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ACT CRM Training at Your Office or Location in the United States

 

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ACT! Training At Your Location

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 a ACT! Training program that balances the training style, the equipment required, the topics covered, and the number of participants. 


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.


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.

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.


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 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! TRAINING CERTIFIED

ACT CRM Software Training | ACT Premier Trainer Certified

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