Onsite Training Packages
CRM Essentials
Comprehensive and hands-on, this is the core training that ensures your success with the Simpleview CRM. It is a must for new users, but also a beneficial refresher for those who are ready to significantly ramp up their skills and knowledge about using the Simpleview CRM to solve their most pressing challenges. We recommend users take this course before starting to use the Simpleview CRM, whether in a new system or one that has been established at their organization for many years. Click on the course details for the training you think will work best for you and your team:
Meeting Sales
This is an interactive course for those who handle Meeting Sales and/or Services on your DMO team. Gain hands-on experience overseeing the management of your convention, and event sales and services efforts in the Simpleview CRM.
Member/Partner
This is an interactive course for those who handle Membership/Partnership Relations on your DMO team. Gain hands-on experience overseeing the management of your destination’s members and partners in the Simpleview CRM.
Consumer & Inventory
If your responsibilities include collecting and fulfilling inquiries from visitors to your destination, taking this class will boost your skills to the next level.
Tour & Travel
This comprehensive and hands-on core training ensures your success with the Simpleview CRM Tour/Travel user group. It’s a must for those who handle group travel and management and sales roles at your organization.
Media & Public Relations
This training is a must for those who handle public relations and media relations roles within your organization.
Events & RSVP
Event Development and Attendee Management Essentials is the comprehensive training that ensures your success with the Simpleview CRM Events/RSVP user group. It’s a must for those who handle event details for your organization, such as member/partner mixers and other get-togethers.
Reports
Developing Simpleview CRM Reports and Advanced Searches provides you with the skills and knowledge you need to gather analytics requirements, design and build custom reports and deploy them to your users. Using real-world scenarios, this fast-paced course gives you the tools to analyze and share your key metrics across multiple Simpleview CRM user groups, such as Member/Partner, Meeting Sales and Consumer. This course is a must for anyone responsible for using analytics to drive results in a destination marketing organization.
Extranet
Comprehensive and hands-on, this is the core training that ensures your members and partners’ success with the Simpleview Extranet. It’s a must for those hotels, restaurants, attractions and other stakeholders who want to manage their data in your Simpleview CRM Member/Partner user group.