CRM Software Support Center
CRM TRAINING  

Customized Training

The needs and knowledge level of each salesboom.com customer varies. Therefore, salesboom.com offers a wide range of classes to help customers get the most out of their salesboom.com Public classes conducted via the Internet are available to salesboom.com subscribers. These offer practical training on how to use and administrate the service and are available to Professional Edition, Enterprise Edition and Team Edition customers

Private training classes are available that are tailored to your company's specific needs. Custom training services are also offered to help your company develop efficient business processes using salesboom.com

Private training classes are available that are tailored to your company's specific needs. Custom training services are also offered to help your company develop efficient business processes using salesboom.com.

Classes Available

Title Topics Covered Details
Introduction / System Administrator Tutorial This course introduces users to Salesboom.com features, concepts, terminology and setup. Users will learn how online web based CRM software / web-based SFA services can help to streamline their business. Users will also learn how to set up and administer Salesboom for their organization. Users will learn how to setup their organization's profile, manage users, set up their organization's role hierarchy, define their organization's security access settings and use other administrative tools. Presentation type: Online e-Course Duration: 90 minutes
Sales Rep Tutorial This course is recommended for all sales professionals and covers day-to-day tasks commonly performed by a sales representative such as managing accounts, contacts, leads and opportunities using salesboom.com Higher-level tasks, such as creating sales opportunities, generating revenue forecasts and importing data, will also be covered. Presentation type: Live Web Conference Duration: 90 minutes
Phone Access This course is recommended for customer support users and covers the typical tasks associated with a customer support environment. Users will learn how to create and manage cases as well as add case solutions to their organization's knowledge base. Also included is a tutorial of Salesboom's Enterprise Resource Planning services such as Web based Project Management . Presentation type: Live Web Conference Duration: 60 minutes
Executive Reporting & Analytics This course is recommended for users interested in creating useful and informative reports concerning their salesboom.com data. The fundamentals of creating and analyzing data will be discussed. Users will learn how to create and strategically analyze reports containing data about their organization's accounts, contacts, opportunities, forecasts, cases and solutions. Presentation type: Live Web Conference Duration: 60 minutes
On-Site Training

Salesboom.com also offers training in person, brought directly to your office. Classes can be held for a minimum of 4 hours in length. The maximum number of participants depends only on what your facilities are able to accommodate. The training will be customized to suit your organization's business practices and procedures. Also included is a web and conference call based Q&A session, which must be conducted within 3 weeks of class completion.

  Education
CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
CRM Implementation Kit
Training
Table of Contents
Fast Track Program
Online Training
Free CRM Trial
FAQ's
Tutorials
Administrative
Export & Import
Introductory
Rollout
CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
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