Maximize the performance of your sales team

High-quality role based training delivered by master users

Edgewater Fullscope Dynamics CRM University is an online learning management system (LMS). It is available 24/7 on virtually any device including tablet and mobile. We offer several courses designed specifically for your sales and customer service teams. These courses include:

SALES COURSES: CRM Foundation – Level 1,  CRM Effective – Level 2,  CRM Efficient – Level 3,  Sales Management with CRM

Microsoft Dynamics CRM Sales Training Course

Foundation – Efficient – Effective

This course is available to buy as a complete series (Level 1,2 and 3). CRM Foundation Level 1 is also available to purchase as a standalone course.

CRM FOUNDATION

(Level 1)
Who is this course for?
New starters, new customers, those looking to refresh their knowledge of the CRM basics.

What does this course cover?

  • CRM concepts overview – whiteboard session
  • Working with Accounts
  • Working with Contacts
  • Overview of Opportunities – whiteboard session
  • Working with Opportunities
  • Working with Activities

CRM EFFICIENT

(Level 2)
Who is this course for?
Level 1 graduates, existing customers, those looking to take their skills to a more advanced level.

What does this course cover?

  • Organizing CRM to work best for you  – whiteboard session
  • Top five ways to navigate in Outlook
  • How to analyze CRM data
  • Personalizing your view into CRM
  • Leveraging CRM while on the road

CRM EFFECTIVE

(Level 3)
Who is this course for?
Level 1&2 graduates, users looking to take their CRM knowledge to a high level.

What does this course cover?

  • Sales best practices – whiteboard session
  • How to track your prospects and customers effectively
  • Best practices for pipeline management
  • Three ways to help you sell more with CRM
  • Managing your goals

Microsoft Dynamics CRM Sales Management Training Course

SALES MANAGEMENT

Who is this course for?
Those looking to focus on the use of CRM for sales process and team performance management.

What does this course cover?

  • User adoption – managing business outcomes
  • Understanding your sales  pipeline
  • Understanding your sales process and post opportunity analysis
  • Review sales team opportunities and performance
  • Creating team-specific views, charts and dashboards

MICROSOFT DYNAMICS CRM TRAINING THAT MIXES THEORY AND PRACTICE

The Fullscope CRM University curriculum is constantly reviewed and updated to keep you fully in control of your solution and protect your investment in competitive advantage - because winning may be perfection, but its practice that makes perfect. Call or send an email today for more information.

  • WHITEPAPER

    From Factory Gate to Marketplace - Making CRM and ERP the cornerstone of your business platform for agile success.

  • md365

    SCHEDULE A DEMO

    Ready to learn more about Microsoft Dynamics 365 through a personalized professional demo? Contact Fullscope today and start the conversation.

  • Zero2Ten-CTA-casestudy-oneal-steel

    CASE STUDY

    O'Neal Steel implemented Microsoft Dynamics CRM and quickly realized significant ROI. Increased growth and reduced response times were just the beginning.

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