ACT! Essentials Library

Get in-depth training on ACT! by Sage at your convenience.

12 months unlimited access for $69.95 per user!

At Sage, we know how important it is to quickly become efficient on your new software while still keeping up with your busy day. So we developed a new Anytime Learning course, ACT! Essentials Library, just for users like you.

The ACT! Essentials Library is a collection of online training videos that teach basic ACT! tasks. These videos are recorded so they're available whenever you have the time and access to the Internet. Learn about new features, quickly get answers to questions, or train new employees with just the click of a button.

Learn how to:

  • Manage relationships by keeping everything—phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more—in one, organized place.
  • Use a variety of search tools to instantly access the exact customer relationship details you need.
  • Increase productivity by scheduling new activities, rolling-over or completing today's activities, and tracking past activities as history within each customer's relationship details.
  • Integrate with Microsoft Outlook to create contacts, create activities, and attach messages to contacts all from your Inbox!
  • Sell more by managing leads from first interaction through close using out-of-the-box sales stages or a process you customize.
  • Measure results using 50+ reports and dashboards, or for deeper analysis, export data to Microsoft® Excel®.
  • Share relationship details across your business with data-sharing and synchronization options for teams of multiple sizes.
  • And much more! View the full list of topics in the Essentials Library.

The Essentials Library contains approximately 11 lessons that include over 35 videos, totaling more than 4 hours of training. The Anytime Learning format enables you to start and stop any lesson or video at any time. NOTE: The videos were recorded on ACT! by Sage version 2009 and 2010; however, the material is also applicable to ACT! by Sage versions 2008-2010.

Want to learn more?

View the Essentials Library demo to take a test drive and watch a few sample videos or view the full list of topics included in the library.

  

Register Today!

To sign up for 12-month access to the ACT! Essentials Library: