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! Growth Suite, Act! CRM Cloud, Act! CRM, Act! Custom Tables, 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
What do you want to learn? Below is a list of training topics indicating skill level and applicable Act! Software Products. Select the topics to be covered and create a custom training session for you or your group. As each user role or department (sales, service, marketing, management) may utilize the program differently and we can provide custom sessions based on job function requirements.
|Act! v21 CRM|
|Act! Workspace: Navigating the Program||I||•||•||•|
|Contacts: Leads to Customers, tracking Referrals and Sources||I||•||•||•|
|List Views: Working with the Contact List and Quick Reporting||I||•||•||•|
|Performing Lookups: Simple and Complex Searches||I||•||•||•|
|Advanced Queries: Save and Reuse Your Searches||II||•||•||•|
|Recording Interactions: Notes, Histories & Attaching Files||I||•||•||•|
|Activities: Scheduling Your Day and Working with Your Calendars||I||•||•||•|
|Opportunities: Pipeline Management and Closing Sales||I||•||•||•|
|Groups: Organizing Contacts and Database Segmentation||I||•||•||•|
|Companies: Organizing and Linking Your Contacts||I||•||•||•|
|Web Mobile: Access Your Data via the Mobile Browser||I||•||•|
|Act! Companion: Stay Connected to Your Database with the Mobile App||I||•||•|
|Letters and Emails: Sending Your Communications||I||•||•||•|
|Custom Letter and Email Templates: Branding Your Communications||II||•||•||•|
|Reports & Dashboards: Tracking Productivity with Standard Reports||I||•||•||•|
|Customizing Reports & Dashboards: Create Unique Reporting for Your Business||II||•||•||•|
|Insights Graphical Reporting: Working with Views and Charts||I||•||•|
|Customizing Fields and Layouts: Making Act! Work for Your Business||III||•||•||•|
|Data Import and Export: Combine Information from Multiple Sources||II||•||•||•|
|Data Cleanup: De-Duplication and en masse Updates||III||•||•||•|
|Manage Users: Add, Modify and Delete Users and User Roles||III||•||•||•|
|Setting User Preferences: Configure Program and Database Defaults||II||•||•||•|
|Database Synchronization: Offline Data for Remote Locations or Users||III||•||•||•|
|Using Custom Tables: Capturing Information Unique to Your Business||II||Add-on||Add-on|
|Creating Custom Tables: Design for Your Specialized Data Sets||III||Add-on||Add-on|
|Act! Marketing Automation|
|Marketing Strategy: Defining Marketing Goals and Implementation||II||•|
|Customize Templates: Designing Messages for Your Audience||I||•|
|Building Campaigns: Sending Emails and Automation||I||•|
|Landing Pages: Forms and Surveys to Create or Update Database Contacts||I||•|
|Reporting: Understanding and working with Metrics||II||•|
|Act! Emarketing (additional service)|
|Track with Reporting||I||•|
Want to talk with one of our Act! Certified Trainers?
Fill out the form below and a trainer will contact you to discuss your Act! training needs.
|ACT! SOFTWARE TRAINING
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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)