Marketing Automation and CRM Solutions

 

Act! Education Series

 


Act! Everyday Workshop - $149.00 per person (1 day)


This workshop is for new Act! users or for anyone interested in a refresher course. Participants will learn how to navigate Act!, work with contacts, schedule activities, correspond with emails and letters, master searches and lookups, understand Groups and Companies, and work with Opportunities . Learn more



Act! Reporting Workshop - $149.00 per person (1 day)

 

This workshop is for experienced Act! users or administrators who are interested in learning the different reporting options available in Act!.  Participants will learn how to plan, design, and run reports with the Act Reporting tool, Excel, and Crystal Reports.  More details to come.  Learn More



Act! E-Marketing Workshop - $149.00 per person (1 day)

 

This workshop is just what you need to get marketing campaigns off the ground. This workshop is more than learning how to send out a newsletter. You will learn how to use Swiftpage to send out simple follow-up messages, create surveys, announce events, create calling lists for your sales staff... and more. Learn more

Date: October 31, 2013 - Act! E-Marketing Workshop - $349.00 per person (1 day)
This workshop is just what you need to get marketing campaigns off the ground. This workshop is more than learning how to send out a newsletter. You will learn how to use Swiftpage to send out simple follow-up messages, create surveys, announce events, create calling lists for your sales staff... and more. Learn
Date: October 31, 2013 - Act! E-Marketing Workshop - $349.00 per person (1 day)
This workshop is just what you need to get marketing campaigns off the ground. This workshop is more than learning how to send out a newsletter. You will learn how to use Swiftpage to send out simple follow-up messages, create surveys, announce events, create calling lists for your sales staff... and more. Learn more
Date: October 31, 2013 - Act! E-Marketing Workshop - $349.00 per person (1 day)
This workshop is just what you need to get marketing campaigns off the ground. This workshop is more than learning how to send out a newsletter. You will learn how to use Swiftpage to send out simple follow-up messages, create surveys, announce events, create calling lists for your sales staff... and more. Learn more

Reduced fees for multiple sessions.

* Attend all three days and save 15%.

These workshops are in english

Workshop Prerequisites


Note for session:  Laptops are not required.  We were able find a computer training facility.

 

  1. Price per participant.  Group and multi-day rates are available.
  2. Participants are encouraged to bring their own laptop with Act! installed. This is the best way to gain hands-on experience.  If you do not have Act! you can download a 30 day trial. If are unable to bring a laptop you can still follow along or team up with another participant.
  3. If you are using ACT! by Sage 2010 or later, be sure you have activated your e-Marketing / Swiftpage account. (If you are using an earlier version of ACT, be sure you have downloaded the software plugin to your workstation and created an account with Swiftpage.)
  4. The Act! Reporting session will include material using the Crystal Reports Designer.  You can download a 30 day trial of Crystal Reports 2013 from SAP.


We will be in contact with you if there are any other changes.

 

Authorized Partner and Reseller
ACT! - Sage CRM - SalesFusion - Swiftpage
Montreal - Quebec - Canada