We've put together all the core things that Act! users should do to help them increase their productivity into one course, resulting in more and better business.
The course is taught one of our instructors, Len Kamerman. Len has been working with Act! for 12 years and has done both public and corporate training for customers across North America.
Week 1 - Customizing Act!
I'll give you examples and questions to ask that will help customize Act! to suit your own business. Bonus: In addition to the weekly session, you'll get access to a video that walks you start-to-finish on how to create a layout, using an example, as well as a PDF cheat-sheet that explains each field type, so you'll always pick the right one when doing your own customization. Week 2 - Manage Your Day Like a Power User
Master the activity functionality in ACT! to help you keep all the balls in the air and knock out your to do list in less time
Week 3 - Email Marketing How-To Email marketing is sucha powerful tool, but a lot of Act! users aren't doing it yet, or they underutilize it. We'll cover not only how to effectively use email marketing and options for integrating your email marketing with Act!, but also how to grow your email list in the first place. This tactic alone could drastically increase your sales.
Week 4 - Reporting and Dashboards With smart database customization and proper data input, you'll be able to get great information back out of Act!
Week 5 - Getting Mobile with Act! We're going to cover the available options for getting access to Act! when not at your computer, ranging from Contacts and Calendar functionality to more functionality including working with Opportunities.
Len Kamerman started working with Act! back in 2002 with version 6 and became an Act! Certified Consultant in 2006 the same year he started his consulting practice. Len's expertise is in customizing Act! to meet the requirements of individual businesses, assisting with implementation including training, and providing ongoing guidance.