ACT Consultants and Trainers - Platinum CRM Consulting   
 

  helping businesses connect with customers

 

  Today is   

ACT CRM Software Training at Our Phoenix Arizona or Seattle Washington Locations

 

View Cart eNews Sign-up
 
877-ACT-PLATINUM
877-228-7528
 

HOMEWHY USSERVICESTRAININGPRODUCTSEVENTSCUSTOMERSCONTACT USBUY NOW

ACT! Training At Our Location

Have a private ACT! training session for you, your team or company at one of our locations.  Eliminate office distractions, cover the content specific to how your company will utilize the program and have the privacy to discuss company-specific policies and procedures.  We work with you to provide an ACT! Training program that balances the training style, the topics covered, and the number of participants.


LOCATIONS
Our facilities are an ideal venue conducive to learning ACT!.  We provide a comfortable and spacious work area in a professional environment for our
clients.
ACT CRM Training at our Phoenix or Seattle location

PHOENIX METRO:  4809 E Thistle Landing Drive in Phoenix

SEATTLE METRO: 11820 Northrup Way in Bellevue
.
 

TRAINING STYLE
HANDS-ON:  The most effective form of training as each participant will sit at a computer as the instructor teaches concepts, demonstrates techniques and then leads the user through exercises to reinforce understanding of topics covered.  The Phoenix facility will allow a maximum of 8 participants per session, the Seattle facility will allow a maximum of 6 participants per session.

PRESENTATION: Lecture or Seminar style where the instructor presents the techniques as the audience watches the live demonstration.  Presentation training covers the same content as the hands-on training without the exercises and requires half the amount of time. This training style is beneficial when there are Equipment, Time or Budget constraints.  The Phoenix and Seattle facilities will allow a maximum of 12 participants per session.

ADDITIONAL OPTIONS
Our training sessions and materials are based on the ACT! Demo database content.  We are able to utilize your company's custom database for the session, also we can incorporate your database information into the training materials for additional fees.

ACT! TRAINING SESSIONS & TOPICS

Every participant will receive a training manual of the topics covered in the training sessions.  Below are training topics grouped by general use and skill level, you can select a standard course or pick your topics  to create a custom sessions. As each user role or department (sales, service, marketing, management) may utilize the program differently we can provide a custom session based on job function requirements.

NEW USER ADVANCED USER MANAGER ADMINISTRATOR
Workspace & Contacts Advanced Queries Lookups Import/Export
Contact List Groups Advanced Queries Manage Users
Lookups Companies Opportunities Preferences
Notes & Histories Activity Series View Dashboards Synchronization
Activities Smart Tasks Customize Dashboards Custom Fields
Opportunities Custom Templates Run Reports Layouts
Letters & E-mail Custom Reports Customize Reports Custom Dashboard
Reports & Dashboards Views Modify Menus Modify Menus Database Maintenance


ACT! CERTIFIED TRAINING CENTER

ACT CRM Software Training | ACT Premier Trainer Certified

  Platinum CRM Consulting © 2014


ACT! is a registered trademark of Swiftpage

LiveZilla Live Help