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About This Course
This section introduced the content and requirements of the Customer Relationship Management Training.
Course Description
This course is designed to give participants the knowledge and hands-on experience they need to use the Sales Management Module in the QAD Customer Relationship Management (QAD CRM) Application.
The Sales Management Module enables organizations to manage sales processes, maintain customer relationships, and interface customer and sales data with QAD ERP.
Course Objectives
By the end of this class, students will:
Know how to navigate and use help in QAD CRM.
Use the Sales Management Module to manage your organizations sales opportunities, customers and business contacts efficiently.
Create and use reports in QAD CRM.
Audience
The audience for this course includes QAD employees, customers and partners. Specific organizational roles include the following:
Sales Representatives, Administrators and Managers
Customer Service Representatives
Consultants
Power Users
Implementation Team Members
Prerequisites
An understanding of your organization’s business processes and customer goals
A working knowledge of your organization’s sales cycle and process
A basic knowledge of QAD Enterprise Applications, including navigation
Course Credit and Scheduling
QAD CRM Sales Force Automation is a two (2) day class when delivered as instructor led in a classroom environment.
Virtual Environment Information
The hands-on exercises in this book should be used with the latest Customer Relationship Management (CRM) learning environment. When prompted to log in, specify demo for user ID and qad for password.
Additional Resources
If you encounter questions on QAD software that are not addressed in this book, several resources are available. The QAD corporate Web site provides product and company overviews. From the main site, you can access the QAD Learning or Support site and the QAD Document Library. Access to some portions of these sites depends on having a registered account.
http://www.qad.com/
QAD Learning Center
To view available training courses, locations, and materials, use the QAD Learning Center. Choose Education under the Services tab to access this resource. In the Learning Center, you can reserve a learning environment if you want to perform self-study and follow a training guide on your own.
QAD Document Library
To access release notes, user guides, training guides, and installation and conversion guides by product and release, visit the QAD Document Library. Choose Document Library under the Support tab. In the QAD Document Library, you can view HTML pages online, print specific pages, or download a PDF of an entire book.
To find a resource, you can use the navigation tree on the left or use a powerful cross-document search, which finds all documents with your search terms and lets you refine the search by book type, product suite or module, and date published.
QAD Support
Support also offers an array of tools depending on your company’s maintenance agreement with QAD. These include the Knowledgebase and QAD Forums, where you can post questions and search for topics of interest. To access these, choose Visit Online Support Center under the Support tab.