Businesses who participate in Act! CRM training have higher user adoption rates, more productive employees, and see increases in their sales pipeline. We offer fully customizable training solutions in order to address the learning objectives of your business.
Get the biggest bang from your training budget by selecting a training company with instructors who are Act! Software experts. Platinum CRM Consulting provides training on all Act! Products (Act! Premium Cloud, Act! Premium, Act! Premium Plus, Act! Pro, Act! Marketing Automation and Act! Emarketing) for the latest version as well as older releases and offer a variety of training solutions to meet your company's training needs.
Platinum CRM's Act! Trainers are members of the Act! Premier Trainer (APT) Program since 2002. We completed the Act! Trainer course and have extensive product knowledge, so we are your best resource for Act! CRM software training. We are monitored by the APT Program Administrators through student course evaluations and other quality control measures to ensure the quality of APT services we provide to Act! customers.
Act! Software Web Based Training
Want the flexibility of anytime/anywhere training?
Is a location for training an issue?
Have a team dispersed across the country or the globe?
Want to eliminate training travel expenses?
Eliminate travel time and expenses, cover the content specific to how your business will utilize the program and have the privacy to discuss company-specific policies and procedures. With our web based anytime/anywhere training, schedule a time that is convenient for you or your team - we can coordinate sessions during the business day, lunch, after hours or weekends.
More and more companies are turning to Web Based Training as a viable, cost effective, and convenient training option for their business. Whether personal training (for you, a new hire, or an administrator) or team training (sales, marketing, customer service) we can create a unique and comprehensive training program for your business.
Web Based Training - a convenient and affordable way to train. Our online training services covers the same rich content we deliver in our facilities from the convenience of your desktop. All of our virtual classes are live and interactive with an instructor-led Act! Certified Premier Trainer.
Act! Software Training at Your Location
Already have a conference room or training lab?
Want the convenience of having your team trained at the office?
Our trainers can travel across town or across the country to deliver a high-quality Act! training solution to your location, whether it be your office or meeting facility. Act! training at your location is an effective way for bringing your group together, develop best practices and gain consensus on the program usage.
Act! Software Training at a Designated Facility
Don't have a conference room or training lab?
Want the benefit of having your team's Act! training off-site?
Are workplace distractions a concern for training?
Need a Trainer for your Sales Meeting, Team Event or Annual Conference?
Have a private Act! training session for you, your team or company at a training facility or hotel meeting room. 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. Act! training at an offsite facility is conducive to learning the program without interruptions.
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||Database Maintenance|
|Contact List||Groups||Advanced Queries||Import/Export|
|Notes & Histories||Custom Activities||Sales Stages||Manage Users|
|Activities||Activity Series||List Views||Preferences|
|Opportunities||Custom Templates||Run Reports||Synchronization|
|Letters & E-mail||Custom Reports||Custom Reports||Custom Fields|
|Reports & List Views||Modify Menus||Modify Menus||Layouts|
Platinum CRM Consulting provides remote and on-site services (travel charges may apply) for Act! software training, Act! customization services and Act! technical support in the United States: 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) and Canada: Alberta (AB), British Columbia (BC), Manitoba (MB), New Brunswick (NB), Newfoundland and Labrador (NL), Northwest Territories (NT), Nova Scotia (NS), Nunavut (NU), Ontario (ON), Prince Edward Island (PE), Quebec (QC), Saskatchewan (SK), Yukon (YT)