We provide the best complement to your CRM implementation.
Without proper training, most CRM solutions can be a daunting tools for users to figure out, resulting in poor user adoption. Convoko offers several training courses specifically designed to ensure your CRM users get off on the right foot and quickly become proficient. Users will learn the basics of navigating and managing the CRM application and master the applicable modules they need to understand to succeed in their position.
Basic User Training is typically two hours long and is taught in a virtual classroom setting via Go-To-Meeting or WebEx. The course contains demos, hands-on exercises, and personal feedback from a live instructor. There are no prerequisites for this course but novice users are strongly encouraged to take the free online courses from the CRM provider prior to this training.
Companies are often overwhelmed by the challenges and risks of moving their data from one or more sources into a new application. This challenge is further complicated by the fact that data from legacy systems is often riddled with inaccuracies and duplicates, needing to be cleaned and consolidated before migration.
Convoko uses a proven methodology to migrate and clean your data before moving it to your CRM system. We will help you ensure that the quality of your data is improved to further enhance the ROI of your CRM investment. Don’t let poor data quality become a liability to the success of your company. Our data migration and data quality projects deliver a clear plan to transform your data into a reliable and valuable asset for your business.
· Reduce the risks of moving data from legacy systems
· Ensure that only the right data is loaded
· Consolidate data from multiple systems
· Eliminate duplicate, inaccurate, and incomplete data
· Format data for consistency and ongoing integrity
· Implement best practices to maintain “good data”
Admin Lite Training is designed for the designated system administrators within your company who will be responsible for the setup and ongoing management of your CRM application. This course is also beneficial for other “power users” such as sales operations managers and IT managers who want to deepen their understanding of how to leverage the CRM and expand their skill level.
Admin Lite Training is typically four hours long and is taught in a virtual classroom setting via Go-To-Meeting or WebEx. The course contains demos, hands-on exercises and personal feedback from a live instructor. There are no prerequisites for this course but novice users are strongly encouraged to take the free online courses from the CRM provider prior to this training.
Create new reports. Add new users. Merge new data sets. Your CRM solution is constantly adapting to the demands of your business. While your administrator is trained to handle many of these requests internally, sometimes there are time-sensitive projects or more complex tasks that require prompt expert assistance. Convoko provides ongoing support services to each of our valued customers. These support packages are retainer-based so you can manage your budget and plan for larger projects when they arise.
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