Online Training for Microsoft Dynamics CRM, SugarCRM, Sage ACT! – California


Online Training Sample

Online Classes

If you want to continually grow in your CRM or if you would like to improve on a few specific issues, you will love these classes. Our online classes are perfect for remote sales forces and those who are constantly "on the go". They are also a great way to build on the knowledge you gained in one of our public CRM classes.

Online Classes

5 reasons to choose an Online Class by Accent Gold Solutions

  1. Short, Condensed Training "Digging in to get more out" - learn one thing really well.
  2. Convenience You don't have to leave your workplace and can go right back to work after the 90 min. training.
  3. Gather a Team of Employees in Different Locations Whether your staff is scattered in different cities or in branch and home offices - bring everybody together for an interactive, high quality training.
  4. Flexibility Users are able to customize the training to their own needs by taking the most urgently needed topics first. You can also book each class at a time that is convenient for you.
  5. Continual Improvement Our topics and course content are constantly upgraded, improved, and expanded to ensure their relevance in a rapidly changing business environment. We look forward to your suggestions on new topics.

How do these online CRM classes work?

  • Live trainer We offer live online CRM training. These sessions are interactive and allow you to ask questions and get the answers you need.
  • GoToWebinar Utilizing the best of breed remote connectivity tools, GoToWebinar is shared as an application from both ends. This will allow the participants to follow each mouse movement of the trainer on their screens.
  • Conference call Since all participants are at the same time dialing into a conference call, this class is interactive from beginning to end. Once you have registered, we will send you the password and phone number to log in.

What online CRM training classes do you currently offer?

Microsoft Dynamics CRM Sales - Beginner

  • Overview and navigation within CRM
  • Outlook Integration
  • Working with Leads, Accounts, Contacts
  • Searching and Finding
  • Calendaring

Microsoft Dynamics CRM Sales - Intermediate

  • Managing and converting Leads
  • Creating and managing Opportunities
  • Effectively working with Quotes and Products

Microsoft Dynamics CRM Sales - Advanced

  • Advanced Searching and Finding
  • Using CRM's workflow to automate the Sales Process
  • Analyzing data via Microsoft Excel as well as other tools
  • Tips and tricks for productivity and efficiency

Microsoft Dynamics CRM Marketing - Beginner

  • Overview and navigation within CRM
  • Outlook Integration
  • Searching and Finding
  • Calendaring
  • Fundamentals of Mail-Merge

Microsoft Dynamics CRM Marketing - Intermediate

  • Understanding Mail Merge to Word
  • Configuring E-mail Templates
  • How to use Quick Campaigns
  • Using Bulk E-mail properly

Microsoft Dynamics CRM Marketing - Advanced

  • Analyzing data via Microsoft Excel as well as other tools
  • Developing Formalized Campaigns
  • Developing, segmenting and analyzing Targeted Client Lists

Microsoft Dynamics CRM Service - Beginner

  • Overview and navigation within CRM
  • Outlook Integration
  • Understanding Leads, Accounts, Contacts
  • Calendaring – scheduling Services

Microsoft Dynamics CRM Service - Intermediate

  • Mastering Scheduling within CRM
  • Creating and working with Service Contracts
  • Managing Service Contract Templates

Microsoft Dynamics CRM Service - Advanced

  • Managing Service Queues
  • Working with Cases and Case Routing
  • Understanding and managing the Knowledge Base
  • Understanding Leads, Accounts, Contacts

Microsoft Dynamics CRM Database Manager - Customization

  • Understanding User and Role options
  • Understanding basic customization options
  • Understanding workflow options

Microsoft Dynamics CRM Database Manager - Data Management

  • Importing data into CRM
  • Exporting data out of CRM
  • Best Practices for Data Enrichment and Migration

When do these online CRM courses take place?

Note: All classes are from 9:00am-10:30am Pacific Time and are accessed via GoToWebinar. There will be Questions and Answers at the end - if time permits.

DATECourse Topic
February 2, 2011Microsoft Dynamics CRM Sales - Beginner
February 9, 2011Microsoft Dynamics CRM Marketing – Beginner
February 16, 2011Microsoft Dynamics CRM Service – Beginner
February 23, 2011Microsoft Dynamics CRM Sales – Intermediate
March 2, 2011Microsoft Dynamics CRM Marketing – Intermediate
March 9, 2011Microsoft Dynamics CRM Service – Intermediate
March 16, 2011Microsoft Dynamics CRM Sales – Advanced
March 23, 2011Microsoft Dynamics CRM Marketing – Advanced
March 30, 2011Microsoft Dynamics CRM Service – Advanced
April 6, 2011Microsoft Dynamics CRM Database Manager –Customization
April 13, 2011Microsoft Dynamics CRM Database Manager –Data Management
April 20, 2011Microsoft Dynamics CRM Sales – Beginner
April 27, 2011Microsoft Dynamics CRM Marketing – Beginner
May 4, 2011Microsoft Dynamics CRM Service – Beginner
May 11, 2011Microsoft Dynamics CRM Sales – Intermediate
May 18, 2011Microsoft Dynamics CRM Marketing – Intermediate
May 25, 2011Microsoft Dynamics CRM Service – Intermediate
June 1, 2011Microsoft Dynamics CRM Sales – Advanced
June 8, 2011Microsoft Dynamics CRM Marketing – Advanced
June 15, 2011Microsoft Dynamics CRM Service – Advanced
June 22, 2011Microsoft Dynamics CRM Database Manager –Customization
June 29, 2011Microsoft Dynamics CRM Database Manager –Data Management

How much do these online trainings cost?

All Public Online sessions run for 90 minutes and are priced at $99 per student. This rate is the lowest you will find for any online CRM class by a certified CRM trainer.

Therefore: no group discounts, no early-bird.

All Private Online classes run for 60-120 minutes and are priced at $175 per hour for up to 9 students. For 10-25 students, the price is $250 per hour.

How Do I Enroll?

Please enroll by sending an email with your name, company, phone number and fax number to Karin. Make sure to mention the topic and date of the training you have chosen.

Send a check or money order written to Accent Gold Solutions to secure your reservation. Credit Cards are also accepted - click here to download our credit card authorization form and fax it back to us. In case of a check, please send in mail so that arrival occurs at least 10 days prior to the training. Send checks to:

ACCENT GOLD SOLUTIONS, LLC
6133 Bristol Pkwy #273
Culver City, CA 90230

Cancellations within two weeks prior to the training are subject to the entire class fee, which you may apply toward a future training. Substitutions may be made at any time.

Contact

For any questions regarding public, onsite or online trainings fill out our Contact Form or Contact:

Karin Shaw - Director of Training

Karin Shaw - Director of Training

Director of Training
Accent Gold Solutions
Phone: (310) 645-0006
Email

Consultants and Trainers ACT! - Southern California

Phone: 888-774-4653
Fax: 866-798-2413

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