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Our
internet training sessions are ideal for people who live out of
town, or who just can't free up a whole day to attend one of our
full day workshops. From the comfort of your own desk, you
can learn anything from how to get started with ACT!, to
customizing document and e-mail templates and even customizing
your entire database!.
This type of training involves no travel time, and is therefore
both time and cost -efficient. Learn what you want, when you
want, at your own pace.
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How Does it Work?
Online training is particularly ideal for either
one-on-one or small group training, and the content can be tailored to
suit your company's requirements. I have found that this type of training
is most effective when broken up into "small chunks" of around 2
hours. The training does move along quite a bit faster than the workshop
style training, as the hands-on element is not a factor, and the agenda is
not "set in stone". We connect via telephone and GoToMeeting, a
desktop-sharing application that allows for screen sharing between the
instructor and the training participants.
ACT! Fundamentals documentation is included in the
cost and two-sided, laminated Quick Regerence Guides can be purchased at a
cost of $10 each.
What Can be Included?
We can include exactly what you want, so start making your own list, but to help
you with this, here are some examples of topics you may want to include.
Getting
Started With ACT!
- Create
a new ACT! database
- Create
new contact records
- Delete
unwanted contact records
- Speed
up data entry by duplicating contact information
- Quickly
and easily find your contacts using the powerful Lookup feature
- Keep
detailed notes about your contacts
- Organize
your day using the ACT! Calendars and scheduling features
- Create
historical information to track your dealings with your contacts
Getting
it in Writing
- Create
personalized letters, fax cover
pages and other documents to a
- Create
personalized letters and other
documents to multiple contacts
(mail merge).
- Create
a new document template
- Print
envelopes and labels
- Edit
existing document, envelope and label templates
- Include
your company logo in your templates
E-mailing
From ACT!
- Set
up your ACT! e-mail system
- Send
a personalized e-mail to a
single contact
- Send
a personalized e-mail to
multiple contacts (e-mail merge)
- Create
a signature for outgoing e-mails
- Associate
an e-mail with a contact
- Create
an HTML template for an e-mail merge
- Insert
graphics and hyperlinks into your HTML template
Beyond
the Basics
- More
Lookups – even more ways to mine your data
- Drilling
down your lookups using the Contact List View
- Exporting
to Excel
- Tracking
your potential sales using the Sales Opportunities feature
- Running
reports
- Using
the Groups and Companies features to further organize your contacts
- Importing data from
various sources
- Dealing with duplicates
- Taking
good care of your database
- Backing up your
database
- Storing files with a
contact record
- Modifying existing
fields and adding new fields
- Layout customization
Costs for 2 hours online training are as follows, and don't forget, with this
type of training, a lot can be covered during one session
:
$250
Up to 5 participants: $500
Additional participants: $75 each
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