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TERRASOFT CRM TRAININGS

Terrasoft provides the following online trainings for partners and customers:

Terrasoft Functionality trainings
Terrasoft Implementation trainings
Terrasoft technical trainings

Trainings structure

Online trainings are designed easy and effective. Each training is provided according to the following order:

Step#1. Several days before the training we send the training materials so that you could read it and prepare questions.
Step#2. The online trainings are provided using the online-conference and IP-telephony tools. The online training takes 2 days (2 hours each day).
Step#3. After the online-training we send you the practical tasks with prompting, so that you could have a practice with our assistance.
Step#4. When you are ready to pass our tests, we send you the link to the tests page. Basing on your results we either provide you the additional assistance or Terrasoft certificate.

Technical requirements

Terrasoft On-line trainings are delivered by means of the on-line conference tools. That is why some technical requirements should be followed:

Desirable Internet connection bandwidth 128k
Browser: Internet Explorer 6 or higher. Java script should be enabled
Every user should have Skype installed and Skype ID created

Terrasoft Functionality trainings

Courses:

1. Terrasoft CRM basics

Section structure
Records list
Record form and custom fields
Record details
Groups pane
Filter pane
Reports pane
Service pane
Statistics

2. Terrasoft CRM Advanced user

Accounts
Contacts
Sales
Campaigns
Tasks
Processes
Email
Products
Documents
Log
Reports
General settings

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Terrasoft Implementation trainings

Courses:

1. Terrasoft CRM implementation

How to succeed in the CRM-project
CRM-project organization
Creating the accounts database
Sales automation
Document flows automation
Building the business processes
Marketing automation
Integration features

2. Industry solutions

Automotive
Bank
Business services
Equipment supplier
Recruiting
Insurance

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Terrasoft Technical trainings

Courses:

1. Terrasoft CRM Administration

Architecture and technical requirements
Installation
Licensing
Creating backups
Replication
Terrasoft Call Centre

2. Terrasoft CRM Customization

Filters development
Scripts development
Reports development
Plug-ins development
Integration with other applications

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