CRM training for users
What do I get out of it?
The training will focus on all Efficy CRM modules related to sales. You will learn how to process lead life cycle, i.e. creating sales opportunities, sending offers and invoices to customers. Creating, adding products, proposal documents or follow-up actions will no longer be a mystery when you complete this training. In other words, you will learn everything you need to know to carry out a successful customer approach.
Who Should Attend?
All end users who directly deal with customers such as the sales team. Few months of experience of 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.