Training

You’ll quickly see why our training sessions get rave reviews! Your employees will appreciate the knowledge and expertise of our instructors as well as the highly interactive sessions available for both Act! and Microsoft Office.

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Act!

We’ve conducted hundreds of training sessions from one-on-one instruction to large sales groups. You’ll get the full-scale teaching your employees need to use Act! more efficiently and productively.

Your customized training can be delivered on-site or through the web. Either way, we offer sessions nationwide to give you just what you need for Act! to fit the way you work.

You’ll love our A Day in the Life scenarios. We customize it just for you! Some of the more popular topics include:

New User                                    Advanced User
Workspace & Contacts                Advanced Queries
Contact List                                 Groups
Lookups                                       Companies
Notes & Histories                        Activity Series
Activities                                      Smart Tasks
Opportunities                              Custom Templates
Letters & Email                           Custom Reports
Reports &                                    Modify Menus
Dashboards Views

Manager                                      Administrator
Lookups                                       Import/Export
Advanced Queries                       Manage Users
Opportunities                              Preferences
View Dashboards                        Synchronization
Customize Dashboards                Customize Fields
Run Reports                                 Layouts
Customize Reports                      Custom Dashboards
Modify Menus                              Database Maintenance

 

Microsoft Office

Because Microsoft Office and Act! integrate closely together you may also want to consider training with Microsoft Office. These classes are also available on-site or through the web.

We provide instruction in all areas of Microsoft Office, but here’s a list of the most popular topics:

  • Get More Out Of Outlook, Excel, PowerPoint, Word
  • Outlook Email – Get Your Emails Read
  • Excel – Developing Formulas and Functions
  • Word – Creating Newsletters, Brochures & Flyers
  • PowerPoint – Make a Lasting Impression!

Sessions can be customized for your business and the software version you use.

Interested in software training? Contact us today!

Act! Premier Trainer 2019

 Act! Top Customer Experience Platinum Partner Award 2019        Act! Channel Partner 2019      Platinum Certified Consultant      Act! Premier Trainer 2019     Complete CRM Solution