CRM training for users

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    Duration
    1/2 Day
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    Paths
    Project
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    Target audience
    Users
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    Level
    Scuba Diver

What do I get out of it?

The purpose of this training is to familiarize yourself with the management of your Efficy Project Module. You will learn how to define your new projects, how to plan resources using the dedicated calendar. This training will deepen your knowledge of task assignment and follow-up mechanisms. Thanks to this training session, your work will be organized in a way that key information about your project is available to all those who need to access or modify them.

Who Should Attend?

Project managers and everyone involved in the process of managing and setting up projects or processes. A few months of experience with your Efficy CRM are strongly recommended.

Upcoming training sessions

The Scuba Diver Level

Once you have completed the Bubblemaker level, our Scuba Diver sessions will take you to a higher level. At this stage, you will become a daily user of Efficy CRM with considerable skills. Most importantly, this scuba diving experience will give you the necessary usage techniques and strategies specific to your position.

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.