Act! Skill Building Webinars

Act! Training Webinars

Act! Training Webinars - AspenTech CRM - trainingJoin the Act! experts at AspenTech for these live webinars designed to build your Act! skills.  From adding to your core Act! skill set, to diving into your data, to extending your marketing reach through Act!, we guarantee the light bulb will come on for you!


Cost: $25/attendee/webinar. Buy 3 and get the 4th free - mix and match webinars with your team. Webinars are recorded and registrants will have unlimited access to the recording for 30 days. 

View Available Sessions - Register Now

Act! Foundations Part 1: Getting Started with Act! – Navigation, Lookups, and Contacts

We’ll guide you through the top skills that every Act! user must know. Part 1 focuses on basic Act! system navigation, lookup skills, contact creation and management. Every Act! user, whether brand new or a veteran, will take away great new ideas from this class or simply brush up on basic how-to and best practices.  Put into the context of daily use of Act!, count on fine tuning your core skills immediately to increase your productivity.  In this session, you'll:

  • Become a master of Act! system navigation
  • Hone your Act! lookup skills
  • Master contact creation and management 

Act! Foundations Part 2: Getting Started with Act! – Companies, Opportunities, Groups, & Calendar

Building upon the content of part 1, this session will go deeper to cover Act! Calendar, Companies, Opportunities, and Groups. From static and dynamic groups to managing your sales pipeline, all Act! users will discover new methods for improving your day to day CRM management and productivity. From new users to Act! veterans, you are bound to pick up great new skills that you’ll be able to use immediately.

Leveraging What’s New in Act!

Learn how to benefit from what’s new in recent Act! releases that you may not be familiar with. This deep dive will cover new functionality, how it all works, as well as tips and tricks to incorporate these features into your day. Discover better ways to leverage Act! for your business.

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 most anything in an Act! database? This session will teach you how. Act! offers many different ways to search and segment your database.  Starting from the very basic, we progress to more complex queries to allow you to mine your data and save time. This session covers:

  • Very simple to complex lookups
  • Advanced queries and Dynamic groups
  • Keyword Search, Universal Search, list filtering and more.

Act! Marketing Automation (AMA) Part 1:  Getting Started

Act! Marketing Automation is a new drip emarketing product rolled out in Act! v21.   Join us for best practices in setting up your Act! database for emarketing, configuring your AMA account, and designing your first emarketing template.  This webinar will be recorded and you'll have access to it for 30 days.   Click here to learn more about AMA. Attendance in Part 2 is not required, but highly recommended.

Act! Marketing Automation (AMA) Part 2:  E-Marketing Sending Factors, Managing Results & Database Segmentation

Act! Marketing Automation is a new drip emarketing product rolled out in Act! v21.   Building upon the content of part 1, this session will go deeper into designing drip campaign and automation logic trees.  It will also cover making Dynamic Groups for email sends, tracking results, and scheduling follow-up. This webinar will be recorded and you'll have access to it for 30 days.   Click here to learn more about AMA.  Attendance in Part 1 is not required, but highly recommended.

Managing Your Sales Pipeline in Act!

Truly understand Act! opportunities and pipeline management, another valuable tool within Act! to gauge and improve sales. We’ll cover the key aspects of opportunities and the benefits and techniques to master them. Topics will include: Capturing key sales data in Act!, quoting, forecasting sales, analyzing company and team member performance, cross-selling and determining who your top customers are. We guarantee to shed new light on this key aspect of your business.

Act! & MS Office – How to make it work for you

Master the integration and use of MS Office with Act!.  Learn all the ways of leveraging Act! with Word, Outlook and Excel to increase communication and productivity.  If you've struggled with the Act! / Office integrations in the past or just curious about your options, this is a must attend for you! In this session we'll go over:

  • Act! & Microsoft Outlook integration – E-mail, Contacts, Calendars
  • Act! & Microsoft Word integration – Document/email templates, Mail-merging
  • Act! & Microsoft Excel integration – Export to Excel, Excel Templates

Act! Insight 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 Insight Dashboards and Reports and allow you to discover their potential. In this session, we’ll cover:

  • Act! Built-in Reports
  • Other reporting options including list view filters and exports
  • Act! Insights Dashboard views and charts

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.  This webinar will show you how to appropriately protect your company’s key asset, your customer database. Topics will include:

  • Managing user accounts and security
  • Importing / exporting data
  • Backing up / restoring your database
  • Managing field / record security

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. This session covers:

  • Creating and editing fields
  • Field properties and settings
  • Design a neat and organized layout for your users

View Available Sessions - Register Now

For a full list of available CRM training classes and dates or for questions on how to register, contact AspenTech CRM today at (866) 880-4228.