Web and On-site Classes Are Available!
All ETS classes have been developed by ACT! trainers and Certified Consultants. These classes are vital to any
sales manager, salesperson, small business manager, consultant, purchasing agent, stockbroker, or professional
On-Site and live web based ACT! Training
Focused on the specific needs of your business, ETS on-site classes are tailored to your specific ACT!
installation requirements and customizations.
- Discover timesaving tips, shortcuts and
- Sharpen your work habits!
- Learn from experts!
- Spend less time looking for answers in the
- Spend more time developing new business and
Courses Offerede tech offers several levels of ACT! training tailored to your specific level
of expertise with ACT!. Whether you are just starting to use ACT! and want the basic essentials or if you're an
experienced user looking for more effective ways to get the most from ACT!, ETS has a course to meet your needs.
ACT! Level I
This intensive course thoroughly covers all essential aspects of ACT! for Windows. An overview of all
ACT can do and exercises for the basics everyone needs. Lookups, reports
Adding information, setting alarms and scheduling call backs, tacking
opportunities. We take each student to the next level.
- ACT! Level II
Designed for the more experienced user, Level II focuses on ACT!'s powerful advanced features.
Lookups, searches, customizing the layout, templates, and reports.
ACT! Level III
ACT! Level III - Hands-On Labs & Workshops
These advanced courses were expressly developed for experienced users, database managers, IT staff, etc.
Each level III course provides an in-depth exploration of a specific ACT! feature or application. The
courses are intensive and taught "hands-on" in a lab atmosphere by E Tech’s senior ACT! Certified
consultants. Classes are a full day and attendance is limited to 8 students.
Prerequisite: ACT! Level I course or equivalent experience.
ACT! Level III Hands-On Labs & Workshops:
Capture and track the specific information you need to grow your business. Give your ACT!
screen the look and feel you want, minimize data entry error, and speed data input. Get the hands-on
experience you need to design your own screen layouts. Plus, learn how to build custom reports from scratch
which automatically tabulate the key information from your ACT! database. Learn how to track sales calls,
products, marketing activities, and more. Get a snapshot of your business with a few mouse clicks and make
better-informed business decisions. Course includes manual, sample screen designs, and sample reports to get
Advanced Administration Workshop:
Get the knowledge you need to set up, maintain, and
troubleshoot a multi-user ACT! installation.
Avoid problems and accelerate recovery should disaster strike! Learn
the proper maintenance procedures for ACT! databases and systems. Learn how to link ACT! users in
different offices (such as a field sales force) to the same database. Find out how to transfer ACT!
contacts and updates to multiple users. Learn the basics of data synchronization (“synching”). And, get the
necessary technical foundation to successfully implement maintenance functions and to troubleshoot
If you are responsible for an ACT! installation in
an office with multiple users or are responsible for maintaining your office database, then this course is a
Turn your computer into a sales and marketing
Increase sales, grow your business, and work more efficiently. Get
instant results when you make faxing and e-mail part of your marketing campaigns! Learn how to configure
ACT! to send personalized e-mail messages or faxes to 1 or 1000 contacts. Find out how to create custom
fax messages and cover sheets, and, learn how to do fax broadcasting right from your own PC. Keep one address
book instead of two or three. Track faxes and e-mails automatically. We’ll show you how to find new leads and
turn them into sales! Find out how to import third party databases into ACT! and “work” these fresh
leads to generate sales. We’ll show you where to get mailing lists, how to target prospects, how to automate
the sending of marketing materials, how to use ACT! to track your progress, and how to gauge the return on
investment (ROI) of your marketing campaigns. Plus, learn which e-mail systems and fax software work best and
find out how to seamlessly integrate them with ACT!.
ACT! Add-Ons: Numerous "after market" add-on applications increase the functionality of
ACT!. This course explains how to install, configure, and use popular add-on software such
as OAK!Merge and Swiftpage/ACT eMarketing.