CRM NEO - THE RIGHT TRAINING FOR EVERYONE
In the basic training, you will learn all the important functions and tricks that make your daily work with and in CRM NEO easier.
The training includes a short theoretical part and plenty of room for practice and questions.
Duration of each session: approx. 45 min.
Session 1
How to move around on the system
Content
| Personal settings | Define the country code, language, time zone, date format Setting up the home screen |
| Search | How does the search work? Global search and local search |
| Navigation | What are the menu lists? What do I need to know? Setting up my favourites |
Dates
- 12.09.23 15:00 - 15:45 Uhr
Session 2
Support, Userstories
Content
| Support & Help | Who can help me with problems? |
| Role Keyuser | Who is my key user and what can he help me with? |
| User story & process | What is a user story? What are user stories for and how can I create a user story? |
| Roadmap 2023/2024 | What improvements / changes are planned? |
Dates
- 13.09.23 16:00 - 16:45 Uhr
Session 3
Attachment of (customer) data
Content
| Create an Account | Activate, deactivate, maintain |
| Create a Contact | Activate, deactivate, maintain |
| Create an Object | Activate, deactivate, maintain |
Dates
- 14.09.23 16:00 - 16:45 Uhr
Session 4
Life cycle of a building project (BP)
Content
| What are the construction phases? | |
| PET / sales opportunity | |
| Closing of an Object |
Dates
- 18.09.23 16:00 - 16:45 Uhr
Session 5
Activities and Outlook
Content
| The most important activities at a glance | |
| Correctly creating an appointment via Teams / Outlook | |
| Appointment has taken place: how do I document an appointment? |
Dates
- 11.08.23 14:00 - 14:45 Uhr
- 16.08.23 14:00 - 14:45 Uhr
- 19.08.23 16:00 - 16:45 Uhr
Session 6
Mobile Apps
Content
| Mobile fast capture | |
| Scanning of business cards via mobile | |
| Dictating a call note |
Dates
- 18.08.23 14:00 - 14:45 Uhr
- 20.09.23 16:00 - 16:45 Uhr
Session 7
Lists and reports
Content
| Select data and create lists | |
| Better search, sort and qualify leads | |
| What standard reports are available? |
Dates
- 10.08.23 14:00 - 14:45 Uhr
- 21.09.23 16:00 - 16:45 Uhr
Session 8
Telephoning via CRM / Teams
Content
| General information |
Dates
- 22.09.23 14:00 - 14:45 Uhr
