An introductory training course focuses on presentation of CRM and Salesforce, as a set of tools for support of marketing, sales, or customer service.
High quality CRM offers your company improved organisation of activities, knowledge of customers and relationships with them, automates processes and makes recording, updating, or archiving them clearer. All of this immediately and across the whole company. We clearly show how to achieve this during the training course.
Training lasts no longer than half a day and apart from basic computer skills and knowledge of how to use the internet, no other special experience is necessary.
Training takes place in groups of 4-11 people.
Who is this training course intended for:
This training is intended for all management positions and managers, sales representatives, marketing departments, call centre and other employees who work with CRM in the company and who need to gain at least basic knowledge of this issue within the framework of their work. We also recommend training for representatives of the company who are only just starting with CRM and who are at the stage of “deciding on and selecting a CRM system”.
1. CRM Basics
– What is CRM and what is Salesforce?
– Objects and Data organization
– Editions and Products
– Salesforce1 Mobile App
2. Salesforce UX
– Navigation inside the Salesforce
– Searching inside Salesforce
– Personal Customizations
– Rights and Security
Public training courses with set dates normally take place in Czech, but in case of an individual
order, English is possible.
Price of training course: CZK 1,700.00/person excl. VAT
Existing clients of AspectWorks who have purchased Salesforce licences or consultation services,
please contact Petr Holub for more information about the price.
For more information about training, contact us at firstname.lastname@example.org