Joforce training courses

Product training, customer support and sales training for your team

The training courses give you a walk-through of how you can get the utmost things done with Joforce as an Administrator, Sales Manager, Sales rep, Support Manager and Support rep.

The Joforce CRM Admin fundamentals, Sales and Support courses will take you through the different options available for you and your team so that you can choose the best that suits your business.

CRM Administrator Course (6 x 2 hrs Course) $1100
CRM Administrator Fundamentals (2 x 2 hrs Course) $300
Sales Manager Training Package (Sales course 1 to 4) $2000
Support Manager Training Package (Support Course 1 to 4) $550
Single 90-minute Training Course $200

Administrator Fundamentals

In this course, we’ll be covering:

  • Basic concepts of Joforce CRM : Learn what is a lead, contact, account, and deal, and why you need them.
  • Inviting your team onboard : Bring your sales team onboard and define their roles and scope of data access.
  • Configure email as admin : Understand how to set up email for your team.
  • Modify the CRM : Learn how to customize Joforce to suit your business goals.
  • Define multiple sales stages : Create multiple pipelines based on your sales progress.
  • Creating workflows : Learn how to automate mundane tasks using workflows.

Mastering Sales

In this course, we’ll be covering

Sales course I (90 mins)

Getting Started with Joforce

  • Setup CRM: Personalization of navigation and dashboard based on Users
  • Localize the CRM: Languages and User preferences
  • Stay organized: Details on how the data are managed in Joforce
  • Data security: Data sharing and visibility configuration based on roles
  • Activity tracking: Viewing alerts using notifications on any changes made in CRM

Internal Collaboration

  • Content Sharing: Details on accessing customer documents in Joforce.

Sales course II (90 mins)

External Collaboration - Emails, Calls

  • Using emails within Joforce: Bring in your email client inside CRM.
  • Telephony Integration: Connect Joforce with Asterisk
  • Document sharing: Collaborate with customers with document sharing
  • No spam: Deliver emails directly to customer inbox.
  • Gmail Suite Integration: Integration between Google Calendar, Contacts.

Deal Management

  • Define multiple sales stages: Create multiple pipelines based on your sales progress.
  • Event management: Organize and plan your meetings with Joforce calendar.
  • Automate workflow: Stay connected with complete follow-up automation.
  • 360 deg view: View sales forecast

Sales course III (90 mins)

Quote Management

  • Create Quote: Quote creation from Opportunity.
  • Design PDF templates: Uniquely crafting the Quote template with a PDF maker.
  • Inventory management: Create and manage Products
  • Sales orders and Invoice: Manage Sales Orders and Invoices

Reporting

  • Creating detailed report, chart report and pivot report

Sales course IV (90 mins)

Customizing Joforce for sales team

  • Define Sales Levels: Set up sales hierarchy.
  • Forecasting: Creating multiple sales pipelines and forecast sales.
  • Canned messages: Customize email templates for your sales team to send standard replies.
  • Design email templates: Setup email templates to reflect in Invoice & Quotes sent by the sales team.

Automating Sales process

  • Workflow Automation: Workflows to automate mundane tasks.
  • Assignment rules: Convert Opportunity to Contacts based on the rules.
  • Email Automation: Create workflows to define welcome email and follow-up emails.
  • Advanced reporting: schedule periodical report to ensure sales growth.

Mastering Support

In this course, we’ll be covering

Support course I (90 mins)

Getting Started with Joforce

  • Setup CRM: Personalization of navigation and dashboard based on Users
  • Localize the CRM: Languages and User preferences
  • Stay organized: Details on how the data are managed in Joforce
  • Data security: Data sharing and visibility configuration based on roles
  • Activity tracking: Viewing alerts using notifications on any changes made in CRM

Internal Collaboration

  • Content Sharing: Details on accessing customer documents in Joforce.

Support course II (90 mins)

External Collaboration - Emails, Calls

  • Using emails within Joforce: Bring in your email client inside CRM.
  • Telephony Integration: Connect Joforce with Asterisk
  • Document sharing: Collaborate with customers with document sharing
  • No spam: Deliver emails directly to customer inbox.
  • Gmail Suite Integration: Integration between Google Calendar, Contacts.

Ticket Management

  • Basics of ticketing - Learn how to work with tickets and become familiar with the various ticket properties.
  • Understanding the ticket list page - Learn how to work with tickets in bulk..
  • Working with customer information - Learn how to create, edit and merge customers.
  • Working with your knowledge base - Learn to create articles on the knowledge base and use it to provide a good self-service experience for customers.
  • Activity tracking: Alerts on escalations

Support course III (90 mins)

Customizing Joforce for support team

  • Define Support Levels: Set up sales hierarchy.
  • Canned messages: Customize email templates for your support team to send standard replies.
  • Design email templates: Setup email templates to reflect in Invoice & Quotes sent by the support team.
  • Working with your knowledge base - Learn to create articles on the knowledge base and use it to provide a good self-service experience for customers.
  • Setup Notifications: Alerts on escalations

Support course IV (90 mins)

Automating Sales process

  • Workflow Automation: Workflows to automate mundane tasks.
  • Assignment rules: Setup rules to assign tickets to Support agents consecutively.
  • Email Automation: Create workflows to acknowledge ticket creation and follow-up on inactivity.
  • Ticket closure: Wait and Resolved states of the ticket
  • Setup Notifications: Define rules to alert on cases not assigned or accepted on time
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