Relationship Management Boot Camp

With our apologies, under the directives set by the Centers for Disease Control (CDC) and World Health Organization (WHO), and concern for our team and yours, we have postponed this class until further notice.

Class ID: NRMBC

Take advantage of a powerful CRM system you already own and is already integrated with the software running your operations.  In this course we’ll cover all the significant components for you to use Relationship Management in Microsoft Dynamics 365 Business Central / Microsoft Dynamics NAV.  Learn how to easily create and manage contacts, and what to do with them once you have them.  Discover how to fine-tune your sales cycle in order to track interactions and opportunities.  Review the funnel you’ve created for a much deeper insight into your pipeline, and incorporate the data you have into reports that everyone can understand.

Please note, during Friday’s session we will be covering capstone material that is critical to your take-aways from this class.  Please schedule your travel after the scheduled conclusion.

Who Should Attend? CROs and VPs of Sales, Sales Managers, Sales Team members, or anyone that wants to drive more sales without investing in another system.

Learning Objectives:

At the end of this class, participants will be able to:

• Establish the right sales cycle(s) for your team
• Master the basics of managing contacts, interactions, tasks, and opportunities
• Establish and report on your sales pipeline effectively
• Use more advanced features like questionnaires, templates, campaigns, and segments
• Apply best practices for system migration, user adoption, and change management of CRM systems

Field of Study: Computer Software & Applications

Program Level: Basic

Prerequisites: None.

Advanced Preparation: Each student will receive their own hands-on learning environment via email shortly before class.  Bring to class your own laptop with the training environment connected. We also recommend students bring an external mouse and a travel monitor to have a second screen when working on their laptops.

Delivery Method: Group Live

CPE Credits: By participating in this class you are eligible to earn up to 12 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the designated attendance sheets. Class participation will be monitored, and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Version: This class will be taught in Dynamics NAV 2018.  If you are evaluating or use Dynamics 365 Business Central, the functionality and processes taught will be applicable with only minor differences.  We will review the pertinent differences between the two user interfaces early in the class, and throughout the class we will identify any significant differences in functionality between the versions where appropriate.  If you are using an earlier version of NAV, likewise we will highlight significant differences in features and functionality as appropriate.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to go back to the office and immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.

Location: Dallas (WorkSuites Las Colinas, Irving TX)