CRM User Training

This hands-on training course teaches employees how to effectively use Microsoft Dynamics CRM. It takes employees through the sales, marketing and customer service modules discussing concepts, tasks, navigation and processes. It teaches them how to create and work with customer records, campaigns, lists and reports. This course applies to sales, marketing, customer service representatives and new employees looking to enhance their CRM skills.

Benefits of Attending

By attending this seminar, you will be able to:

  • Understand and use Microsoft Dynamics CRM
  • Navigate through the system
  • Develop strong Microsoft Outlook skills
  • Add companies and select a primary contact
  • Create new leads and opportunities
  • Create and work with customer records
  • Create and use campaigns and quick campaigns
  • View and use reports

Who will profit from this workshop

  • Marketing Representatives
  • Sales Representatives
  • Customer Service Representatives
  • Anyone new to Microsoft Dynamics CRM
  • Anyone looking to refresh their skills

Prerequisites
Participants should be using Microsoft CRM and have a basic knowledge of the system. Participants should be able to use Microsoft Office.

Duration: 1 Day

Investment
Investment of $495 per person

Register for this course by calling (248) 874-1758 ext 14; or contact us.

 

 


 

 

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 14; or contact us.

 

 


 

 

CRM for Administrators

This hands-on training course teaches administrators how to maintain and enhance their CRM system. Attendees learn how to create custom views, build and share powerful reports, develop queries, automate processes, manage workflow, and maintain their system. They will also learn many advanced tips and tricks.

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

  • Create custom views
  • Build powerful reports
  • Create and share dynamic excel pivot tables
  • Develop and run queries
  • Automate processes
  • Create and manage workflow
  • Learn advanced tips and tricks

Who will profit from this workshop

  • System Administrators
  • Advanced IT Staff Members
  • CRM Super Users

Prerequisites
Participants must be an Administrator or have Administrative permissions.

Duration: 1 Day

Investment
Investment of $495 per person

Register for this course by calling (248) 874-1758 ext 14; or contact us.