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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
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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 |
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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.
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