? Act! Training and Classes, San Francisco | Marin | Sonoma

act! training

Act! Act! is the world's #1 selling contact and customer manager software. It organizes contact information, man- ages daily responsibilities, and manages commun- ications more effectively to improve productivity.


Act! Training in Marin, Sonoma, San Francisco and the greater Bay Area

Act! is very user friendly, but it is also a very powerful product. Act! Training is crucial to the success of your CRM solution and will provide the essential knowledge of the features and capabilities of Act! as well as an understanding of customizations specific to your database. We provide end-user and administrator trainings. Your training can be on-site or off-site via a classroom or the internet, basic or comprehensive. Act! Trainings and documentation can be fixed courses or customized content specific to your business and implementation. We will work with you to decide what the best format is for your users and database environment. Our goal is to make you as self-sufficient as you desire. Click here to see our current class schedule or please contact us to discuss your specific training needs.

Group Act! Training - We show your employees how to use your customized Act! database. Students are given an overview of the capabilities of Act! and the customizations specific to your database. We can work together to pick and choose a tailor made training to cover the areas and features of Act! that make sense for your business or industry; or we can start with the basics and move through the most commonly used features of Act!. This training format can either be conducted on-site, online, or we can provide a classroom with training machines.

One-on-One Act! Training – We are happy to meet one-on-one to go over specific features or to identify areas that need improvement. We will work with your data on your computer. This can either be in-person or a online. This training format can either be conducted on-site or online.

Web based Act! Training - This is our most popular training style, it offers the convenience of live instruction at a scheduled time from anywhere. Students “attend” class via a secure internet connection. Attendees can ask questions via telephone, or chat windows. Classes can be recorded and archived for future use. Click here to see our current class schedule.


Act! Training Courses

Basic Course:
This training will give your team member who is new to Act! an overview of how to successfully navigate through the basic features and capabilities. This training could also be uses as a quick review of the program.

  • Working with Contacts, Groups, Companies
  • Working with your Calendar and Activities
  • Working with E-mail, letters and mail merges
  • Working with lookups and queries
  • Creating and editing Sales Opportunities
  • Running Reports
  • Working with Dashboards
  • Working with synchronization

Advanced Course:
This training is for users who are familiar with Act! and would like to maximize their knowledge and learn the best practices for effectively using the program.

  • Design and layout customization
  • Creating and customizing templates and mail merges
  • Designing Dashboards
  • Creating advanced queries for lookups and Groups
  • Feature customization
  • Creating and running reports

Administrator Course:
This training would encompass all aspects of database installation, deployment, administration and maintenance. Students must have in-depth knowledge of Act!, server/computer systems and network environments.

  • Configuring and Installing
  • Setting up users and user preferences
  • Database Security
  • Backup and sync automation
  • Importing and exporting data
  • Creating and customizing fields and layouts
  • Advanced lookups and Queries
  • Creating and customizing reports
  • Synchronization

Courseware: (optional)

  • An official Act! Study Guide to use for after-class reference
  • Customized instructions covering features specific to your database
  • A laminated cheat sheet for tips and tricks in Act!


Self Study

Self Study training is a great option for those users who need basic functionality and don’t require the more complex needs of an interactive experience or who do not have database customization that requires instruction for navigation.

Web-based Recorded Act! Trainings: Access trainings from your own environment. Web-based pre-recorded classes accessed via the internet that user can complete in their office or home.

  • Act! Premium Training Library is a collection of online training videos that teach basic Act! tasks. This is the best tool for new users to learn how to use Act! effectively. Learn how to manage your relationships, use search tools, manage leads, run reports and much more. Click here to view library.
  • The Act! E-marketing Library course focuses on how to plan, create, modify, and launch a successful e-marketing campaign including mailing lists, templates, drip marketing campaigns, web forms, surveys, and tracking and evaluating the results of an e-marketing campaign for future use. Click here to view library.
  • Interested in more info regarding our training options and next scheduled public classes? Please contact us and we will guide you to the right training that fits your industry, user needs and budget.


    Current Classes

    Click here to register online.

    Class Name: Advanced User Course: (2 hours)
    Date: Wednesday, August 10, 2016: 10:00am – 12:00pm PST
    On-line Webinar
    Price: $149
    Topics Covered:

    • Design and layout customization
    • Creating and customizing templates and mail merges
    • Creating advanced queries for lookups and Groups
    • Feature customization
    • Creating and running reports

    ACTive Business Systems provides Act! software sales, installation, data conversion, customization, reporting and training throughout Marin, Sonoma and San Francisco. We consistently deliver professional, tailored results to hundreds of companies in the greater Bay Area.

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