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Act! Training Services
Why pay $500 for a CRM program only to use $50 worth of features? Why Indeed?
Yet avoiding product training tends to be the most common way customers try to save money. Those perceived savings tend to evaporate when their staff under utilize a product they're unprepared to use. And in a production environment, the costs of this could be hard to calculate.
We can help. Keystroke is a proud member of the Act! Premier Training program (APT), and as such, we are trained to follow the official Act! curriculum with all our courses, whether it's the End User, Administrator, Web Client program, or even mixture of all three.
Act! Premier Trainers are uniquely qualified to deliver customAct! training services at your location, or in a dedicated training facility, and can develop comprehensive training using your data and real-world examples. Act! trainers must successfully pass the Act! Certified Consultants program, and be an active member of the ACC community for several years in order to gain the extensive product and industry knowledge needed for your training. Only then are they eligible to apply to become a member of the Act! Premier Training program.
Available Training Options
Course Objectives:
This Act! end user course is designed for new users of the application. After completing this course you will be able to:
- Navigate the Act! program with confidence
- Create & Manage Contacts, Groups, and Companies including Notes, History, and other related data
- Locate desired data using various lookup commands
- Create Advanced lookups for use with Groups and Companies
- Manage your schedule to track improve your productivity
- Develop word processing and email correspondence, including merge mailing
- Integrate Act! with 3rd party applications and sync Contact/Calendar data
- Create and Manage Opportunities, including Notes, History, and other related data
Cost: $325
Duration: 6.5-hours. 9AM-4:30PM (45-minute break)
Includes: $50 Student Handbook, Snacks, drinks, and lunch
Location: 502 Gordon Baker
Dates: Varies. Please check registration link
Prerequisites: Medium to advanced Windows skills. Basic understanding of Windows networking, and Medium Act! skills.
Course Objectives:
This Act! end user course is designed for experienced users of the application. After completing this course you will be able to:
- Create a database and manage users
- Create and customize fields to suit your business requirements
- Create and customize layouts, toolbars, and menus to promote efficient data entry
- Importing and exporting
- Database maintenance through de-duping, removing old data, and backing up
- Create and Manage Smart Tasks
- Create and customize Dashboards and reports for relevant data analysis
- Configure the server database for remote access
- Configure Synchronization for remote users that require a local copy of their Sage Act! database
- Restore and synchronize remote databases
- Configure web clients to access a hosted Sage Act! database
Cost: $349
Duration: 7-hours. 9AM-5PM (45-minute break)
Includes: $50 Student Handbook, Snacks, drinks, and lunch
Location: 502 Gordon Baker
Dates: Varies. Please check registration link
Prerequisites: Medium to advanced Windows skills. Basic understanding of Windows networking, and Medium Act! skills.
Act! Training Units
Introduction to Act! Training Units (ATU) – Free for our training subscribers
Get up and running quickly, while getting the most out of your Act! solution. This training is excellent for companies starting with Act! or their new employees joining in the future. These classes can be taken as often as desired during the annual subscription period (2 hour class duration), and classes will be available for both the Windows and Web platforms.
Part 1:
- Navigating Act!
- Creating, editing and finding Contacts
- Activities in Act!
- Recording Histories & Notes
(5-minute break)Part 2:
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Working with companies and groups
- Integration to Outlook
- Intro to emarketing
- Managing opportunities
- Dashboards and reports
Pricing/Purchase Model
The purchase model is very simple and offers an excellent model for new and renewing customers. ATU’s can be purchased anytime, at your renewal, with your subscription sign-up, or mid-term, and the quantity of ATU’s required is dictated by the number of Act! licenses included with your subscription or order.
For example, if you have ten licenses purchased through Keystroke.ca, you can get ten ATU’s for only $250 in total. One license would cost only $25. There has never been such an economical Act! training offer that was instructor led, and not just “instructor led, but led by the best training team in the business.
Once your subscription is active, you can sign up as often as you like for as many of the Introductory Windows and/or Web classes as your team needs. This model is perfect for teams of anytime, and allows business owners to included this year round training into their new-employ onboarding process.
What could be simpler or a better value?
Schedule
Customers with active ATU subscription receive the training schedule when joining the program and get monthly notifications of the next classes.
Our Mission
The goal of Keystroke and Training Solutions Inc is to provide new and existing users with the training necessary to get the most out of the Act! investment, and to improve their overall user experience. Don’t just invest in software – invest in your team’s success!
Want to learn more about Act! features? Our library of Feature Tours are always available and help you learn more about key functionality in Act!, including groups and companies, mail merge, opportunities, Microsoft® Outlook® integration, sharing databases, and more.
Learn more about free video training by clicking HERE
Please note that prices are subject to change, depending on availability.
