Training is an integral part of any successful software investment.  That's why we include training with every ACT! Software system we install. Compass Technology can help you to use ACT! Software to its fullest potential.  

Diners Club, Wachovia Securities and Wells Fargo are some of the companies that  use our services.

We offer three different training programs to fit your needs - in a classroom setting, on-site at your office or web based via the Internet.  

On-site and Web-based Custom Training 

ACT! training can be provided at your place of business or via the internet.  The goal is to teach you and your employees the ACT! skills to make your business more productive and effective.  First we apply your business sales, marketing and customer service processes to ACT!, then teach you how to use ACT! to meet your goals.  Sessions are usually less than three hours.  We recommend a one-hour Question and Answer follow up session three to four weeks later to focus on issues that arise once people begin to use what they have learned. This also includes one-on-one sessions.  Hourly charges apply for this type of training.

Classroom Training

Our senior consultant, John Kaufman, currently teaches two levels of  ACT! courses at BCI Executive Training Group in the Denver Tech Center.  John is the only ACT! Certified Consultant in the state with Credentials from the Colorado Department for Higher Education to teach Business Education in Computer Information Systems.

Using ACT! 6.0 Level 1 - The Basics: 

This 4-hour course is ideal for first-time users and people who are just getting started with ACT! 6.0 First we review the basic ACT! functions and  then continue with hands-on training, including:  Review of ACT's features, Organizing the Database, Entering Contacts by Relationships and Groups, Scheduling, Communicating via E-mail, Fax, and Word Processing. Also covered:  How to Properly Use Notes and History, Calendar/Task List, Mail-Merges and Reports. The cost for this course is $159.00 per person.  

Using ACT! 6.0 Level 2 - Advanced: 

This 4-hour course is ideal for users who are already  comfortable with ACT! 6.0 software.  We review such topics as:  ACT! Settings, Database Maintenance, How  to Customize Databases and Layouts, Add/Delete Fields, Create New Tabs, Advanced Look-ups, Sorting and Replacing Data, and Creating Document/E-mail Templates.  We also cover:  Creating Drop-Down Menus, Macros, Advanced Mail-Merges, Importing Data, Sales Opportunities and Troubleshooting. The cost for this course is $159.00 per person.

Using ACT! 2005 Level 1- The Basics: 

This 4.5 hour course is ideal for first-time users and people who are just getting started with ACT! 2005.  First we review the basic ACT! functions and then continue with hands-on training, including:  Review of ACT's features, Organizing the Database, Entering Contacts by Relationships, Groups and Companies, Scheduling, Communicating via E-mail, Fax, and Word Processing. Also covered:  How to Properly Use Notes and History, Calendar/Task List, Mail-Merges and Reports and the Opportunity Manager and Quoting System. The cost for this course is $169.00 per person.  
 

Discounts are available for groups of three or more people attending from the same company.

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