Online Training for your CRM System

Training without leaving your desk!  We can train you over the web wherever you are. All you need is an Internet connection and a Web browser. The training is totally interactive with you being able to watch the instructor's screen, the instructor watching your screen and the instructor taking control of your system as required. We can handle up to 6 delegates at a time or on a one-to-one basis for more individual tuition.

Sessions are normally an hour duration (ideal for the lunch hour!) and organised at a time to suite you. A high speed Internet connection for the participant is required to optimise the training experience. The audio part of the training is via a headset connected to your PC or by dialing a telephone number in your country location.

There is a set price per hour for one-to-one training with a small addition for extra delegates, contact us now to find out more. 

Select topics of your own or maybe consider the following...

GoldMine

  • GoldMine Basics
  • Mail Merging & Word Templates 
  • Customising GoldMine
  • Record Cleansing
  • E-mail Marketing with GoldMine and the Constant Contact link
  • Creating Lists & Record Tagging
  • Opportunity Manager and Forecasting Sales
  • Management Reporting
  • Setting Up Users, Access Rights & Preferences

Workbooks CRM

  • Workbooks Basics
  • Customising Workbooks 
  • Setting Up Users, Access Rights & Preferences
  • Creating Reports & Dashboards 
  • Automating Workflow Processes
  • Creating Quotes, Orders & Invoices
  • Creating & Managing Products
  • Creating Queries & Filters
  • Importing & Exporting Data
  • Creating and Managing templates

Sage CRM

  • Create Subsets of Data using Target Lists
  • Create Sage CRM Word Templates and Mail-merge Documents
  • Marketing with Sage CRM and using the Campaign Manager
  • Enhancing Sage CRM - Adding New Fields and Screens/Entities
  • Opportunity Manager and Forecasting Sales
  • Management Reporting (using the built-in Report Generator)
  • Setting Up Users, Access Rights & Preferences
  • Importing & Exporting Data

HEAT

  • Creating Call Groups and Using the Alert Monitor
  • How to setup the Auto Ticket Generator (create Calls from E-mails)
  • Basics of setting up Business Rules
  • Creating Autotasks to improve your productivity and save time

QuoteWerks

  • Building a Product List. Pricing Options. Importing into your Product List
  • Creating Quote Layouts. Formulas in the Layout
  • Using and Managing the Price Configurator

Crystal Reports

  • Help and Guidance for that much needed Report
  • Basic Crystal Formula and Parameter Fields
  • Crystal Reports set-up defaults
  • Adding Graphics and Objects
contact us now for free advice