We bring ACT! training to
you! Eliminate travel time and expenses, 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 equipment required, the topics
covered, and the number of participants.
Call us
to discuss ACT! training for you, your team or company!
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.
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.
EQUIPMENT REQUIRED
Your meeting space must be large enough for all
participants, have a screen or wall for projection display, and ample power
supply for equipment required.
PROJECTOR or a flat screen will be required for all training sessions,
we can provide a projector for the training at no additional cost.
WORKSTATIONS will be required for each participant
for hands-on training. You can provide your own workstations or
laptops with ACT! installed or we have laptops with ACT! and Microsoft
Office installed available at an additional cost.
ACT! TRAINING 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 |
ADMINISTRATOR |
|
Workspace |
Opportunities |
Import/Export |
| Contacts |
Adv
Queries |
Manage
Users |
| Contact
List |
Groups |
Preferences |
| Lookups |
Companies |
Synchronization |
| Notes &
Histories |
Activity
Series |
Custom
Fields |
|
Activities |
Custom
Templates |
Layouts |
| Letters
& E-mail |
Custom
Reports |
Custom
Dashboard |
| Reports
& Dashboards |
Modify
Menus |
Database
Maintenance |
CLASS SIZE
ACT! Training
is available for an individual or groups. For group training we
recommend no more than 12 participants in each session. If your
training requires the use of our laptops then the maximum number of
participants will be 6-8 based on available equipment.
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.
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