Microsoft CRM Training - Microsoft Dynamics 3 CRM Software Review

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Microsoft CRM Training - Microsoft Dynamics 3 CRM Software Review

If you are still in the process of deciding which CRM system to implement or have recently began to implement Microsoft CRM 3.0 or other editions, before signing up for Microsoft CRM end user training, consider training your Business Decision Makers, Project Managers, IT Managers, and Key users first. The reason? Microsoft CRM training will provide you with the needed information and understanding of how CRM can improve your business, what it will do, and whether Microsoft CRM will work for you before you begin the implementation. If training costs are your concern, consider the pain and deficits that result from a lack of user adoption, numerous post-implementation training courses and overall loss of precious time, once an inappropriate for your business CRM system is fully implemented and customized before you had the chance to determine if the system will do everything you need and want it to do. Microsoft CRM training prior to implementation delivers a better CRM product the first time around.

Once you have decided that Microsoft CRM is your product of choice, whether it is due to its functionality, features or technology and services that are no longer reserved for enterprises with big IT budgets, Quality Integrity can help you with further training your users. We offer a variety of end-user, sales manager, marketer, administrator and pilot user training courses that help each individual implement CRM to improve, automate, and ease their daily tasks by teaching them how to use the CRM system once it is installed. The courses and training sessions can be held on-line, over the phone, via email or in person, whichever option is the most time-efficient and convenient for the user. As a result, our Microsoft CRM training is particularly suitable at the start of a project when you need quick training for your whole team and later on when new groups of users will access you Microsoft CRM software.

For the latest version of Microsoft CRM, Microsoft Dynamics CRM 3.0 we offer special user courses, which give an overview as well as an in-depth view of the product features including Core CRM Navigation, User interface, Outlook, and Sales management modules. Furthermore, sales, marketing or customer service users gain a complete understanding of how to perform sales, marketing and service processes in Microsoft Dynamic CRM 3.0. Additionally, Quality Integrity offers all other Microsoft Standard Training courses recommended for power users, system administrators, sales representatives, marketing staff, service representatives, office managers, CEO's, consultants and individuals looking for advanced learning enabling them to implement, use, maintain, consult, or support Microsoft Dynamics CRM 3.0.


Sample Microsoft CRM Training lesson plans

  • Microsoft Dynamics Concepts: available modules, tasks, navigation, and functions of your customized Microsoft CRM.
  • Microsoft CRM Client for Outlook: how it works, how to use it, similarities with the web client.
  • Sales Process and Lead Management with Microsoft CRM: core sales functionality, understanding, managing, inputting, importing, assigning, and sharing leads, converting to opportunities, and relationship management.
  • Closing the sale and sales productivity: working with opportunities, workflow process, creating quotes, orders and invoices, using the Advanced Find function.
  • Marketing automation: marketing lists and quick campaigns, planning marketing campaigns, campaign creation and testing, campaign execution, response management and competitor management.
  • Service, Contract and Case management: understanding the service scheduling, resolving cases for customers, creation, management and understanding of contracts, using cases to track and resolve customer related issues.
  • Creating a Knowledge Base: create, submit, reject and publish Knowledge Base articles.
  • Managing Service Queues: creating, managing, and using queues.
  • Scheduling Services for Customers: navigation and activity booking using the Service Calendar and set up of customer preferences.
  • Training options for the power user: excellent product overview, implementation, and training guides for clients who want to become more familiar with the Microsoft CRM product.

Contact us:

With Quality Integrity Microsoft CRM training you choose specific subjects and areas of focus, and take them at your own convenience whether it is online, in person or over the phone. We can also help you with business units and permissions. Thus, our Microsoft training is highly time-efficient, informative, and useful for when you need it most. To contact us regarding training, call 1 800 611-4343or submit a web request.

 

Microsoft Dynamics CRM

Microsoft's latest CRM solution is a powerful business-management software application that can empower your company's workforce and sales people by providing easy access to information where and when your employees need it. When integrated with Microsoft applications, the Version 3 Microsoft Dynamic CRM product equips your organization with a complete view of customer information, thus enhancing your business management capabilities. CRM is integrated into the Microsoft Office System, to allow for rapid implementation, customization, and maintenance. Microsoft Dynamics 3.0 offers native Outlook email or web interface for managing sales, service, & marketing processes. You'll access advanced reporting & analysis tools including Excel/SQL reporting, an innovative and intuitive business design, and there is simple deployment and management tools for IT professionals. Microsoft Dynamics CRM could be the best decision for your firm. Call on QIEM for your Microsoft CRM Training and to upgrade your software.

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