Enterprise by HansaWorld CRM - Customers and Customer Relations

Duration
1 day

Course objectives
This interesting course will teach you how to group and classify your customers, this enables you to truly see the story behind the numbers. You learn how to use the Calendar and Activities enabling you to book meetings or tasks in the graphical calendar either for yourself or for your colleagues. Managing your contacts and your schedule will help you to prioritise your tasks and customers, resulting in maximum profitability and efficiency.

Who should attend?
All users of HansaWorld Enterprise who deal with customers or suppliers and would like to make the most of these relationships.

Main course topics
- The benefits & concepts of CRM
- How to maximize your use of the Calendar
- Activities and Activity Types
- Managing your Contact card
- Customer Categories
- Customer Classifications
- Contact persons
- Connecting registers
- Registering activities directly from quotations, orders etc.

After this training I have more confidence to work in the CRM Module. James Edge, Computers Now