Web based training from Wizard Systems

Wizard Systems
Unit 7 Badminton Court
Station Road, Yate, Bristol, BS37 5HZ, UK.
01454 316800
wizard1@wizard-systems.com

Web Based Training

Training without leaving your desk! We can train you over the web wherever you are! All you need is an Internet connection and a Web browser. The training is totally interactive with you being able to watch the instructor's screen, the instructor watching your screen and the instructor taking control of your system as required. We can handle up to 6 delegates at a time or just do a one-on-one. A hands-free telephone is needed for groups or access to Skype.

Sessions are normally an hour duration (ideal for the lunch hour!) and organised at a time to suite you. A high speed Internet connection for the participant is required to optimise the training experience. 

There is a set price per hour for one-to-one training with a small addition for extra delegates.

Select topics of your own or maybe consider the following...

 

GoldMine
Create Subsets of Data using Filters, Groups and Record Tagging. 1 Hour

Create GoldMine Word Templates and Mail-merge Documents

 1 Hour

Enhancing GoldMine - Adding New Fields and Screens Including Expanded Detail Records.

 1 Hour

Record Cleansing - Global Replace and Merge Purge Records.

 1 Hour

Creating macros to save time and Creating a simple Automated Process to automate multiple tasks.

 1 Hour

Opportunity Manager and Forecasting Sales.

1 Hour

Management Reporting (using GoldMine Report Generator) and Activity Analysis.

1 Hour

Setting Up Users, Access Rights & Preferences.

 1 Hour

Importing & Exporting Data.

 1 Hour

Sage CRM

Create Subsets of Data using Target Lists. 1 Hour

Create Sage CRM Word Templates and Mail-merge Documents

 1 Hour
Marketing with Sage CRM and using the Campaign Manager 1 Hour

Enhancing Sage CRM - Adding New Fields and Screens/Entities

 1 Hour

Opportunity Manager and Forecasting Sales.

1 Hour

Management Reporting (using the built-in Report Generator)

1 Hour

Setting Up Users, Access Rights & Preferences.

 1 Hour

Importing & Exporting Data.

 1 Hour

HEAT Call Logging

Creating Call Groups and Using the Alert Monitor.

1 Hour
How to setup the Auto Ticket Generator (create Calls from E-mails) 1 Hour
Basics of setting up Business Rules 1 Hour
Creating Autotasks to improve your productivity and save time. 1 Hour

Crystal Reports

Help and Guidance for that much needed Report.

 1 Hour

Basic Crystal Formula and Parameter Fields.

 1 Hour

QuoteWerks

Building a Product List. Pricing Options. Importing into your Product List.

1 Hour

Creating Quote Layouts. Formulas in the Layout.

1 Hour

Using and Managing the Price Configurator.

 1 Hour