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Getting the Most Out of ACT! CRM

Increase Profits, Increase Productivity and Reduce Expenses for Your Business Using ACT!

If you use ACT! to organize your information, we offer workshops and training that will show you how to: Increase productivity, Increase profits and Reduce expenses! We offer three training options to fit any budget.

#1 Online Training $49.00 per person

Two 1-hour online instruction sessions covering
How to setup your ACT! to get the most out of it
How to track history to save you time in the future
Proper way to setup Contacts
How to set up your Calendar for easy sharing or keeping it private
Using Groups to target your communications and sales calls
How to keep organized with your daily to do list

#2 Group Customized Training $795.00

Day customized ACT! training for up to 5 individuals
How to setup your ACT! to get the most out of it
How to track history to save you time in the future
Discussion on:
o Proper way to setup Contacts
o How to set up your Calendar for easy sharing or keeping it private
o Using Groups to target your communications and sales calls
o How to keep track of potential leads at one company at your fingertips
o How to Stay on top of your sales cycle so you can clearly see existing opportunities
o How to keep organized with your daily to do list
o Using reports to help you grow your bottom line
o Discover how effectively you are using your time to maximize productivity
How to make E-Marketing a breeze
Customized handouts for attendees so they can review the information in the future.

#3 Customized Workflow Integration Training $3,500.00

1 Day customized ACT! training for up to 10 individuals
Examine your processes to see how ACT! can help increased your staffs productivity
Using ACT! to help increase profits and reduce expenses in your everyday activities
How to setup your ACT! to get the most out of it
Hot to track history to save you time in the future
Proper way to setup and update Contacts
How to set up your Calendar for easy sharing or keeping it private
Using Groups to target your communications and sales calls
How to keep track of potential leads at one company at your fingertips
How to Stay on top of your sales cycle so you can clearly see existing opportunities
How to keep organized with your daily to do list
Using reports to help you grow your bottom line
Discover how effectively you are using your time to maximize productivity
How to maximize ACT! for your organizations way of doing business
How to make E-Marketing a breeze all from within ACT!
How to create customized screens to get the information you need when you need it
Using the power of ACT! to help staff support each others efforts
How to turn time consuming tasks into automated workflow
Customized handouts and materials that attendees can review as a future resource

Additional or custom consulting and training services quote available at clients request.

Contact Us today to book your ACT! training session.



Excerpt from Hudson Valley Business Edge 2009


How Your Database "Thinks"