CRM Training Courses and Workshops
School(s) providing training of Customer Relationship Management

Sage ACT! Intermediate
Course Format: On-site
School/Trainer: ABC Dee Training [>>]
Training Center(s)/Venue(s): London, United Kingdom

Making global changes to multiple contacts Writing notes/history to multiple contacts ACT Diary Scheduling activities for single and multiple contacts Use of the task list and calendar Integration of ACT and Outlook’s calendars Queries Creating advanced queries Saving and re-using advanced queries Groups Group and sub-group creation Group membership rules - setting up and......

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Creating a new ACT database The ’my record’ Adding users to an ACT database Deleting and managing users Fields Understanding system fields Custom fields Understanding field definitions and their uses Customizing contact Fields Creating drop-down lists for Layouts Understanding the use of layouts Saving layouts Modifying layouts The tool palette Aligning objects Add......

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Introduction to GoldMine Overview of Layout Overview of 9 Main Data Tabs Managing & Creating Contact Records Including: Pick Lists, Adding Data to Tabs Indexed / Quick Searches for Contacts & Companies Managing Activities: Scheduling & Completing Activities Including: Scheduling to Other Users RSVP Activity Codes Using the GoldMine Calendar Including: Option to View Mu......

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Revision of Introduction Course Assigning E-mail & Mail Merge Codes Analysis Features Activity Management Building Subsets of Data (Filters/Groups) GoldMine E-mail Templates Creating E-mails Using E-mail Templates within GoldMine Linking and Filing E-mails Against Contacts Integration with Outlook Document Templates Creating Word Templates from within GoldMine Using Word......

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File & Record Structure Installing GoldMine to Networked PCs The Borland Database Engine Installing the Link to MS Word Creating and Administrating Users and Configuring Groups Including Security Options Setting Preferences Configuring Toolbar Settings Creating Macros Maintaining Lookup Tables (Pick Lists) Changing Field Labels Creating New User-defined Screens ......

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SAP Training (CRM): Richmond Town - Institute/School ESAP Academy eSAPacademy is a Global Organization with offices in India, US and UK that provides SAP application related Consulting, Training and Staffing services. Over the last 10 years eSAPacademy and its affiliated partners have trained scores of Technology professionals in different Software and HR related areas to make a well d......

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We offer 5 Levels of training for CiviCRM: Beginning | Intermediate | Advanced | Pro | Custom Each level (except Custom) includes 2 hours of live training by an experienced CiviCRM instructor, documentation, and demonstration. ...

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Creating Customer Loyalty The benefits of excellent service Focusing on customer service success Managing customer expectations Why customer satisfaction is based on perceptions Integration of marketing, sales, service and business intelligence Sales Force Automation Responses to campaigns Shipping and fulfillment dates Sales and purchase data Account information Web registration d......

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This three-day instructor-led course provides students with the knowledge and skills to develop extensions for Microsoft CRM 4.0. The course focuses on extension methods documented in the Microsoft CRM 4.0 SDK. It includes content on Microsoft CRM Web Service programming, creating and configuring workflow .NET assemblies and business logic extensions (callouts), advanced client-side scriptin......

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This three-day course explores the Microsoft CRM application from a user’s perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Sales Management module. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Cus......

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