Enterprise by HansaWorld CRM - Customers and Customer Relations

Duration
1 day

Course objectives
This course will teach participants how to use CRM within Enterprise to group, classify and manage their customers; enabling them to easily gain an overview of, and access details relating to, customers and their activities within an organisation.  Managed correctly, this is one of the most powerful tools within a business.   In addition, participants learn how to use the "Calendar" and "Activities" functions enabling them to book meetings or tasks in the graphical calendar - both for themselves and for others within the organisation.  Managing contacts and schedules will help users to prioritise tasks and customer requests, resulting in maximum profitability and efficiency. 

Who should attend?
All users of Books and 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.