ACT! Training Classes in Southern California - Accent Gold Solutions
About Accent Gold Solutions
ACT! Products
Accent Gold Solutions Services
ACT! Training Class

Accent Gold Solutions Support
Buy ACT! Software Products
CRM Alliance
ACT! Certified Trainers - Accent Gold Solutions
ACT! Certified Trainers - Accent Gold Solutions
ACT! TRAINING CLASSES
ACT! Training Classes in Southern California - Accent Gold Solutions

ACT! for Financial Professionals

DURATION

Full day: 9:00am - 4:30pm

COURSE OUTLINE

Our full day ACT! for Financial Professionals Power User Class will take any student - whether brand new to ACT! or seasoned with experience - and give them the instruction they need to be an advanced level ACT! useron Sage's new ACT! for Financial Professionals.

ACT! trainings by Accent Gold Solutions are packed with practical, ready-to-use techniques and time-saving tips. They are designed to help your financial business grow. Register today and find out how much more you can get out of ACT! beyond using it merely as an electronic rolodex. Learn new, valuable skills that will help you improve your relationships with your prospects and clients. Each student will be hands-on at a computer, so you can really practice the skills taught in the class. To guarantee optimal learning results each class is limited to 12 students, so register today. These are some of the topics we cover in the Power User Class for Financial Professionals:

• Centralize key prospect and client data for immediate access and high levels of service.
  • Logically capture critical financial details for each contact utilizing industry specific layouts and fields.
  • Manage and grow your client base using top-notch prospecting and marketing campaigns to increase your client touches.
  • Prioritize your demanding work day to ensure you are as productive as possible.
  • Manage prospects from initial inquiry to full client status.
  • Report on activities associated with clients and progress of prospects for a complete view of your business’ health.
  • Stay productive by taking critical contact, appointment, and to-do information on the go.
  • Have access to the resources you need so you can focus more on client relationships.

DATES

There are no currently scheduled classes at this time.

CONTACT

For any questions regarding public, onsite or online trainings contact:

Karin Shaw, ACT! Training Manager - Accent Gold Solutions Karin Shaw
Director of Training
Accent Gold Solutions

Tel.: (310) 645-0006
Email
home • about AGS • products • services • training • contact us

website by BOE
.