CRM Software Training
Sage ACT! Software Training
Training is an integral part of any successful software investment. That's why we recommend CRM training with every ACT! Software system we install. The CRM Connection will help you to use ACT! Software to its fullest potential, whether you are using ACT! 2012, ACT! 2011, ACT! 2010, ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005 or ACT! 6.0. Guaranteed!
- Click here for information and to enroll in Online Web Training
- Inquire about Private Training for your company
- Inquire about our ACT! Multi-Media Training CD-ROM
Using ACT! Level 1 – The Basics:
This 4.5 hour course is ideal for first-time users and people who are just getting started with ACT! software. First we review the basic ACT! functions and then continue with hands-on training, including: Review of ACT's features, Organizing the Database, Entering Contacts by Relationships, Groups and Companies, Scheduling, Communicating via E-mail, Fax, and Word Processing. Also covered: How to Properly Use Notes and History, Calendar/Task List, Mail-Merges, Reports, the Opportunity Manager and Dashboards.
Using ACT! Level 2 – Advanced:
This 5.5 hour course Advanced ACT! training is ideal for users who are comfortable using ACT! software. We review such topics as: ACT! Settings, Database Maintenance, Customizing Databases and Layouts, Managing Users, Add/Delete Fields, Create New Tabs, Advanced Look-ups, Creating Custom Activities, We also cover: Creating Drop-Down Menus, Importing Data and Troubleshooting.
SugarCRM Software Training
Using SugarCRM – Introduction:
This course is ideal for users getting started with SugarCRM; offering training to use the software effectively and efficiently. After taking this course attendees will have an understanding of what SugarCRM can do for their organization and demonstrate how certain features and functionality will impact their business. The course covers a brief CRM overview, working with records, lead management, opportunity management, account and contact management, and activity management. Also covered in this course: Creating common reports, products and quotes, email and outlook plug-in overview, and a brief overview of other modules.