Act! CRM software training. Tailored for you.
We show you how to use Act! the way you need to use it. At your place at your pace.
Our comprehensive sessions are tailored to suit your business, and are conducted with your specific requirements in mind. Using your workflow and database design we ensure that the sessions are relevant and meaningful from the start.
We will deliver company-specific Act! CRM training user & administrator training on your premises to meet with the needs of your business & your staff. Beyond the core features of the system, we offer Act! Marketing Automation training including Email Marketing best practice guidance, template design and product orientation.
What would the objectives of a training session be? Here are some of our thoughts on how we can help you to get the best from Act!.
- Work with users to help them be more effective during customer interactions
- Ensure users are more comfortable and confident in their day to day use of Act!
- Improving the adoption of Act! across your business
- Configure your Act! system to support your operational processes efficiently
- Manage Sales Opportunities and Pipeline Forecasts
- Understanding reporting to effectively manage activity
- Establishing the most reliable and efficient technical infrastructure for Act!
- Setting up remote access via Web browser or Mobile Device (online and offline)
- Helping staff to understand the capabilities of Act! Marketing Automation (AMA) and to implement powerful interactive campaigns that help drive business growth
Objective: To provide new Act! users with an entry-level understanding of the basic features of the software. On completion of the session, users will be able to navigate successfully around the system and use features appropriate to ‘browse’, ‘restricted’, and ‘standard’ level access.
- Introduction to Act! CRM: Screen navigation, menus, icons and tabs
- Contacts: Create new Contacts, amend and delete Contact records
- Search for a Contact or group of Contacts (using lookups)
- Companies: Create and amend Company records, understand Company structure
- Groups: Create and amend Group records. Dynamic membership criteria
- Calendar: Working with the Calendar including synchronisation with Microsoft Outlook
- Activities: Creating activities. Working with Activity Series and Alarms
- Email: Recording MS Outlook email Histories within Act! Contact records
- Opportunities: Creating and managing Sales Opportunities
- Documents: Creating (email and letter) mail merges based on Act! templates
- Reports: Using Act!’s standard reporting outputs and Dashboard views
Objective: To empower Act! Administrators to exercise full local control of their own databases. On completion of this session, Administrators will be able to configure the more complex elements of Act! and manage all aspect of the system with significantly reduced external assistance.
- Database customisation including the management of fields and drop-down lists
- Layout design: adapting the Act! screens to present data to users in the most intuitive format
- Data security issues: setting password policies and managing user and field level security
- Multiple contacts: Amending groups of Contact records, applying global changes
- Advanced Searches: Performing advanced Lookups and Queries
- Reporting: Customisation of Act! report templates and Dashboard views
- Import and export: Understanding the database structure and how to import from external sources
- Custom Tables: Understand how custom tables can help you manage additional data sets
Marketing Automation
Objective: To provide new Act! users with an entry-level understanding of the basic features of the software. On completion of the session, users will be able to navigate successfully around the system and use features appropriate to ‘browse’, ‘restricted’, and ‘standard’ level access.
- Building Templates: Learn how to build responsive email templates using the interactive template editor or the HTML Editor
- Landing Pages and Lead Capture: Structuring your landing pages for maximum impact and automatically adding new leads to your Act! database
- Surveys: Create online surveys and polls and understand how to pull responses back into mapped Act! fields
- Drip Marketing: Build multi-stage email campaigns using the visual workflow designer
- Real-Time Campaign Metrics: Understanding opens, clicks and comparing campaigns
- Deliverability & Compliance tools: Getting through to the Inbox (spam filtering)
- CRM Workflow: Learn how to build comprehensive workflows that monitor responses and automate next actions helping to maximise engagement between sales and marketing
- Lead Management & Scoring: Use lead scoring to understand who your most interested prospects are