CRM On Demand online training in India

1 Hour

What is CRM? 
Types of CRM tools in the market?
Difference between SaaS, PaaS and IaaS?
Why CRM On Demand?

2 Hours

The Role of the OOD Administrator

            Administrator tasks

                         Resources and setup templates

2 Hours

Setting Up the Company Defaults and Password Controls

                         Settings in the company profile

                         Security settings

                         Sign in and password controls

     2 Hours

      

     MySetup

     Personal Profile

     Action Bar Layout

     Data Integration Tools

     Different Types of tools

      

8 Hours

Managing Visibility and Access Control

                         Access profiles

                         Role management

                         Manager visibility

                         Setting up users

             Difference between Teams and Group

                         Flexible data sharing with books of business

12 Hours

Customizing Fields and Page Layout

                         New or modified fields

                         Cascading pick lists

                         Default field values

                         Web links

                         Detail page and related information section layouts

                         Dynamic page layouts

                         Homepage, Search, Action Bar, and Convert Lead layout

2Hours

Setting Up a Product Catalog and Forecast Schedule

                         Products and product categories

                         Forecast types

                         Forecast schedule setup

                         Opportunity forecasts

2 Hours

Assigning Records Automatically

                         Automatically assign records

                         Assignment rule groups

                         Assignment rule criteria

            

     2 Hours

Embedding Your Sales Methodology

                         Sales stages and pipeline reports

                         New or modified sales processes

                         Sales process coach

3 Hours

Using Workflow Rules to Automate Actions

                         Workflow actions and trigger events

                         Workflow rules

                         Workflow monitoring

4 Hours

Managing Access to Reports and Analyses

                         Prebuilt and custom analytics

                         Visibility to data in reports

                         Access controls for reports

                         Homepage analyses



Contact: shiva@sanaari.net any queries are always welcomed Please feel free to mail us for demo session or 
call @ 1 484 365 2489 
India Number @ 91-99497 14567

WhatsApp : 91 8008814567