CRM training for users

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

What do I get out of it?

During this hands-on training, you will become an expert in your Efficy Query Tool. You will learn how to create, run and share Queries based on your Efficy database in order to get the most of your data. After this training, you will be able to answer questions key to the development of your business activity, for example, how many customers you have in a certain region, who are your most loyal customers, what are the products you sell the most, etc.. You will also learn how to customize your screen views.

Who Should Attend?

All end-users who will have to issue reports, use contact lists to send emails, analyse business growth, etc. Few months of experience with Efficy will be needed as well as knowledge of Efficy database fields and data model.

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.