Learning & Development Brochure

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Learning & Development Brochure"

Transcription

1 BROCHURE Learning & Development Brochure Details of standard courses and costs Learning & Development Utilise our training options for the fastest path to success... A range of training, workshops and online learning options

2 Contents Learning and Development Overview... 3 Course Delivery Options... 4 Scheduled Courses... 4 On-Site Courses... 4 Bespoke Training... 4 Delivery styles... 4 Enquiries and Booking Process... 4 BlueVenn Education Programmes... 5 Course List... 6 blueanalyzer Essentials... 6 Campaigner Essentials blueanalyzer Appreciation... 8 blueanalyzer Element Builder... 9 Campaigner Administration bluereporter Enterprise Manager Administration bluemarketer echannel Essentials emarketing Essentials bluemarketer echannel Intermediate bluemarketer echannel Advanced Modules Dynamic Content, Advanced tracking and Testing Form Creation Recurring and Time Dependant campaigns Action Based and Multi Action Campaigns bluemarketer echannel Local Administrator Training Other Training options Education Programmes Skills Transfer Coaching Web Based Sessions Terms and Conditions of Training Booking... 20

3 Learning and Development Overview BlueVenn offer a range of options for marketers and administrators to learn how to maximise the benefit of their investment. Our trainers are experienced in the direct marketing industry and Training is an integral part of system implementation. Training from our professional team at BlueVenn will enable you get the most from the system as quickly as possible. Clients may choose to attend a frequently Scheduled training course, or book On-site training courses to be delivered at your offices or any other suitable location. You can also request bespoke training where the course is tailored to your data and solution. Our flexibility allows clients to request a blend of delivery approaches to ensure a continued learning programme that fits with business demands and project timeframes. Our standard Education Programmes are an ideal option for BlueVenn Solution users needing to fast track their early learning and factor in the advanced options as required. A single per user fee acts as a passport to gain training for up to 12 months from our schedule of courses. Page 3 of 21

4 Course Delivery Options Introductory classroom training is a minimum requirement for all users of BlueVenn software. We have several delivery options available to allow you to blend training together to learn as you prefer. Scheduled Courses Scheduled classroom training courses are held at our training suite in Bristol, centrally located easy to access from Temple Meads train station. Accommodation is also nearby. Scheduled courses are suitable for new users or to form part of continued learning in advanced areas of the software solutions for more experienced users. Scheduled training is often the more cost effective option when there are under four people requiring training. We also schedule training courses to be delivered as web based sessions. These courses are held using Cisco Webex Training Centre. Although these sessions do not give as much interaction between trainer and, they form an integral part of our blended learning solution for international customers and our trainers work hard to ensure the sessions are as interactive as possible. On-Site Courses To take a group of staff out of the workplace for a day s training is both costly and disruptive. Instead, our trainer s will travel to client site and deliver classroom courses within the office. In the event that there is no access to a suitable training room we can hold these sessions at a local independent meeting venue. For blueanalyzer courses, one day for training room preparation is also applicable for on-site delivery. Private courses are priced to allow up to eight s per course. Bespoke Training If your organisation has a training requirement which is not detailed in this brochure please feel free to contact us to discuss. All our courses are modular in format so please feel free to enquire about courses tailored to your organisation s requirements. Delivery styles Whether training is requested for delivery on site or at one of our training suite venues, rest assured the training will be practical and applicable to all users. All courses have a very hand s on approach with practical exercises forming the basis of the learning. The Learning is in the Doing is our trainer s motto. Where possible we will endeavour to use client data references and materials within the session to make the exercises as close to reality as possible. Enquiries and Booking Process All Learning and Development enquires should be directed by to or by telephone to our central Learning and Development Coordinator on +44 (0) Page 4 of 21

5 BlueVenn Education Programmes The BlueVenn Education Programme is the complete compliment of standard training courses designed to achieve maximum usage and productivity during implementation of a BlueVenn Solution, when on-boarding a new employee to work with the Solution or simply maximising use of your annual training budget.. The key benefit of our Education Programmes is that they allow new users to request further training following experience of analysing, selecting, reporting and understanding their own data, giving a productivity benefit. The advanced training aspects make much more sense once the basics are practiced to a confident standard. These combined packages give great value for money and a discount over buying each training course individually, plus the flexibility to blend our standard training delivery options. For more details of the Education Programmes available see the last page of this brochure. Page 5 of 21

6 Course List The sections that follow detail the courses we provide. Please ensure that the pre-requisites are met before enquiring to book on a course. For more detailed information of the course agenda please contact our Learning and Development Coordinator on or Course Scheduled On-Site Bespoke Web blueanalyzer Essentials x 830 per 4,150 s) 11,650 s, including 6 days preparation) This course is aimed at marketers and analysts who wish to get quick access to their data. Pre-created blueanalyzer data elements are used to show the analytical functionality of blueanalyzer. We'll explore its functionality for displaying data, identifying trends, discovering consumer behaviours and targeted groups for campaigning. By the end of this session s will have a good understanding of blueanalyzer's analytical capabilities, both visually and functionally. Delegates will be able to: Create selections and crosstabs to display data Exploring categorised data values presented in the marketing database Display data visually as graphs, Venn Diagram s and Maps Identify and analyse trends within customer data Create and structure queries pulling data value from multiple database tables Profile customer data using demographic data to optimise campaign targets Pre-requisites: Users must have a good working knowledge of the Windows environment. Some familiarity with relational database structures and/or marketing data is also advantageous. Duration: Two days (classroom only) Future Options: Campaigner Essentials / Element Builder / Reporting Page 6 of 21

7 Course Scheduled On-Site Bespoke Web Campaigner Essentials X 415 per 2,075 s) 5825 s including 3 days preparation This course is aimed at marketers and campaign managers who wish to use the profiling analysis they have developed in blueanalyzer to drive marketing campaigns. The full end-to-end campaign cycle is detailed during the course, including target preparation, design and running of the campaign. By the end of this session s will have a good understanding of Campaigner s capabilities and be able to: Identify methods to create campaign selection criteria Prepare the campaign options, settings and required queries Build campaign segments and incorporate them appropriately within Campaigner Add financials, control groups and seed elements to a campaign Perform trial runs and extract results prior to campaign running Run campaigns to produce extract files, history and logs Perform campaign evaluation and analysis on results Pre-requisites: Delegates must have previously attended the blueanalyzer Essentials training course. Familiarity of campaign planning and design is advantageous. Duration: One day (classroom only) Future Options: Reporting / Campaign Administration Page 7 of 21

8 Course Scheduled On-Site Bespoke Web blueanalyzer Appreciation X 415 per 2,075 s) 5825 s including 3 days preparation This course is aimed at administrators and provides an opportunity for them to experience how blueanalyzer presents data to marketers and analysts. This course forms day one of the Essentials course so there is also an opportunity to talk to other marketers and fully appreciate what they need from the marketing database you'll administer. By the end of this session s will have a good understanding of blueanalyzer's analytical capabilities and a greater appreciation of the needs of the marketer from the solution. Delegates will be able to: Create selections to display data Exploring categorised data values presented in the marketing database Display data visually as graphs and Venn Diagram s Identify and analyse trends within customer data Filter results using queries and other criteria Pre-requisites: Users must have a good working knowledge of the Windows environment. Some familiarity with relational database structures is also advantageous. The course is intended to give an overview for Administrators or other non-marketers with an interest in the solution. Duration: One day (classroom only) Future Options: Enterprise Manager Administration Page 8 of 21

9 Course Scheduled On-Site Bespoke Web blueanalyzer Element Builder 415 per 2, per s) s including 3 days preparation Power User s attending Essentials may return for a third day or attend web sessions to learn about creating the blueanalyzer data elements used during analysis and consider how best to present their data for everyday analysis work. By the end of this session s will have a deeper understanding of blueanalyzer's analytical capabilities and will learn how to: Create virtual fields to derive specific information Build bandings to make data less granular Produce calculation results to be stored within specific ranges of a banding Understand best practices for deriving data Follow requirements and support of dependencies in derived data Pre-requisites: Delegates must have previously attended the blueanalyzer Essentials training course. Some familiarity with relational database structures and/or marketing data is also advantageous. Duration: One day (classroom) / Two 2 hour sessions (web) Future Options: Campaigner Essentials / Reporting Page 9 of 21

10 Course Scheduled On-Site Bespoke Web Campaigner Administration 415 per 2, per s) s including 3 days preparation For those attending Essentials, a further exploration of Campaigners' Administration options is available during an additional second day or web sessions. In addition to administrative tasks we'll learn how to deal with specific campaign requirements and adopt best practice processes for campaign building & evaluation. By the end of this session s will have an in depth understanding of Campaigner s capabilities, advanced functions and administrative options. The course provides insight into strategic campaign building, campaign history capture and sharing options, s will learn how to: Build and configure campaign segment, history and other data output streams Build campaign templates and share with other users Identify methods to create best campaign selection criteria Consider options for structuring campaigns for maximum flexibility and effectiveness Build campaigns that generate multi-channel output Schedule campaigns to run in batches or as a specifically scheduled event Pre-requisites: Delegates must have attended the Campaigner Essentials training course and had a period of using Campaigner before attending this course. Familiarity of campaign design and data flow is advantageous. Duration: One day (classroom) / One 2 hour session (web) Future Options: Reporting / Skills Transfer Coaching Page 10 of 21

11 Course Scheduled On-Site Bespoke Web bluereporter 415 per 2, per s) s including 3 days preparation This course is aimed at analysts and marketing managers who wish to use the reporting capabilities of bluereporter to derive campaign, product and financial analysis reports from the BlueVenn ADS. Each report element is detailed in full, while exploring how they can be practically utilised within Excel. By the end of this session s will have a good understanding of bluereporter reporting principles and be able to create and maintain Excel reports from their own ADS. Delegates will learn to: Create elements to report data in various ways Maximise the presentation of data elements using Excel Format and configure elements to dynamic filter queries Refresh report elements using various methods Utilise macros and functions to manage elements Configure user driven refresh elements Distribute fresh reports to a schedule Pre-requisites: Delegates must have attended the blueanalyzer Essentials and Element Builder training courses, and had a period of using blueanalyzer before attending this course. Delegates are also expected to have a good knowledge of using Excel for reporting. Duration: One day (classroom) / One 2 hour sessions (web overview only) Future Options: Skills Transfer Coaching Page 11 of 21

12 Course Scheduled On-Site Bespoke Web Enterprise Manager Administration x 830 per 4,150 s) 11,650 s including 6 days preparation This course is aimed at administrators and is designed to provide an overview of how the blueanalyzer ADS is implemented, plus an in depth session of the solution environment. The refresh process is also detailed and utilised during the course. User folder management, security, element sharing and disaster recovery are also explored during this intensive hands-on course. By the end of this session s will have a good understanding of the Enterprise Manager, ADS implementation and be able to build and maintain blueanalyzer databases using their own data feeds. Delegates will learn to: Specify data sources for the ADS build Design and structure tables and links Understand ADS best practice guidelines Build requirements into relational tables Incorporate lookups and update sources within the tables Create, configure and administer the ADS refresh process Troubleshooting the ADS Use of ADS Tools and Utilities Pre-requisites: Delegates are expected to have a good working knowledge of Relational Databases, data sources and have an active Administrative role in the BlueVenn solution. Duration: Two days (classroom only) Future Options: blueanalyzer Appreciation Page 12 of 21

13 Course Scheduled On-Site Web bluemarketer echannel Essentials 295 per 1350 s) 300 per This course is designed for all new users of bluemarketer echannel. The aim of the session is to get s comfortable with navigating the system and competent in creating, sending and reporting on a basic campaign. By the end of the session s will be able to Upload a list of recipients and manage different list types. Search for individual records and Export lists of recipients from the system Create an from an import, template or blank page, including images, hyperlinks, dynamic greeting and tables Implement the default unsubscribe process and add corporate branding to the standard microsite pages. Proof and test an ready for send Send an campaign Interpret the standard and drilldown reports generated by the system Find help within the system and know how to contact BlueVenn support Pre-requisites: None, although all marketers or users of similar marketing technology will particularly benefit from this introductory course. Duration: One day (Classroom) or Two 2 hour sessions (Web) Future Options: bluemarketer echannel Intermediate / bluemarketer echannel Advanced Modules / Online Refresher Page 13 of 21

14 Course Scheduled On-Site Web emarketing Essentials X X 1350 s) This course is designed for people who are either just starting out with emarketing or would like a refresher on the key principles of emarketing and design. This workshop is designed to look at various real life examples and enable the s to create or evaluate their own designs and strategies. By the end of the session s will be able to: Define and implement a strategy using the Hierarchy of Needs for Marketing Demonstrate an understanding of the legal requirements and best practice for campaigns Understand key deliverability factors and the role they play in Spam filtering Evaluate subject lines, Headlines and layout for effectiveness Review copy and calls to action for effectiveness and readability Investigate factors for Relevance and Value to facilitate the creation of a Campaign Objective Identify the appropriate measure of success to a campaign and benchmark the results. Pre-requisites: None, although all marketers or users of similar marketing technology will particularly benefit from this introductory course. Duration: One day (Classroom) Future Options: bluemarketer echannel Intermediate / bluemarketer echannel Advanced Modules / Online Refresher Page 14 of 21

15 Course Scheduled On-Site Web bluemarketer echannel Intermediate X 1350 s) 300 per This course covers the same material as the Essentials course but also takes in some of the more advanced features of the system. This course can be particularly useful for s who have used the system for some time and want to know more, or need an awareness of new features available. By the end of the session s will be able to Upload, manage and delete lists of recipients within the system Search records and Export lists of recipients from the system using field selections Create queries to segment lists for use within the Sending or Exporting process Manage database fields within the booth for recording additional information Create an or Microsite from an import, template or blank page, including tables, dynamic content, and sections Proof and test an ready for send Send an campaign using quick campaign and Campaign Optimizer Interpret the standard and drilldown reports generated by the system Find help within the system and know how to contact BlueVenn DIGITAL support. Pre-requisites: Delegates must have attended the bluemarketer echannel Essentials training course and ideally had a period of using the system. Duration: One day (classroom) or Two 2 hour sessions (web) Future Options: bluemarketer echannel Advanced Modules Page 15 of 21

16 Course Scheduled On-Site Web bluemarketer echannel Advanced Modules x 295 per 1350 (Full day x2 modules for up to 8 s) 850 (Half day x1 module for up to 8 s For more advanced actions within bluemarketer echannel you can select from four modules each requiring half a day of face to face training. The aim with this approach is to provide you with the training that suits your needs at the time. You can choose to receive training on all four modules or you may wish to choose just one. The modules are as follows: Dynamic Content, Advanced tracking and Testing Create additional database fields to store additional recipient data Create Microsite pages Add Advanced Actions onto s, links and microsite pages to allow Advanced Tracking Include Dynamic content and Sections into s and microsite pages Configure Outcome Tracking both within the booth and to an outside website Create queries to perform basic A/B split tests on days of week/time of day. Setup the Campaign Optimizer for multi-variant testing Form Creation Understand the different Database field types within echannel Create Database fields to accommodate information collected via a form Create a basic subscribe/unsubscribe form Create surveys/data collection forms including dropdown menus, radio buttons and comment boxes Create triggered dynamic s as a result of a form submission Configure and enable a standalone recommend a friend form Page 16 of 21

17 Recurring and Time Dependant campaigns Create and build Dynamic Mailing Lists Navigate and create campaigns using the Campaign Management page Plan a simple set date/time campaign but not set Active Create a simple recurring campaign (birthday ) Create a simple multi- campaign including time delay (3 s with 5 day delay) Create a time sensitive multi campaign for a specified event date (Event ) Create a recurring campaign with multiple s (welcome campaign) Action Based and Multi Action Campaigns Create and build Dynamic Mailing Lists Navigate and create campaigns using the Campaign Management page Create a simple three stage campaign (set dates for each campaign) Create a simple action based campaign using the follow-up wizard (Sent/Opened/clicked previous ) Create a multi-action campaign using the follow-up wizard including time sensitivity (Reducing value Voucher) Create a recurring campaign to drive reactivation for non-active recipients (have not clicked in last 3 months) Create a recurring campaign to remove inactive recipients from the booth (reactivation or removal from list) Create multi-action targeted campaign based on click on an individual link in an (clicked on a particular link) Create database fields to store open/send/click dates and times Pre-requisites: Delegates must have attended the bluemarketer echannel Essentials and/or Intermediate training course and have a good practical understanding of the system s basic functionality. Duration: Half day per module (to a maximum of two days). Future Options: Other bluemarketer echannel Advanced Modules Page 17 of 21

18 Course Scheduled On-Site Web bluemarketer echannel Local Administrator Training X 850 (Half day session for up to 8 s) 150 per BlueVenn DIGITAL recommends that a local administrator be appointed to manage the day to day running of the booth. This course is designed to enable them to manage the booth and takes in managing users, permissions and the local setup of the booth. By the end of the session s will be able to: Add and remove users to the system. Configure permissions on an individual basis. Change booth settings including security, send settings, reports configuration and booth properties. Create and configure Sender Profiles. Pre-requisites: Administrators should also attend Essentials training; it is recommended that this is completed prior to this session. Duration: Half day (classroom) or 2 hour web sessions Page 18 of 21

19 Other Training options Education Programmes The following Education Programmes are available for purchase and offer discounted rates bulk purchase of training. Analytics Marketing User Programme for one 1495 includes one Scheduled training seat at blueanalyzer Essentials, Campaigner Essentials and bluereporter. Analytics Power User Programme for one 1995 includes one Scheduled training seat at blueanalyzer Essentials, Campaigner Essentials, Element Builder, Campaigner Administration and bluereporter. Plus x1 Q&A Web Session. Analytics Administrator Programme for one 1295 includes one Scheduled training seat at blueanalyzer Appreciation, Enterprise Manager Administration, bluereporter and x1 Q&A Web Session. echannel Education Programme for up to 8 s 2400 includes echannel Essentials, x2 Advanced Modules, x1 echannel Administrator Web session, x1 Q&A Web session. Skills Transfer Coaching Our experienced consultants can also be provided at client site to run a workshop, answer questions, demonstrate functionality or provide desk-side coaching while our software is in use. In most cases a preparation day may be required which allows our consultant to perform an informal requirements gathering exercise, discuss the proposed agenda and prepare materials required. Skills transfer coaching is delivered for up to two s per session. Web Based Sessions For International or remote clients we provide web based training sessions. These can cover a variety of topics or can be purely focused on one task. Topics covered by web training include: bluereporter Campaigner Administration bluemarketer echannel Essentials (brief tour of the system and its functionality) echannel Local Administrator Training Form Creation The Editor and its functionality Sending and Reporting your campaigns Advanced Tracking including Actions on link, Outcome Tracking and Google Anatytics Creating a basic from a template/blank page/import This is not an exhaustive list Page 19 of 21

20 Terms and Conditions of Training Booking Please note: All course fees are subject to VAT and expenses. Training fees are non-refundable and not transferable. In the event of cancellation/postponement the following charges will be incurred. Within 14 working days of course date 25% of total course cost Within 7 working days of course date 50% of total course cost Within 2 working days of course date 100% of total course cost Any amendments made by the client to the booking must be made in writing. Should it be necessary for BlueVenn DIGITAL to cancel the course, no cancellation fee is incurred. Page 20 of 21

21 Contact Details BlueVenn Headquarters One Redcliff Street Bristol BS1 6NP UK Tel: +44 (0) Fax: +44 (0) Page 21 of 21

WHAT IS EMAIL MARKETING

WHAT IS EMAIL MARKETING Intelligent VC provide industry leading email marketing solutions, including an easy to use in-house platform as well as a host of managed solutions and services. Create and send visually engaging HTML

More information

31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation

31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation 31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation Manage Email Campaigns In-House 1. Quickly Design Emails Save time creating marketing emails using drag and drop template

More information

Email Marketing Made Easy

Email Marketing Made Easy Email Marketing Made Easy Emailcenter specialise in making advanced email marketing simple and easy-to-use. Our clients use Maxemail to engage with their subscribers via automated, relevant and highly

More information

Course Catalogue CODA Financials

Course Catalogue CODA Financials Course Catalogue CODA Financials Welcome Welcome to UNIT4 Training Services. We recognise that continuous learning is important for individuals and companies in order to succeed in a constantly changing

More information

Sage Accountants Business Cloud Advanced Features Guide

Sage Accountants Business Cloud Advanced Features Guide Sage Accountants Business Cloud Advanced Features Guide VERSION 1.0 September 2013 Contents Adding custom fields to address books 3 Creating dynamic content 5 Using dynamic content in your campaigns 9

More information

Act! Training Guide www.preact.co.uk

Act! Training Guide www.preact.co.uk Act! Training Guide www.preact.co.uk Tel: 0800 381 1000 or +44(0)1628 661810 Introduction If you are a new to Act!, or you want to develop your user skills, Preact have a course to match your requirements.

More information

The Fundamentals of B2C Marketing Automation for Effective Marketing Communications

The Fundamentals of B2C Marketing Automation for Effective Marketing Communications The Fundamentals of B2C Marketing Automation for Effective Marketing Communications Mark Patron February 2013 Email and Website Optimisation Introduction Marketing automation is a process that uses insight

More information

WHITE PAPER Optimising marketing ideas: delivering echannel results

WHITE PAPER Optimising marketing ideas: delivering echannel results Optimising marketing ideas: delivering echannel results info@bluevenn.com www.bluevenn.com BlueVenn. All Rights Reserved 2013 Introduction We help digital marketers seamlessly turn great ideas into billions

More information

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard

More information

Civica Legal Training and Services Prospectus

Civica Legal Training and Services Prospectus Civica Legal Training and Services Prospectus 1 Civica Group Limited 2014. All rights reserved Copyright in this manual belongs to Civica Group Limited or one of its subsidiaries ("Civica") and its contents

More information

Uniface Education Directory

Uniface Education Directory Uniface Education Directory Training with Uniface Welcome to the Uniface Education Digest. This document provides details of what training is available, where to find information on schedules and how to

More information

Sage Accountants Business Cloud Triggered Email Guide

Sage Accountants Business Cloud Triggered Email Guide Sage Accountants Business Cloud Triggered Email Guide VERSION 1.0 September 2013 Contents Triggered campaigns 3 Setting a campaign as triggered 3 Creating the contact data fields 5 Creating triggers 6

More information

Non-Profit Solution for Microsoft Dynamics CRM

Non-Profit Solution for Microsoft Dynamics CRM Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS...

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS... Basic User Guide Table of Contents INTRODUCTION...1 CAMPAIGNER FEATURES...1 WHO SHOULD READ THIS GUIDE?...1 GETTING STARTED...2 LOGGING IN TO CAMPAIGNER...2 DASHBOARD...3 Modify Your Dashboard...4 EMAIL

More information

introduction to emarketing

introduction to emarketing introduction to emarketing emarketing is typically used for promotional campaigns for attendee generation and for attendee communication. It works closely with ereg which also includes email capabilities

More information

Content Editor and Administration Training

Content Editor and Administration Training Content Editor and Administration Training Falcon Software Company, Inc. 800 707 1311 USA/Canada 250 480 1311 Local 250 480 1322 Fax www.falcon software.com Copyright Protected Falcon Software Company,

More information

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

MICROSOFT DYNAMICS CRM. Training your marketing team

MICROSOFT DYNAMICS CRM. Training your marketing team MICROSOFT DYNAMICS CRM Training your marketing team Increase the effectiveness of your campaigns, build a 360 degree view of your customers and get results Contents Introduction CRM Training With Tisski

More information

Feature Guide. Want to talk it through? pure360.com call: 0844 586 0001 email: contact@pure360.com. Work With Data. Work With Messages

Feature Guide. Want to talk it through? pure360.com call: 0844 586 0001 email: contact@pure360.com. Work With Data. Work With Messages ro Work With Data Import, append & export unlimited lists - with no restrictions on number of contacts De-duplication and list cleaning Dedupe of lists on upload, clean bounces Automatic bounce, opt-out

More information

Administrator & End User 1 or 2 Day Training Course

Administrator & End User 1 or 2 Day Training Course Administrator & End User 1 or 2 Day Training Course Falcon Software Company, Inc. 800 707 1311 USA/Canada 250 480 1311 Local 250 480 1322 Fax www.falcon software.com Copyright Protected Falcon Software

More information

FASTSTATS PEOPLESTAGE

FASTSTATS PEOPLESTAGE CAMPAIGN MANAGEMENT & AUTOMATION SOFTWARE The Data Marketing Specialists BENEFITS: Define your marketing processes as diagrams Automate and coordinate complex communications Personalise each message for

More information

Using Google Analytics

Using Google Analytics Using Google Analytics Overview Google Analytics is a free tracking application used to monitor visitors to your website in order to provide site designers with a fuller knowledge of their audience. At

More information

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List Magento is a feature-rich, professional Open Source ecommerce platform solution that offers merchants complete flexibility and control over the user experience, content, and functionality of their online

More information

EVERYTHING YOU NEED TO KNOW ABOUT EMAILCONDUCTOR

EVERYTHING YOU NEED TO KNOW ABOUT EMAILCONDUCTOR EVERYTHING YOU NEED TO KNOW ABOUT EMAILCONDUCTOR (AND THEN SOME...) General Information EmailConductor is a mature application now in its seventh major release, and is being used by more than 60 financial

More information

Google Analytics Training

Google Analytics Training Google Analytics Courses Google Analytics Digital Marketing Courses Google Analytics Courses Google Analytics Our hands-on training courses will help you get the most from Google Analytics. We teach you

More information

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins)

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins) Lesson 07: MS ACCESS - Handout Handout Introduction to database (30 mins) Microsoft Access is a database application. A database is a collection of related information put together in database objects.

More information

Service Definition Document Microsoft Dynamics CRM Training

Service Definition Document Microsoft Dynamics CRM Training Service Definition Document Microsoft Dynamics CRM Training Date: 1 April 2014 Issued by: Matt Broomhall Head of Sales and Marketing Y: Name Tisski Limited: +44 (0) 203 418 0411 E: matt.broomhall@tisski.com

More information

Forfront, Renaissance House, 32 Upper High Street, Epsom KT17 4QJ www.forfront.com 020 3320 8777

Forfront, Renaissance House, 32 Upper High Street, Epsom KT17 4QJ www.forfront.com 020 3320 8777 e-shot tm features Forfront, Renaissance House, 32 Upper High Street, Epsom KT17 4QJ www.forfront.com 020 3320 8777 CONTENT Campaigns --------------------------------------------- 3 Creation Tools ----------------------------------------

More information

Targeted Marketing Effectiveness with the Sage 200 Suite

Targeted Marketing Effectiveness with the Sage 200 Suite Targeted Marketing Effectiveness with the Sage 200 Suite Gaining a deeper understanding of your customers and their buying behaviour is critical in today s competitive marketplace. The Sage 200 Suite provides

More information

Workshop & Chalk n Talk Catalogue Services Premier Workshop & Chalk n Talk Catalogue

Workshop & Chalk n Talk Catalogue Services Premier Workshop & Chalk n Talk Catalogue Services Premier Workshop & Chalk n Talk Catalogue The Microsoft Services Premier Workshop & Chalk n Talk Catalogue 2011 is published by Microsoft Services in Ireland. Workshop Schedule Workshop Location

More information

SimplyCast emarketing Autoresponder User Guide

SimplyCast emarketing Autoresponder User Guide SimplyCast emarketing Autoresponder User Guide Autoresponder User Guide Page 1 Contents 1. Autoresponder Overview... 3 2. Features Overview... 3 3. How to create a Campaign?... 6 4. Management and Reports...

More information

Site Management Abandoned Shopping Cart Report Best Viewed Products Report Control multiple websites and stores from one

Site Management Abandoned Shopping Cart Report Best Viewed Products Report Control multiple websites and stores from one Site Management Abandoned Shopping Cart Report Best Viewed Products Report Control multiple websites and stores from one Best Purchased Products Report Administration Panel with ability to share as much

More information

Contactegration for The Raiser s Edge

Contactegration for The Raiser s Edge Contactegration for The Raiser s Edge development@zeidman.info www.zeidman.info UK: 020 3637 0080 US: (646) 570 1131 Table of Contents Overview... 3 Installation... 3 Set up... 4 Activation... 5 Connecting

More information

TRAINING & CONSULTANCY GUIDE

TRAINING & CONSULTANCY GUIDE TRAINING & CONSULTANCY GUIDE All Trainings are organised Fortnightly on Mondays, Tuesdays, Wednesdays and Thursdays between 5:30pm - 9:00 pm and Saturdays All Trainings are available in house or 1-to-1

More information

TUTORIAL: Marketing Automation Gold-Vision 7

TUTORIAL: Marketing Automation Gold-Vision 7 Marketing Automation What is a Marketing Automation? Campaign Automation Automated Connect Campaigns Automated Telephone Campaigns Automated Lead Call Back Campaigns Phone Campaigns with Activities Creating

More information

How to Define Authorizations

How to Define Authorizations SAP Business One How-To Guide PUBLIC How to Define Authorizations Applicable Release: SAP Business One 8.8 All Countries English September 2009 Table of Contents Introduction... 3 Authorizations Window...

More information

A simple yet advanced toolkit enabling you to communicate in new ways with patients and the public.

A simple yet advanced toolkit enabling you to communicate in new ways with patients and the public. Full with Mobile Apps Integrated Customer Relationship Management System A simple yet advanced toolkit enabling you to communicate in new ways with patients and the public. Branded for your organisation,

More information

Table of Contents Professional Diploma in Digital Marketing Module 1: Introduction to Digital Marketing Module 2: Search Engine Marketing (SEO)

Table of Contents Professional Diploma in Digital Marketing Module 1: Introduction to Digital Marketing Module 2: Search Engine Marketing (SEO) Table of Contents Professional Diploma in Digital Marketing Module 1: Introduction to Digital Marketing Module 2: Search Engine Marketing (SEO) Module 3: Search Engine Marketing (PPC) Module 4: Email Marketing

More information

Become a Location Intelligence expert.

Become a Location Intelligence expert. Location Intelligence Training brochure Become a Location Intelligence expert. For more information, visit us online: mapinfo.com/support/training Become a Location Intelligence expert. Get more from your

More information

Integrated Currency Manager

Integrated Currency Manager Solution Training Integrated Currency Manager Get the Most out of Learning Integrated Currency Manager by Using These Tools Which are Designed for Both New and Existing Users. July 2015 Solution Training

More information

Blue Cannon Lead Generation for IFA s

Blue Cannon Lead Generation for IFA s Blue Cannon Lead Generation for IFA s Lead Generation Lead Validation Financial Services Advice Diverse Product Range Tailored Investment Blends Managed Administration Blue Cannon look after all aspects

More information

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business.

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business. Veeam MarketReach User Guide Automate Your Marketing. Grow Your Business. March, 2013 Contents PART 1. INTRODUCTION 3 What is Veeam MarketReach? 3 PART 2. ENTERING VEEAM MARKETREACH 3 Who can access Veeam

More information

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List Magento is a feature-rich, professional Open Source ecommerce platform solution that offers merchants complete flexibility and control over the user experience, content, and functionality of their online

More information

sd street toolz digital centre

sd street toolz digital centre Professional Diploma in Digital Marketing sd street toolz digital centre Contents Professional Diploma Courses in Digital Marketing Short Courses 1. Welcome 2. Course overview 3. Course content 4. How

More information

Contact Manager and Document Tracking. CampusVue Student User Guide

Contact Manager and Document Tracking. CampusVue Student User Guide Contact Manager and Document Tracking CampusVue Student User Guide Campus Management Corporation Web Site http://www.campusmanagement.com/ E-mail Information: Support: E-mail form on Web site support@campusmgmt.com

More information

Introduction. Regards, Lee Chadwick Managing Director

Introduction. Regards, Lee Chadwick Managing Director User Guide Contents Introduction.. 2 Step 1: Creating your account...3 Step 2: Installing the tracking code.. 3 Step 3: Assigning scores to your pages.....4 Step 4: Customising your lead bands..5 Step

More information

T Analyst User Guide 1

T Analyst User Guide 1 T Analyst User Guide 1 Contents Contents...2 Getting Started...3 Navigation...4 Logging Out of T Analyst...4 View bills...4 Bill columns and definitions...4 Viewing a PDF bill...5 Comparing bills...5 Requesting

More information

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 E-Mail Campaign Manager 2.0 Marketer's Guide Rev: 2014-06-11 E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 Marketer's Guide User guide for marketing analysts and business users Table of Contents Chapter

More information

G-Lock WPNewsman WordPress Plugin Reviewer s Guide

G-Lock WPNewsman WordPress Plugin Reviewer s Guide G-Lock WPNewsman WordPress Plugin Reviewer s Guide 1 Table of Contents This document is your reviewer's guide for G-Lock WPNewsman WordPress Plugin. It is designed to provide you with information you need

More information

Cvent Attendee Management

Cvent Attendee Management Cvent Attendee Management 1765 Greensboro Station Place McLean, VA 22102 www.cvent.com customercare@cvent.com U.S. and Canada (toll-free) 866.318.4357 UK (toll-free) 0808.234.4543 Australia (toll-free)

More information

Your guide to email marketing

Your guide to email marketing Your guide to email marketing Precept 2016 Entering the world of email marketing can seem pretty daunting. Especially if your business has never done email marketing. But emails are actually a great way

More information

Introductory Guide Web Purchase Orders for Sage 200

Introductory Guide Web Purchase Orders for Sage 200 Introductory Guide Web Purchase Orders for Sage 200 Create POs in Sage 200 via a web interface Multiple concurrent users entering POs into Sage 200 in real time Powerful account/stock search View and print

More information

Chimpegration for The Raiser s Edge

Chimpegration for The Raiser s Edge Chimpegration for The Raiser s Edge development@zeidman.info www.zeidman.info UK: 020 3637 0080 US: (646) 570 1131 Table of Contents Overview... 4 Chimpegration Versions... 4 Chimpegration Free... 4 Chimpegration

More information

Professional Diploma. in Digital Marketing

Professional Diploma. in Digital Marketing Professional Diploma in Digital Marketing RelevantLearning.ca www.digitalmarketinginstitute.com Contents Professional Diploma in Digital Marketing 1. Welcome 2. Programme overview 3. Programme content

More information

Onboarding for Administrators

Onboarding for Administrators This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module

More information

Table of Contents. Table of Contents 3

Table of Contents. Table of Contents 3 User Guide EPiServer 7 Mail Revision A, 2012 Table of Contents 3 Table of Contents Table of Contents 3 Introduction 5 About This Documentation 5 Accessing EPiServer Help System 5 Online Community on EPiServer

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

ASYST Intelligence South Africa A Decision Inc. Company

ASYST Intelligence South Africa A Decision Inc. Company Business Intelligence - SAP BusinessObjects BI Platform 4.0... 2 SBO BI Platform 4.0: Admin and Security (2 days)... 2 SBO BI Platform 4.0: Administering Servers (3 days)... 3 SBO BI Platform 4.0: Designing

More information

WebSpy Vantage Ultimate 2.2 Web Module Administrators Guide

WebSpy Vantage Ultimate 2.2 Web Module Administrators Guide WebSpy Vantage Ultimate 2.2 Web Module Administrators Guide This document is intended to help you get started using WebSpy Vantage Ultimate and the Web Module. For more detailed information, please see

More information

EMAIL MARKETING MODULE OVERVIEW ENGINEERED FOR ENGAGEMENT

EMAIL MARKETING MODULE OVERVIEW ENGINEERED FOR ENGAGEMENT PLATFORM PEOPLE STRATEGY EMAIL MARKETING MODULE OVERVIEW ENGINEERED FOR ENGAGEMENT Contents p1 E-Newsletter Overview p2 E-Newsletter Sample p3 Forward Article p4 p5 p6 p7 Print Article Read More Subscription

More information

CAM DIPLOMA IN DIGITAL MARKETING (MOBILE)

CAM DIPLOMA IN DIGITAL MARKETING (MOBILE) ONLINE LONDON CAM DIPLOMA IN MARKETING (MOBILE) A practical introduction to good practice in mobile marketing The direct study centre of CAM DIPLOMA IN MARKETING (MOBILE) i OUR PROFESSIONAL QUALIFICATIONS:

More information

Customer data management strategy

Customer data management strategy Customer data management strategy By Dave Chaffey Inside you will learn: How do we assess the value of our email addresses? How developed is our data management strategy? How do we audit our current quality

More information

IBM Cognos Training: Course Brochure. Simpson Associates: SERVICE www.simpson associates.co.uk

IBM Cognos Training: Course Brochure. Simpson Associates: SERVICE www.simpson associates.co.uk IBM Cognos Training: Course Brochure Simpson Associates: SERVICE www.simpson associates.co.uk Information Services 2013 : 2014 IBM Cognos Training: Courses 2013 2014 +44 (0) 1904 234 510 training@simpson

More information

Service Desk Menu. User Guide. Concerto Support Services Ltd Stuart Cripps 1/30/2013

Service Desk Menu. User Guide. Concerto Support Services Ltd Stuart Cripps 1/30/2013 Service Desk Menu User Guide Concerto Support Services Ltd Stuart Cripps 1/30/2013 Contents Getting Started... 3 Logging In... 4 Assigning to your favourites... 5 Service Desk Menu Introduction... 6 Service

More information

Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it.

Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Purpose Use this procedure to add, change, or remove recurring payments. Trigger Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Prerequisites

More information

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email Follow Up Email Magento Extension User Guide Official extension page: Follow Up Email Page 1 Table of contents: 1. Follow Up Email configuration....3 2. Rule creation...6 3. Follow up email templates.....17

More information

Retailman POS Multi-location Setup

Retailman POS Multi-location Setup Retailman POS Multi-location Setup The new version of Retail Man of 1.90 and above has a new way of setting up the multilocation version. There are new components that have to be taken in to account and

More information

CiviCRM Events Management Reference Manual

CiviCRM Events Management Reference Manual CiviCRM Events Management Reference Manual Copyright 2015 Upleaf LLC. All Rights Reserved. 1. Introduction to CiviCRM Events... 3 2. Key Concepts... 3 2.1 Event Participants... 3 2.2 Event Types... 3 2.3

More information

MAS 500 Intelligence Tips and Tricks Booklet Vol. 1

MAS 500 Intelligence Tips and Tricks Booklet Vol. 1 MAS 500 Intelligence Tips and Tricks Booklet Vol. 1 1 Contents Accessing the Sage MAS Intelligence Reports... 3 Copying, Pasting and Renaming Reports... 4 To create a new report from an existing report...

More information

Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner

Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner Digital Edition Get ready to experience fast, reliable and secure accounting software that is easy

More information

Getting Started with the new VWO

Getting Started with the new VWO Getting Started with the new VWO TABLE OF CONTENTS What s new in the new VWO... 3 Where to locate features in new VWO... 5 Steps to create a new Campaign... 18 Step # 1: Enter Campaign URLs... 19 Step

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

8/4/2015 Sphere 9.4.6 Sphere Email US

8/4/2015 Sphere 9.4.6 Sphere Email US Sphere Email Guide 8/4/2015 Sphere 9.4.6 Sphere Email US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

CCC Report Center Overview... 3. Accessing the CCC Report Center... 4. Accessing, Working With, and Running Reports... 6. Customizing Reports...

CCC Report Center Overview... 3. Accessing the CCC Report Center... 4. Accessing, Working With, and Running Reports... 6. Customizing Reports... CCC Report Center Contents 2 Contents CCC Report Center Overview... 3 Accessing the CCC Report Center... 4 Accessing, Working With, and Running Reports... 6 Customizing Reports... 11 Creating Ad Hoc Views

More information

This course will also teach how to create various kinds of dashboards using Reporting Services.

This course will also teach how to create various kinds of dashboards using Reporting Services. Implementing and Maintaining Microsoft SQL Server 2008 Reporting Services Length : 3 Days (24 Hours) Language(s) : English Audience(s) : IT Professionals Level : 200 Technology : Microsoft SQL Server 2008

More information

Training course catalogue

Training course catalogue Training course catalogue Welcome Welcome to EntaTraining 2013 We would like to welcome you to the pages of our course catalogue for 2013. In its pages there are details of the training services we have

More information

Hand crafted feature rich ecommerce platform.

Hand crafted feature rich ecommerce platform. Become an agile and successful internet retailer Hand crafted feature rich ecommerce platform. EPoS integration, responsive websites for desktop, tablet and mobile, and the ability to seamlessly list and

More information

EMPCENTER COURSE CATALOG

EMPCENTER COURSE CATALOG EMPCENTER COURSE CATALOG WorkForce Academy and WorkForce Academy On Demand The key to using any software is proper training. First-class training, coupled with a commitment to the implementation, makes

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Training Services Brochure. June Document classification: Public. All information that can be released outside of the company.

Training Services Brochure. June Document classification: Public. All information that can be released outside of the company. Training Services Brochure June 2016 Document classification: Public. All information that can be released outside of the company. Copyright information The copyright within this document is vested in

More information

STL Microsoft Dynamics CRM Consulting and Support Services

STL Microsoft Dynamics CRM Consulting and Support Services STL Microsoft Dynamics CRM Consulting and Support Services STL Technologies Equis House Eastern Way Bury St Edmunds Suffolk IP32 7AB Service Description and Pricing Specialist Cloud Services www.stl.co.uk

More information

15R1 Enterprise Email Integration and Functionality

15R1 Enterprise Email Integration and Functionality Help Documents 15R1 Enterprise Email Integration and Functionality The integration of email within Enterprise allows Enterprise users to mirror their Microsoft Outlook. or other SMTP or IMAP email, including

More information

NewZapp Managed Service

NewZapp Managed Service NewZapp Managed Service Email Marketing performs at its best when part of a complete digital strategy. Outsourcing your email campaigns to NewZapp gives you the power to focus on other business goals whilst

More information

Virtual Communities Operations Manual

Virtual Communities Operations Manual Virtual Communities Operations Manual The Chapter Virtual Communities (VC) have been developed to improve communication among chapter leaders and members, to facilitate networking and communication among

More information

Microsoft Project 2007 Level 1

Microsoft Project 2007 Level 1 Microsoft Project 2007 Level 1 One Day Course Course Description You need to gather information about the various tasks involved, resources required to accomplish the tasks, and the overall cost in order

More information

Getting Started with Automizy

Getting Started with Automizy Getting Started with Automizy The Basics To help you get started, this guide will show you exactly how simple it is to use Automizy to combine automated multi-channel communication into your overall marketing

More information

ManageEngine Exchange Reporter Plus :: Help Documentation WELCOME TO EXCHANGE REPORTER PLUS... 4 GETTING STARTED... 7 DASHBOARD VIEW...

ManageEngine Exchange Reporter Plus :: Help Documentation WELCOME TO EXCHANGE REPORTER PLUS... 4 GETTING STARTED... 7 DASHBOARD VIEW... TABLE OF CONTENTS WELCOME TO EXCHANGE REPORTER PLUS... 4 CONTACT ZOHO CORP.... 5 GETTING STARTED... 7 SYSTEM REQUIREMENTS... 8 INSTALLATION OF EXCHANGE REPORTER PLUS... 9 HOW EXCHANGE REPORTER PLUS WORKS...

More information

STX Beacon User Guide Marke4ng

STX Beacon User Guide Marke4ng STX Beacon User Guide Marke4ng 3 Promotions 4 Marketing Email 9 Marketing Sets: Email Output 9 Marketing Reports 10 Email Activity 11 Marketing: Avoiding SPAM Filters Table of Contents 2 Main Menu: Marketing

More information

Create an Email Campaign. Create & Send Your Newsletter

Create an Email Campaign. Create & Send Your Newsletter Create an Email Campaign Create & Send Your Newsletter Free Easy Fast -1- Create an Email Campaign 1 For sending a newsletter or a bulk email, you need to create an Email Campaign, click on the CAMPAIGN

More information

Insurance Marketing White Paper The benefits of implementing marketing automation into your email marketing strategy

Insurance Marketing White Paper The benefits of implementing marketing automation into your email marketing strategy Insurance Marketing White Paper The benefits of implementing marketing automation into your email marketing strategy Katie Traynier July 2013 Email and Website Optimisation Introduction Most email marketers

More information

The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform

The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform Technical Discussion David Churchill CEO DraftPoint Inc. The information contained in this document represents the current

More information

Forms Printer User Guide

Forms Printer User Guide Forms Printer User Guide Version 10.51 for Dynamics GP 10 Forms Printer Build Version: 10.51.102 System Requirements Microsoft Dynamics GP 10 SP2 or greater Microsoft SQL Server 2005 or Higher Reporting

More information

AUTOMATION CENTER MAXIMUM ENGAGEMENT. MINIMUM RESOURCES.

AUTOMATION CENTER MAXIMUM ENGAGEMENT. MINIMUM RESOURCES. AUTOMATION CENTER MAXIMUM ENGAGEMENT. MINIMUM RESOURCES. AUTOMATION CENTER Maximum engagement. Minimum resources. Automated Customer Engagement Power one-to-one, personalized customer engagement with minimal

More information

Pro-8 Membership Management and Professional Standards CRM. Pro-8. Contents. Software as a Service. Service Description

Pro-8 Membership Management and Professional Standards CRM. Pro-8. Contents. Software as a Service. Service Description Pro-8 Pro-8 Membership Management and Professional Standards CRM Software as a Service Service Description Contents ABOUT PROTECH... 2 PRO-8 CRM OVERVIEW... 2 HOSTING AND INFRASTRUCTURE... 3 PRO-CRM FEATURES...

More information

CRM Quick Reference Guide

CRM Quick Reference Guide CRM Quick Reference Guide AMS Distributor Customers 2013 Internet Pipeline, Inc. All rights reserved. Information in this document is subject to change without notice. The software described in this document

More information

Accounting & Finance. Guidebook

Accounting & Finance. Guidebook Accounting & Finance Guidebook January 2012 TABLE OF CONTENTS Table of Contents... 2 Preface... 6 Getting Started... 8 Accounting... 10 Accounting Welcome... 10 Sales Quotes... 11 New Sales Quote... 11

More information

Release 2.1 of SAS Add-In for Microsoft Office Bringing Microsoft PowerPoint into the Mix ABSTRACT INTRODUCTION Data Access

Release 2.1 of SAS Add-In for Microsoft Office Bringing Microsoft PowerPoint into the Mix ABSTRACT INTRODUCTION Data Access Release 2.1 of SAS Add-In for Microsoft Office Bringing Microsoft PowerPoint into the Mix Jennifer Clegg, SAS Institute Inc., Cary, NC Eric Hill, SAS Institute Inc., Cary, NC ABSTRACT Release 2.1 of SAS

More information

NuView HRMS & Payroll Training Courses

NuView HRMS & Payroll Training Courses NuView HRMS & Payroll Training Courses Learning & Development NuView Systems recognizes the importance of a knowledgeable and efficient HR and Payroll staff, who must manage the complexities involved with

More information