vTiger® CRM End-User Training

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

Do You Need More Information ?
For any further information / query regarding CRM, please email us at info@crmtiger.com
OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us