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Using Customer Relationship Management (CRM)

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.

Schedule & Prices
Course Details Schedule
Classroom Training*
Duration : 1 Day
Fee : Sydney : USD 1,400 London : USD 1,200 Dubai : USD 1,500 India : USD 1,100
April
13 (Bangalore) (Venue)
20 (Chennai) (Venue)
May
18 (Chennai) (Venue)

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  • Introduction
  • Setting Up Sales Preferences
  • Working with Leads and Prospects
  • Reporting
  • Managing Contacts and Activities
  • Managing Sales Transactions
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