Training
Getting to know On Tap CRM couldn't be easier. From quick overviews to instructor-led training sessions, we help you get the most out of your CRM deployment.
We offer a range of courses that help your sales, marketing, customer service and administrator users become familiar with the system. Courses can be delivered either on-line or on-site, depending upon your needs and budget.
Online learning
Choose from a range of self-paced online learning materials that give you overview and insight into On Tap CRM.
The training is delivered online and you can access the course materials whenever you want.
Available courses:
- Introduction to On Tap CRM
- Creating and managing records
- Importing and exporting data
- Working with Accounts and Contacts
- Lead management
- Opportunity management
- Creating quotes and orders
- Managing campaigns
- Product and price books
- Invoicing
- Case management
On-site training
We can visit your offices to deliver any of our existing training courses, or tailor a bespoke course to suit. We can also provide 'train the trainer' style sessions to enable internal training roll-outs. Please contact us to discuss your requirements.
Instructor sessions
Instructor-led sessions gives you and your colleagues a tailored training schedule that takes place within your own CRM system.
Because we train you in your own system, the sessions provide a memorable and relevant learning experience. We tailor the training around your own needs and requirements to ensure that students get the most out of each session.
The training is delivered online, at times to suit you and your team.
Each session features course materials to take away and keep, together with a free 30-day on-going support package with your course tutor to ensure further guidance can be obtained after the training has finished.
Available courses:
- Introduction to your CRM system
- Best practices in CRM
- Sales automation - managing the sales cycle
- Marketing automation - planning and managing campaigns
- Email marketing - leveraging email campaigns within On Tap CRM
- Reports - build reports to deliver relevant data
- Customer service - case management and escalation
- Finance - invoice generation, managing your ledgers.
- Administration - getting started
- Administration - Implementing users, groups and role based permissions
- Administration - Customisation
- Administration - Server administration
