vTiger® end-user training is designed for CRM users to understand the basics of CRM. This program contributes significantly towards implementing CRM within an organization to succeed.
CRM End-User Training is divided into two courses.
Day 1 : Fundamentals & CRM Configuration
Introductory course for Vtiger CRM system administrators includes:
- Company setup
- New user set-up and configuration
- Group creation and management
- Role creation and management
- Sharing access management
- Introduction to the basic module manager
- Email template & workflow management
- Pick list editor management
Day 2 : Administrative management
The course for system administrators to learn advanced Vtiger® CRM and/or for customers planning to manage their system on-premise includes:
- Audit trail, login history management
- Mail manager & Email converter setup
- Configuring external data connectors
- Importing/Exporting data
- Server administration and performance tuning
- Backups and data management
- Dashboard & report customization
Day 3 : Advance Customization & Practice
A more detailed understanding of vTiger modules & management of the users
- Module management
- Understanding of vTiger modules and interdependency
- Practice the vTiger administration option
Course 2 : Administrative Training (Time Duration : 16 hours)
Day 1 : User Training
vTiger User Training – Day-1 focuses on sales-oriented end users. This class will be more interactive as attendees are assumed to have some background in using vTiger CRM. Topics include:
- Review of introductory vTiger CRM concepts
- Detailed opportunity management and classification
- Sales forecasting with the opportunities module
- Practice for keeping information current in vTiger CRM
- Basic dashboard configuration
- Introduction to reporting
- Managing the sales process with vTiger CRM
Day 2 : User Training
This class focuses on more advanced topics for sales and non-sales users as well as managers. Attendees must have attended Day-1 User Training or should have equivalent experience using vTiger CRM.
- Lead management & Lead conversion
- Configuring and customizing dashboards
- Advanced search concepts
- Configuring and using the documents module
- Advanced sales forecasting with the forecasting module
- Customer support management with the cases module
- Setting-up and using the knowledge base module
- Managing projects with the projects module
Why train with CRMTiger?
- Experience in vTiger versions 5.1 to 6.3
- 10+ years of IT experience, specifically in the Open Source Framework
- 40+ satisfied clients
- 50% savings in development costs
- 50+ Developers
- Expertise in code reusability
- Following coding guidelines
- Well-organized development methodology and structure