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Training Programs

Welcome to the next4biz CRM & BPM platform!
On this page, you can register for the next4biz CRM Marketing and Sales training.

CRM – Marketing and Sales Management
Design and Customization Training

28 November – 1 December 2022

  • In this training, CRM customization and design is demonstrated on the next4biz CRM.
  • This is not an end-user training program. The training should be received by the CRM specialists/managers who will be the key users in managing design and customization activities.
  • The training is conducted live and remotely.
  • Our training programs are repeated on a monthly basis.
  • The training is carried out in mixed groups with participants from different organizations.
  • Each organization can participate in this training with no more than two people at once. If you wish to bring in more participants, you can register for the programs that will be introduced in the future.
You can see the other training programs on this page.
Training Plan
Day - Time Subjects
Monday 09:00-13:00
  • Introduction
  • Welcome
  • Marketing & Sales Functions
  • What is CRM?
  • CRM Trends
  • Next4biz CRM Features
  • Fundamentals
  • User Interfaces
Tuesday 09:00-13:00
  • Contact &Campaign Management
  • Customer Scorecard
  • Creating & Updating Customers
  • Deduplication
  • Bulk Import
  • E-mail Management
  • Tag Management
  • Filters & Targeting
  • Message Templates
  • Campaign Design
  • Campaign Execution
  • Survey Design & Management
  • Sales & Task Management
  • Sales Process
  • Opportunity Management
  • Task Lists
  • Task Assignment & Management
  • Reports
Thursday 09:00-13:00
  • Customization
  • Customer Settings
  • Sale Channels
  • Camping Settings
  • System Settings
  • Task Management Settings
  • More About Customization

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