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PARTNERS
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Training Courses
GaleForce Client Training Courses - Microsoft Certified CRM Financial Services & CRM Banking
Overview
For financial services organizations to successfully deploy, adopt and maintain new CRM solutions, GaleForce Solutions and our Partners conduct training courses for our client
Business User
and
IT Department
groups.
Implementation Training - IT Department
In this 3-day session, IT teams will learn how to integrate the solution with existing back-end systems and/or ERP solutions. Participants will understand how to manage data migration, and system configuration and maintenance. IT stakeholders will also be provided end-user adoption techniques, and find out how best to fulfill desktop support requests.
Course Content
Introduction & Overview
Installation
Configuration
Using GaleForce CRM
Customization
Integration
Maintainance
GaleForce CRM for Outlook Client
Pre-Requisites
Microsoft CRM CSA certification
Working knowledge of BizTalk
MS-CRM implementation experience
Familiarity with XML and .Net technology
Business User Training - End Users
In this single-day session, end user groups are given in-depth product knowledge, and insight into how GaleForce CRM enables the corporate CRM strategy. Users will learn how to incorporate the solution into their daily workflow, and participate in a feature set review and hands-on exercises to learn basic functionality.br>
Course Content
Introduction
Creating a Lead
Creating a Contact
Creating a Company
Creating and Qualifying an Opportunity
Applying a Sales Process
Generating an Activity Plan
Creating Call Lists
Creating Call Plans
Creating Deals
Creating Custom Relationships
Creating Queries
Creating Reports
No Pre-Requisites Necessary
Training - How to Get Started
Implementation Training
and
Business User
training courses are required elements in GaleForce CRM deployments, and are conducted at the customer location unless otherwise requested.
GaleForce customers can schedule and book training courses by contacting our Professional Services team at
1-877-682-5855 ext.112
, or email
Support
.