Manage all your customer information in one place
Comes with an easy to use, full-featured database with over
70 pre-defined fields or add fields to meet your specific needs
Stores complete contact information including name, company, phone numbers,
addresses, web sites, e-mail addresses, last meeting date, and much more
Stay on top of your schedule with ease
View and print your schedule by day, week or month.
Set alarms to be reminded of important events.
Monitor alarms in up to three databases - even when Act! isn't running.
Schedule recurring events for daily activities, weekly meetings, and other
repetitive events in one easy step.
Avoid scheduling conflict with automatic calendar notifications.
Calendar Pop-ups make it easy to view activity details instantly.
Get a bird's eye view of everything on your plate using the built-in
Task List where you can filter calls, meetings, and to-do items by
priority, date range, or user - complete with Totals for each type
of activity.
Meet your sales goals with confidence
Manage your sales pipeline with built-in forecasting tools.
Choose one of the 8 pre-formatted sales reports or create your own to
analyze your sales pipeline, sales by customer, sales by account manager,
sales totals and more.
Track opportunities through the sales cycle with the graphical sales
pipeline report.
Quickly create and print a sales graph, showing your open,
won, or lost sales for any timeframe you choose.
Create and send personalized letters, faxes, and e-mails
Mail merge letters, faxes, e-mails, envelopes, and mailing
labels for quick and easy personalized correspondence.
Link all your correspondence to the associated contact for a complete
record of everything that has been sent and received.
Save time using pre-formatted templates for e-mails, letters, memos, and faxes.
Customize the professional HTML graphical e-mail templates to start e-mail
marketing to your customers and prospects today!
Share complete customer information in a workgroup environment
Multi-user and network ready right out of the box so your
entire team can get up and running without additional software.
Share databases over a network or synchronize remote workers via e-mail
so everyone has the most up to date contact information.
Includes built-in record locking and password protection for easy and
safe sharing of data.
Share calendars for easy lookup of free and busy times - includes private
and public activity types to filter what is displayed to others.
Manage groups of contacts by interest, company, account, project, and more.
eSolution Support
eSolution offers a hotline support contract, based on consumed time, called « TMA contract » (Tierce Maintenance Applicative). The proposed contract allows you to ask questions to Act! CRM experts, either by phone or by email, about use or troubleshooting Act! CRM software and its modules or specific developments work-around.
To be more efficient and save time, our experts can take remote control of your computer to fix your problem, (subject to the installation of our connection kit and its compatibility with your computer environment).
Hotline Support
| Hotline Support TMA* - 2 hours |
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| Hotline Support TMA* Contract - 4 hours |
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| Hotline Support TMA* Contract - 7 hours |
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| Hotline Support TMA* Contract - 14 hours |
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| Hotline Support TMA* Contract - X days |
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* Hotline Support by our Certified Act! Consultants. If you need more informations about our Hotline Support TMA (Tierce Maintenance Applicative) agreement, please contact us by phone or email.
eSolution Training Courses
eSolution is an authorized training center (registration number 11.78.81979.78), and offers for marketed products a wide range of training courses.
Different contents are available for each type of users, simple user, administrator or developer.
eSolution can also develop modules with content-specific needs, as required.
Intra-company Trainings
The intra-company training courses is provided by eSolution certified consultants, and take place in your premises.
Act! User Training course
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TRAINING COURSE
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Synopsis:
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The Act! User Training course is tailored for your company groups that will have to use the performant Act! system for their daily work. This in-house course is designed to give a solid grounding in the key aspects of Act! software. Delegates will work under the supervision of expert trainers and experimented consultants. |
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Training objectives:
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Master the standard and advanced features of your Act! software. At the end of the day users are operating on the use the software. The administration software is subject to further training of its own. This training can also be provided to the administrator of Act! who can in turn provide this training to end users. |
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TRAINING COURSE DETAILS
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Type of training:
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Intra-company |
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Duration:
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1 day (7 hours) |
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Intended audience:
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Act! end users |
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Prerequisites:
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Good knowledge of customer relationship management and flow of the company. Basic understanding of the Windows environment. |
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Price (travel fees not included):
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850 € +VAT
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Training course outline:
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Act! Administrator Training course
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TRAINING COURSE
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Synopsis:
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Training for future Act! administrators |
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Training objectives:
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After a day of training administrators will have acquired al principles governing the administration of the software. Administrators must previously know the application Act! or be trained on using the software that is the subject of an other lesson plan. |
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TRAINING COURSE DETAILS
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Type of training:
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Intra-company |
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Duration:
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1 day (7 hours) |
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Intended audience:
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Act! Administrators |
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Prerequisites:
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The section on installation, data integration, management backups and setting up synchronization, needs to have very good knowledge of computers.
The section on setting Act! needs to have a good command computer tools and a knowledge of the relationship management customer and flows of the company. |
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Price (travel fees not included):
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850 € +VAT
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Training course outline:
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Act! Developer Training course
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TRAINING COURSE
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Synopsis:
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The Developer Act! Training course is tailored for your development team who has to build add-ons for Act!, and is tutored by our Senior Consultants. |
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Training objectives:
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Get a knowlegde of Act!'s database structure. Use Act! API to develop an add-on.
Exercices: Realise a download Web Form coupled with Act!'s database ... |
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TRAINING COURSE DETAILS
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Type of training:
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Intra-company |
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Duration:
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2 days (14 hours) |
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Intended audience:
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System Administrator |
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Prerequisites:
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VB.Net language knowlegde and SQL background |
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Price (travel fees not included):
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1900 € +VAT
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Training course outline:
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Inter-company Trainings
The inter-company training takes place on the premises of eSolution with trainees from different companies. They are taught by instructors fully certified.
Act! User Training course
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TRAINING COURSE
|
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Synopsis:
|
|
The Act! User Training course is tailored for your company groups that will have to use the performant Act! system for their daily work. This in-house course is designed to give a solid grounding in the key aspects of Act! software. Delegates will work under the supervision of expert trainers and experimented consultants. |
|
Training objectives:
|
|
Master the standard and advanced features of your Act! software. At the end of the day users are operating on the use the software. The administration software is subject to further training of its own. This training can also be provided to the administrator of Act! who can in turn provide this training to end users. |
| |
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TRAINING COURSE DETAILS
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Type of training:
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Intra-company |
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Duration:
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1 day (7 hours) |
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Intended audience:
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Act! end users |
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Prerequisites:
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Good knowledge of customer relationship management and flow of the company. Basic understanding of the Windows environment. |
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Price per person :
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565 € +VAT
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Training course outline:
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Act! Administrator Training course
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TRAINING COURSE
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Synopsis:
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Training for future Act! administrators |
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Training objectives:
|
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After a day of training administrators will have acquired al principles governing the administration of the software. Administrators must previously know the application Act! or be trained on using the software that is the subject of an other lesson plan. |
| |
|
TRAINING COURSE DETAILS
|
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Type of training:
|
|
Intra-company |
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Duration:
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1 day (7 hours) |
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Intended audience:
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Act! Administrators |
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Prerequisites:
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The section on installation, data integration, management backups and setting up synchronization, needs to have very good knowledge of computers.
The section on setting Act! needs to have a good command computer tools and a knowledge of the relationship management customer and flows of the company. |
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Price per person :
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565 € +VAT
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Training course outline:
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Remote Trainings
eSolution Remote Training courses are individual, requiring an Internet access, and are taught by certified trainers.
Our sales department is at your disposal to provide all relevant information on the contents and methods of our training.
Need more informations about our training courses ? Do not hesitate, just contact us.
