Upcoming Courses

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10
Jun
Sales Management & Prospecting Pipelines
10:00 am - 4:00 pm
Ballymount, Dublin
Content: Pipeline Management. Quotations. CRM. Customer Special Prices. Discounts. Margin Control. Grid Views For Managers. Cloud Client. Sales Manager And Reps. Targets (Budgets). Sales Reports. Telesales / Opportunities. The Account...
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01
Jul
Credit Control
10:00 am - 4:00 pm
Ballymount, Dublin
Content: Company Settings For Credit Control Customer Settings User Privileges Grid Views for Credit Controller Reports for Credit Control Service Charges Collecting Payments – Grid Views To help Debtors Letters
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12
Aug
Account Management & Marketing
10:00 am - 4:00 pm
Ballymount, Dublin
Content: Account Managers And Customer Categorisation. Customer Evaluation. Identify Customer Drop Off And Retention. Managing Customer Care. Cross-Selling. Identify Opportunities. Creating Customer Special Prices. Collecting Payments – Grid Views To...
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02
Sep
Report Writing (Advanced)
10:00 am - 4:00 pm
Ballymount, Dublin
Content: Review of Report Writing (Introduction). Report Scheduler. Hands-On Practicals. Add Customer Picker To OnTime Delivery Report. Make Field Visible Depending On Value Of Another Field. CRM Report For Report...