Interlinx Associates Classroom Training
Interlinx offers the following classes in a hands on environment. Each participant will be at a computer getting real-world experience on ACT!, Salesforce.com, SugarCRM or SalesLogix.
Half-day Class for Beginners – Bloomington Training Facility:
A half-day hands-on session designed for new users. We discuss general navigation, key features and terminology. Learn about contacts, accounts and documents. Discover how to manage the calendar and activities to prioritize your tasks. The sales process is explained and how to turn leads into opportunities to track them. Morning class begins at 9:00 a.m. and ends at noon; afternoon classes are from 1-4 pm.
Advanced training & Administrator training:
This course is designed for the advanced CRM user and/or database administrator. We discuss database structure and design, layouts, multi-user setup and security. You’ll learn how to customize fields, menus, toolbars and build templates, send emails to groups and do mail merges. A full hands-on training day intended to increase your productivity and knowledge of system features. Learn best practices to set-up, configure and maintain your CRM sales, support and marketing functions. Hands-on training on customized fields, queries, reports and dashboards. Cover the basics of configuring security, access settings, field-level security and role hierarchy and sharing models. We will also cover mass-transfer of records, set up account and sales teams, create business processes using workflow and use of built-in wizards. Morning class begins at 9:00 a.m. and ends at noon; afternoon classes are from 1-4 pm. These classes are held on a custom basis. Call or email for details.
- “Thanks for all the help with eMarketing. Every newsletter I send out brings me
at least one job. Your suggestions were great. … this morning I took literally 6 minutes
to blast out 46 personalized emails and ended up with one inquiry an hour later.”
Mike Otto, Owner
The Fair and Square Remodeling
Payment by credit card or check is due prior to class. Cancellations must be at least one week before the start of class for fee refund. There will be a $25 administrative fee for canceling or postponing attendance.
To register – please call Jane at 952-641-3686