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The road to CRM success: On site or online remote
Investing in Act! CRM, Act CRM Cloud or Fieldmotion software is just the first step to maximising your organisation’s potential. Gaining a competitive edge means doing things better than others therefore having competent, trained staff will enable you to fully exploit its potential.
Smarter Business training adds to your bottom line when it helps your people to do the right things more easily, consistently and efficiently.
Eliminate travel time and expenses, cover the content specific to how your business will utilise the program and have the privacy to discuss company-specific policies and procedures.
With our web based anytime/anywhere training, schedule a time that is convenient for you or your team – we can coordinate sessions during the business day, lunch, after hours or weekends.
Our Pay As You Train Service is proving to be increasingly popular as it is so cost effective, and convenient for organisations. Whether personal training for you, new employee or an administrator we create a unique and comprehensive training program for your business.
Select the topics most relevant to you, to be covered for our tailored training session. Below are training topics grouped by general use and skill levels. As each user’s role or department (sales, service, marketing, management) may utilise the program differently we provide a tailored session based on job function requirements.
| NEW USER | ADVANCED USER | MANAGER | ADMINISTRATOR |
| Workspace navigation | Advanced Queries | Lookups | Import/Export |
| Contacts and Lists | Groups | Advanced Queries | Manage Users |
| Lookups | Companies | Opportunities | Preferences |
| Notes & Histories | Activity Series | View Dashboards | Synchronisation |
| Activities | Smart Tasks | Customise Dashboards | Custom Fields |
| Opportunities | Custom Templates | Run Reports | Layouts |
| Email and letters | Custom Reports | Customise Reports | Custom Insights / Dashboard |
| Reports / Insights / Dashboards Views | Act Marketing Automation* | Modify Menus | Database Maintenance |
*Act Marketing Automation ½ day training minimum
TRAINING STYLE:
HANDS-ON – The most effective form of training as each participant will sit at a computer as the instructor teaches concepts, demonstrates techniques and then leads the user through exercises to reinforce understanding of topics covered.
PRESENTATION – Lecture or Seminar style where the instructor presents the techniques as the audience watches the live demonstration. Presentation training covers the same content as the hands-on training without the exercises and requires half the amount of time. This training style is beneficial when there are Equipment, Time or Budget constraints.