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ACT Training and Support

ACT!  Training

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 using ACT!

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.

Key Benefits

  • Discover timesaving tips, shortcuts and undocumented features!
  • Sharpen your work habits!
  • Learn from experts!
  • Spend less time looking for answers in the instruction manual!
  • Spend more time developing new business and improving sales!

Courses Offered

e 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:
Advanced Customization: 

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 you started.

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 difficulties.

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 must.

Marketing Workshop:

Turn your computer into a sales and marketing machine!

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.

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