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CRM Database Training |
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Training is an integral part of your project implementation. Research shows that the better the training and the more comprehensive it is early on, the more a person will use the software. Good training can predict a user's success and a user's success is measured by how well s/he uses what is learned. Diamond Marketing Systems offers on-site training solutions that save a company both time and money and ensure more productive outcomes. Our ability to deliver a customized class, that takes into account your business objectives and customized application design, will provide high pay-back. |
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| Our on-site training
classes are designed to fit your organization. Your goals and objectives
are evaluated in context with current and desired skill levels of
your personnel. We can deliver custom class materials and hold task
based or general classes,
We are flexible. The customized program that emerges from your training selection may include various combinations of instructor-led class training, one-on-one training, or training for the trainer. |
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| Diamond Marketing Systems Training Includes -- |
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| TRAINING BENEFITS |
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| Your Trainer Knows Your System Design -- |
| Our qualified staff takes the time to understand all of your system components and design. We make sure we understand your operating system, integrated software and standards so that we can better implement your application training needs. |
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| We Follow Up To Insure Productivity -- |
| Once the training sessions have completed, Diamond Marketing Systems does not consider the project completed. We are ALWAYS available to assist you. |
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| Real World Administrator Focus -- |
| The System Administrator must understand how to troubleshoot and perform common tasks such as maintenance and territory realignment. Having access to multiple resources such as the Knowledge Base, newsgroups and our support personnel insures that administration, as well as other work can get done. |
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| We Focus On Practical Tasks -- |
| Real world usage means making use of your system as more than an electronic Rolodex. Who haven't we contacted in the last month? Who has purchased one product but not another? How many calls are made, on average, to our best prospects in a month? |
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| Intense Half Day Classes -- |
| We recognized early in our training development that the point of diminishing returns occurs after approximately 4 hours. Comprehension and retention are typically low after this time. Therefore, we focus on a lively half day for most classes. Well organized, shorter classes with time for questions and answers about real world situations make training much more enjoyable. |
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| Class Database Is From Your System -- |
| Training is more effective when the users are working with their own data. In addition to recognizing many of the accounts, the users will have access to all the customizations. Using a standard generic class database is just not as effective. |
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| Our Introduction
Class is designed to familiarize you to the basics of GoldMine, ACT!
SalesLogix or MSCRM..
On completing this class, you will be able to: Add and update contact records, accounts and opportunities with forecasts; Schedule activities for yourself and for other users; Create history entries recording interaction with customers; Create simple lookups and filters; Print a mail merge document and run basic reports. We recommend this class for anyone who is new to the CRM environment, and for anyone who will be involved in the initial roll out of your system. |
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| Topics -- |
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Concepts and Orientation
. Basic and Custom Lookups . Interface Review . E-mail and Communication . Scheduling, the Calendar and Activity List . Primary Data Entry . Printing Standard Reports . Creating Templates, Merging and Linking Documents |
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| Our Level 2 Class
enhances the lessons from our Level 1 class, teaching you how to use
many of GoldMine, SalesLogix, MSCRM or ACT!'s more advanced features.
On completing this class, you will know how to; Use advanced searching techniques and expressions; Use GoldMine's advanced profile features; Create and navigate Organizations; Add referral entries; Create advanced lookups; Create groups; Group scheduling and more. Requirements for this class are our Level 1 class or a strong knowledge of GoldMine, SalesLogix, MSCRM or ACT!. |
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| Topics -- |
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. Advanced
Filters and Queries |
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| Our Database
and System Administrator Class is designed for the user who must manage
their System and deal with users and their issues.
This class provides the technical knowledge necessary to modify, manage, administer and maintain their system. On completing this class the Administrator will know how to; Add and maintain users; Add and manage fields, tabs and data entry items; Run Merge/Purge options; Perform system maintenance and repair; Import/Export data; Realign territories and basic troubleshooting. |
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| Topics -- |
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. Database
and File Structures |
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