- 1 Day
- $465 excl GST
- This course covers the essentials you need to know to navigate the CRM system, enter data, and move your customers through the sales cycle or resolve a service issue successfully. We will cover what you need to know to get productive right away. Even if your system has been customized, you’ll still find this course useful, because we cover tasks that anyone using the system would do, no matter how the screens have been changed.
This class is also applicable to CRM Online users.
This course covers the following topics:
- Meet Microsoft Dynamics CRM
- Let's talk about customer data
- Notes, tasks, email, and other assorted CRM activities
- Especially for sales pros
- Mainly for service reps
- Make it yours
Basic understanding of
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Please take special note of the course prerequisites as it is important that you meet these requirements before attending the course. If you have any questions about dates or locations please dont hesitate to make an enquiry contact us on 0800 835 835.
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