Using Customer Relationship Management (CRM) Course Overview

Using Customer Relationship Management (CRM) training course is designed to learn NetSuite Customer Relationship Management (CRM) processes and tasks. In this training class, you will learn how to complete a specific CRM task in NetSuite along with recommended tips, best practices and key points are shared to make sure you use NetSuite most effectively.

Target Audience:

Anyone in a sales role that have responsibility for direct selling or manage the CRM sales life cycle.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

  • 1. Do you have limited Window for training?
  • 2. Can you only spend 4-hours per day?
  • 3. Do you want to start training immediately?
  • If your answer is yes to any one of the above, you need 1-on-1- Training
The 1-on-1 Advantage
Flexible Dates
4-Hour Sessions
  • View video
  • The course will be free if we are not able to start within 7 days of booking.
  • Only applicable for courses on which this logo appears.

Your will learn:

Module 1: Introduction
  • Personalizing Home Dashboard for CRM Tasks
  • Creating an Online Lead Form
  • Setting Up Sales Rules
  • Setting Up Sales Territories
  • Establishing Quotas
  • Creating a Forecast
  • Setting Up Commissions
  • Creating a New Contact
  • Creating a New Lead
  • Creating a New Prospect
  • Creating a New Customer
  • Creating and Managing Activities
  • Managing Customer Interactions
  • Creating Email Templates
  • Sending an Email and using Email Templates
  • Creating an Opportunity from the Customer Record
  • Converting a Lead to a Prospect
  • Creating a Quote from the Prospect Record
  • Printing and Emailing a Quote Estimate
  • Managing Multiple Quotes for Forecasting
  • Managing Opportunities Pipeline
  • Creating a Sales Order from the Quote
  • Approving and Billing a Sales Order
  • Creating a Cash Sale
  • Working with CRM Reports
  • Reviewing Sales Reports
  • Reviewing Order Status Reports
Live Online Training (Duration : 8 Hours) Fee On Request
Group Training Date On Request
1-on-1 Training
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
Classroom Training is available. Enquire for the fee Click
Comfort Track

If you think 8 hours is too fast, we can offer Comfort Track for 16 hours

Course Prerequisites
  • Basic Computer Knowledge.
  • Introduction
  • Setting Up Sales Preferences
  • Working with Leads and Prospects
  • Reporting
  • Managing Contacts and Activities
  • Managing Sales Transactions

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