Training is the key to getting the maximum return on your CRM solution investment. Training allows you to spend more time doing business by shortening the learning curve and reducing frustration. Training also reduces the "Garbage In - Garbage Out" problem by encouraging proper data entry, therefore increasing data consistency and efficiency. The end result - a better Return On Investment.
Our training programs offer:
Course Development We can help your company integrate training for your Customer Relationship Management, Sales Force Automation or Customer Service system into your existing staff training programs.
Private Training We can train your team at your location or in our various trainng centers with customized and standard courses.
Public Training We offer scheduled public training for all products in various locations and on the Web.
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| End-User Training |
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Introductory End-User |
| Provides a solid foundation for every user. Learn how to search, create and modify records, manage your activities, forcast sales, work with other users, print letters and reports, use filters and groups and send e-mail. |
| Power-User Training |
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Advanced End-User |
Working with data subsets, creating Filters and Groups. Creating merge forms and E-Mail Templates. Using the Org Tree, Opportunity Manager, Mass Merge and Mass E-Mail. Introduction to Reporting. |
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Reports |
Learn how to develop custom reports. In the morning session learn report writer and in the afternoon session write your own reports with help from the instructor. |
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Automated Processes |
This course to help you maximize CRM!'s sales automation capabilities. Learn how to create Automated Processes (APs) that can execute personalized, intelligent marketing campaigns at the touch of a button. This session includes writing your own APs with help from the instructor. |
| System Administrator |
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Program Administration |
| Learn how to add users and user groups, set up user security, add custom fields and screens, add custom details and screens, maintain databases, troubleshoot basic errors, data clean-up |
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