Act Software Training Services
Act Software Training Services by Act! Premier Trainers featuring Live Instructor-Led training Web Based Online, at your location or training facility.
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Act Software Training Services

Act! Software Training | Act! v22 CRM and Marketing Automation Training
Instructor-Led Private Classes, Online or On-Site

 

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-Technical-Support-Services

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-Project-Management-Services
Act-Software-Installation-Services

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.

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.

 

Topics are by User Level. Select Your User Level – Beginner (Level I), Advanced (Level II) or Administrator (Level III):

Act! v21 CRM
User Level I
Growth Suites(s)

Act! Workspace: Navigating the Program

Act! Workspace: Navigating the Program

Act! Workspace: Navigating the Program

Contacts: Leads to Customers, tracking Referrals and Sources

Contacts: Leads to Customers, tracking Referrals and Sources

Contacts: Leads to Customers, tracking Referrals and Sources

List Views: Working with the Contact List and Quick Reporting

List Views: Working with the Contact List and Quick Reporting

List Views: Working with the Contact List and Quick Reporting

Performing Lookups: Simple and Complex Searches

Performing Lookups: Simple and Complex Searches

Performing Lookups: Simple and Complex Searches

Advanced Queries: Save and Reuse Your Searches

Advanced Queries: Save and Reuse Your Searches

Advanced Queries: Save and Reuse Your Searches

Recording Interactions: Notes, Histories & Attaching Files

Recording Interactions: Notes, Histories & Attaching Files

Recording Interactions: Notes, Histories & Attaching Files

Activities: Scheduling Your Day and Working with Your Calendars

Activities: Scheduling Your Day and Working with Your Calendars

Activities: Scheduling Your Day and Working with Your Calendars

Opportunities: Pipeline Management and Closing Sales

Opportunities: Pipeline Management and Closing Sales

Opportunities: Pipeline Management and Closing Sales

Groups: Organizing Contacts and Database Segmentation

Groups: Organizing Contacts and Database Segmentation

Groups: Organizing Contacts and Database Segmentation

Companies: Organizing and Linking Your Contacts

Companies: Organizing and Linking Your Contacts

Companies: Organizing and Linking Your Contacts

Web Mobile: Access Your Data via the Mobile Browser

Web Mobile: Access Your Data via the Mobile Browser

Web Mobile: Access Your Data via the Mobile Browser

Act! Companion: Stay Connected to Your Database with the Mobile App

Act! Companion: Stay Connected to Your Database with the Mobile App

Act! Companion: Stay Connected to Your Database with the Mobile App

Letters and Emails: Sending Your Communications

Letters and Emails: Sending Your Communications

Letters and Emails: Sending Your Communications

Custom Letter and Email Templates: Branding Your Communications

Custom Letter and Email Templates: Branding Your Communications

Custom Letter and Email Templates: Branding Your Communications

Reports & Dashboards: Tracking Productivity with Standard Reports

Reports & Dashboards: Tracking Productivity with Standard Reports

Reports & Dashboards: Tracking Productivity with Standard Reports

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Insights Graphical Reporting: Working with Views and Charts

Insights Graphical Reporting: Working with Views and Charts

Insights Graphical Reporting: Working with Views and Charts

Customizing Fields and Layouts: Making Act! Work for Your Business

Customizing Fields and Layouts: Making Act! Work for Your Business

Customizing Fields and Layouts: Making Act! Work for Your Business

Data Import and Export: Combine Information from Multiple Sources

Data Import and Export: Combine Information from Multiple Sources

Data Import and Export: Combine Information from Multiple Sources

Data Cleanup: De-Duplication and en masse Updates

Data Cleanup: De-Duplication and en masse Updates

Data Cleanup: De-Duplication and en masse Updates

Manage Users: Add, Modify and Delete Users and User Roles

Manage Users: Add, Modify and Delete Users and User Roles

Manage Users: Add, Modify and Delete Users and User Roles

Setting User Preferences: Configure Program and Database Defaults

Setting User Preferences: Configure Program and Database Defaults

Setting User Preferences: Configure Program and Database Defaults

Database Synchronization: Offline Data for Remote Locations or Users

Database Synchronization: Offline Data for Remote Locations or Users

Database Synchronization: Offline Data for Remote Locations or Users

Using Custom Tables: Capturing Information Unique to Your Business*

Using Custom Tables: Capturing Information Unique to Your Business*

Using Custom Tables: Capturing Information Unique to Your Business*

Creating Custom Tables: Design for Your Specialized Data Sets*

Creating Custom Tables: Design for Your Specialized Data Sets*

Creating Custom Tables: Design for Your Specialized Data Sets*

ACT! MARKETING AUTOMATION
User Level I
Growth Suites(s)

Marketing Strategy: Defining Marketing Goals and Implementation

Marketing Strategy: Defining Marketing Goals and Implementation

Marketing Strategy: Defining Marketing Goals and Implementation

Customize Templates: Designing Messages for Your Audience

Customize Templates: Designing Messages for Your Audience

Customize Templates: Designing Messages for Your Audience

Building Campaigns: Sending Emails and Automation

Building Campaigns: Sending Emails and Automation

Building Campaigns: Sending Emails and Automation

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Reporting: Understanding and working with Metrics

Reporting: Understanding and working with Metrics

Reporting: Understanding and working with Metrics

Administration

Administration

Administration

Act! v21 CRM
User Level II
Growth Suites(s)

Act! Workspace: Navigating the Program

Act! Workspace: Navigating the Program

Act! Workspace: Navigating the Program

Contacts: Leads to Customers, tracking Referrals and Sources

Contacts: Leads to Customers, tracking Referrals and Sources

Contacts: Leads to Customers, tracking Referrals and Sources

List Views: Working with the Contact List and Quick Reporting

List Views: Working with the Contact List and Quick Reporting

List Views: Working with the Contact List and Quick Reporting

Performing Lookups: Simple and Complex Searches

Performing Lookups: Simple and Complex Searches

Performing Lookups: Simple and Complex Searches

Advanced Queries: Save and Reuse Your Searches

Advanced Queries: Save and Reuse Your Searches

Advanced Queries: Save and Reuse Your Searches

Recording Interactions: Notes, Histories & Attaching Files

Recording Interactions: Notes, Histories & Attaching Files

Recording Interactions: Notes, Histories & Attaching Files

Activities: Scheduling Your Day and Working with Your Calendars

Activities: Scheduling Your Day and Working with Your Calendars

Activities: Scheduling Your Day and Working with Your Calendars

Opportunities: Pipeline Management and Closing Sales

Opportunities: Pipeline Management and Closing Sales

Opportunities: Pipeline Management and Closing Sales

Groups: Organizing Contacts and Database Segmentation

Groups: Organizing Contacts and Database Segmentation

Groups: Organizing Contacts and Database Segmentation

Companies: Organizing and Linking Your Contacts

Companies: Organizing and Linking Your Contacts

Companies: Organizing and Linking Your Contacts

Web Mobile: Access Your Data via the Mobile Browser

Web Mobile: Access Your Data via the Mobile Browser

Web Mobile: Access Your Data via the Mobile Browser

Act! Companion: Stay Connected to Your Database with the Mobile App

Act! Companion: Stay Connected to Your Database with the Mobile App

Act! Companion: Stay Connected to Your Database with the Mobile App

Letters and Emails: Sending Your Communications

Letters and Emails: Sending Your Communications

Letters and Emails: Sending Your Communications

Custom Letter and Email Templates: Branding Your Communications

Custom Letter and Email Templates: Branding Your Communications

Custom Letter and Email Templates: Branding Your Communications

Reports & Dashboards: Tracking Productivity with Standard Reports

Reports & Dashboards: Tracking Productivity with Standard Reports

Reports & Dashboards: Tracking Productivity with Standard Reports

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Insights Graphical Reporting: Working with Views and Charts

Insights Graphical Reporting: Working with Views and Charts

Insights Graphical Reporting: Working with Views and Charts

Customizing Fields and Layouts: Making Act! Work for Your Business

Customizing Fields and Layouts: Making Act! Work for Your Business

Customizing Fields and Layouts: Making Act! Work for Your Business

Data Import and Export: Combine Information from Multiple Sources

Data Import and Export: Combine Information from Multiple Sources

Data Import and Export: Combine Information from Multiple Sources

Data Cleanup: De-Duplication and en masse Updates

Data Cleanup: De-Duplication and en masse Updates

Data Cleanup: De-Duplication and en masse Updates

Manage Users: Add, Modify and Delete Users and User Roles

Manage Users: Add, Modify and Delete Users and User Roles

Manage Users: Add, Modify and Delete Users and User Roles

Setting User Preferences: Configure Program and Database Defaults

Setting User Preferences: Configure Program and Database Defaults

Setting User Preferences: Configure Program and Database Defaults

Database Synchronization: Offline Data for Remote Locations or Users

Database Synchronization: Offline Data for Remote Locations or Users

Database Synchronization: Offline Data for Remote Locations or Users

Using Custom Tables: Capturing Information Unique to Your Business*

Using Custom Tables: Capturing Information Unique to Your Business*

Using Custom Tables: Capturing Information Unique to Your Business*

Creating Custom Tables: Design for Your Specialized Data Sets*

Creating Custom Tables: Design for Your Specialized Data Sets*

Creating Custom Tables: Design for Your Specialized Data Sets*

ACT! MARKETING AUTOMATION
User Level I
Growth Suites(s)

Marketing Strategy: Defining Marketing Goals and Implementation

Marketing Strategy: Defining Marketing Goals and Implementation

Marketing Strategy: Defining Marketing Goals and Implementation

Customize Templates: Designing Messages for Your Audience

Customize Templates: Designing Messages for Your Audience

Customize Templates: Designing Messages for Your Audience

Building Campaigns: Sending Emails and Automation

Building Campaigns: Sending Emails and Automation

Building Campaigns: Sending Emails and Automation

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Reporting: Understanding and working with Metrics

Reporting: Understanding and working with Metrics

Reporting: Understanding and working with Metrics

Administration

Administration

Administration

Act! v21 CRM
User Level III
Growth Suites(s)

Act! Workspace: Navigating the Program

Act! Workspace: Navigating the Program

Act! Workspace: Navigating the Program

Contacts: Leads to Customers, tracking Referrals and Sources

Contacts: Leads to Customers, tracking Referrals and Sources

Contacts: Leads to Customers, tracking Referrals and Sources

List Views: Working with the Contact List and Quick Reporting

List Views: Working with the Contact List and Quick Reporting

List Views: Working with the Contact List and Quick Reporting

Performing Lookups: Simple and Complex Searches

Performing Lookups: Simple and Complex Searches

Performing Lookups: Simple and Complex Searches

Advanced Queries: Save and Reuse Your Searches

Advanced Queries: Save and Reuse Your Searches

Advanced Queries: Save and Reuse Your Searches

Recording Interactions: Notes, Histories & Attaching Files

Recording Interactions: Notes, Histories & Attaching Files

Recording Interactions: Notes, Histories & Attaching Files

Activities: Scheduling Your Day and Working with Your Calendars

Activities: Scheduling Your Day and Working with Your Calendars

Activities: Scheduling Your Day and Working with Your Calendars

Opportunities: Pipeline Management and Closing Sales

Opportunities: Pipeline Management and Closing Sales

Opportunities: Pipeline Management and Closing Sales

Groups: Organizing Contacts and Database Segmentation

Groups: Organizing Contacts and Database Segmentation

Groups: Organizing Contacts and Database Segmentation

Companies: Organizing and Linking Your Contacts

Companies: Organizing and Linking Your Contacts

Companies: Organizing and Linking Your Contacts

Web Mobile: Access Your Data via the Mobile Browser

Web Mobile: Access Your Data via the Mobile Browser

Web Mobile: Access Your Data via the Mobile Browser

Act! Companion: Stay Connected to Your Database with the Mobile App

Act! Companion: Stay Connected to Your Database with the Mobile App

Act! Companion: Stay Connected to Your Database with the Mobile App

Letters and Emails: Sending Your Communications

Letters and Emails: Sending Your Communications

Letters and Emails: Sending Your Communications

Custom Letter and Email Templates: Branding Your Communications

Custom Letter and Email Templates: Branding Your Communications

Custom Letter and Email Templates: Branding Your Communications

Reports & Dashboards: Tracking Productivity with Standard Reports

Reports & Dashboards: Tracking Productivity with Standard Reports

Reports & Dashboards: Tracking Productivity with Standard Reports

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Customizing Reports & Dashboards: Create Unique Reporting for Your Business

Insights Graphical Reporting: Working with Views and Charts

Insights Graphical Reporting: Working with Views and Charts

Insights Graphical Reporting: Working with Views and Charts

Customizing Fields and Layouts: Making Act! Work for Your Business

Customizing Fields and Layouts: Making Act! Work for Your Business

Customizing Fields and Layouts: Making Act! Work for Your Business

Data Import and Export: Combine Information from Multiple Sources

Data Import and Export: Combine Information from Multiple Sources

Data Import and Export: Combine Information from Multiple Sources

Data Cleanup: De-Duplication and en masse Updates

Data Cleanup: De-Duplication and en masse Updates

Data Cleanup: De-Duplication and en masse Updates

Manage Users: Add, Modify and Delete Users and User Roles

Manage Users: Add, Modify and Delete Users and User Roles

Manage Users: Add, Modify and Delete Users and User Roles

Setting User Preferences: Configure Program and Database Defaults

Setting User Preferences: Configure Program and Database Defaults

Setting User Preferences: Configure Program and Database Defaults

Database Synchronization: Offline Data for Remote Locations or Users

Database Synchronization: Offline Data for Remote Locations or Users

Database Synchronization: Offline Data for Remote Locations or Users

Using Custom Tables: Capturing Information Unique to Your Business*

Using Custom Tables: Capturing Information Unique to Your Business*

Using Custom Tables: Capturing Information Unique to Your Business*

Creating Custom Tables: Design for Your Specialized Data Sets*

Creating Custom Tables: Design for Your Specialized Data Sets*

Creating Custom Tables: Design for Your Specialized Data Sets*

ACT! MARKETING AUTOMATION
User Level III
Growth Suites(s)

Marketing Strategy: Defining Marketing Goals and Implementation

Marketing Strategy: Defining Marketing Goals and Implementation

Marketing Strategy: Defining Marketing Goals and Implementation

Customize Templates: Designing Messages for Your Audience

Customize Templates: Designing Messages for Your Audience

Customize Templates: Designing Messages for Your Audience

Building Campaigns: Sending Emails and Automation

Building Campaigns: Sending Emails and Automation

Building Campaigns: Sending Emails and Automation

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Landing Pages: Forms and Surveys to Create or Update Database Contacts

Reporting: Understanding and working with Metrics

Reporting: Understanding and working with Metrics

Reporting: Understanding and working with Metrics

Administration

Administration

Administration

*NOTE: Using Custom Tabls and Creating Custom Tables are Add-on Features for Growth Suite.

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ACT! SOFTWARE TRAINING
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