Now that you have made an important decision to invest in your customer relationship
management, how can you secure that investment? How can you ensure that your team
embraces the new tool? We’ve established a multi-module training program that allows
you to put together the pieces that work for you and your team.
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Getting
Started
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A jump start for clients interested in a quick initiation to Microsoft Dynamics
CRM, allowing them to pursue additional in-depth learning as they deem necessary.
Course topics include Account and Customer Management, Navigating CRM, and Reporting.
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Sales
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An in-depth look into the Sales functionality and features, while incorporating
some common sales practices, as a simulation of a true work environment. Therefore,
this course is recommended for all personnel responsible for Sales Management and/or
Sales activity functions.
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Marketing
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An in-depth look into the marketing capabilities such as campaign creation and management,
marketing list generation, email marketing, event management, and reporting. Therefore,
this course is recommended for all personnel responsible for Marketing Management
and/or Marketing activity functions.
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Customer Service
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An in-depth look into the servicing capabilities within Microsoft Dynamics CRM.
This course is recommended for all personnel responsible for customer service functions
such as contract management, case management, KnowledgeBase utilization, and service
appointment scheduling.
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Administrators
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An in-depth look into the business management and customization capabilities within
Microsoft Dynamics CRM. This course is recommended for anyone responsible for administering
user set up, data management, business management, entity or form customization,
and/or template creation.
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