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.

 

Book now online!

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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

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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

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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

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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

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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

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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

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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

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Session 8

Telephoning via CRM / Teams

Content

General information  

 

Dates

  • 22.09.23  14:00 - 14:45 Uhr

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