Monday9:00 a.m.–1:00 p.m.
- Introduction
- Welcome
- Marketing & Sales Functions
- What is CRM?
- CRM Trends
- Next4biz CRM Features
- Fundamentals
- User Interfaces
Tuesday 9:00 a.m.–1:00 p.m.
- Contact Management
- Customer Scorecard
- Creating & Updating Customers
- Deduplication
- Bulk Import
Wednesday9:00 a.m.–1:00 p.m.
- Campaign Management
- E-mail Management
- Tag Management
- Filters & Targeting
- Message Templates
- Campaign Design
- Campaign Execution
- Survey Design & Management
Thursday 9:00 a.m.–1:00 p.m.
- Sales & Task Management
- Sales Process
- Opportunity Management
- Task Lists
- Task Assignment & Management
- Reports
Friday 9:00 a.m.–1:00 p.m.
- Customization
- Customer Settings
- Sale Channels
- Campaign Settings
- System Settings
- Task Management Settings
- More About Customization