Training & Resource Center

Keeping your team trained is critical to maintaining a competitive edge.


Training Services

We have been providing online and on-premise CRM training to companies for all sizes for the over 10 years. The typical training engagement features key CRM concepts such as sales, marketing, and service.

The training covers how to track and manage the sales process from potential to close, how to get insight on sales process information, and how to nurture customer satisfaction through automation of business processes. It also introduces the tools available to analyze and report on sales, service, and marketing information.

Additionally, we guide users through the process of working with customers including resolving customer complaints and services issues cost effectively and providing insight on managing all related correspondence, documents, contacts, and conversations.

Gain a general understanding of marketing lists


Identify when to use a quick campaign


Create and manage sales goals for individuals, teams, and the organization Configure fiscal periods


Utilize contract management to specify the number of support services a customer is entitled to


Use reporting functionality to gain insight into trends, performance, and identifying opportunities and potential issues



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Frequently Asked Questions

Is Dynamics 365 easy to use?

Microsoft Dynamics 365 for Sales is one of the most intuitive CRM systems, but new users will still have a lot to learn. We have created a comprehensive catalog of Dynamics 365 for Sales training courses that will help you take full advantage of the system.

Integrates Dynamics 365 with Marketing automation solutions?

There are third-party integration solutions available for many of the leading Marketing Automation services, including Microsoft Dynamics Marketing, Act-On, Hubspot, ClickDimensions, Marketo, Silverpop, Constant Contact, and other marketing software.

Can I transfer my data from my existing CRM?

Most CRM systems will allow you to export data .csv, .xml or .txt file. As long as your existing CRM program supports exporting to one of these formats, you can import your data into Microsoft Dynamics 365 for Sales.

How do I prepare for my data migration?

Review and define your current data requirements (mapping) and data integrity requirements. Make sure you have a data cleansing process set within reasonable goals prior to migration. Create a mapping document to map to the distinct fields within the CRM.

What is Sales Cloud?

Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralizing customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day. This means they’ll spend less time on administration and more time closing deals. For sales managers, Sales Cloud gives real-time visibility into their team’s activities, so forecasting sales with confidence is easy. Best of all, Sales Cloud is easy to use and customizable to the way your salespeople work.

Is Sales Cloud Secure?

Sales Cloud is built on a robust and flexible security architecture trusted by companies around the world, including those in the most heavily regulated industries — from financial services, to healthcare, to government. Trusted by more than 150,000 companies across all industries and around the world, the platform provides security and control over everything from user and client authentication through administrative permissions to the data access and sharing model.

What is Salesforce Marketing cloud?

Marketing Cloud is the console designed to effectively target key audiences through a digital experience. Marketing Cloud can be leveraged through Pardot. We can configure a very robust marketing platform capable of scale for all sizes of marketing teams

What is Salesforce Einstein Analytics?

Einstein Analytics is a new tool designed to bring self-service business intelligence for everyone which includes real-time updates for analytics. Einstein Analytics is used for service case management and to collaborate with key stakeholders.

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