Training is an essential part of adoption, depending on the level of training requested, training programmes can also be set up, either in a classroom format or through onsite training.

End User

It is designed to bring the users on-board quickly and make the CRM adoption easy. This program contributes significantly towards the CRM adoption within an organization, and ultimately to the CRM success. The course is designed to give maximum practical experience and comes with 65% Practical Exercises and 35% Theory.

Topics for End User Training

  • CRM Overview
  • Handling Records
  • Sales Process
  • Opportunity Management
  • Calendar Management
  • Documents Management
  • Inventory Management
  • Support Management
  • Report Generation
  • Useful Extras

Admin

Training will be provided by experience iCRM Administration Specialist. This training program is designed to make admin users familiar with the advanced features within iCRM that will allow the admin users to successfully function as the local iCRM expert and manage setting up of workflows, minor customizations, security setup, etc. by their own.

Topics for Admin Training

  • CRM Settings
  • User Management
  • Data Security
  • Customizations
  • Automation Setup
  • Integrations
  • Recommendations