As part of our larger effort to assist businesses during this unprecedented time, we continue to add to our complimentary live training courses for anyone looking to learn more about the power of the technology you already own, or solutions you may be interested in learning more about. Beginning next week our team will be hosting complimentary virtual training sessions covering various CRM platforms including Microsoft Dynamics Salesforce & Sage CRM.

Course details and registration information:

Sage CRM Reporting Primer
View Recording

As the saying goes, “if it’s not measured, it doesn’t exist.” Having the right reports to run on a regular basis is an important part of any CRM implementation. With Sage CRM, users can configure reports in a format that will make sure they are getting the information they need. In this training session we will go over the basics of creating and editing reports in Sage CRM, including:

• Creating a custom source view
• Understanding report types
• Using search criteria
• Formatting your reports

Optimizing Salesforce for Remote Work
View Recording

In a time of social distancing, many organizations are embracing remote work on a large scale for the first time. For these organizations, it can be a major cultural shift to have employees working from home. Fortunately, with CRM solutions such as Salesforce, business leaders can feel confident that the transition to a remote workforce will not only be a smooth one in the short term, but can also bring about lasting organizational change.

In this training session, we will explore practical steps that Salesforce administrators can take to set their team members up for success without having to leave the house, including:

• Use activities and process automation to maintain full productivity
• Enable users to collaborate as a team
• Identify opportunities for business process integration

Microsoft Dynamics CRM Reporting Primer
View Recording

Microsoft Dynamics 365 CRM offers a robust reporting solution that allows non IT resources to create reports and analytics for use in running your day to day line of business. Whether you are in sales, marketing, customer service or operation, we encourage you to join this webinar to get an introduction in how to leverage and use the reporting tool suite within Microsoft Dynamics 365 CRM.

In this training session we’ll go over the basics of creating and editing reports in Microsoft Dynamics, including:

• Creating a custom source view
• Understanding report types
• Using search criteria
• Formatting your reports