Sales, CRM & Mobile App

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:

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.

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