CRM Training for Salespeople: On-Demand eLearning

Overview

Updated 10/04/2021

This article is intended for users whose primary role is to drive sales in their organization. The user will gain knowledge on best practices for utilizing the AviontéBOLD Connect Module, including managing company records and contacts as well as utilizing the Customer Relations Management (CRM) features available. 

Below are links and descriptions for the interactive courses that walk through these concepts. Please review these courses in order.

Entering & Managing Companies and Contacts
Tracking Sales & Opportunities

Entering & Managing Companies and Contacts

Before placing orders or sourcing candidates, you first need Companies and Contacts. This course covers the basics of Companies and Contacts in the Connect Module. We will walk through the various methods of adding Companies and Contacts into Avionté and how to manage basic information in the Company and Contact profiles. 

Estimated Course Duration: 45 minutes

• Click here for the Interactive Course on Entering and Managing Company Contacts

Tracking Sales & Opportunities

Avionté's Customer Relationship Management (CRM) features allow your sales team and account managers to seamlessly track the sales cycle and ongoing conversations. Within the Connect Module, users can keep thorough notes, report on progress, and quickly share information to customers or other users. This course will cover sales cycle tracking, customer on-boarding, and contact management to help your team efficiently and effectively manage customer relationships and processes. 

Estimated Course Duration: 45 minutes

• Click here for the Interactive Course on Tracking Sales & Opportunities

Back to Top