Training

 

In-house Training Sessions

Tradital Srl offers a series of training opportunities throughout the year to ensure that users are getting the most out of their CRM system.

 

Learning & Managing

This 2-day class will cover an overview of CRM Software and go through complete system administration responsibilities. Perfect for a system administrator who is NOT a CRM developer.

Administration and Customization of Web Component

Trainee will learn how to install EmployeNet, ClientNet/PartnerNet, which includes registering components, setting up the web server, setting up the connection to the database and making modifications to the configuration files. The instructor will then discuss the customization and administration aspects.

Basic Developer's
This course introduces trainees to Developer Tools skills. Trainees will learn about the basic Developer Tools elements. Trainees will learn how to built and customiza the product and will learn more about the functionalities of the screens.

Advanced Developer's
This course further enhances the concepts discussed in the Basic Developer Tools class. Trainees will go in deep with developers tools and advanced technics of development regarding CRM software.

Learning and Managing Sync
Trainees will learn how to define the sync host and build a new sync client database. They will also set up the support procedures that establish the changes the client databases should receive during the sync process. Trainees will also set up subscriptions and define extract criteria. Finally, trainees will learn about the Admin process that creates sync transaction tables, triggers, support procedures, and transaction procedures.

Learning and Managing Reports and Queries
This course focuses on using Crystal Reports to create new reports for CRM Software application's users and integrate those reports into the application using the dedicated tool. Trainees will also learn advanced query building techniques so they can better manage and maintain their marketing and sales activities.

Import and Dedup
In this class, trainees learn how to import a tab delimited text file and/or excel formatted file with rules and conditions. They then learn how to use the deduplication technics to check the import for duplicate records by defining deduplication criteria. Finally, trainees view and merge the duplicate records.