On-site Customized Training

Have you ever tried to run an ACT! report only to find that it's empty? Entered information in ACT! but don't know how to find it? Or perhaps you spent a fortune on ACT! but you're basically only using it as a roladex? ACT! 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 the findings.


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 through ACT!
  • Using ACT! automation to ensure nothing falls through the cracks
  • Accessing ACT! through your smart phone or remote computer
  • Integrating ACT! with other applications
  • Collecting data on the web and feeding it into ACT!
  • ACT! e-marketing
  • Going Paperless
  • Database customization
  • Data import from various sources
  • Using ACT! in a synchronization environment
  • Basic use of ACT! 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, 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




Sharon's word

A lot of people very often dismiss training as “an extra unnecessary expense”, and opt to “muddle through” using the trial and (t)error method. I've had people attend my training sessions after using this method for months or even years, and realize that they could have saved themselves so much time (and therefore money) by learning how to use the system properly in the first place. So don't think of training as a cost, but as an investment!

Here are some phrases I’ve heard often during a training session:

"WOW! If that’s the only thing I take away from this, it would be well worth what I paid.”

“Sharon, where were you when I needed you 5 years ago?”

“I never knew how much I didn’t know about ACT!”

“My assistant has spent hours on end trying to figure that out. And I’m paying her for that time!”


Sharon Gillie
Effective Contact Management

Authorized Partner Select 2011
ACT! Platinum Certified Consultant
ACT! Premier Trainer