Training Courses

Our training courses enable users to fully utilise all the features and functionality of your CRM solution. The modular format of our courses — which all incorporate a half-day Basic module session — means you’re free to build a programme that exactly meets the varied needs of all your users.

 

For example:

  • A marketing representative utilising Sage CRM would require the Basic + Marketing course modules.
  • A marketing representative utilising GoldMine would require the Basic + Advance course modules
The table below outlines the courses available for all Serversys CRM products, together with the subject elements for each course.

Core Module
Subject Matter
Course Length
Sage CRM
GoldMine
Basic Level
Sales
Advanced
(Sales & Marketing)
1 Day
Marketing
Customer Care

 

 

The contents of the course for the each of the modules detailed below are as follows:

 

Basic Level

  • Understanding workspace
  • Creating records
  • Searching/Filtering records
  • E-Mailing
  • Calendars
  • Preferences

Sales

  • Leads
  • Opportunities
  • Forecasting
  • Reports

Marketing

  • Target Lists
  • Templates
  • Mail Merge
  • Campaign Management

Customer Care

  • Cases
  • Solutions
  • Report

Advanced

This course encompasses the content of the Sage Sales and Marketing elements detailed above for the GoldMine product.

For advanced Sage CRM users, Serversys offers a 3-day System Administration course. Delivered at our Reading offices, this intensive programme is designed for no more than four delegates and gives delegates access to utilise demo data on a ‘live’ system.

 

In addition to “bolt on” training courses, Serversys can also provide fully tailored training programmes. 

 

For further information on Serversys training courses, please contact training@serversys.com or to discuss your requirements with one of training representatives please call us on 01491 870 100