CRM training for users

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    Duration
    1/2 Day
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    Paths
    Finance
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    Target audience
    Users
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    Level
    Open Water

What do I get out of it?

This training offers a discovery of our Efficy Invoicing Module. You will learn how to invoice recurring (or not) products, services, files, and projects. You will be taught how all those services can be invoiced based on your Efficy Timesheets and thanks to your invoicing template. At the end of the day, you will be able to manage the whole invoicing process of your company

Who Should Attend?

All end-users dedicated to the invoicing procedure in your company. A few months of usage of Efficy CRM is required before attending this course. Attending Efficy Project Module training is strongly recommended.  

Upcoming training sessions

The Open Water Level

There is always something exciting about exploring deeper dive places. Whatever it is that stimulates your interest, Efficy Diving Academy has the right training course. As an open water diver, you will specialize in your Efficy CRM with advanced techniques.

Learn from our certified dive instructors

Efficy Diving Academy is made up of Efficy experts committed to teaching you how to gain the necessary skills to use your Efficy CRM in an efficient and proactive way. Thanks to them being certified, get subsidies* each time you attend our training sessions.

* Those subsidies are available for companies located in Belgium.

Do you need more information? Download our brochure

The Diving Academy has designed two different programs based on your profile: the Web Developer Program and the User Program. If you want to discover the tips and tricks that will make your working life easier every day, the Users Program is for you. Our recommended courses will help you choose the most appropriate training sessions for your occupation.