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Sage ACT 2012 CRM Training Online and Web Based, Private Live Training

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ACT! Web Based Training

Why wait for the next public training course. Schedule a time that is convenient for you, we can coordinate sessions during the business day, lunch, after hours or weekends. 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. 



ACT! "PLAT" TRAINING SESSIONS
Private
– Only you or your team and the ACT! trainer participates in the session
Live – Interactive web session and telephone conference, be guided through whatever tasks you want to accomplish
ACT! – Your ACT! program and database by training on your desktop or ours
Training – Your session trainer participates in Sage Software’s ACT! Premier Trainer AND ACT! Certified Consultant programs and has extensive product knowledge

How it Works... 
Contact us to schedule the data and time of your session. Let us the information and the topics you would like to cover in your session. You will receive an email that contains meeting ID, conference call number and a link to connect to the session. A few minutes prior to your session start time, click on the link and you will be asked to download the citrix client that will complete typically in less than a minute.

Security and Confidentiality...
GoToMeeting is the most secure online meeting product available. It is the only solution to use industry-standard SSL and U.S. government-standard 128-bit AES encryption to ensure that your sessions are always secure. Also, it is not possible to catch or spread a virus or become exposed to spyware when you are using GoToMeeting as either a host or attendee. 


The Fine Print...

All Refunds, Rescheduling and Cancellations are subject to a $25.00 non-refundable processing fee, per session. Refunds are provided for cancellations made at least one week (5 business days) prior to the day of the session. NO REFUNDS are allowed if cancellation is made less than 5 business days prior to the session. Sessions may be rescheduled (1) If notice is provided more than 5 business days prior to session date, the date may be rescheduled within 30 days of notice or the option for a refund; (2) If notice is provided less than 5 business days prior to session, the date may be rescheduled within 30 days of notice and there is no eligibility for a refund. No rescheduling or refunds are allowed for “no shows”.   While we make every effort to deliver all sessions for which we accept registrations, we reserve the right to cancel or reschedule at any time.  We are not liable for any expenses you may incur.


 

ACT! TRAINING TOPICS

Select a standard course or pick the topics to be covered for a custom training session.  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

Platinum CRM Consulting provides remote access training & technical support services for Sage ACT! CRM software in Alabama (AL), Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Washington DC (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT), Virginia (VA), Washington (WA), West Virginia (WV), Wisconsin (WI), and Wyoming (WY).

 
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ACT! is a registered trademark of Sage Software, Inc.