Sales, CRM & Mobile App

Tuesday, January 15, 2013 to Thursday, January 17, 2013

Course Objectives:

After completing the Sales session, you should be able to do the following:

  • Configure items and customers for use in the sales process
  • Setup sales pricing, such as deals, promotions and customer specific pricing
  • Create and modify sales orders
  • Demonstrate the differences between the various sales order types in the system
  • Reserve inventory to sales orders
  • Ship and invoice sales orders
  • Apply sales order payments
  • Create and maintain basic sales documents such as invoices, picking lists and bills of lading
  • Generate different sales orders reports using the DEACOM Sales Order Management feature

After completing the CRM session, you should be able to do the following:

  • Create and manage contact and people records
  • Link contact records to customers and vendors
  • Setup email and letter templates
  • Create email and mail campaigns
  • Create notes and work flows for maintaining contact records
  • Manage contacts using CRM reporting tools

After completing the Mobile Application session, you should be able to do the following:

  • Install the mobile application on a compatible Apple device and establish a connection to the server
  • Utilize the available contact actions
  • Update work flows and add notes to contact records
  • Use Hubbub functionality to communicate with other CRM users

Date & Time:

Sales CRM & Mobile App
Tues, Jan. 15, 2013 Wed, Jan. 16, 2013 Thurs, Jan. 17, 2013
8:30am - 5:00pm 8:30am - 5:00pm 8:30am - 5:00pm

Credits & Fees:

Attendees can earn up to 24 CPE credits for this course. Additionally, users can opt to attend for specific topics/days and will be issued CPE credits accordingly. Please refer to chart for rates. Course is FREE to clients during the system implementation period.

8 $500 $750
16 $1,000 $1,500
24 $1,500 $2,250
40 $2,200 $3,300
80 $4,000 $4,000

For more information, please visit our Locations & Policies page.

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