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Sage ACT! Database Training

As the UK's leading Sage ACT! consultancy we provide training on all recent versions including: ACT! 2012 and ACT! 2011 to cover everything you'll need to achieve results from ACT!

We've helped users maximise the value of ACT! since 1993 and our experience has taught us that businesses use the software in different ways so our training is always fully bespoke in line with your unique requirements.

Courses are carried out on-site at your premises using your data so tuition will always be fully relevant to the way you work.

Our trainers possess a depth of ACT! knowledge and CRM expertise so they'll share insight to help you use the software more effectively.

Our consultant will contact you several days in advance of your training to agree a course structure and ensure that all parties are clear about the objectives and the training content. Download our Sage ACT! Training Guide to read more about course options.

ACT! training from Preact doesn't finish when our consultant leaves your site. As you begin to apply your new skills and techniques we offer the back-up of 45 days post training ACT! support to answer any questions or ACT! issues that you may encounter.

By choosing Preact for your ACT! training you'll have the reassurance of working with a trusted CRM expert and multiple award-winning Sage ACT! Business Partner of the Year.

Our ACT! training courses

Introduction Training
Advanced training
Systems administrator training
ACT! E-marketing (Swiftpage) Training

How to plan CRM Training: Avoid these common mistakes

ACT! training from Preact

Bespoke ACT! user training - or follow one of our suggested courses

ACT! training for groups or on-to-one tuition

Training at your premises using your own database

Expert ACT! consultative advice from CRM professionals who will quickly build user confidence, enthuse teams and secure user acceptance.

Tuition on all recent Sage ACT! versions including ACT! 2012, ACT! 2011, ACT! Premium & ACT! 2010

Training scheduled for a date to suit you

Nationwide UK coverage - our recent ACT! training days have included courses in Oxfordshire, Berkshire, Manchester, Edinburgh, Newcastle, Wiltshire, South Wales, Bucks, London, Northamptonshire & Hampshire

Post-training ACT! phone support

We've been helping users gain the maximum value from ACT! for around 20 years making us the UK's most experienced independent ACT! partner. Our friendly trainers have huge depth of CRM knowledge and ACT! expertise and will show you how to extract the maximum benefit.

Book Your ACT! Training: Call us on 0800 381 1000 to discuss your training requirements

On-Site ACT! Advanced Training

Many ACT! users only use a very small part of the software but want to gain greater benefit from the software. Our advanced user training session is popular with marketing & sales teams who want to understand & master ACT!'s more advanced features.

As a fully bespoke session our training topics can include:

For Marketing Teams:

Profiling Sage ACT! contacts
Working with Data Lists
Building Contact Lists
Managing Mailing Lists
Email Marketing with ACT!
Introducing ACT! E-Marketing / Swiftpage
Mail Merging from ACT!
Automating ACT! Smart Tasks (ACT! 2011-12 only)
Marketing Reporting
Using ACT! to stay in touch with customers
Download our ACT! training brochure to read more

For Sales Teams

Customising the ACT! Opportunity Module
Working with Sales Opportunities
Sales Opportunity Management
Using ACT Sales Reports
Automating sales administration with Smart Tasks (ACT! 2011-12 only)
Working with ACT! Sales Dashboards

For All ACT! Users

Working with Multiple Contacts

Using ACT! Smart Tasks to automate activities (ACT! 2011-12 only)

Using the Web Links Tab

Editing ACT! Reports

Advanced options for Company & Group Records

ACT E-Marketing (Swiftpage) Training includes:

Introducing Swiftpage
Using the email content editor
Customising & uploading email templates
Uploading ACT mailing lists to Swiftpage
Sending email campaigns
Analysing email campaign results
Using email call lists to follow up campaigns
Using Swiftpage drip marketing
Email marketing tips & best practice
Using surveys & forms to collect contact data
Download our ACT! training brochure to read more

‘Excellent training! Very friendly & people focused! Very precise and organised in her approach! Helped us understand ACT! really well and really quickly thanks to her structured and creative training!’
TEVO

‘Thank you for two very productive ACT! training days. It was satisfying to see a consultant so well prepared and ready to deliver what were after.’
Balreed Digital

‘We had a great training session. Your trainer answered all questions we threw at her – & there were quite a lot! We all agreed that the session was well worth the money!’
Chartridge Conference

‘Really good training session on both days — Sue’s explanation and direction has been brilliant and very easy to follow!’
DSA Design

‘Your trainer has just left after the administrator training on our ACT database. Really excellent, thank you for two very productive days!’
British Nutrition Foundation

‘Our training was a great success. We found your trainer really easy to work with & her knowledge of ACT! is superb. I’d happily recommend her & Preact to anyone.’
MJC Group

‘Your ACT! consultant worked hard to assess user needs and answer questions. Always attentive, knowledgeable and approachable. Very impressive.’
Cranfield University

‘Jeff was fantastic! He was very knowledgeable and made a huge difference to how we feel about ACT! We now have a significantly more functional and useful database. I would definitely recommend Jeff to anyone who needs an ACT! consultant.’
Manchester Square Partners

‘Your training gave us exactly what we were looking for - and more. Jeff is a very good trainer, explaining & demonstrating very clearly’
Liquivault

	To schedule on-site Sage ACT! training and check availability call us on 0800 381 1000
	We can help structure a bespoke ACT! training session in line with your training requirements. Call us on 0800 381 1000.

Sage ACT! Database Training

We've been helping users gain the maximum value from ACT! for around 20 years making us the UK's most experienced independent ACT! partner. Our friendly trainers have huge depth of CRM knowledge and ACT! expertise and will show you how to extract the maximum benefit.

Book Your ACT! Training: Call us on 0800 381 1000 to discuss your training requirements

On-Site ACT! Introduction Training Includes:

On-Site ACT! Advanced Training

On-Site ACT! Administrator Training Includes: