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PARTNERS



Partner Training - Microsoft Certified CRM Financial Services & CRM Banking

Overview


The purpose of this 1-day, instructor-led course is to train Partners how to conduct a pre-sales demonstration for prospective CRM for Financial Services customers. Partners will learn about the GaleForce Pre-Sales engagement model, the specific requirements of the Financial Services industry, the GaleForce CRM for Financial Services product line, the competition, and techniques recommended by GaleForce for conducting demonstrations.


Course Content
  • Introduction
  • Engagement Module & Financial Services Overview
  • GaleForce Product Overview
  • Competitive Overview
  • Preparing for a Demonstration
  • Conducting a Demonstration

Pre-Requisites
  • Microsoft CRM CSA certification
  • Working knowledge of BizTalk
  • Practical MS CRM implementation experience
  • Familiarity with XML and .Net technologies
  • Currently working in a pre-sales role