Sage ACT! 2010/2011, Training — Marketing, Sales, and Reporting

ACT! Certified Trainers in Southern California

DURATION

Half day: 9:00am - 12:00pm


COURSE OUTLINE

Prior to working as ACT! consultants, our trainers have worked for many years in Sales and Marketing. They understand the pressure as well as the need for a reliable tool to support your Marketing and Sales Goals - that's why they love ACT!. If you are working in Marketing and/or Sales, you will appreciate the fact that they are not simply teaching out of a technical manual, but rather based on their field experience in different industries.

This course is designed for the Advanced ACT! user. It provides in-depth skills to help you get the most from ACT!. Find out how to optimize your marketing and sales processes by using ACT!. These are some of the topics this class will cover:


Marketing with ACT!
  • How to use Groups to focus Marketing efforts
  • Understanding ACT!'s built in Campaign Series
  • Integrating additional Marketing Tools
  • Maximizing your Referrals
  • Advanced Email and Letter Blasts

Sales with ACT!
  • How to powerfully manage your Sales Opportunities
  • Integrating with Excel Reports
  • Maximizing ACT!'s built in Sales Reports
  • Customizing Opportunities to your advantage
  • Mastering ACT!'s new Company View
  • Grand overview of additional Sales Tools

Reporting with ACT!
  • Maximizing ACT!'s built in Sales Reports
  • The Power of the Contact List View
  • The new built in Dashboard of ACT!
  • Integrating Opportunities with Excel Reports

DATES

Marketing:
Wednesday, November 10th

Reporting:
Thursday, September 23rd
Tuesday, November 30th

Sales:
Thursday, August 19th
Tuesday, October 12th


Contact

For any questions regarding public, onsite or online trainings fill out our Contact Form or Contact:

Karin Shaw - Director of Training

Karin Shaw - Director of Training

Director of Training
Accent Gold Solutions
Phone: (310) 645-0006
Email

Consultants and Trainers ACT! - Southern California

Phone: 888-774-4653
Fax: 866-798-2413