On-site Customized Training

Have you ever tried to run a report only to find that it's empty? Entered information in your database but don't know how to find it? Or perhaps you spent a fortune on your CRM but you're basically only using it as a roladex? CRM software only works if it's being used effectively so what most companies need is proper training.


We'll take a look at what you've got in place at the moment, discuss what you would like to achieve, and develop a training outline based on your requirements.


Zoho and act! training allows each member of your team to do their job better, by standardizing protocols, empowering employees and streamlining processes. With all of these systems in place,  management  will have access to the information they need to stay on top of things.


We'll help you to effectively “get your act together”!

Our most popular training topics include, but are not limited to:

  • Tracking sales opportunities 
  • Using automation to ensure nothing falls through the cracks
  • Accessing your sofware through your smart phone or remote computer
  • Integrating with other applications
  • Setting permissions for users, teams and roles
  • Collecting data on the web and feeding it into your database
  • E-marketing
  • Going Paperless
  • Database customization
  • Data import from various sources
  • Basic use, shortcuts and tips to bring new users up to speed


Public Training sessions
Join us for our interactive training sessions where we cover a set list of topics to attendees. These sessions range from quick 1-hour online sessions to full day workshops in an interactive setting.


Training

Absolutely essential for getting the most out of your software purchase, training is the real investment.

We offer training tailored to your needs as well as your budget. Whether it’s on site at your location, or online via the web, training sessions can be customized to suit your particular requirements. All ACT! versions, most Zoho apps, all skill levels, and on your own familiar database.

  • One-on-one or group training
  • Onsite at your location
  • Online to suit your busy schedule