Act CRM Training
PLATINUM
Act! Certified Business Partner
Why do you need Act! software training?
Act! is a powerful tool designed to simplify your workload and put your clients first. It enables you to market more intelligently, sell more effectively, and rest assured that every client feels like your only client.
Investing in Act! training empowers your team to use the software effectively and efficiently. This includes daily use of the software to track customer interactions, understanding the marketing functions and tracking campaign results, and accurately monitoring Sales Opportunities and Pipeline Forecasts.
Why choose Softext Ltd?
Act! is a popular sales and marketing tool chosen by over 4 million businesses worldwide. Getting the best return on your CRM investment requires training to help you and your team use your Act! software to its full potential.
Act! Onsite training from Softext Ltd is delivered by accredited professionals and tailored to your business.
- A fully accredited team of Act! software consultants since 2012, qualified to deliver training throughout the UK.
- Our technical support team are trained in all aspects of Act software. From implementation to troubleshooting problems, they’re here to help you as you use the software.
- Access to marketing advice and best practice guides from our in-house marketing team.
- We offer training sessions in Act CRM Desktop, Cloud and Act Marketing Automation, along with on-going support.
Learn how to use all of the features and functions of Act! CRM and Act! Marketing Automation to make more sales, nurture your leads, and grow your business.
Our experienced trainers will tailor your Act! training to match your business needs and processes so you can realise the full benefits of Act CRM and marketing software.
Post-Training Support
After your training session, you’ll have 30 days of support to ask us any questions about the topics we’ve covered together. We encourage you to use these support days to get to grips with everything you learned during the session, knowing you have the support of your trainer should you need it.
What's Included?
Act! CRM User Training
Our onsite Act! CRM training sessions are tailored to meet individual business requirements but as standard all of our sessions include:
- Creating new contact and company records.
- How to lookup contacts within your Act! database.
- Creating and managing both static and dynamic groups.
- Scheduling, creating and editing activities.
- Attaching documents to contact records.
- How to use the ‘notes’ tab.
- Editing and adding new information to the web info tab.
- Creating email and letter templates.
- Running new reports and editing existing reports.
- Opening and managing opportunities.
Act! CRM Administrator Training
- Customising your database by creating and editing fields
- Layout design – Modifying the layout to incorporate your custom fields
- How to create / remove users and set permissions including password policies
- Field and contact level security
- Applying global changes
- Importing and exporting data from external sources
- Setting up remote database and synchronisation
- Act API – How to set up and use the API features
Act! Marketing Automation Training
Our Act marketing automation training sessions are tailored to you so we can focus on the areas where you need the most guidance. Some of the most common areas to cover include
- Creating and editing email templates using drag and drop or HTML editor
- Building landing pages and lead capture which will automatically add entries to your database
- Create survey and polls to collect feedback from your contacts
- Building drip marketing campaigns which can be single or multi step email campaigns
- CRM Workflow – Learn how to build workflows that monitor responses which automate next actions
- Campaign metrics – Understand responses to campaign opens, clicks, bounces etc
- Asset tracking – PDFs, videos, & website visits
- General email marketing advice like getting through to the inbox and best practices
Training delivery methods
Act! CRM Onsite Training
Face to face learning at your premises ( location dependant ) or you can come to us.
Act! CRM Remote Training
Training delivered remotely online which staff can attend from multiple locations.
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