Results Training Series

Boot Camp Agendas

Deep Dive for Results CRM Users

Beyond the Basics

Week 1:  Getting Started with the Basics

  • Searching for records – Data Management Centers (DMC), Instant Search, Phonetic Search
  • Anatomy of the Contact Screen
  • Groups Management
  • Mass Update
  • Find Duplicates and use Combine Contacts

Week 2:  Selling with Results

  • Creating & Emailing Quotes
  • Creating Sales Opportunities
  • Managing the Follow-up Process
  • Converting Quotes
  • Sales Reporting within the DMC

Week 3:  Customizing Results

  • Customize User Fields
  • Customizing your DMCs
  • Creating unique processes
  • Configuration options
  • How to create a Named Search
Deep Dive for Results Business Suite & Field Service Users

Managing Your Business with Results

Week 1:  Service Delivery & Project Management

  • Scheduling services (Calendar)
  • Converting Quote to Service Orders and Sales Opportunity To Project
  • Service Orders Management (and how they differ from Activities)
  • Projects and resource management

Week 2:  Billing, Invoicing & Timesheets

  • Converting Quotes to Sales Order and/or Invoices
  • Billable Activities and Service Orders
  • Convert billable time into invoices
  • Timesheets

Week 3:  Using Results Web Mobile

  • Results for the Web vs. Results Mobile
  • Tools for the remote Sales person
  • Tools for the Mobile Field Service user
  • Field Service Portal user vs. Full Web Mobile user