The CRM Connection: ACT! Software Internet Based Training, Intro and Advanced

Online Lunch & Learn ACT! Software Training

ACT! Quick Start Training (2.5 hr Session)

This 2.5 hour online workshop is designed for the new user as well as the experienced user who seeks a re-introduction to all of the ACT basics. After a complete guided tour of screen views and features, we focus on what you need to know to QUICKLY be effective with ACT!. You will learn “The Key How To Skills” that make it easy to go to work and be productive with ACT. This session is a terrific ACT! foundation builder and the suggested pre-requisite session for all of our more focused, advanced course offerings.

Here’s what we cover

· Working with Your Contacts

· Organizing Your Data

· Creating and Tracking Contact Interactions and History

· Creating Letter, Fax, Memo and Email Communications

· Scheduling and working with ACT Calendar

July 21 Tuesday	10 am - 12:30 pm MST	$ 99	Enroll Now
August 18 Tuesday	10 am - 12:30 pm MST	$ 99	Enroll Now

Creating Power Documents with ACT! (1 hr Session)

This one hour online workshop focuses on building custom branded forms and marketing materials with ACT!. Why struggle to create and re-create the same documents over and over? Use the right words without constantly stepping back and re-inventing the message. Empower your self, and/or your work group by creating pre-written, master templates that can quickly and easily merge with your ACT contact data. We will show you how to build a Power Document Library that saves time and adds significant value to your service and selling systems.

Here’s what we cover

How to construct custom letters, envelopes, faxes, memos, proposals, quotes, and post cards.

How to create custom emails

What documents to create first and why

How to trigger sales opportunities with your Power Documents

How to plan, organize and share your Power Doc Library

July 23 Thursday	11 am - 12:00 pm MST	$ 69	Enroll Now
August 20 Thursday	11 am - 12:00 pm MST	$ 69	Enroll Now

How it works

Once registered for a course, The CRM Connection will send you an e-mail with all the information you'll need to attend the class, including a link to the GoToMeeting site where the training will occur and a long distance phone number for connection to the class conference call. Please note long distance phone charges do apply. On the day of class, click on the link about 15 minutes prior to the beginning of class to enter the on-line meeting room, then dial the number to connect to the class conference call.

During the class, you will see a full-sized ACT!™ 2009 database screen on your monitor, and you'll watch the instructor train using his ACT!™ 2009 program.

Throughout the training, you'll be able to discuss the topic with the other students and the instructor via the live conference call. These classes are limited to no more than (10) students, so you'll have plenty of opportunity to ask questions. In addition, you'll have the ability to interact live through your computer. You may choose to ask questions privately or publicly, and you'll receive instruction on how to accomplish either.

How to Enroll

Please use the Enroll Now buttons listed above to sign for the desired class on a certain date. If you have any questions, click here to contact us.

The CRM Connection; ACT!, SalesLogix and Sage CRM training, consulting & software.

Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are property of their respective owners.

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