CRM Training Camp
Onsite. Hands-on. Lab-Based Training.

Dynamics 365,, Sage CRM

Do what the pros do and start with CRM Training Camp! Benefits include:

  • Increasing your team’s understanding of how to use CRM to improve efficiency, effectiveness and overall results
  • Improving adoption of your investment and learning to incorporate the latest features of your CRM solution to drive performance and results
  • Educating and bringing up to speed your new staff that weren’t part of your initial CRM training program

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Net at Work offers onsite training programs for Microsoft Dynamics 365, and Sage CRM to help you get the most value out of your investment.

Our CRM Training Camp programs are structured on specific hands-on, lab-based activities to reinforce real world use cases and activities. No web conferences that users tune out of – we will come to your office and lead your team through an expert instructor led program to ensure each team member has the abilities needed to use CRM to improve sales, marketing and customer service capabilities.

Our programs cover the following subjects and can be tailored to your team’s uses and needs:

  • Lead Management
  • Opportunity and Pipeline Management
  • Sales Forecasting
  • Account, Contact and Communications Management
  • Customer Service Case Management and Issue Resolution
  • Campaign, Group, and Audience List development for marketing campaigns
  • Quote Creation, Management and Dispositioning

In addition to these common end user scenarios, we offer hands on, lab based Power User or Admin Sessions for commonly used functions such as:

  • Creating reports and analytic
  • Dashboard creation and management
  • User account management security role configuration
  • Mail Merge and Microsoft Office Integration (including Outlook)

Recommended CRM Training Camp Schedule

Day 1

  • Navigation, Orientation, Search and Common Features
  • Account Management and Communication History
  • Outlook Client Features
  • Lead Management and Qualification
  • Opportunity and Pipeline Management
  • Quote Management

Day 2

  • Using Dashboards to Optimize Your Day
  • Customer Service Case Management and Issue Resolution
  • Reporting Primer- How to Create Your Own reports
  • Creating Email Templates
  • Using Dashboards To Optimize Your Time

The topics covered and schedule can be tailored to your team’s needs and processes

To learn more or schedule a CRM Training Camp for your team, please fill out the contact form and we will follow up with you immediately.



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