Project Technology Consulting

 
 
ACT! Training

 Custom onsite training -You provide the students; we provide the trainer and resources

 One on one personal training - Customized to YOUR needs and requirements

Workshops -
Outlined below

Looking for something not shown?  Just ask...

Call 636-675-0226 for more information



     
Sage ACT! Premier Trainer
Workshops Available - Call for schedule or more information
Hands-on ACT! Workshop

Bring your own laptop computer to work with YOUR database and YOUR contacts.  The instructor will start each topic with an overview, and then you will work an exercise in your own ACT! database.  Get your questions answered ON THE SPOT!  There will be three primary areas of focus, each one-hour in length:

How to create and use groups effectively
How to use mail-merge to create letters and emails
How to use an activity series to facilitate scheduling repetitive events


E-mail Marketing Basics

If you're one of those people who are intimidated by email marketing, this seminar is for you!  The team of Iris Salsman and Louise Wiedermann will address these questions, and also help you create your first email campaign template.  Here are just a few of the questions we will address:

What types of businesses can benefit most from email marketing?
Which is more effective: newsletters, tips or personalized mailings?
What format looks the best?
How often should you send something out?
How do you get recipients to open your email?

Part 1 - The How; Why; When; and What of Email Marketing

Part 2  - This is a hands-on workshop where you will learn how to use Swiftpage to create and customize your own email marketing template; how to send your first campaign, and check the results.  Bring your own computer and be prepared to get creative!  This is perfect for ACT! users, but anyone with an address list in Outlook or Excel can use Swiftpage to create an email marketing campaign.

All registrants will be given an assignment list that must be completed prior to the workshop.

Using ACT! Software to Improve Your Business

An in-depth discussion on ways to maximize your marketing effectiveness by establishing and maintaining effective contact with customers, prospective customers and people in your network.LEARN:

How to market the business cards you collect
How to organize telephoone call records for added profit
How to keep track of meetings and sales activity to help your sales force
How to maintain effective contact with clients and others in your network
And much more...

How NOT to Lose Your ACT! Database

Your ACT! Database has everything in it that is important to your business.  So how do you make sure no key data is lost?

 Attend this one-hour workshop and find out what you can do.LEARN:

How to back up your data and keep that backup safe
How to restore a backup
What to do to prevent problems from happening
How to clean up your database and remove old data

 

 
Training Options

To register for one of our workshops or for more information,call 636-675-0226

FREE Training Videos from Sage University
What do you do to start?

1.  Join the ACT Community online:
www.act.com/community

2.  The FREE training videos
(18 total) can be found at www.act.com/community/training

Available Topics:

ACT! Workspace
ACT! Activities
Customization
Dashboard Designer
Finding Information
Groups
Companies
Handheld Link
Installation
Importing Contacts
Mail Merge
Opportunities
Outlook Integration
Printing
Setting up E-mail
Setup Assistant
Sharing Databases Synchronizing
Writing a Letter

home · services · ACT! Info · tips & tricks · out & about · contact us

Copyright © Project Technology Consulting

Design Support StLWebDesigns.com