Blue note systems offers training formuls for single-enterprise (dedicated to your company) and multi-entreprise on CRM and SugarCRM.
Blue note systems is a SugarCRM certified partner and offers a complete catalog of training on SugarCRM and CRM.
Bellow you can find the next sessions, hold in Strasbourg, planned on the topic SugarCRM.
Training on SugarCRM
Multi-entreprise session in Strasbourg, 19, rue icare 67960 Strasbourg Entzheim., in-person.
To learn more :
Objectives
- Master SugarCRM as a Customer Relationship Management software basis.
- Discover the functionnalities of SugarCRM solution.
- Study the implementation of a commercial process for customer prospection.
- Stenghthening the personnal efficiency in Customer relationship management nforcer l'efficacité personnelle en gestion de la relation client avec l'acquisition de nouvelles compétences.
- Increase the chances for successful implementation of a CRM solution by preparing the project.
Topics
- Introduction :
- CRM presentation : Customer Relationship management.
- Discover the interface, use SugarCRM.
- Dashboard and contextual panels customization.
- Basic modules use : leads, accounts et contacts.
- Business Process Management
- Prospection managment.
- Leads conversion.
- Management and monitoring of opportunities.
- Manage the collaborative functions
- Activities : calls, meetings, tasks, ...
- Calendar and shared agendas.
- Emails management.
- Notes and shared documents.
- Social networks and google connectors.
- Marketing campaigns
- Manage marketing & email campaigns
- Manage your suspects and prospects lists.
- GManage your multi chanel campaings.
- Customer support and loyalty
- Manage customer support tickets.
- Manage customer contracts.
- Notion of customer portal.
- Analysis and rapporting
- Statistics
- Reports and customizable charts.
- Mobile application
Organisation et durée de la formation
- On-person, multi-enterprise, 4 to 8 persons
- 1 person by workstation
- 1 paper base for each person
- 2 days, 7hours a day
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Calendrier des prochaines formations SugarCRM à Strasbourg
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Single-enterperise trainings are organized, on-person or online : after your needs analysis and brainstroming we suggest a customized training program.
* We are a certified training organisation.
* These training are realized by SugarCRM certified instructors.
* You can use your Personnal Training Credit (CPF) to finance this training.
* Blue note systems offer generic and vertical software components (functions and modules).
* These training are realized by SugarCRM certified instructors.
* You can use your Personnal Training Credit (CPF) to finance this training.
* Blue note systems offer generic and vertical software components (functions and modules).
