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 Now you can benefit from ON-SITE ACT Training for all your ACT! users.

When the economic climate is tough you need the best sales tools available, that's why around 3 million sales and marketing professionals use ACT! by Sage software on a daily basis to underpin their sales activities.  Of course, obtaining the software is just the first step, what we can do is show you how to actually use ACT! in real-world situations. With just a day's on-site training you can learn how to really make it fly and gain a significant edge over your competitors.

Whether it's a new system or you need some specialist top-up or "plateau buster" ACT training we can help. Have a Sage Certified ACT trainer support you at your premises.  Our ACT Training workshops are carefully designed to be relevent to all versions of ACT! and all abilities, whether a new ACT! user or ACT! administrator.

We have standard courses, or we can adapt the ACT training programme to your specific needs and requirements. And always remember, we use ACT! ourselves, everyday, as a key part of our business so we know what we are talking about!

Train your people on your database , at your premises-and there's usually no charge for travel or expenses. It doesn't get better than that.

Some of the "Standard" courses we run include:

One Day ACT Training Courses at Your Premises

New: ACT! 2012 (V14), or Working with ACT! Premium (All versions) or ACT! for Sales and Marketing or ACT! for Telesales or Working with ACT! V6
Or, we will be happy to tailor an ACT! training course to your requirements at no additional cost.

New - 2 Day ACT Training Packages at Your Premises.

(Option A) Day 1 - ACT! User Training, Day 2 - ACT! Administrator Training and Database Customisation for Your Business 
(Option B) Day 1 - ACT! User Training, Day 2 - Swiftpage E-mail Marketing

**************************************************************************

Call 0845 603 6755 for a pricing and availability.
Or e-mail:
act_training@bigbluemarketing.co.uk

**************************************************************************  

Typical One-Day ACT Training Course Content

Download a pdf version

Morning

Afternoon

  • What can ACT! do for me?
    • Organising your contacts
    • Organising yourself
    • ACT! as a Sales and Marketing tool
  • Creating a new database
    • Starting from scratch
    • Upgrading from a previous version
    • Importing existing data
    • Getting help!
  • The Main Contact Screen
    • Toolbars
    • Navigation Bar
    • Upper Screen Contents
    • Lower Screen Contents
    • Tabs
    • Layout Button
    • Contact List View
  • Working With Contacts
    • Creating new contacts
    • Creating another contact in the same company
    • Editing contact information
    • Deleting contacts
    • Adding Notes and Histories to Contacts
    • Attaching documents to contact records
  • Using the Contact List View
    • Changing columns in list view
    • Finding and sorting contacts in list view
    • Using Tag Mode to select or deselect contacts
    • Exporting to Excel
  • Finding People and Things in ACT!
    • Using Look-Ups to search the database
    • Adding to Look-ups
    • Narrowing Look-ups
    • Special Look-ups
    • Queries
    • Key-Word Search
  • Groups
    • Creating Groups
    • Creating Sub-Groups
    • Adding Contacts to Groups
    • Viewing Groups
  • Companies

    • Creating Companies
    • Creating Divisions
    • Adding Contacts to Companies
    • Linking Contacts and Companies
    • Adding Notes and Histories to Companies
  • Relationships (V11.1 onwards)
    • Creating Relationships between Contacts
    • Using Relationship Links
  • Scheduling Activities
    • Scheduling Activities
    • Scheduling Meetings, Calls & To-Dos
    • Clearing completed activities.
    • Viewing the Task List
    • Viewing Tasks in the Calendar
    • Creating Custom Activities
  • Working With Sales Opportunities
    • Creating a New Sales Opportunity
    • Recording information for Marketing
    • Managing the Sales Pipeline
    • Customising the Sales Pipeline
    • Winning or Losing the Sale
    • Sales Forecasting
    • Exporting your Sales Forecast to Excel
  • Communicating with People
    • Writing a Letter, Fax or Memo
    • Using Letter Templates
    • Creating your own templates
    • Running a Mail-Merge to a group of Contacts
    • Printing Labels and Envelopes
    • Writing an E-Mail
    • Attaching E-Mails to the Contact
    • Sending bulk E-Mails
  • Outlook Integration
    • Sending E-Mails through Outlook
    • Receiving E-Mails through Outlook
    • Recording E-Mails in ACT! Contact History
    • Setting up an ACT! Address Book in Outlook
    • Creating a new ACT! Contact from an Outlook E-Mail - even if ACT! is closed!
    • Sharing Calendar information between ACT! and Outlook
  • Web Info
    • The Web Info Tab
    • Editing Web Content
  • E-mail Marketing
    • Your first email blast
    • Monitoring Results
  • Reporting Dashboards 
    • Types of dashboard 
    • Changing the dashboard
    • Filtering dashboard data
    • Creating New Dashboards 
  • Text Reports
    • Standard Reports 
    • Opportunity Reports 
    • Activity Reports
    • Modifying Reports
  • Database Maintenance
    • Check and Repair your database
    • Backing-Up your database
    • Where to get Help and Support
    • SageCover
  • Add-On Products 
    • How to find and Add-on Product 

A typical day's Swiftpage E-mail Marketing training includes:
·         Which version do I need?
·         What does it cost?
 
·         Using the Swiftpage templates
·         Uploading your own templates
·         Changing the structure and appearance of a template
·         Adding your Logo
·         Adding your message
·         Adding pictures
·         Adding e-mail links
·         Adding links to your web site
·         Adding a PDF for download 

·         Who are you going to send it to?

·         Send now or scheduled send? 
·         Swiftpage Reports
·         ACT! Marketing Results Tab
·         Creating Call Lists 
·         How to create a Survey
·         How to create a Web Form
·         How to Embed your Web Form in your Web Site
·         Transferring Form information to ACT! 
·         Text or HTML?
·         Calls to Action
·         Test and Measure 
·         Which version do I need?
·         What does it cost?
·         Building your first campaign
·         Drip Marketing Types
·         Drip Marketing Stages
·         Logic based Filters


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