Act! Consultants UK Wide

“Professional Training increases productivity and gets the right answers to the right people”

Act! CRM Training with Go-Act!

On-Site
Classroom
Remote

Go-ACT  Training and Support

New for Autumn 2020

We can provide Remote Training and Support to New and Existing clients. This will now benefit companies whose staff that are working remotely.

Individual or multiple staff will have the benefit of being trained without being together in office environments. We use state of the art meeting and remote based support software that is compatible with most types of PC and Apple based products.

Customised Training.

Training sessions can be tailored to your own Companies requirements, whether one hour slots or Full days. Content can be specific and the pace of training can be set. Demonstration Data or your own data can be used. Flexibility is key.

Setup

Configuration

Support

Demonstrations

Site Visits

PLANNING

DESIGN

Installation

Consultancy

Training 

Professional Training is essential for your Business to get the best out of your Act! CRM package. Go-ACT can offer a range of Training to suite your own Company’s requirements Bespoke to Cover those modules to your needs.

On-Site Training is our speciality, essential for companies were time is valued for staff and also keeping down travelling expenses, using your own equipment and Software.

Classroom Sessions

Training can be organised with fixed Classroom sessions  at venues close to your business.

Remote Training using Webex or other Remote Internet Connections saving Time and Money. Logging onto our Platforms or on to yours.

Flexibility of Training can be made offering flexible and tailored to Company’s Requirements, Options for small groups and one to one training sessions are available. Priced accordingly.

Training Designed around your Business and Staff

Act! Training Content

Topics - Administration Training
  • Define Users Create Users and Assign Permissions Removing Users       

  • Define Fields Customising fields to enable relevant searching (Field Security)

  • Field Types Dropdown, multi select, mandatory, record History, Primary Fields etc

  • Design Layouts Customising displays and tabs to company requirements

  • Customising Columns, Toolbars, Navigation Bar, Short Cut Keys

  • Dashboard Design Setup Dashboards for Users Bar charts pie Charts

  • Synchronising Sychronising Database with a Laptop

  • Database Maintenance Backing up

  • Database and Maintenance

  • Emarketing Setup up templates and Sending Campaigns

  • Smart Tasks Automated Tasks for Scheduling Activities To Dos and Emails

  • Using Act! for Web

  • Importing and Exporting

  • Act! Reports Insight

Topics - User Operational Training
  • Introduction to Act!

  • Navigating round the system

  •  Using the menus and toolbar

  • Contacts – All fields explained and demonstrated

  • Groups – how contacts use Groups and why

  • Companies – hierarchy and levels

  • Contact Record Detail and List View Manipulating Records, Modify List view

  •  Lookups Searching the Database various methods, Exporting to Excel Tabs Docs, Opportunities, Secondary, Personal, Web, Social,Sage,Access Activities Creating Activities, To Dos, Calls, Appointments, Meetings, History

  • Attachments Attaching files, shortcuts and Folders

  • Advanced Search Using Advanced Criteria and Saving Search Duplicating Duplicating contact details and adding different names Groups Creation of Groups Sub Groups and Webforms

  • Companies Creating Companies and Linking with Contacts Task List Organising and completing tasks History List Using History to find Events

  • Calendar Scheduling calls, appointments, reminders,

  • Viewing activities daily, weekly, monthly etc

  • Templates Adding and Changing Templates for Word and Email Documents

  • E-mail Sync Setting up email to synchronise with Act! Contacts and Calendar

  • Mail Merge Word and Email Merge with Documents

  • Activities Types of Activity and Scheduling

  • Emails Attaching Sent and Received Emails

  • Opportunities Opportunities Types and Stages

  • Opportunities Creating and Opportunity and Viewing

  •  Reports Using reports and setting criteria

  •  Duplicate Scan Duplicate Scan on Import

  •  Printing Printing Contacts, Calendars, Labels, envelopes

  •  Help Getting Help

Topics - AMA Marketing Automation Training
  • Interactive Template Editor

  • Landing Pages & Lead Capture

  • Surveys

  • Drip Marketing

  • Real Time Campaign Metrics

  • Marketing Calendar

  • CRM Workflow

  • Asset Tracking

  • A/B Testing

  • Lead Capture and Surveys

  • Website Activity Tracking

  • Lead Forms

Act! On-Site Training

Location and Planning

Any On-Site Training will require planning to ensure the best experience for the Staff,  both in their capacity to learn and full attention in the session.

Consider the best place to hold the training, ideally a meeting room, board room somewhere quiet and no distractions from the day to day office work.

Sometimes this is not an option, but ensure phones are diverted.

Large TV Monitors are recommended for viewing using HDMI or Wireless Connections.

Ensure everyone can see clearly the presentation.

Wi-Fi should be available for the Trainer.

We can provide a Projector if required.

Notice.

We can provide on-site training where social distancing is available. Please enquire.

Sessions and Content

Consideration should be given to the number of delegates. From experience 4-5 is a limit to get the best from the sessions. We can split the sessions to cater for more staff.

We will provide a Laptop setup for training with the latest version of Act! on using the Demonstration Data and all the Features enabled to give maximum exposuree of the software. A WiFi Connection will be required. 

Users may bring in Laptops into the sessions with their own Data sets, this can be advantageous to the sessions.

Our Creditials

Act! Channel Partners

Our Accreditation consists of attending courses and taking yearly exams on the software. With new releases of the software, features, enhancements of the software have to learned. We have the backing of  Act! the Software Vendor and have dedicated Account Managers for Sales and direct links to Support.

 

Act! Certified Consultants

As Act! Channel Partners we have ACC's who are independent, trained, and authorised professionals who specialise in helping you implement Act! to run your business better.

contact us
01704 833588
07831 809270

For More information on the ACT! Software and how GO-ACT can Help you Please Get in Touch

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