Training: Learn the In's and Out's of vtiger CRM

We can train you to master vtiger CRM

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Online training helps you understand the features of vtiger CRM and reduce the time to implement vtiger CRM for your organization in a better way. This training is offered directly by the engineers working on the vtiger CRM project through an online desktop sharing software.

Next Training Session : Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

We also arrange customized vtiger CRM Training based on your specific business needs. For more information please drop mail to: This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Training Packages

Package Duration Fees Topics
Basic Training 2 hrs (Day 1)
  • Introduction & Overview of vtiger CRM
  • Campaigns
  • Leads
  • Accounts & Contacts
  • Potentials
  • Activities & Calendar
  • Email
  • Reports & Dashboards
Advanced Training 2 hrs (Day 2)
  • User Management
  • Data Import and Export
  • E-mail Templates
  • Notifications
  • System Administration Tools
  • Inventory Management
  • vtiger CRM - Best Practices
Help Desk 1 hr (Day 3)*
  • Trouble Tickets
  • Knowledge Base
  • Customer Self-service Portal
Outlook Edition 1 hr (Day 3)
  • Installing Outlook Plugin
  • Working with Tasks & Appointments
  • Working with Contacts
  • Working with Email
Office Edition 1/2 hr (Day 3)
  • Installing Office Plugin
  • Working with Mail Merge Templates
  • Creating Mail Merge Documents
Complete Package 3 days: 2 hrs / day

Overview & Installation + Advanced CRM + Help Desk + Add-Ons

* Basic Training is compulsory for all the participants. For example, if you are planning to participate in Help Desk or Outlook Edition training, you must complete the Basic Training before registering for the other packages.

** Training duration includes time for Questions and Answers.

Notes:

  • All training sessions are offered only in English.
  • The format of the training is Online Web conference. (Requires an Internet connection and Web browser)
  • To give equal importance to each participant, we are restricting the amount participants to a maximum of 5 per training session. The remaining registrations will be processed during the next immediate training session.
  • You get a 30% discount, if you order for 3 or more participants.

For more details please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

 
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