ACT! Mentorship Training
Training Benefits
The ACT! Mentorship Training Program was designed with success in mind. When we analyzed our customers who use ACT! we found that the companies who were highly successful utilized ACT! for their day to day business operations.
When we looked further we saw that most of these companies had spent considerable time over the course of many months in training their staff. By and large the customers who were successful had invested time and money into maximizing the power of ACT! and training their staff on the software in a way that was congruent to their business goals.
Our objective in creating the ACT! Mentorship Training Program was to provide every customer with the keys to success. We believe that our mentorship program will provide your company with a competitive advantage, and a system that will fuel the success of your organization long term.
Training is tailored to your specific business objectives and is not a one size fits all approach. While our training outline suggests many uses for ACT!, our goal is to train you on only those things that will make you and your team more successful.
Training Outline
The following modules will be covered in this training over a period of two months. Please contact us for more information.
Introduction of ACT!
- Module 1: Understanding the ACT! Application Interface
- Module 2: Entering Contacts into ACT!
- Module 3: Finding and Sorting Contacts
- Module 4: Scheduling Activities
- Module 5: Writing Letters and Memos
- Module 6: ACT E-Mail
- Module 7: Synchronizing the ACT! Calendar with Microsoft Outlook
- Module 8: Producing Reports
- Module 9: Synchronizing Remote Databases to the Parent Database
Advanced Use of ACT!
- Module 1: Managing and Forecasting Sales
- Module 2: Advanced Lookups
- Module 3: Managing Groups
- Module 4: Managing Companies
- Module 5: Modifying Report, Label or Envelope Templates
- Module 6: Mass Editing of Contacts
- Module 7: Activity Series
- Module 8: Synchronizing the ACT! Calendar with Microsoft Outlook
- Module 9: Setting ACT Preferences
Training Costs
First three employees - $1500.00 per person
Additional employees - $500.00 per person
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