Training: The Business Process

   
 What you will learn

• How to use the Coheris CRM application in real situations.

• How to set functional paramaters for the application.

 
 Program

• Company and solution presentation
  Presentation on Coheris
  Presentation and advantages of Coheris CRM
  Client demonstration

 

• Using the application in "Care" mode
  Creating a client file
  Responding to a customer request by creating a project and using the action workflow

   

  • Using the application in "Sales" mode
    Manipulating client files
    Performing sales actions to be used on a customer 

   

  • Using marketing functions
    Defining a target
    Implementing a marketing plan and campaign on a target
    Manipulating segments

   

  • Functional parameter setting
    Using and administering the FAQ 
    Administering hierarchical tables
    Parameterising links between data entry assistance tables
    Administering the table of actions and models
    Procedure parameterisation
    Users and permissions parameterisation
    
    

 
 The aim  

Impart functional and business knowledge of the various modules covered.

Infos + 

• Training time: 2 days

• Dates
  Session 4: 29th and 30th of august
  Session 5: 31th of august and 01st of september
  Session 6: 03rd and 04th of october
  Session 7: 28th and 29th of november