from the desktop version of Act, requiring a fresh learning curve.
2. *Device Adaptability:* Users need to consider how Act Companion’s interface and usability will differ across devices like smartphones and iPads.
3. *Purpose-Driven Use:* Understanding and defining the specific reasons for using the mobile app can guide its customization and functionality.
4. *Expectation Management:* Setting correct expectations before starting can alleviate frustration and enhance the user experience.
5. *Continuous Learning:* Holowitz plans to provide further guidance through tutorials to help users navigate and maximize the benefits of Act Companion effectively.