Using Customer Relationship Management (CRM) Courses

Using Customer Relationship Management (CRM) Certification Training 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.

Using Customer Relationship Management (CRM) Courses (Duration : 8 Hours) Download Course Contents

Live Virtual Classroom 400
Group Training Date On Request
1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Introduction
  • Personalizing Home Dashboard for CRM Tasks
Module 2: Setting Up Sales Preferences
  • Creating an Online Lead Form
  • Setting Up Sales Rules
  • Setting Up Sales Territories
  • Establishing Quotas
  • Creating a Forecast
  • Setting Up Commissions
Module 3: Managing Contacts and Activities
  • 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
Module 4: Working with Leads and Prospects
  • 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
Module 5: Managing Sales Transactions
  • Creating a Sales Order from the Quote
  • Approving and Billing a Sales Order
  • Creating a Cash Sale
Module 6: Reporting
  • Working with CRM Reports
  • Reviewing Sales Reports
  • Reviewing Order Status Reports
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Course Prerequisites
  • Basic Computer Knowledge.
  • Introduction
  • Setting Up Sales Preferences
  • Working with Leads and Prospects
  • Reporting
  • Managing Contacts and Activities
  • Managing Sales Transactions