CRM Support
Prompt and accurate support is critical to the long term success of any system. When your system has a problem, you need it fixed now...not after an hour of waiting on hold to finally be connected to a technician that knows less than you do. CoreCadence understands your support needs and offers the most responsive and flexible support options available, all with a personal touch. Our support model provides assistance via telephone, e-mail, and on site. Our team will get to know your system and your IT staff, so when any of them contacts us for assistance, they will be connected with a person they know and trust on a first name basis.
CRM Training
The purpose of the CoreCadence training is to ensure that your organization achieves the benefits of this powerful tool. CoreCadence offers custom on site training in any area of CRM. We plan and prepare each training course around your specific needs based on your implementation and processes.
CRM Administration Training
Installation and configuration of CRM Managing Users and Roles Managing Teams Inbound and Outbound Email integration Managing Schedulers Customization tools such as the Studio and Module builder
CRM User Training
Overview of CRM, key concepts, the sales lifecycle Conceptual overview of the CRM system General navigation Working with records, including Leads, Accounts, Contacts, Opportunities, Importing and Exporting data Mass updates Duplicate management Calendar management, including scheduling meetings and calls Managing email
CRM Marketing Focused Training
Creating email templates Managing Target Lists Tracker URLs Creating an Email campaign Managing Email campaigns Campaign diagnostics and return on investment (ROI) reporting