North American CRM Trainings

Join us for any of our three CRM Trainings throughout 2017.

The North American Simpleview CRM Trainings are a series of workshops designed for new CRM clients, DMOs interested in sampling the product, or professionals who just need a refresher in the system. Attendees are welcome to choose whichever training suits his or her travel needs, whether it be in your own area or another region altogether. You can even attend all three!

Register now and reserve your seat, or scroll below to learn more about price and accommodations. Unfamiliar with Simpleview CRM? Check out our Simpleguide for more information on our industry leading customer relationship management (CRM) suite. 

Register

Winter 2017
Victoria, BC
February 22nd
Victoria Conference Centre


Spring 2017
Salt Lake City, UT
May 31st - June 2nd
Hilton Salt Lake City Center


Summer 2017
Grand Rapids, MI
August 30th - September 1st
Courtyard Grand Rapids Downtown
Who Should Attend 2

Who Should Attend

This training is designed for:

• Users new to Simpleview CRM
• Users seeking a refresher in basic CRM fundamentals
• DMO professionals interested in CRM

Location

Affordable, Quality Training

• Invite peers not already using or contracted with CRM
• If your non-contracted guests attends for free, so do you!
• The price of registration does not include room charges

Victoria Training

The Winter CRM training is a half day session preceding the BC Tourism Conference on February 22nd, 2017 from 8am-1pm. This training, priced at $100, is suitable for CRM users or potential users with less than two years experience on the platform. Stay tuned for more information soon! 

Agenda:

WELCOME & OVERVIEW8:00 A.M. to 9:00 A.M.
Welcome, Introductions, Agenda Overview/Discussion, Homepage Settings, User Settings, My Calendar, Users Forum, Webinars, Help Area

ACCOUNT/CONTACT MANAGEMENT9:15 A.M. TO 10:30 A.M.
Adding/Updating Accounts & Contacts, Affiliated Accounts, Parent/Child Accounts, Linked Contacts. Security Roles, Sending Emails, Traces

WEBSITE MANGEMENT | 10:45 A.M. TO 12:00 P.M.
Listings, Calendar of Events, Images/Logos/Videos, Coupons, Partner Referral Setup

WORKING GRAB & GO LUNCH | 12:00 P.M. to 12:15 P.M.

SALES & SERVICES | 12:15 P.M. to 1:00 P.M.
The Lead Process, Service Requests, Schedule Builder, Partner Referrals, Commitments, Inkind/Expenses, Triggers, Functions

ADVANCED SEARCH/REPORT OVERVIEW | 1:00 P.M. to 2:00 P.M.
Review of Core Reports, Schedule/Email Reports


Salt Lake City Training

The Spring CRM training will be held at the Hilton Salt Lake City Center on May 31st, 2017. The training spans across three days, with a half day on Wednesday and Friday, and a full day on Thursday. Stay tuned for more information soon as room block details are released. The cost for registration for this training is $400 and includes some meals.

Book here>

Grand Rapids Training

The Summer CRM training will be held at the Courtyard Grand Rapids Downtown on August 30th, 2017. The training spans across three days, with a half day on Wednesday and Friday, and a full day on Thursday. Stay tuned for more information soon as room block details are released. The cost for registration for this training is $400 and includes some meals.

Book here > 


Sample Topics 

In the meantime, check out some of the sample topics that might be covered below. Please note: this content may be adjusted depending on the audience and types of roles present at the training.

Account/Contact Management

  • Adding/Editing Accounts & Contacts
  • Affiliated Account
  • Parent/Child Relationships
  • Sending/Tracking Emails
  • Trace Management
  • Linked Contacts
  • Security Setting (extranet)


Admin

  • Adding Users/Goals/Security Roles
  • Dropdowns/Custom Fields
  • Templates
  • Form Building
  • Maintenance


Lead Process

  • Profile Management
  • Creating a Lead
  • Commitments
  • Sending Leads
  • Collecting Responses
  • Sending Responses
  • Triggers/Traces


Advanced Search/Reporting

  • Building Email Lists
  • Printing Making Labels
  • Reporting on the Fly 


Registration

Please complete the form below to register for a North American CRM Training. Once submitted, a member of our Finance department will process your registration and email you a confirmation. Want more information? Visit our event page for more details.

 



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