e2e-crm

Training is the only way to ensure adoption consistency and success. Statistics show that training increases adoption by over 52%.
The E2E team will create a training path customized for your organizations goals. Our training can be delivered in person or via the web.

One to expert
One to expert is our 3 session pack. Each session covers three hours of classroom style material and will have 30 minutes of Q and A.

Session 1: Application Overview and Fundamentals – This session covers navigation, activity management, application overview, Salesforce.com concepts and terminology.

Session 2: Application Use – Here we take a dive into the use of the application, exercises include account set up,transaction set up and use and task review.

Session 3: Reports, Dashboards and Outlook/Lotus Notes Integration – This final session shows users simple tips and tricks,teaches users how to create reports and dashboards, associating/synchronizing records between Salesforce.com and Outlook/Lotus Notes integration.

Individual Training Sessions
Our indivdual sessions are 3hrs in duration with 30 min of Q & A. They include both exercise and classroom style material.

Outlook/Lotus Notes Integration:
This course is recommended for all users of Salesforce who use Force.com Connect for Microsoft Outlook or Lotus Notes. The Session includes best practices and configuration settings to synchronize contacts, tasks and calendar events with Salesforce. Users will learn how to download and install Connect for Outlook, how to configure Connect for Outlook for synchronization, and how to use the many email and other capabilities.

Reporting And Dashboards:
This session is designed for users who are interested in creating dashboards and generating reports to analyze Salesforce data, this course covers best practices and fundamental concepts of creating and analyzing organizational data using the Salesforce Report Wizard. Using these concepts, users will learn how to create dashboards and reports to strategically analyze campaigns, leads, accounts, contacts, opportunities, forecasts, cases, solutions, and documents.

Activity Management and Tracking:
Best Practices on Task and Event Management. This session teaches users how to create activity metrics, use and log activities and design individual reports and dashboards to manage your schedule. While this is designed for Sales and Support users it has the ability to extend to platform users and managers very easily.

Forecasting and Pipeline Management:
This three hour session is a Must for sales professionals,management,and system administrators who are interested in using Salesforce.com to manage their pipeline and forecast across your entire organization,this course offers a complete demonstration of how opportunities,forecasting, and reports can help your organization forecast with greater precision.

Campaign Management:
Get your Marketing team Consistent and coordinated.This session is recommended for marketing managers and users,this course teaches users how to manage campaigns in Salesforce.Topics such as campaign planning,campaign hierarchy,campaign naming,list management,response tracking,and analysis tools are presented.

Case and Solution Management:
Designed for customer support managers and users, this course covers the basic workflowand processes for a customer support team.Users will learn how to create and manage cases, as well as contribute solutions to your company's knowledge base.Users will also learn how to use email templates and solutions to increase efficiency and standardize outbound communications with customers.