Act! Training WebinarsAct! Skill Building Webinars? The light will come on!

Join Marshall Knapp, AspenTech’s Senior Act Consultant, for these live webinars designed to build your Act! skills.  From adding to core Act! skill set, to diving into your data, to extending your marketing reach through Act!, Marshall guarantees the light bulb will come on for you!

Cost: $25/attendee/webinar

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Act! Foundations:  A Hit List of Tips & Tricks, Hidden Gems, and Best Practices

We’ll guide you through the top skills that every Act! user must know. Every Act! user, new or old, self-taught or not, will take away great ideas from this Hits List of best practices, tips and tricks and hidden gems. Marshall puts these into the context of daily use of Act! to help you apply them later. Freshen core skills or discover an Act! function you didn’t know about, you are bound to pick up a few keepers that you can begin to use immediately.

Leveraging What’s New in Act! v19 & Recent Releases

Learn how to benefit from the great new functionality in Act! v19 as well as some features added in the Act! v18 and v17.  This deep dive will cover new functionality, how it all works and insights on how to incorporate it into your day.  All your questions about leveraging the Act! Companion mobile app, performance improvements in Act! emarketing, 30+ refreshed Act! reports and Act! Windows/Web/Cloud parity will be answered.

Searching and Segmenting Your Act! Database

What good is your Act! database if you can’t find what you need when you need it? Did you know you can find anything in an Act! database? This session will teach you how. Act! offers many different ways to search and segment your Act! database and this session covers not only simple lookups but also complex lookups, advanced queries, dynamic groups, keyword search, universal search, list filtering and more.

Act! emarketing Part 1:  Getting Started

Email marketing is critical for keeping your name in front of prospects and clients and has the greatest return on investment of any marketing activity. Learn the best practices of setting up your Act! database for emarketing, configuring your Act! emarketing account, and designing your first emarketing template.

Act! emarketing Part 2:  E-Marketing Sending Factors, Managing Results & Database Segmentation

Act! emarketing Part 2 covers the key topics of campaign send logic, understanding and using eblast results, and the power of database segmentation to send the appropriately targeted message to the proper audience. Each is a critical topic in maximizing your emarketing effectiveness. Here are a few of the items we’ll cover:

  • What’s the best day and time of day to send your blasts?
  • What factors need to be considered in selecting your Subject?
  • Do you have the right fields and data in those fields to slice/dice your data?
  • Learn how to use dynamic groups that make daily use of Act! a breeze leveraging it’s power.
  • How and why you should manage the results (call lists, reporting, bounces and opt-outs) of your email blast.
  • Call lists: Quick and easy way to follow up with your hot prospects after your emarketing blast

Act! Dashboards and Reporting

Looking for more insight into your data? Do you want to know what your team did last week? Or have planned next? Are you interested in what business you expect to close this quarter? Join us as we explore the hidden value of Act!’s Dashboards and Reports and allow you to discover their potential.

Act! Administration – Key Skills Required to Manage & Protect Your Act! System

OK, you’re responsible for your company’s Act! database, now what? This webinar will cover the core responsibilities and best practices of Act! administration.  Topics will include managing user accounts and security, importing / exporting data, backing up / restoring your database and managing field / record security.  This webinar will show you how to appropriately protect your company’s key asset, your customer database.

Customizing Act! Fields & Layouts

An Act! database that has been properly customized to meet the specific needs of your business can be one of your greatest assets. Think about the information you are constantly searching for relating to your prospects and clients. Wouldn’t it make sense to have it organized, and at your fingertips in your Act! database?

This session is for Act! managers and administrators who need to either initially customize and/or maintain the customizations for their Act! database. Join us for a thorough tour of Contacts, Companies, Opportunities, Groups field properties and settings, creating and editing fields, and placing them on your layout in a neat, organized fashion. Marshall will shed new light on this key area within Act! and show you how to better leverage your investment in Act!.

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