A one day course for new Act! users and teams.
Introductory topics include how to navigate the Act! interface, searching for records, working with contacts and company records, recording Outlook emails, attaching documents, working with reports, tracking sales opportunities, activity management, mail merges and managing Act! groups.
Advanced User Training
Designed for users who understand the basics and want to gain greater value from Act!
For marketing teams this can include how to profile Act! contacts, working with mailing lists, email marketing with Act! including an introduction to Act! emarketing, and using Act! to keep in touch with clients and report on marketing activity.
For sales users this will focus on using Act! to manage sales oppportunities, customising the opportunity module and using dashboards and reports to forecast sales and manage quotations.
Advanced user tuition can also include tuition on the latest new Act! features and improvements.
Database Administrator Training
Enabling Act! administrators and IT teams to customise, manage and protect their customer data.
Database admin topics include: how to create an Act! database, managing Act! data, import / export data, setting user security profiles, customising the database layout, using admin dashboards, configuring network access and setting up remorte database sync.
Act! Emarketing Training
Empowering marketing teams to leverage integrated Act! emarketing.
Topics include: introduction to Act! emarketing, creating and customising email templates, scheduling email campaigns, analysing email campaign results and email tips and best practice.