CRM Advanced User Training

Turn your CRM system into a powerful tool with this hands-on training course. Learn how to create, manage, track, and analyze proposals, opportunities, marketing campaigns, and quick campaigns. Convert activities to opportunities, build powerful reports, and use automated sales processes. In addition, we will teach you advanced tips and tricks allowing you to be a CRM super user.

Benefits of Attending
By attending this seminar, you will be able to:

- Create and manage proposals and opportunities
- Create and run a quick campaign
- Convert an activity to an opportunity
- Effectively work with advanced find
- Import Leads into CRM
- Build Powerful Reports
- Track your competition
- Assign a sales process to a new opportunity
- Track and analyze campaign results
- Create and work with orders and invoices
- Learn advanced tips and tricks

Who will profit from this workshop

- Marketing Representatives
- Sales Representatives
- Customer Service Representatives
- Any advanced Microsoft Dynamics CRM Users
- Anyone looking to increase their skills

Prerequisites
Participants must have over 3 months of CRM use and be proficient with Microsoft Outlook and/or have completed CRM User Training.

Duration: 1 Day

Investment
Investment of $495 per person

Register for this course by calling (248) 874-1758 ext 16; or by e-mail:

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